Victory Financial Group, LLC
Victory Financial Group, LLC is a rapidly growing independent registered investment adviser (RIA) headquartered in Austin, Texas. Founded in May 2023 by experienced financial advisors, the firm has expanded to over 40 advisors across multiple states, with a focus on building an advisor-centric, advisor-owned platform. It serves mainly individual investors, including both high net worth and other individuals, along with a handful of charitable organizations and businesses. The firm is dedicated to delivering personalized wealth management, retirement planning, and investment solutions, aiming to support entrepreneurial independent advisors and their clients.
Investment Strategy
Victory Financial Group adopts a personalized, fiduciary approach to wealth and investment management, emphasizing tailored strategies to grow, preserve, and align client assets with individual financial goals and risk tolerances. The firm primarily serves individual investors through comprehensive financial planning, diversified portfolio construction, and tax-efficient investment solutions, leveraging both equity and fixed income strategies including major ETFs and blue-chip holdings. They focus on delivering unrivaled economics, ownership, and support to entrepreneurial independent advisors, operating as an advisor-centric platform.
Top Holdings
Equity Positions (226)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWY | ISHARES TR | 17.50% | $110.3M | 447,463 | $227.82 | $246.51 | +$22.9M |
S SCHD | SCHWAB STRATEGIC TR | 7.64% | $48.1M | 1,816,341 | $27.35 | $26.50 | -$3.1M |
I IMCG | ISHARES TR | 4.93% | $31.1M | 387,221 | $75.29 | $80.23 | +$5.0M |
X XLK | SELECT SECTOR SPDR TR | 4.29% | $27.1M | 106,842 | $227.72 | $253.23 | +$7.6M |
F FDVV | FIDELITY COVINGTON TRUST | 3.72% | $23.4M | 450,340 | $49.91 | $52.02 | +$3.4M |