Victrix Investment Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Victrix Investment Advisors reported 106 stock positions worth $275.4 million. Its top holding was Nvidia (NVDA) at 4.8% of the portfolio, followed by Alphabet Class A (GOOGL, 4.6%) and Vanguard Ftse Developed ETF (VEA, 4.0%). Compared with Q4 2025, it opened 9 new positions, sold out of 7, added to 60 and reduced 29. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Stuart, FL
- CIK
- 0002055229
- Portfolio Value
- $275.4M (Q1 2026)
- SEC Filing
- 0002085853-26-000311 ↗ filed Apr 9, 2026
Holdings Value
Holdings 106 stocks · $275.4M
| NVDA Nvidia Corp. | 4.77% | 75,275 | $13.1M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 4.63% | 44,377 | $12.8M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 3.96% | 170,393 | $10.9M | Add +16.7% |
| VOO Vanguard S&P 500 ETF | 3.78% | 17,432 | $10.4M | Add +7.5% |
| AAPL Apple Inc. | 3.75% | 40,678 | $10.3M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.36% | 19,324 | $9.3M | New |
| AMZN Amazon.com Inc. | 3.20% | 42,349 | $8.8M | Add +8.7% |
| MSFT Microsoft Corp. | 3.04% | 22,640 | $8.4M | Add +21.4% |
| LMT Lockheed Martin Corp. | 2.64% | 12,024 | $7.3M | Reduce -0.0% |
| SCHA Schwab US Small-Cap ETF | 2.62% | 247,727 | $7.2M | Add +5.3% |
| SCHM Schwab US Mid Cap ETF | 2.40% | 213,732 | $6.6M | Add +5.4% |
| JNJ Johnson & Johnson | 2.28% | 25,717 | $6.3M | Add +6.9% |
| UNH Unitedhealth Group Inc. | 2.12% | 21,568 | $5.8M | Add +18.9% |
| WMT Walmart Inc. | 2.01% | 44,450 | $5.5M | Add +0.2% |
| CSCO Cisco Systems Inc. | 1.95% | 69,366 | $5.4M | Add +4.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.85% | 8,825 | $5.1M | Reduce -10.3% |
| VWO Vanguard Ftse Emerging Marke | 1.84% | 93,617 | $5.1M | Add +34.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.82% | 7,704 | $5.0M | Reduce -3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.80% | 25,207 | $4.9M | Add +1.8% |
| BA The Boeing Co. | 1.73% | 23,991 | $4.8M | Add +4.3% |
| MMM 3M Co. | 1.73% | 32,861 | $4.8M | Add +2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.58% | 89,414 | $4.4M | Add +1.5% |
| SCHW Schwab (charles) Corp. | 1.54% | 45,263 | $4.3M | Add +4.3% |
| HD Home Depot Inc. | 1.51% | 12,618 | $4.1M | Add +5.2% |
| CB Chubb Ltd. | 1.48% | 12,466 | $4.1M | Add +0.1% |
| V Visa Inc. Class A | 1.46% | 13,280 | $4.0M | Add +10.5% |
| META Meta Platforms Inc. Class A | 1.44% | 6,942 | $4.0M | Add +15.9% |
| CAT Caterpillar Inc. | 1.39% | 5,419 | $3.8M | Reduce -3.7% |
| REGN Regeneron Pharmaceuticals | 1.34% | 4,766 | $3.7M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 1.32% | 12,388 | $3.6M | Add +3.2% |
| INTC Intel Corp. | 1.27% | 79,029 | $3.5M | Reduce -2.7% |
| SCHZ Schwab US Aggregate Bond ETF | 1.24% | 147,061 | $3.4M | Add +7.9% |
| TXN Texas Instruments Inc. | 1.13% | 16,037 | $3.1M | Add +5.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.09% | 2,271 | $3.0M | Add +8.1% |
| MRK Merck & Co. Inc. | 1.08% | 24,714 | $3.0M | Add +1.5% |
| PFF iShares Preferred & Income S | 1.03% | 93,346 | $2.8M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.97% | 27,782 | $2.7M | Add +6.8% |
| NEE Nextera Energy Inc. | 0.86% | 25,373 | $2.4M | Add +9.2% |
| ABBV Abbvie Inc. | 0.74% | 9,414 | $2.0M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.74% | 12,013 | $2.0M | Reduce -1.7% |
