Victory Financial Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Victory Financial Group, LLC reported 78 stock positions worth $213.7 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 16.9% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 15.8%) and iShares Morningstar Mid-Cap (IMCG, 7.6%). Compared with Q1 2024, it opened 20 new positions, sold out of 2, added to 35 and reduced 18. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +338%) and the biggest sale Vngrd Mrngstr MC GRW ETF-Usd (VOT, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002011333
- Portfolio Value
- $213.7M (Q2 2024)
- SEC Filing
- 0001754960-24-000440 ↗ filed Aug 14, 2024
Holdings Value
Holdings 78 stocks · $213.7M
| IWY iShares Russell Top 200 Grow | 16.94% | 168,789 | $36.2M | Add +10.2% |
| SCHD Schwab US DVD Equity ETF | 15.82% | 434,797 | $33.8M | Add +10.4% |
| IMCG iShares Morningstar Mid-Cap | 7.65% | 241,216 | $16.3M | Add +11.4% |
| FVD First Trust Value Line DVD | 7.51% | 393,828 | $16.0M | Add +10.9% |
| VOO Vanguard S&P 500 ETF | 5.78% | 24,694 | $12.4M | Add +337.8% |
| XLK SS Technology Select Sector | 4.62% | 43,688 | $9.9M | Add +11.3% |
| MDY State Street SPDR S&P Midcap | 3.96% | 15,799 | $8.5M | Add +10.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.76% | 44,021 | $8.0M | Add +11.9% |
| NVDA Nvidia Corp. | 2.48% | 42,884 | $5.3M | Add +504.9% |
| VTI VG Morningstar TS MKT ETF-US | 2.34% | 18,666 | $5.0M | Add +2.9% |
| VCLT Vanguard Long-Term Corp. Bond | 1.94% | 54,791 | $4.2M | Add +21.6% |
| AAPL Apple Inc. | 1.85% | 18,729 | $3.9M | Add +49.1% |
| VYM Vanguard High DVD Yield ETF | 1.45% | 26,039 | $3.1M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.37% | 12,062 | $2.9M | Reduce -1.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.33% | 12,368 | $2.8M | Reduce -18.2% |
| AGG iShares Core U.S. Aggregate | 1.24% | 27,255 | $2.6M | New |
| IJR iShares Core S&P Small-Cap E | 1.17% | 23,464 | $2.5M | Add +9.7% |
| IJT iShares S&P Small-Cap 600 GR | 1.07% | 17,838 | $2.3M | Reduce -3.2% |
| MSFT Microsoft Corp. | 0.99% | 4,754 | $2.1M | Reduce -5.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 4,402 | $2.1M | Add +10.1% |
| RPG Invesco S&P 500 Pure Growth | 0.91% | 51,926 | $1.9M | Reduce -2.0% |
| VEA Vanguard Ftse Developed ETF | 0.79% | 34,119 | $1.7M | Reduce -12.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.71% | 20,971 | $1.5M | Add +268.5% |
| TXN Texas Instruments Inc. | 0.66% | 7,201 | $1.4M | New |
| VWO Vanguard Ftse Emerging Marke | 0.65% | 31,898 | $1.4M | Add +17.0% |
| IJH iShares Core S&P Midcap ETF | 0.63% | 22,988 | $1.3M | Add +193.3% |
| EFA iShares MSCI Eafe ETF | 0.62% | 17,031 | $1.3M | Reduce -4.2% |
| TSLA Tesla Inc. | 0.57% | 6,144 | $1.2M | Add +167.1% |
| AMZN Amazon.com Inc. | 0.53% | 5,832 | $1.1M | Add +41.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 6,826 | $1.0M | Reduce -7.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.45% | 11,570 | $971K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.42% | 4,075 | $889K | Reduce -15.4% |
| IUSG iShares Core S&P U.S. Growth | 0.38% | 6,417 | $818K | Add +50.0% |
| IWF iShares Russell 1000 Growth | 0.37% | 2,166 | $789K | Reduce -8.7% |
| SCHX Schwab US Large-Cap ETF | 0.35% | 11,715 | $753K | New |
| IEF iShares 7-10 Year Treasury B | 0.33% | 7,478 | $700K | New |
| RDVY First Trust Rising Dividend | 0.32% | 12,397 | $679K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,585 | $645K | Reduce -3.4% |
| IWX iShares Russell Top 200 Valu | 0.29% | 8,337 | $624K | No change |
| CZA Invesco Zacks Mid-Cap ETF | 0.28% | 6,073 | $593K | Reduce -5.7% |
| LLY Eli Lilly & Co. | 0.27% | 635 | $575K | Add +48.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,019 | $555K | Reduce -6.9% |
