SEC 13F Intelligence

Managers / Q3 2025 · view latest →

VICTORY FINANCIAL GROUP, LLC

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

Reported Value
$727M
Q3 2025
Positions
248
Filings on Record
9
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Victory Financial Group, Llc reported $727M in U.S.-listed holdings across 248 positions for Q3 2025.

Its largest position, Ishares Tr, represents 16.6% of the portfolio.

Compared with Q2 2025, the fund opened 47 new positions and exited 29.

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
ETP: 82.3%Common Stock: 16.8%ADR: 0.5%Other: 0.2%MLP: 0.1%Other: 0.1%
  • ETP · 82.3% · $599M
  • Common Stock · 16.8% · $122M
  • ADR · 0.5% · $4M
  • Other · 0.2% · $1M
  • MLP · 0.1% · $666,801
  • Other · 0.1% · $575,861

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#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 ↗.