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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 2 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 29,366.0 $7.0M 0.73% NEW $238.34 +9.6%
22 TSLA TESLA INC Consumer Cyclical 16,422.0 $6.9M 0.72% NEW $420.60 -19.3%
23 AVGO BROADCOM INC Technology 18,044.0 $6.8M 0.71% NEW $377.76 +3.9%
24 JBND J P MORGAN EXCHANGE TRADED F 123,569.0 $6.6M 0.69% NEW $53.50 -1.7%
25 FBND FIDELITY MERRIMACK STR TR 144,580.0 $6.6M 0.69% NEW $45.49 -1.4%
26 EVTR MORGAN STANLEY ETF TRUST 127,350.0 $6.5M 0.68% NEW $50.71 -1.2%
27 AVDV AMERICAN CENTY ETF TR 55,968.0 $5.8M 0.60% NEW $103.05 +7.9%
28 CGDV CAPITAL GROUP DIVIDEND VALUE 116,145.0 $5.7M 0.60% NEW $49.28 +3.0%
29 DIVO AMPLIFY ETF TR 114,299.0 $5.2M 0.55% NEW $45.70 +5.9%
30 XLI SELECT SECTOR SPDR TR 27,925.0 $5.2M 0.54% NEW $185.23 +0.6%
31 SPYG SPDR SERIES TRUST 40,456.0 $4.8M 0.51% NEW $118.99 +2.9%
32 META META PLATFORMS INC Communication Services 7,895.0 $4.4M 0.47% NEW $563.30 +1.0%
33 SOXX ISHARES TR 6,880.0 $4.4M 0.46% NEW $640.76 -12.7%
34 MU MICRON TECHNOLOGY INC Technology 3,690.0 $4.3M 0.45% NEW $1154.29 -12.3%
35 VYM VANGUARD WHITEHALL FDS 26,542.0 $4.2M 0.44% NEW $158.03 +4.8%
36 LLY ELI LILLY & CO Healthcare 3,281.0 $3.9M 0.41% NEW $1199.49 -1.2%
37 FPEI FIRST TR EXCH TRADED FD III 203,575.0 $3.9M 0.41% NEW $19.29 -0.7%
38 GOOG ALPHABET INC Communication Services 11,022.0 $3.9M 0.41% NEW $353.32 -3.4%
39 KORP AMERICAN CENTY ETF TR 82,332.0 $3.9M 0.41% NEW $46.85 -2.4%
40 IJT ISHARES TR 21,518.0 $3.8M 0.40% NEW $178.60 -0.2%
Page 2 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%