| V Visa Inc. Class A | 0.25% | 2,034 | $534K | Add +103.6% |
| IUSV iShares Core S&P U.S. Value | 0.25% | 6,015 | $530K | Add +39.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.24% | 6,025 | $522K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.24% | 10,691 | $521K | Add +149.0% |
| QUAL iShares MSCI USA Quality Fac | 0.23% | 2,838 | $485K | Add +76.8% |
| IEMG iShares Core MSCI Emerging | 0.23% | 9,019 | $483K | New |
| IWM iShares Russell 2000 ETF | 0.21% | 2,223 | $451K | Add +2.5% |
| META Meta Platforms Inc. Class A | 0.21% | 889 | $448K | New |
| ITOT iShares Core S&P Total U.S. | 0.20% | 3,541 | $421K | New |
| DD Dupont DE Nemours Inc. | 0.19% | 5,151 | $415K | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 0.18% | 2,068 | $377K | Add +42.1% |
| GOOG Alphabet Inc. Class C | 0.17% | 1,963 | $360K | New |
| IVV iShares Core S&P 500 ETF | 0.16% | 644 | $352K | Add +26.8% |
| SCHF Schwab Intl Equity ETF | 0.16% | 8,689 | $334K | New |
| DOW Dow Inc. | 0.15% | 6,106 | $324K | Add +0.7% |
| JQUA JPMorgan US Quality Factor | 0.14% | 5,551 | $294K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.14% | 4,427 | $294K | Reduce -4.3% |
| IWR iShares Russell Mid-Cap ETF | 0.13% | 3,544 | $287K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.13% | 1,406 | $274K | New |
| EEM iShares MSCI Emerging Market | 0.12% | 6,130 | $261K | Reduce -4.2% |
| STXG Strive 1000 Growth ETF | 0.12% | 6,518 | $260K | No change |
| XLF SS Financial Select Sector | 0.12% | 6,300 | $259K | Add +3.1% |
| VXUS Vanguard Total Intl Stock | 0.12% | 4,230 | $255K | New |
| TMUS T-Mobile US Inc. | 0.12% | 1,445 | $255K | New |
| JNJ Johnson & Johnson | 0.11% | 1,677 | $245K | New |
| VGT Vanguard Info Tech ETF | 0.11% | 415 | $239K | Add +1.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.11% | 2,345 | $228K | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,124 | $227K | New |
| CTVA Corteva Inc. | 0.10% | 4,139 | $223K | Add +1.8% |
| ACN Accenture PLC Class A | 0.10% | 732 | $222K | New |
| XLE SS Energy Select Sector | 0.10% | 2,379 | $217K | Add +1.8% |
| PBR Petroleo Brasileiro-Spon ADR | 0.09% | 14,000 | $203K | Add +16.7% |
| GTE Gran Tierra Energy Inc. | 0.09% | 19,310 | $187K | Reduce -1.3% |
| FSLY Fastly Inc. Class A | 0.04% | 12,023 | $89K | No change |
| ZOMDF Zomedica Corp. | 0.00% | 60,000 | $9K | No change |
| CYBIN INC | 0.00% | 11,711 | $3K | New |
Portfolio Sells Q1 2024 → Q2 2024
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -18.2% | 1.33% | −0.78 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.1% | 1.37% | −0.44 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.6% | 1.45% | −0.43 |
| VEA Vanguard Ftse Developed ETF | Reduce -12.4% | 0.79% | −0.37 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -3.2% | 1.07% | −0.35 |
| MSFT Microsoft Corp. | Reduce -5.9% | 0.99% | −0.26 |
| RPG Invesco S&P 500 Pure Growth | Reduce -2.0% | 0.91% | −0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -15.4% | 0.42% | −0.24 |
| EFA iShares MSCI Eafe ETF | Reduce -4.2% | 0.62% | −0.22 |
| RSPS Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.22 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -7.0% | 0.48% | −0.20 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.13 |
| CZA Invesco Zacks Mid-Cap ETF | Reduce -5.7% | 0.28% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 0.30% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -8.7% | 0.37% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.9% | 0.26% | −0.08 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.1% | 0.11% | −0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -4.3% | 0.14% | −0.04 |
