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VICTORY FINANCIAL GROUP, LLC - Portfolio Stock Holdings

VICTORY FINANCIAL GROUP, LLC disclosed 469 stock positions in a recent SEC 13F filing. $1,078,626,303 of stock holdings were filed, with the largest holdings including IWY, SCHD, and IMCG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,337,530,512 and has 47 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

469

Est. Stock Holding Value:

$1,078,626,303

Top Stock Holdings By Sector

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Portfolio Stock Holdings - VICTORY FINANCIAL GROUP, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - VICTORY FINANCIAL GROUP, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.