VICTORY FINANCIAL GROUP, LLC

Q4 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
317
Total value ($000)
$795,466
Net value change ($000)
+68,127 (9.4%)
New positions
76
Sold out positions
9
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
NVDA 3,482 21.9%
IWY 3,298 2.7%
VOO 3,105 13.5%
IJR 2,798 17.7%
MFSI 2,597 NEW
IXUS 2,561 NEW
IEMG 2,340 NEW
GOOGL 2,215 67.0%
CGDV 2,143 87.2%
AVDV 2,089 122.3%
Top Reduces (Value $000, Stocks/ETFs)
FVD -10,615 -41.0%
SCHD -6,235 -11.8%
MOAT -4,625 -50.2%
XMHQ -3,424 -85.3%
DIVO -1,885 -29.3%
XLK -1,596 -5.2%
FLCC -1,386 -28.5%
VWO -1,146 -31.7%
HYG -919 -59.9%
XLF -817 -18.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 686 (0.1% of total reported value)
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