| DUK Duke Energy Corp. | 0.74% | 15,520 | $2.0M | Add +8.8% |
| TGT Target Corp. | 0.73% | 16,650 | $2.0M | Add +2.2% |
| RSP Invesco S&P 500 Equal Weight | 0.73% | 10,449 | $2.0M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.73% | 7,051 | $2.0M | Add +3.6% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.70% | 78,322 | $1.9M | Add +9.1% |
| SHEL Shell PLC-ADR | 0.70% | 20,671 | $1.9M | Add +4.0% |
| GS Goldman Sachs Group Inc. | 0.68% | 2,209 | $1.9M | Reduce -3.2% |
| SCHX Schwab US Large-Cap ETF | 0.64% | 68,628 | $1.8M | Reduce -9.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.61% | 4,996 | $1.7M | Reduce -26.5% |
| NOC Northrop Grumman Corp. | 0.61% | 2,449 | $1.7M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.59% | 5,625 | $1.6M | Add +5.2% |
| SCHD Schwab US DVD Equity ETF | 0.58% | 51,662 | $1.6M | Reduce -3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 15,098 | $1.4M | Add +6.0% |
| SCHF Schwab Intl Equity ETF | 0.48% | 53,447 | $1.3M | Reduce -6.2% |
| AXP American Express Co. | 0.48% | 4,359 | $1.3M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.44% | 1,322 | $1.2M | Add +3.4% |
| RTX RTX Corp. | 0.44% | 6,295 | $1.2M | Reduce -1.5% |
| CVX Chevron Corp. | 0.43% | 5,705 | $1.2M | Add +1.1% |
| LHX L3HARRIS Technologies Inc. | 0.42% | 3,389 | $1.2M | Add +31.4% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 8,511 | $1.1M | Add +12.3% |
| COST Costco Wholesale Corp. | 0.33% | 925 | $922K | Add +10.7% |
| MCK McKesson Corp. | 0.33% | 1,064 | $921K | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.33% | 2,974 | $921K | Add +32.4% |
| SNOW Snowflake Inc. | 0.33% | 6,067 | $915K | Add +13.7% |
| GEV GE Vernova Inc. | 0.33% | 1,040 | $908K | Add +17.8% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 6,174 | $903K | Reduce -3.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.33% | 4,126 | $896K | Add +15.8% |
| VXF Vanguard Extended Market ETF | 0.32% | 4,272 | $879K | Reduce -2.8% |
| IEMG iShares Core MSCI Emerging | 0.29% | 11,556 | $806K | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.28% | 1,559 | $779K | Add +2.7% |
| TSLA Tesla Inc. | 0.28% | 2,053 | $763K | Add +6.8% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.26% | 9,354 | $708K | Add +223.1% |
| AMD Advanced Micro Devices | 0.24% | 3,311 | $674K | Reduce -4.6% |
| MKL Markel Group Inc. | 0.22% | 310 | $593K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.20% | 16,790 | $553K | Add +7.8% |
| CAH Cardinal Health Inc. | 0.20% | 2,588 | $547K | No change |
| VGIT Vanguard Intermediate-Term T | 0.20% | 9,171 | $546K | Add +148.7% |
| VUSB Vanguard Ultra Short Bond Et | 0.19% | 10,387 | $517K | New |
| SYK Stryker Corp. | 0.15% | 1,275 | $419K | No change |
| ANET Arista Networks Inc. | 0.15% | 3,269 | $401K | Add +0.1% |
| DE Deere & Co. | 0.14% | 704 | $397K | Reduce -1.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.14% | 816 | $378K | Reduce -10.9% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 1,748 | $376K | Add +0.1% |
| MCD McDonald's Corp. | 0.13% | 1,131 | $352K | Add +9.4% |
| SCHG Schwab US Large-Cap Growth | 0.12% | 11,084 | $323K | Add +2.0% |
| AMGN Amgen Inc. | 0.12% | 901 | $317K | New |
| FLTR Vaneck Ig Floating Rate ETF | 0.11% | 12,352 | $315K | New |
| ED Consolidated Edison Inc. | 0.11% | 2,688 | $304K | Reduce -7.7% |
