Victory Financial Group, LLC
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$814.2M
Holdings
346
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWY
ISHARES TR
Q4 2025: Increased +1.6% (441.7k → 448.5k shares)
14.1%
02
$SCHD
SCHWAB STRATEGIC TR
Q4 2025: Sold 12.2% (1.93M → 1.70M shares)
5.8%
03
$IMCG
ISHARES TR
Q4 2025: Increased +2.1% (412.5k → 421.3k shares)
4.2%
04
$FDVV
FIDELITY COVINGTON TRUST
Q4 2025: Increased +6.3% (457.4k → 486.3k shares)
3.7%
05
$VOO
VANGUARD INDEX FDS
Q4 2025: Increased +10.9% (37.5k → 41.6k shares)
3.3%
06
$IVLU
ISHARES TR
Q4 2025: Increased +1.1% (574.4k → 580.6k shares)
3.1%
07
$XLK
SELECT SECTOR SPDR TR
Q4 2025: Increased +85.6% (108.4k → 201.3k shares)
2.9%
08
$PYLD
PIMCO ETF TR
Q4 2025: Increased +14.8% (486.8k → 559.0k shares)
2.6%
09
$IJR
ISHARES TR
Q4 2025: Increased +16.5% (132.8k → 154.7k shares)
2.4%
10
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +21.9% (85.4k → 104.1k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:15 UTC.