VICTORY FINANCIAL GROUP, LLC

Q3 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
248
Total value ($000)
$727,339
Net value change ($000)
+97,200 (15.4%)
New positions
47
Sold out positions
29
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVLU 20,403 NEW
IWY 10,615 9.6%
VOO 5,792 33.7%
SCHD 4,710 9.8%
AAPL 4,456 44.8%
NVDA 3,854 31.9%
XLK 3,517 13.0%
TSLA 3,137 105.0%
IMCG 3,072 9.9%
ARKW 2,900 NEW
Top Reduces (Value $000, Stocks/ETFs)
DBEF -15,107 -94.9%
BIL -4,534 -28.0%
HYG -1,898 -55.3%
GOCT -1,651 -100.0%
JD -887 -100.0%
BCI -795 -100.0%
MPC -763 -61.8%
VWO -725 -16.7%
SCHH -686 -100.0%
MDY -669 -14.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type