VICTORY FINANCIAL GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
348
Total value ($000)
$814,222
Net value change ($000)
+18,756 (2.4%)
New positions
61
Sold out positions
30
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PYLD 6,283 42.1%
RSPU 3,737 336.4%
SPEM 3,655 54.5%
KORP 3,193 NEW
FDVV 2,755 10.0%
IVLU 2,748 12.4%
SLYG 1,696 12.0%
AVDV 1,568 41.3%
STIP 1,303 112.2%
VBR 990 7.5%
Top Reduces (Value $000, Stocks/ETFs)
IWY -9,104 -7.3%
FVD -5,649 -37.0%
XLK -5,007 -17.3%
XLF -3,313 -93.8%
FLCC -2,846 -82.0%
MSFT -2,617 -27.8%
EVTR -2,173 -11.5%
VCLT -1,914 -33.8%
FBND -1,635 -12.9%
MOAT -1,197 -26.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 365 (0.0% 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