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Portfolio (Quarterly) Guide ↗

VICTORY FINANCIAL GROUP, LLC

· CIK 0002011333
13F Portfolio $953M AUM 399 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 399 New
Page 12 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MCD MCDONALDS CORP Consumer Cyclical 1,823.0 $493K 0.05% NEW $270.35 -1.2%
222 IWR ISHARES TR 4,466.0 $493K 0.05% NEW $110.32 +2.4%
223 IAU ISHARES GOLD TR Financial Services 6,375.0 $481K 0.05% NEW $75.51 +8.2%
224 FIRST TR EXCHNG TRADED FD VI 15,123.0 $479K 0.05% NEW $31.68
225 ETHA ISHARES ETHEREUM TR Financial Services 39,946.0 $475K 0.05% NEW $11.89 +21.4%
226 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 7,587.0 $472K 0.05% NEW $62.22 -8.5%
227 LIN LINDE PLC Basic Materials 907.0 $471K 0.05% NEW $518.78 -7.7%
228 C CITIGROUP INC Financial Services 3,343.0 $468K 0.05% NEW $139.94 -1.6%
229 IONQ IONQ INC Technology 8,667.0 $462K 0.05% NEW $53.26 -17.2%
230 IUSV ISHARES TR 4,094.0 $451K 0.05% NEW $110.16 +4.1%
231 NEE NEXTERA ENERGY INC Utilities 5,052.0 $443K 0.05% NEW $87.77 -1.8%
232 NTAP NETAPP INC Technology 2,833.0 $438K 0.05% NEW $154.76 +32.3%
233 PFFA ETFIS SER TR I 21,057.0 $433K 0.04% NEW $20.57 +2.1%
234 FLCC FEDERATED HERMES ETF TRUST 11,843.0 $416K 0.04% NEW $35.13 +5.2%
235 DFIV DIMENSIONAL ETF TRUST 7,686.0 $415K 0.04% NEW $54.02 +6.8%
236 VIGI VANGUARD WHITEHALL FDS 4,444.0 $415K 0.04% NEW $93.38 +4.7%
237 COWZ PACER FDS TR 6,655.0 $414K 0.04% NEW $62.20 +13.2%
238 CDNS CADENCE DESIGN SYSTEM INC Technology 1,101.0 $413K 0.04% NEW $375.32 -15.7%
239 EME EMCOR GROUP INC Industrials 495.0 $411K 0.04% NEW $829.88 -0.6%
240 COP CONOCOPHILLIPS Energy 3,888.0 $404K 0.04% NEW $103.97 +24.8%
Page 12 of 20  ·  399 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 17.3%
Consumer Cyclical 8.8%
Communication Services 8.2%
Industrials 7.6%
Healthcare 6.3%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.2%
Real Estate 0.9%