Victory Financial Group, LLC holds a focused book of 397 stocks worth $951.8M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Bondbloxx BBG 1 Dur US Treas and trimmed Ishares Russell Top 200 Grow. Their largest long position is Ishares Russell Top 200 Grow at 14% of the equity book. They also disclosed $1.1M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +29% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011333/holdings"
Use Arkolith to show VICTORY FINANCIAL GROUP, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Victory Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Victory Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $136.5B |
| LPL Financial LLC | 80 / 80 | $97.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $75.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.2B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $6.5B |
| MORGAN STANLEY | 79 / 80 | $525.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $147.6B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $93.7B |
Ranked by how many of Victory Financial Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS TP200 GR ETF | $131.7M | 453.3K | 13.8% | ▼−2.0% Reduced · −9K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $48.0M | 1.51M | 5.0% | ▼−0.8% Reduced · −12K sh | |
| 3 | Ishares TR MRGSTR MD CP GRW | $42.4M | 430.9K | 4.5% | ▼−0.2% Reduced · −1K sh | |
| 4 | Select Sector SPDR TR ST STR TECHN ETF | $38.7M | 203.1K | 4.1% | ▲+13% Added · +23K sh | |
| 5 | Fidelity Covington Trust HIGH DIVID ETF | $38.6M | 640.4K | 4.1% | ▲+17% Added · +91K sh | |
| 6 | Vanguard Index FDS S&P 500 ETF SHS | $31.2M | 45.4K | 3.3% | ▲+1.9% Added · +871 sh | |
| 7 | Ishares TR MSCI INTL VLU FT | $23.8M | 569.8K | 2.5% | ▼−9.0% Reduced · −56K sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $22.9M | 154.2K | 2.4% | ▼−1.3% Reduced · −2K sh | |
| 9 | Nvidia Corporation COM | $22.5M | 112.4K | 2.4% | ▲+4.5% Added · +5K sh | |
| 10 | Pimco ETF TR MULTISECTOR BD | $20.1M | 758.3K | 2.1% | ▼−6.3% Reduced · −51K sh | |
| 11 | SPDR Series Trust ST STR SP600GRWO | $19.7M | 165.0K | 2.1% | ▲+0.9% Added · +1K sh | |
| 12 | Bondbloxx ETF Trust BLOOMBERG ONE YR | $19.2M | 389.7K | 2.0% | ▲New New position | |
| 13 | Apple Inc COM | $16.2M | 56.1K | 1.7% | ▼−2.4% Reduced · −1K sh | |
| 14 | Vanguard Index FDS SM CP VAL ETF | $16.0M | 65.7K | 1.7% | ▲+0.2% Added · +128 sh | |
| 15 | SPDR Index SHS FDS ST PORT MARK ETF | $13.7M | 264.9K | 1.4% | ▲+20% Added · +44K sh | |
| 16 | SPDR Series Trust ST STR BLO 1 ETF | $11.6M | 127.1K | 1.2% | ▼−9.9% Reduced · −14K sh | |
| 17 | First TR Exchange-Traded FD SHS | $8.3M | 171.6K | 0.9% | ▼−16% Reduced · −33K sh | |
| 18 | Alphabet Inc CAP STK CL A | $7.7M | 21.6K | 0.8% | ▲+4.3% Added · +902 sh | |
| 19 | Invesco QQQ TR UNIT SER 1 | $7.3M | 10.0K | 0.8% | ▼−1.7% Reduced · −173 sh | |
| 20 | Microsoft Corp COM | $7.0M | 18.8K | 0.7% | ▲+2.7% Added · +491 sh | |
| 21 | Amazon Com Inc COM | $7.0M | 29.4K | 0.7% | ▲+2.3% Added · +668 sh | |
| 22 | Tesla Inc COM | $6.9M | 16.4K | 0.7% | ▲+7.3% Added · +1K sh | |
| 23 | Broadcom Inc COM | $6.8M | 18.0K | 0.7% | ▲+5.3% Added · +915 sh | |
