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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 5 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 5,678.0 $2.0M 0.21% NEW $352.70 -4.2%
82 IYW ISHARES TR 7,784.0 $2.0M 0.21% NEW $252.23 +1.0%
83 VONG VANGUARD SCOTTSDALE FDS 15,206.0 $1.9M 0.20% NEW $127.81 +0.7%
84 SIO TOUCHSTONE ETF TRUST 75,454.0 $1.9M 0.20% NEW $25.68 -1.3%
85 VOE VANGUARD INDEX FDS 9,734.0 $1.9M 0.20% NEW $197.59 +6.1%
86 PM PHILIP MORRIS INTL INC Consumer Defensive 10,571.0 $1.9M 0.20% NEW $180.92 +2.0%
87 JNJ JOHNSON & JOHNSON Healthcare 7,361.0 $1.9M 0.20% NEW $253.96 +3.3%
88 VTV VANGUARD INDEX FDS 8,572.0 $1.9M 0.20% NEW $217.93 +4.0%
89 PANW PALO ALTO NETWORKS INC Technology 5,408.0 $1.8M 0.19% NEW $341.03 +10.2%
90 GEV GE VERNOVA INC Utilities 1,558.0 $1.8M 0.19% NEW $1174.90 -8.2%
91 BUFP PGIM ROCK ETF TR 56,526.0 $1.8M 0.19% NEW $32.05 +2.2%
92 PLTR PALANTIR TECHNOLOGIES INC Technology 15,286.0 $1.8M 0.19% NEW $116.67 +47.9%
93 IWM ISHARES TR 5,840.0 $1.8M 0.18% NEW $300.44 +1.2%
94 BILS SPDR SERIES TRUST 17,614.0 $1.8M 0.18% NEW $99.38 -0.1%
95 IUSG ISHARES TR 8,955.0 $1.7M 0.18% NEW $188.09 +2.9%
96 WMT WALMART INC Consumer Defensive 14,740.0 $1.7M 0.17% NEW $113.26 +0.9%
97 JPM JPMORGAN CHASE & CO Financial Services 5,075.0 $1.7M 0.17% NEW $327.31 +10.3%
98 PCAR PACCAR INC Industrials 13,780.0 $1.7M 0.17% NEW $120.12 +8.9%
99 IVV ISHARES TR 2,179.0 $1.6M 0.17% NEW $748.81 +3.7%
100 AVUV AMERICAN CENTY ETF TR 12,952.0 $1.6M 0.17% NEW $124.76 +2.8%
Page 5 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%