SEC 13F Intelligence

Managers / Q4 2023 · view latest →

VICTORY FINANCIAL GROUP, LLC

CIK 0002011333 · 6500 RIVER PLACE BLVD., BLDG. 1, STE. 203, AUSTIN, TX, 78730 · (512) 763-7671

Reported Value
$148M
Q4 2023
Positions
63
Filings on Record
9
2019–present window
Filed
Feb 13, 2024
original filing

Summary

Victory Financial Group, Llc reported $148M in U.S.-listed holdings across 63 positions for Q4 2023.

Its largest position, SCHD, represents 15.7% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $148MQ4 ’23Q1 ’24: $169MQ2 ’24: $214MQ2 ’24Q4 ’24: $381MQ1 ’25: $521MQ1 ’25Q2 ’25: $630MQ3 ’25: $727MQ3 ’25Q4 ’25: $795MQ1 ’26: $814MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$814M348Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$795M317Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$727M248Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$630M230Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$521M185May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$381M138Feb 11, 202513F-HRchanges · EDGAR ↗
Q2 2024$214M78Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$169M60May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$148M63Feb 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.