Victory Financial Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Victory Financial Group, LLC reported 138 stock positions worth $380.5 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 16.3% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 12.6%) and iShares Morningstar Mid-Cap (IMCG, 6.3%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002011333
- Portfolio Value
- $380.5M (Q4 2024)
- SEC Filing
- 0001754960-25-000127 ↗ filed Feb 11, 2025
Holdings Value
Holdings 138 stocks · $380.5M
| IWY iShares Russell Top 200 Grow | 16.33% | 264,123 | $62.1M | — |
| SCHD Schwab US DVD Equity ETF | 12.57% | 1,751,195 | $47.8M | — |
| IMCG iShares Morningstar Mid-Cap | 6.32% | 318,341 | $24.0M | — |
| FVD First Trust Value Line DVD | 5.83% | 508,280 | $22.2M | — |
| VOO Vanguard S&P 500 ETF | 5.61% | 39,585 | $21.3M | — |
| XLK SS Technology Select Sector | 3.92% | 64,101 | $14.9M | — |
| MDY State Street SPDR S&P Midcap | 3.01% | 20,090 | $11.4M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.71% | 51,956 | $10.3M | — |
| EVTR Eaton Vance Total Return | 2.53% | 193,362 | $9.6M | — |
| NVDA Nvidia Corp. | 1.98% | 56,108 | $7.5M | — |
| AAPL Apple Inc. | 1.64% | 24,887 | $6.2M | — |
| VCLT Vanguard Long-Term Corp. Bond | 1.55% | 78,873 | $5.9M | — |
| IJR iShares Core S&P Small-Cap E | 1.52% | 50,169 | $5.8M | — |
| FDVV Fidelity High Dividend ETF | 1.43% | 109,043 | $5.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.31% | 17,173 | $5.0M | — |
| DIVO Amplify CWP Enhan Divid ETF | 1.22% | 114,743 | $4.6M | — |
| GRPM Invesco S&P Midcap 400 Garp | 1.09% | 36,799 | $4.1M | — |
| VCRB Vanguard Core Bond ETF | 1.06% | 53,232 | $4.0M | — |
| PYLD PIMCO Multisector Bond Actv | 0.99% | 144,723 | $3.8M | — |
| MSFT Microsoft Corp. | 0.98% | 8,838 | $3.7M | — |
| VYM Vanguard High DVD Yield ETF | 0.97% | 28,820 | $3.7M | — |
| FBND Fidelity Total Bond ETF | 0.96% | 81,826 | $3.7M | — |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.89% | 81,627 | $3.4M | — |
| VFMF Vanguard US Multifactor ETF | 0.88% | 25,612 | $3.3M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.81% | 11,701 | $3.1M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.80% | 11,960 | $3.0M | — |
| TSLA Tesla Inc. | 0.79% | 7,479 | $3.0M | — |
| IJT iShares S&P Small-Cap 600 GR | 0.78% | 21,855 | $3.0M | — |
| AMZN Amazon.com Inc. | 0.73% | 12,650 | $2.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 4,517 | $2.3M | — |
| RPG Invesco S&P 500 Pure Growth | 0.55% | 50,924 | $2.1M | — |
| VWO Vanguard Ftse Emerging Marke | 0.52% | 44,562 | $2.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 4,105 | $1.9M | — |
| VGIT Vanguard Intermediate-Term T | 0.46% | 30,348 | $1.8M | — |
| VEA Vanguard Ftse Developed ETF | 0.45% | 36,184 | $1.7M | — |
| META Meta Platforms Inc. Class A | 0.40% | 2,607 | $1.5M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 16,505 | $1.5M | — |
| SGOV iShares 0-3 Month Treasury B | 0.39% | 14,937 | $1.5M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 0.38% | 14,760 | $1.5M | — |
| TXN Texas Instruments Inc. | 0.38% | 7,719 | $1.4M | — |
| GBIL Goldman Sachs Access Treasur | 0.38% | 14,435 | $1.4M | — |
| GOOGL Alphabet Inc. Class A | 0.38% | 7,610 | $1.4M | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.38% | 14,510 | $1.4M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.34% | 7,933 | $1.3M | — |
| EFA iShares MSCI Eafe ETF | 0.32% | 16,195 | $1.2M | — |
| AGG iShares Core U.S. Aggregate | 0.32% | 12,574 | $1.2M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 16,929 | $1.2M | — |
| XLF SS Financial Select Sector | 0.30% | 24,016 | $1.2M | — |
| SPEM State Street SP PTF Em ETF | 0.29% | 28,880 | $1.1M | — |
| IJH iShares Core S&P Midcap ETF | 0.29% | 17,532 | $1.1M | — |
| V Visa Inc. Class A | 0.26% | 3,157 | $998K | — |
| IWF iShares Russell 1000 Growth | 0.25% | 2,378 | $955K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 5,507 | $932K | — |
| FLCC Fed Hermes Large Cap Core | 0.24% | 32,617 | $913K | — |
| AVGO Broadcom Inc. | 0.24% | 3,900 | $904K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 1,528 | $896K | — |
| FPEI First Trust Institutional PR | 0.22% | 44,919 | $840K | — |
| XLC SS Comm Select Sector SPDR | 0.22% | 8,657 | $838K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 3,478 | $836K | — |
| LLY Eli Lilly & Co. | 0.21% | 1,057 | $816K | — |
| SCHX Schwab US Large-Cap ETF | 0.21% | 34,811 | $807K | — |
| IVV iShares Core S&P 500 ETF | 0.21% | 1,368 | $806K | — |
| IWM iShares Russell 2000 ETF | 0.21% | 3,604 | $796K | — |
