1y return+18.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $122 against $127 in the S&P 500.2
Victory Financial Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWYIshares Tr | $131.7M | 13.8% | −2.0% |
| SCHDSchwab Strategic Tr | $48.0M | 5.0% | |
| IMCGIshares Tr | $42.4M | 4.5% | |
| XLKSelect Sector Spdr Tr | $38.7M | 4.1% | +12.6% |
| FDVVFidelity Covington Trust | $38.6M | 4.1% | +16.7% |
| VOOVanguard Index Fds | $31.2M | 3.3% | +2.0% |
| IVLUIshares Tr | $23.8M | 2.5% | −9.0% |
| IJRIshares Tr | $22.9M | 2.4% | −1.3% |
| NVDANvidia Corporation | $22.5M | 2.4% | +4.5% |
| PYLDPimco Etf Tr | $20.1M | 2.1% | −6.3% |
| SLYGSpdr Series Trust | $19.7M | 2.1% | |
| XONEBondbloxx Etf Trust | $19.2M | 2.0% | New |
| AAPLApple Inc | $16.2M | 1.7% | −2.4% |
| VBRVanguard Index Fds | $16.0M | 1.7% | |
| SPEMSpdr Index Shs Fds | $13.7M | 1.4% | +20.0% |
| BILSpdr Series Trust | $11.6M | 1.2% | −9.9% |
| FVDFirst Tr Exchange-traded Fd | $8.3M | 0.9% | −15.9% |
| GOOGLAlphabet Inc | $7.7M | 0.8% | +4.4% |
| QQQInvesco Qqq Tr | $7.3M | 0.8% | −1.7% |
| MSFTMicrosoft Corp | $7.0M | 0.7% | +2.7% |
| AMZNAmazon Com Inc | $7.0M | 0.7% | +2.3% |
| TSLATesla Inc | $6.9M | 0.7% | +7.3% |
| AVGOBroadcom Inc | $6.8M | 0.7% | +5.3% |
| JBNDJ P Morgan Exchange Traded F | $6.6M | 0.7% | +24.4% |
| FBNDFidelity Merrimack Str Tr | $6.6M | 0.7% | −40.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $7.7M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $3.9M |
| XLKSelect Sector Spdr Tr | December 31, 2024 | +63.9% | $38.7M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $6.8M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $3.9M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $22.5M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $7.3M |
| XLISelect Sector Spdr Tr | December 31, 2024 | +40.6% | $5.2M |
| CGDVCapital Group Dividend Value | December 31, 2024 | +39.8% | $5.7M |
| SPEMSpdr Index Shs Fds | December 31, 2024 | +34.9% | $13.7M |
Sold off last quarter
- VCRBVanguard Malvern Fds was $4.9M
- RSPUInvesco Exchange Traded Fd T was $4.8M
- XLCSelect Sector Spdr Tr was $4.5M
- XMHQInvesco Exchange Traded Fd T was $667K
- LILi Auto Inc was $648K
- SPGIS&p Global Inc was $413K
- GDXVaneck Etf Trust was $370K
- DHRDanaher Corp Del was $365K
- LNGCheniere Energy Inc was $364K
- MSTRStrategy Inc was $295K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.2% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Victory Financial Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011333&type=13F-HR&dateb=&owner=include&count=40CIK 2011333
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011333/000175496026000656/Filed July 29, 2026 · accession 0001754960-26-000656