Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

VICTORY FINANCIAL GROUP, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

VICTORY FINANCIAL GROUP, LLC (CIK 2011333) reported $814.2M across 346 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWY ($115.1M, 14.14%), SCHD ($46.8M, 5.75%), IMCG ($34.0M, 4.18%), FDVV ($30.3M, 3.72%), VOO ($26.6M, 3.27%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IWYISHARES TR$115.1M14.14%462,598Added
2SCHDSCHWAB STRATEGIC TR$46.8M5.75%1.5MTrimmed
3IMCGISHARES TR$34.0M4.18%431,977Added
4FDVVFIDELITY COVINGTON TRUST$30.3M3.72%548,990Added
5VOOVANGUARD INDEX FDS$26.6M3.27%44,528Added
6IVLUISHARES TR$24.8M3.05%626,014Added
7XLKSELECT SECTOR SPDR TR$24.0M2.94%180,352Trimmed
8PYLDPIMCO ETF TR$21.2M2.60%809,045Added
9IJRISHARES TR$19.4M2.38%156,215Added
10NVDANVIDIA CORPORATION$18.8M2.30%107,551Added
11EVTRMORGAN STANLEY ETF TRUST$16.6M2.04%328,033Trimmed
12SLYGSPDR SERIES TRUST$15.8M1.94%163,534Added
13AAPLAPPLE INC$14.6M1.79%57,525Added
14VBRVANGUARD INDEX FDS$14.2M1.75%65,567Added
15BILSPDR SERIES TRUST$12.9M1.59%141,027Added
16FBNDFIDELITY MERRIMACK STR TR$11.0M1.36%242,177Trimmed
17SPEMSPDR INDEX SHS FDS$10.4M1.27%220,807Added
18FVDFIRST TR EXCHANGE-TRADED FD$9.6M1.18%204,164Trimmed
19MSFTMICROSOFT CORP$6.8M0.83%18,327Trimmed
20AMZNAMAZON COM INC$6.0M0.73%28,698Added
21GOOGLALPHABET INC$5.9M0.73%20,690Added
22QQQINVESCO QQQ TR$5.8M0.72%10,128Added
23TSLATESLA INC$5.7M0.70%15,300Added
24JBNDJ P MORGAN EXCHANGE TRADED F$5.3M0.66%99,327New
25AVDVAMERICAN CENTY ETF TR$5.4M0.66%53,726Added

Source: SEC Form 13F filings · as of 2026-03-31