VICTORY FINANCIAL GROUP, LLC

Q2 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
399
Total value ($000)
$952,925
Net value change ($000)
+138,703 (17.0%)
New positions
80
Sold out positions
30
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XONE 19,238 NEW
IWY 16,620 14.4%
XLK 14,720 61.4%
IMCG 8,332 24.5%
FDVV 8,285 27.3%
VOO 4,573 17.2%
SOXX 4,408 NEW
SLYG 3,854 24.4%
NVDA 3,731 19.9%
XLB 3,555 1709.1%
Top Reduces (Value $000, Stocks/ETFs)
EVTR -10,190 -61.2%
VGIT -5,019 -94.8%
VCRB -4,913 -100.0%
RSPU -4,848 -100.0%
FBND -4,471 -40.5%
XLC -4,455 -100.0%
XLV -2,689 -72.2%
FVD -1,333 -13.9%
BIL -1,281 -9.9%
PYLD -1,088 -5.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,144 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type