| SMH Vaneck Semiconductor ETF | 0.11% | 768 | $294K | New |
| UNP Union Pacific Corp. | 0.10% | 1,177 | $286K | Add +1.7% |
| CAVA Cava Group Inc. | 0.10% | 3,440 | $278K | Reduce -25.5% |
| DVY iShares Select Dividend ETF | 0.10% | 1,820 | $276K | Reduce -14.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 626 | $273K | Add +12.6% |
| AMAT Applied Materials Inc. | 0.09% | 756 | $258K | New |
| DGX Quest Diagnostics Inc. | 0.09% | 1,310 | $257K | No change |
| PANW Palo Alto Networks Inc. | 0.09% | 1,599 | $256K | Reduce -1.2% |
| ABT Abbott Laboratories | 0.09% | 2,435 | $250K | Reduce -3.9% |
| NDAQ Nasdaq Inc. | 0.09% | 2,900 | $246K | No change |
| MAR Marriott International Class A | 0.08% | 702 | $230K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 572 | $223K | New |
Options reported separately and not counted above: SQFTW calls ($251).
Portfolio Sells Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.3% | 1.85% | −0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.3% | 1.82% | −0.28 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -26.5% | 0.61% | −0.19 |
| SCHX Schwab US Large-Cap ETF | Reduce -9.9% | 0.64% | −0.16 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.15 |
| ABBV Abbvie Inc. | Reduce -5.8% | 0.74% | −0.14 |
| CLX Clorox Company | Sold out | 0.00% | −0.14 |
| REGN Regeneron Pharmaceuticals | Reduce -2.7% | 1.34% | −0.13 |
| FBCG Fidelity Blue Chip Grow ETF | Sold out | 0.00% | −0.13 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.0% | 0.33% | −0.11 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.10 |
| GS Goldman Sachs Group Inc. | Reduce -3.2% | 0.68% | −0.10 |
| PFF iShares Preferred & Income S | Reduce -0.1% | 1.03% | −0.09 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.09 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.08 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.08 |
| SCHF Schwab Intl Equity ETF | Reduce -6.2% | 0.48% | −0.05 |
| AMD Advanced Micro Devices | Reduce -4.6% | 0.24% | −0.04 |
| VXF Vanguard Extended Market ETF | Reduce -2.8% | 0.32% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -10.9% | 0.14% | −0.03 |
| ABT Abbott Laboratories | Reduce -3.9% | 0.09% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -1.2% | 0.09% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -14.2% | 0.10% | −0.02 |
| RTX RTX Corp. | Reduce -1.5% | 0.44% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -6.3% | 0.08% | −0.01 |
| MCK McKesson Corp. | Reduce -1.9% | 0.33% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.3% | 0.29% | −0.01 |
| CAVA Cava Group Inc. | Reduce -25.5% | 0.10% | −0.00 |
| ED Consolidated Edison Inc. | Reduce -7.7% | 0.11% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.4% | 0.58% | +0.01 |
| DE Deere & Co. | Reduce -1.0% | 0.14% | +0.02 |
| NOC Northrop Grumman Corp. | Reduce -0.8% | 0.61% | +0.06 |
| INTC Intel Corp. | Reduce -2.7% | 1.27% | +0.11 |
| CAT Caterpillar Inc. | Reduce -3.7% | 1.39% | +0.15 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 0.74% | +0.17 |
| LMT Lockheed Martin Corp. | Reduce -0.0% | 2.64% | +0.39 |
Portfolio Buys Q4 2025 → Q1 2026
| BRK.B Berkshire Hathaway Inc. Class B | New | 3.36% | +3.36 |
| VEA Vanguard Ftse Developed ETF | Add +16.7% | 3.96% | +0.43 |
| VWO Vanguard Ftse Emerging Marke | Add +34.1% | 1.84% | +0.38 |
