VICTORY FINANCIAL GROUP, LLC

Q3 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
439
Total value ($000)
$1,085,327
Net value change ($000)
+132,402 (13.9%)
New positions
74
Sold out positions
38
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EMGF 15,298 NEW
QQQ 9,303 126.9%
AAPL 8,101 49.9%
CGDV 7,321 127.9%
ETN 7,010 1182.1%
IWY 6,241 4.7%
MSFT 6,200 88.3%
RDVY 5,899 425.9%
BILS 5,212 297.8%
BRK-B 4,720 160.1%
Top Reduces (Value $000, Stocks/ETFs)
SPEM -12,951 -94.4%
BIL -3,988 -34.3%
IJR -2,357 -10.3%
VCLT -2,139 -63.4%
TSLA -1,648 -23.9%
XOM -1,440 -100.0%
EPD -1,200 -100.0%
SLYG -1,163 -5.9%
FDVV -1,053 -2.7%
POWL -1,015 -35.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,313 (0.8% 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