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Portfolio (Quarterly) Guide ↗

VICTORY FINANCIAL GROUP, LLC

· CIK 0002011333
13F Portfolio $953M AUM 399 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 399 New
Page 12 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MCD MCDONALDS CORP Consumer Cyclical 1,823.0 $493K 0.05% NEW — $270.35 -13.6%
222 IWR ISHARES TR — 4,466.0 $493K 0.05% NEW — $110.32 -2.6%
223 IAU ISHARES GOLD TR Financial Services 6,375.0 $481K 0.05% NEW — $75.51 +2.6%
224 — FIRST TR EXCHNG TRADED FD VI — 15,123.0 $479K 0.05% NEW — $31.68 —
225 ETHA ISHARES ETHEREUM TR Financial Services 39,946.0 $475K 0.05% NEW — $11.89 +69.5%
226 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 7,587.0 $472K 0.05% NEW — $62.22 -36.1%
227 LIN LINDE PLC Basic Materials 907.0 $471K 0.05% NEW — $518.78 -9.0%
228 C CITIGROUP INC Financial Services 3,343.0 $468K 0.05% NEW — $139.94 -6.1%
229 IONQ IONQ INC Technology 8,667.0 $462K 0.05% NEW — $53.26 -16.3%
230 IUSV ISHARES TR — 4,094.0 $451K 0.05% NEW — $110.16 +1.1%
231 NEE NEXTERA ENERGY INC Utilities 5,052.0 $443K 0.05% NEW — $87.77 -14.0%
232 NTAP NETAPP INC Technology 2,833.0 $438K 0.05% NEW — $154.76 +32.1%
233 PFFA ETFIS SER TR I — 21,057.0 $433K 0.04% NEW — $20.57 -4.0%
234 FLCC FEDERATED HERMES ETF TRUST — 11,843.0 $416K 0.04% NEW — $35.13 +3.6%
235 DFIV DIMENSIONAL ETF TRUST — 7,686.0 $415K 0.04% NEW — $54.02 +5.3%
236 VIGI VANGUARD WHITEHALL FDS — 4,444.0 $415K 0.04% NEW — $93.38 +2.1%
237 COWZ PACER FDS TR — 6,655.0 $414K 0.04% NEW — $62.20 +7.9%
238 CDNS CADENCE DESIGN SYSTEM INC Technology 1,101.0 $413K 0.04% NEW — $375.32 -13.0%
239 EME EMCOR GROUP INC Industrials 495.0 $411K 0.04% NEW — $829.88 -7.8%
240 COP CONOCOPHILLIPS Energy 3,888.0 $404K 0.04% NEW — $103.97 +21.2%
Page 12 of 20  ·  399 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.2%
Financial Services 17.7%
Consumer Cyclical 9.0%
Industrials 7.8%
Communication Services 6.7%
Healthcare 6.4%
Consumer Defensive 4.5%
Energy 2.9%
Utilities 2.3%
Real Estate 0.9%