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Filers›Asset Manager›VICTORY FINANCIAL GROUP, LLC
DOSSIER · 13F-HR · Q1 2026

VICTORY FINANCIAL GROUP, LLC

VICTORY FINANCIAL's asset manager based in Boston, MA — $814M in tracked AUM across 348 positions as of Q1 2026.

VF
VICTORY FINANCIAL·Boston, MA·Asset Manager
CIK 0002011333 · last filed Mar 31, 2026
Total AUM
$814M
▲ 9.0%
vs prior
Holdings
348
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

VICTORY FINANCIAL GROUP, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWY
ISHARES TR
$115M463K14.1%
02
SCHD
SCHWAB STRATEGIC TR
$47M1.5M5.8%
03
IMCG
ISHARES TR
$34M432K4.2%
04
FDVV
FIDELITY COVINGTON TRUST
$30M549K3.7%
05
VOO
VANGUARD INDEX FDS
$27M45K3.3%
06
IVLU
ISHARES TR
$25M626K3.1%
07
XLK
SELECT SECTOR SPDR TR
$24M180K2.9%
08
PYLD
PIMCO ETF TR
$21M809K2.6%
09
IJR
ISHARES TR
$19M156K2.4%
10
NVDA
NVIDIA CORPORATION
$19M108K2.3%

Filing history

Filing history loading…
AI Agent · grounded in VICTORY
haiku-4-5 · 348 positions indexed
Sector mix
  • Tech15%
  • Health Care19%
  • Communications6%
  • Industrials4%
  • Energy35%
  • Other21%
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