| JNJ Johnson & Johnson | Add +6.9% | 2.28% | +0.35 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.1% | 1.09% | +0.22 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.19% | +0.19 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +223.1% | 0.26% | +0.17 |
| NEE Nextera Energy Inc. | Add +9.2% | 0.86% | +0.13 |
| SHEL Shell PLC-ADR | Add +4.0% | 0.70% | +0.13 |
| LHX L3HARRIS Technologies Inc. | Add +31.4% | 0.42% | +0.13 |
| TGT Target Corp. | Add +2.2% | 0.73% | +0.12 |
| AMGN Amgen Inc. | New | 0.12% | +0.12 |
| FLTR Vaneck Ig Floating Rate ETF | New | 0.11% | +0.11 |
| VGIT Vanguard Intermediate-Term T | Add +148.7% | 0.20% | +0.11 |
| TXN Texas Instruments Inc. | Add +5.4% | 1.13% | +0.11 |
| SMH Vaneck Semiconductor ETF | New | 0.11% | +0.11 |
| GEV GE Vernova Inc. | Add +17.8% | 0.33% | +0.11 |
| CVX Chevron Corp. | Add +1.1% | 0.43% | +0.10 |
| AMAT Applied Materials Inc. | New | 0.09% | +0.09 |
| WMT Walmart Inc. | Add +0.2% | 2.01% | +0.09 |
| DUK Duke Energy Corp. | Add +8.8% | 0.74% | +0.09 |
| MRK Merck & Co. Inc. | Add +1.5% | 1.08% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.08% | +0.08 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.08% | +0.08 |
| IWN iShares Russell 2000 Value E | New | 0.08% | +0.08 |
| COST Costco Wholesale Corp. | Add +10.7% | 0.33% | +0.06 |
| SCHM Schwab US Mid Cap ETF | Add +5.4% | 2.40% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +15.8% | 0.33% | +0.03 |
| AVGO Broadcom Inc. | Add +32.4% | 0.33% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +12.3% | 0.38% | +0.03 |
| SCHA Schwab US Small-Cap ETF | Add +5.3% | 2.62% | +0.02 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +9.1% | 0.70% | +0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Add +7.9% | 1.24% | +0.01 |
| MCD McDonald's Corp. | Add +9.4% | 0.13% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +7.8% | 0.20% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.0% | 0.50% | +0.00 |
| UNP Union Pacific Corp. | Add +1.7% | 0.10% | 0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.6% | 0.10% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.14% | −0.01 |
| GEHC GE Healthcare Technology | Add +0.6% | 0.08% | −0.02 |
| ANET Arista Networks Inc. | Add +0.1% | 0.15% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Add +2.0% | 0.12% | −0.02 |
| CSCO Cisco Systems Inc. | Add +4.6% | 1.95% | −0.02 |
| CB Chubb Ltd. | Add +0.1% | 1.48% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.8% | 1.80% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +0.1% | 0.73% | −0.05 |
| MA Mastercard Inc. Class A | Add +2.7% | 0.28% | −0.05 |
| TSLA Tesla Inc. | Add +6.8% | 0.28% | −0.06 |
| GOOG Alphabet Inc. Class C | Add +5.2% | 0.59% | −0.06 |
| GE General Electric | Add +3.6% | 0.73% | −0.09 |
Options Activity Q4 2025 → Q1 2026
| SQFTW Presidio Property TRST -CW27 | call | New | 12,603 | $251 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 74 | $238.5M | GOOGL, NVDA, AAPL, AMZN, BRK.B |
| Q1 2026 | 106 | $275.4M | NVDA, GOOGL, VEA, VOO, AAPL |
| Q4 2025 | 104 | $258.2M | NVDA, GOOGL, AAPL, VOO, VEA |
| Q3 2025 | 69 | $182.4M | NVDA, GOOGL, AAPL, MSFT, BRK.B |
| Q2 2025 | 102 | $226.0M | NVDA, MSFT, VOO, AMZN, BRK.B |
| Q1 2025 | 95 | $190.4M | NVDA, BRK.B, AAPL, AMZN, VOO |
| Q4 2024 | 64 | $138.7M | NVDA, AAPL, GOOGL, AMZN, BRK.B |