| IUSG iShares Core S&P U.S. Growth | 0.21% | 5,656 | $788K | — |
| XLI SS Industrial Select Sector | 0.20% | 5,634 | $742K | — |
| XLV SS Health Care Select Sector | 0.18% | 4,962 | $683K | — |
| GOOG Alphabet Inc. Class C | 0.18% | 3,537 | $674K | — |
| IWX iShares Russell Top 200 Valu | 0.17% | 8,427 | $666K | — |
| JPM JPMorgan Chase & Co. | 0.17% | 2,764 | $663K | — |
| CZA Invesco Zacks Mid-Cap ETF | 0.17% | 6,205 | $645K | — |
| IUSV iShares Core S&P U.S. Value | 0.16% | 6,668 | $617K | — |
| NFLX Netflix Inc. | 0.16% | 680 | $606K | — |
| ACN Accenture PLC Class A | 0.16% | 1,715 | $603K | — |
| WMT Walmart Inc. | 0.15% | 6,444 | $582K | — |
| VONG Vanguard Russell 1000 Growth | 0.15% | 5,495 | $568K | — |
| OXY Occidental Petroleum Corp. | 0.14% | 10,711 | $529K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.14% | 5,949 | $528K | — |
| XLE SS Energy Select Sector | 0.14% | 6,151 | $527K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 10,245 | $524K | — |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 2,968 | $520K | — |
| XOM Exxon Mobil Corp. | 0.12% | 4,419 | $475K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.12% | 5,206 | $470K | — |
| QUAL iShares MSCI USA Quality Fac | 0.12% | 2,599 | $463K | — |
| SIO Touchstone Strtg in ETF-Iusd | 0.12% | 18,010 | $458K | — |
| CRM Salesforce Inc. | 0.12% | 1,356 | $453K | — |
| HD Home Depot Inc. | 0.12% | 1,161 | $452K | — |
| AMD Advanced Micro Devices | 0.12% | 3,707 | $448K | — |
| TMUS T-Mobile US Inc. | 0.12% | 1,982 | $437K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 8,554 | $429K | — |
| UNH Unitedhealth Group Inc. | 0.11% | 844 | $427K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.11% | 8,410 | $413K | — |
| DD Dupont DE Nemours Inc. | 0.11% | 5,369 | $409K | — |
| ITOT iShares Core S&P Total U.S. | 0.10% | 3,100 | $399K | — |
| HEQT Simplify Hedged Equity ETF | 0.10% | 12,968 | $382K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 931 | $382K | — |
| COST Costco Wholesale Corp. | 0.10% | 415 | $380K | — |
| SCHF Schwab Intl Equity ETF | 0.10% | 20,483 | $379K | — |
| CVX Chevron Corp. | 0.10% | 2,594 | $376K | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.10% | 10,532 | $371K | — |
| MBB iShares MBS ETF | 0.10% | 4,036 | $370K | — |
| JNJ Johnson & Johnson | 0.10% | 2,549 | $369K | — |
| RDVY First Trust Rising Dividend | 0.10% | 6,202 | $367K | — |
| MA Mastercard Inc. Class A | 0.10% | 693 | $365K | — |
| VCIT Vanguard Int-Term Corporate | 0.10% | 4,508 | $362K | — |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 3,618 | $320K | — |
| ORCL Oracle Corp. | 0.08% | 1,878 | $313K | — |
| PG The Procter & Gamble Co. | 0.08% | 1,815 | $304K | — |
| IEMG iShares Core MSCI Emerging | 0.08% | 5,803 | $303K | — |
| APP AppLovin Corp. Class A | 0.08% | 925 | $300K | — |
| ABBV Abbvie Inc. | 0.08% | 1,624 | $289K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.07% | 3,727 | $266K | — |
| INMU iShares Intermediate Muni Inc. | 0.07% | 11,230 | $265K | — |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.07% | 2,930 | $263K | — |
| MUB iShares National Muni Bond E | 0.07% | 2,464 | $263K | — |
| CTVA Corteva Inc. | 0.07% | 4,502 | $256K | — |
| DOW Dow Inc. | 0.07% | 6,331 | $254K | — |
| IEF iShares 7-10 Year Treasury B | 0.07% | 2,679 | $248K | — |
| NOW ServiceNow Inc. | 0.06% | 233 | $247K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 2,233 | $243K | — |
| LIN Linde PLC | 0.06% | 577 | $242K | — |
| EEM iShares MSCI Emerging Market | 0.06% | 5,708 | $239K | — |
| GS Goldman Sachs Group Inc. | 0.06% | 416 | $238K | — |
| STXG Strive 1000 Growth ETF | 0.06% | 5,346 | $232K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 1,043 | $229K | — |
| USHY iShares Broad Usd High Yield | 0.06% | 6,142 | $226K | — |
| VGT Vanguard Info Tech ETF | 0.06% | 363 | $226K | — |
| VIGI Vanguard Int Div App Indx FD | 0.06% | 2,781 | $222K | — |
| MCD McDonald's Corp. | 0.06% | 760 | $220K | — |
| ETN Eaton Corp. PLC | 0.06% | 657 | $218K | — |
| EMB iShares JP Morgan Usd Emergi | 0.06% | 2,421 | $216K | — |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,084 | $212K | — |
| NEE Nextera Energy Inc. | 0.06% | 2,946 | $211K | — |
| IWL iShares Russell Top 200 ETF | 0.06% | 1,446 | $209K | — |
| WFC Wells Fargo & Co. | 0.06% | 2,977 | $209K | — |
| PBR Petroleo Brasileiro-Spon ADR | 0.05% | 16,000 | $206K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 4,613 | $203K | — |
| GTE Gran Tierra Energy Inc. | 0.05% | 24,485 | $177K | — |
| FSLY Fastly Inc. Class A | 0.03% | 12,238 | $116K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |