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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 3 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLB SELECT SECTOR SPDR TR 74,038.0 $3.8M 0.40% NEW $50.83 +2.8%
42 PVAL PUTNAM ETF TRUST 70,595.0 $3.6M 0.38% NEW $50.95 +6.4%
43 HEQT SIMPLIFY EXCHANGE TRADED FUN 105,932.0 $3.6M 0.37% NEW $33.54 +3.0%
44 AMD ADVANCED MICRO DEVICES INC Technology 6,088.0 $3.5M 0.37% NEW $580.91 -12.9%
45 VTI VANGUARD INDEX FDS 9,521.0 $3.5M 0.37% NEW $370.03 +3.3%
46 VCLT VANGUARD SCOTTSDALE FDS 44,827.0 $3.4M 0.35% NEW $75.25 -5.3%
47 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,784.0 $3.2M 0.34% NEW $477.57 -9.8%
48 ARKW ARK ETF TR 22,188.0 $3.2M 0.34% NEW $144.86 +5.0%
49 CIBR FIRST TR EXCHANGE-TRADED FD 35,252.0 $3.2M 0.33% NEW $89.85 +8.8%
50 MOAT VANECK ETF TRUST 29,733.0 $3.1M 0.32% NEW $103.96 +7.6%
51 BND VANGUARD BD INDEX FDS 41,334.0 $3.0M 0.32% NEW $73.41 -1.7%
52 IXUS ISHARES TR 31,362.0 $3.0M 0.31% NEW $95.44 +2.8%
53 BERKSHIRE HATHAWAY INC DEL 5,894.0 $2.9M 0.31% NEW $500.36
54 VOT VANGUARD INDEX FDS 9,545.0 $2.9M 0.31% NEW $306.29 +2.0%
55 STIP ISHARES TR 28,523.0 $2.9M 0.31% NEW $102.16 -1.4%
56 POWL POWELL INDS INC Industrials 9,923.0 $2.8M 0.30% NEW $286.36 -23.6%
57 MFS ACTIVE EXCHANGE TRADED F 84,990.0 $2.8M 0.29% NEW $32.48
58 IEMG ISHARES INC 32,968.0 $2.7M 0.29% NEW $82.84 -1.1%
59 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,864.0 $2.7M 0.28% NEW $703.39 +1.7%
60 VFMF VANGUARD WELLINGTON FD 15,156.0 $2.7M 0.28% NEW $176.97 +5.5%
Page 3 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%