| 24 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $6.6M | 123.6K | 0.7% | ▲+24% Added · +24K sh | |
| 25 | Fidelity Merrimack STR TR TOTAL BD ETF | $6.6M | 144.6K | 0.7% | ▼−40% Reduced · −98K sh | |
| 26 | Morgan Stanley ETF Trust EATO VANC BD ETF | $6.5M | 127.3K | 0.7% | ▼−61% Reduced · −201K sh | |
| 27 | American Centy ETF TR INTL SMCP VLU | $5.8M | 56.0K | 0.6% | ▲+4.2% Added · +2K sh | |
| 28 | Capital Group Dividend Value SHS CREAT UNIT | $5.7M | 116.1K | 0.6% | ▲+9.5% Added · +10K sh | |
| 29 | Amplify ETF TR CWP ENHANCED DIV | $5.2M | 114.3K | 0.5% | ▲+2.2% Added · +2K sh | |
| 30 | Select Sector SPDR TR ST STR INDL ETF | $5.2M | 27.9K | 0.5% | ▼−3.6% Reduced · −1K sh | |
| 31 | SPDR Series Trust ST STR P500GRW | $4.8M | 40.5K | 0.5% | ▲+7.8% Added · +3K sh | |
| 32 | Meta Platforms Inc CL A | $4.4M | 7.9K | 0.5% | ▲+3.2% Added · +243 sh | |
| 33 | Ishares TR ISHARES SEMICDTR | $4.4M | 6.9K | 0.5% | ▲New New position | |
| 34 | Micron Technology Inc COM | $4.3M | 3.7K | 0.4% | ▲+24% Added · +726 sh | |
| 35 | Vanguard Whitehall FDS HIGH DIV YLD | $4.2M | 26.5K | 0.4% | ▼−5.1% Reduced · −1K sh | |
| 36 | Eli Lilly & Co COM | $3.9M | 3.3K | 0.4% | ▲+7.8% Added · +237 sh | |
| 37 | First TR Exch Traded FD III INSTL PFD SECS | $3.9M | 203.6K | 0.4% | ▲+9.5% Added · +18K sh | |
| 38 | Alphabet Inc CAP STK CL C | $3.9M | 11.0K | 0.4% | ▲+8.9% Added · +906 sh | |
| 39 | American Centy ETF TR DIVERSIFID CRP | $3.9M | 82.3K | 0.4% | ▲+20% Added · +14K sh | |
| 40 | Ishares TR S&P SML 600 GWT | $3.8M | 21.5K | 0.4% | ▲+0.5% Added · +98 sh | |
| 41 | Select Sector SPDR TR ST STR MATER ETF | $3.8M | 74.0K | 0.4% | ▲18× Added · +70K sh | |
| 42 | Putnam ETF Trust FOCUSED LAR CAP | $3.6M | 70.6K | 0.4% | ▲+21% Added · +12K sh | |
| 43 | Simplify Exchange Traded Fun HEDGED EQUITY | $3.6M | 105.9K | 0.4% | ▼−1.5% Reduced · −2K sh | |
| 44 | Advanced Micro Devices Inc COM | $3.5M | 6.1K | 0.4% | ▲+1.2% Added · +71 sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $3.5M | 9.5K | 0.4% | ▼−11% Reduced · −1K sh | |
| 46 | Vanguard Scottsdale FDS LG-TERM COR BD | $3.4M | 44.8K | 0.4% | ▼−10% Reduced · −5K sh | |
| 47 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.2M | 6.8K | 0.3% | ▲+6.9% Added · +439 sh | |
| 48 | Ark ETF TR NEXT GNRTN INTER | $3.2M | 22.2K | 0.3% | ▼−2.8% Reduced · −628 sh | |
| 49 | First TR Exchange-Traded FD NASDAQ CYB ETF | $3.2M | 35.3K | 0.3% | ▲New New position | |
| 50 | Vaneck ETF Trust MRNGSTR WDE MOAT | $3.1M | 29.7K | 0.3% | ▼−15% Reduced · −5K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | INVESCO QQQ TRUST SERIES 1QQQ | $853K | 34 |
| CALL · bullish | SS SPDR DOW JONES INDUS AVGDIA | $291K | 34 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 399 | $952.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 348 | $814.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 317 | $795.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 248 | $727.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 230 | $630.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 185 | $521.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 138 | $380.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 78 | $213.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.