Institutional Fund
Victory Financial Group, LLC
Austin, TXCIK 20113335 filings on record
Portfolio Value
$813.86M
Q1 2026
Holdings
347
Reported positions
New Buys
62
Opened this quarter
QoQ Change
+2.4%
from $794.78M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.1%
- Schwab Strategic Tr5.8%
- Ishares Tr4.2%
- Fidelity Covington Trust3.7%
- Vanguard Index Fds3.3%
- Ishares Tr3.1%
- Other65.9%
Portfolio Holdings
347 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 462.6K | $115.11M | 14.1% | +14.1K | Added |
| 2 | Schwab Strategic Tr | 1.53M | $46.85M | 5.8% | −172.2K | Reduced |
| 3 | Ishares Tr | 432.0K | $34.03M | 4.2% | +10.7K | Added |
| 4 | Fidelity Covington Trust | 549.0K | $30.33M | 3.7% | +62.6K | Added |
| 5 | Vanguard Index Fds | 44.5K | $26.61M | 3.3% | +2.9K | Added |
| 6 | Ishares Tr | 626.0K | $24.84M | 3.1% | +45.4K | Added |
| 7 | Select Sector Spdr Tr | 180.4K | $23.97M | 2.9% | −20.9K | Reduced |
| 8 | Pimco ETF Tr | 809.0K | $21.20M | 2.6% | +250.1K | Added |
| 9 | Ishares Tr | 156.2K | $19.42M | 2.4% | +1.5K | Added |
| 10 | Nvidia Corporation | 107.6K | $18.76M | 2.3% | +3.5K | Added |
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