VICTORY FINANCIAL GROUP, LLC
•CIK: 2011333•Filing: Q4 2025
**VICTORY FINANCIAL GROUP, LLC** manages $790M across a diversified portfolio of 315 positions. The fund exhibits significant conviction in technology and dividend-growth names, highlighted by the top holding in IWY at $124.2M. Notable allocations include substantial positions in SCHD ($46.6M), IMCG ($33.6M), and XLK ($29.0M). This structure suggests a mandate focused on established growth leaders and income-generating equities.
Total AUM
$789.9M
+ $476.0K in options
QoQ Performance
+8.6%
Positions
228
+ 1 option
Top 10 Concentration
48.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IWY
SCHD
IWY15.7%
SCHD5.9%
IMCG4.3%
XLK3.7%
FDVV3.5%
VOO3.3%
IVLU2.8%
NVDA2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.5%
Technology9.0%
ETF3.9%
Consumer2.6%
Financial1.7%
Healthcare1.1%
Industrial0.5%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+63 more exited positions
Changes from Q3 2025
NEW20 new positions
↑128 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024Q4 2023