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| Happy Holidays!! thanks for using AUM13F!! |
| Victory Financial Group LLC
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| CRD # | 324943 |
| SEC # | 801-127385 |
| CIK # | 0002011333, 0001895992 |
| AUM | $687.6 M (2025-02-27) |
| Employees | 39 (87% Investors, 51% Brokers) |
| Phone | 512-763-7671 |
| Address | 6500 River Place Blvd Austin, TX 78730 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.1 | ||
| Apple Inc | 9.9 | ||
| Microsoft Corp | 6.5 | ||
| Global MOFY Metaverse Ltd | 4.9 | ||
| Amazon Com Inc | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,709 | 373.2 |
| (b) Individuals (high net worth individuals) | 207 | 307.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,210 | 687.6 |
| By Discretionary | ||
| Discretionary | 4,210 | 687.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,210 | 687.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 687.6 | |
| Total | 4,210 | 687.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001895992] | |
| 13F-HR | [0002011333] |
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|---|---|---|
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Parisi Gray Wealth Management LLC
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NJ | 0.7 |
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Peterson Wealth Advisors LLC
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UT | 0.7 |
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FL | 0.7 |
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Atlas Private Wealth Advisors LLC
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Uptick Partners LLC
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TX | 0.7 |
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Arcadia Investment Management Corp
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MI | 0.7 |
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Centerpoint Advisors LLC
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MA | 0.7 |
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Financial Focus LLC
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CA | 0.7 |
|
Verecan Capital Management Inc
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0.7 | |
|
Bell Investment Advisors Inc
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CA | 0.7 |