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VICTORY FINANCIAL GROUP, LLC - Portfolio Stock Holdings

VICTORY FINANCIAL GROUP, LLC disclosed 376 stock positions in a recent SEC 13F filing. $805,383,541 of stock holdings were filed, with the largest holdings including IWY, SCHD, and IMCG. This filing represented positions held on March 31, 2026, and was filed on April 27, 2026.

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:

March 31, 2026

No. of Stocks:

376

Est. Stock Holding Value:

$805,383,541

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

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

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