| EEM iShares MSCI Emerging Market | Reduce -4.2% | 0.12% | −0.03 |
| GTE Gran Tierra Energy Inc. | Reduce -1.3% | 0.09% | +0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| VOO Vanguard S&P 500 ETF | Add +337.8% | 5.78% | +4.17 |
| NVDA Nvidia Corp. | Add +504.9% | 2.48% | +2.10 |
| AGG iShares Core U.S. Aggregate | New | 1.24% | +1.24 |
| TXN Texas Instruments Inc. | New | 0.66% | +0.66 |
| AAPL Apple Inc. | Add +49.1% | 1.85% | +0.57 |
| IEFA iShares Core MSCI Eafe ETF | Add +268.5% | 0.71% | +0.46 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.45% | +0.45 |
| SCHX Schwab US Large-Cap ETF | New | 0.35% | +0.35 |
| IJH iShares Core S&P Midcap ETF | Add +193.3% | 0.63% | +0.35 |
| TSLA Tesla Inc. | Add +167.1% | 0.57% | +0.33 |
| IEF iShares 7-10 Year Treasury B | New | 0.33% | +0.33 |
| RDVY First Trust Rising Dividend | New | 0.32% | +0.32 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.24% | +0.24 |
| IEMG iShares Core MSCI Emerging | New | 0.23% | +0.23 |
| META Meta Platforms Inc. Class A | New | 0.21% | +0.21 |
| ITOT iShares Core S&P Total U.S. | New | 0.20% | +0.20 |
| GOOG Alphabet Inc. Class C | New | 0.17% | +0.17 |
| SCHF Schwab Intl Equity ETF | New | 0.16% | +0.16 |
| JQUA JPMorgan US Quality Factor | New | 0.14% | +0.14 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.13% | +0.13 |
| VXUS Vanguard Total Intl Stock | New | 0.12% | +0.12 |
| TMUS T-Mobile US Inc. | New | 0.12% | +0.12 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +149.0% | 0.24% | +0.12 |
| JNJ Johnson & Johnson | New | 0.11% | +0.11 |
| JPM JPMorgan Chase & Co. | New | 0.11% | +0.11 |
| ACN Accenture PLC Class A | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +41.7% | 0.53% | +0.09 |
| IUSG iShares Core S&P U.S. Growth | Add +50.0% | 0.38% | +0.09 |
| V Visa Inc. Class A | Add +103.6% | 0.25% | +0.08 |
| LLY Eli Lilly & Co. | Add +48.7% | 0.27% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +76.8% | 0.23% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +42.1% | 0.18% | +0.05 |
| IUSV iShares Core S&P U.S. Value | Add +39.7% | 0.25% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +26.8% | 0.16% | +0.01 |
| CYBIN INC | New | 0.00% | +0.00 |
| PBR Petroleo Brasileiro-Spon ADR | Add +16.7% | 0.09% | −0.01 |
| VGT Vanguard Info Tech ETF | Add +1.5% | 0.11% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +17.0% | 0.65% | −0.02 |
| XLE SS Energy Select Sector | Add +1.8% | 0.10% | −0.03 |
| XLF SS Financial Select Sector | Add +3.1% | 0.12% | −0.03 |
| CTVA Corteva Inc. | Add +1.8% | 0.10% | −0.03 |
| DD Dupont DE Nemours Inc. | Add +1.7% | 0.19% | −0.04 |
| DOW Dow Inc. | Add +0.7% | 0.15% | −0.06 |
| IWM iShares Russell 2000 ETF | Add +2.5% | 0.21% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.1% | 0.99% | −0.06 |
| VCLT Vanguard Long-Term Corp. Bond | Add +21.6% | 1.94% | −0.14 |
| XLK SS Technology Select Sector | Add +11.3% | 4.62% | −0.21 |
| IJR iShares Core S&P Small-Cap E | Add +9.7% | 1.17% | −0.23 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.9% | 2.34% | −0.46 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +11.9% | 3.76% | −0.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 397 | $951.8M | IWY, SCHD, IMCG, XLK, FDVV |
| Q1 2026 | 347 | $813.9M | IWY, SCHD, IMCG, FDVV, VOO |
| Q4 2025 | 315 | $794.8M | IWY, SCHD, IMCG, XLK, FDVV |
| Q3 2025 | 248 | $727.3M | IWY, SCHD, IMCG, XLK, FVD |
| Q2 2025 | 230 | $630.1M | IWY, SCHD, IMCG, XLK, FDVV |
| Q1 2025 | 185 | $521.1M | IWY, SCHD, IMCG, FVD, FDVV |
| Q4 2024 | 138 | $380.5M | IWY, SCHD, IMCG, FVD, VOO |
| Q2 2024 | 78 | $213.7M | IWY, SCHD, IMCG, FVD, VOO |
| Q1 2024 | 60 | $168.9M | SCHD, IWY, IMCG, FVD, XLK |