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13F-HR filed by VICTORY FINANCIAL GROUP, LLC

VICTORY FINANCIAL GROUP, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-29, with 399 holding rows worth $952,924,815.

Accession
0001754960-26-000656
Filed
2026-07-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 399 entries on the cover page, a total value of $952,924,815 stated on the cover page (in dollars after the unit check, H1), rows summing to $952,924,815 with VALUE read as dollars as filed, 13F file number 028-23753. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR464289438RUS TP200 GR ETF453,284$131,733,453dollars as filed
SCHD808524797COM1,514,996$48,040,525dollars as filed
ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307ETF430,919$42,359,353dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS203,068$38,688,556dollars as filed
Fidelity High Dividend ETF316092840SHS640,420$38,610,939dollars as filed
Vanguard S&P 500 ETF922908363COM45,399$31,180,672dollars as filed
IVLU46435G409COM569,773$23,827,907dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS154,150$22,862,043dollars as filed
NVIDIA Corp67066G104COM112,391$22,488,312dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF758,272$20,109,369dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO164,987$19,654,877dollars as filed
Bondbloxx Bloomberg 1 Year Target Duration US Treasury09789C861ETF389,679$19,238,452dollars as filed
Apple Inc037833100COM56,147$16,243,854dollars as filed
Vanguard Small-Cap Value ETF922908611SHS65,695$15,963,108dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS264,863$13,714,581dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS127,051$11,642,963dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS171,634$8,269,343dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM21,592$7,716,468dollars as filed
INVESCO QQQ TR46090E103COM9,955$7,331,004dollars as filed
Microsoft Corp594918104COM18,818$7,019,647dollars as filed
Amazon.com, Inc023135106COM29,366$6,999,188dollars as filed
Tesla Motors, Inc88160R101COM16,422$6,907,093dollars as filed
Broadcom Inc.11135F101COM18,044$6,816,256dollars as filed
JPMORGAN ACTIVE BOND ETF46654Q716COM123,569$6,610,952dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF144,580$6,576,947dollars as filed
EATON VANCE TOTAL RETURN BOND ETF61774R841ETF127,350$6,457,911dollars as filed
Avantis International Small Cap Val ETF025072802SHS55,968$5,767,547dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT116,145$5,723,626dollars as filed
AMPLIFY ETF TR032108409CWP ENHANCED DIV114,299$5,223,446dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL27,925$5,172,560dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS40,456$4,813,835dollars as filed
META PLATFORMS INC CL A30303M102COM7,895$4,447,238dollars as filed
ISHARES TR464287523COM6,880$4,408,433dollars as filed
Micron Technology,Inc.595112103COM3,690$4,259,330dollars as filed
Vanguard High Dividend Yield ETF921946406SHS26,542$4,194,376dollars as filed
Eli Lilly and Company532457108COM3,281$3,935,543dollars as filed
FIRST TR EXCH TRADED FD III33739P855INSTL PFD SECS203,575$3,926,969dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM11,022$3,894,337dollars as filed
AMERICAN CENTY ETF TR025072109DIVERSIFID CRP82,332$3,857,255dollars as filed
ISHARES TR464287887S&P SML 600 GWT21,518$3,843,090dollars as filed
SELECT SECTOR SPDR TR81369Y100SBI MATERIALS74,038$3,763,338dollars as filed
PUTNAM ETF TRUST746729300FOCUSED LAR CAP70,595$3,596,817dollars as filed
SIMPLIFY EXCHANGE TRADED FUN82889N764HEDGED EQUITY105,932$3,552,959dollars as filed
Advanced Micro Devices,Inc.007903107COM6,088$3,536,580dollars as filed
VTI922908769COM9,521$3,523,025dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS44,827$3,373,202dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS6,784$3,239,835dollars as filed
ARK ETF TR00214Q401NEXT GNRTN INTER22,188$3,214,099dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF35,252$3,167,392dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT29,733$3,091,083dollars as filed
Vanguard Total Bond Market ETF921937835SHS41,334$3,034,302dollars as filed
ISHARES TR46432F834COM31,362$2,993,236dollars as filed
Berkshire Hathaway Inc084670702COM5,894$2,949,133dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS9,545$2,923,497dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS28,523$2,913,949dollars as filed
POWELL INDS INC739128106COM9,923$2,841,550dollars as filed
MFS ACTIVE EXCHANGE TRADED F55286W405INTERNATINL ETF84,990$2,760,475dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS32,968$2,731,058dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS3,864$2,717,911dollars as filed
VANGUARD WELLINGTON FD921935607US MULTIFACTOR15,156$2,682,157dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS37,397$2,664,522dollars as filed
INVESCO EXCHANGE TRADED FD T46137V266S&P500 PUR GWT40,907$2,611,940dollars as filed
ISHARES TR464288448INTL SEL DIV ETF62,694$2,597,426dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM3,397$2,592,387dollars as filed
Goldman Sachs Group,Inc.38141G104COM2,549$2,577,566dollars as filed
Texas Instruments Incorporated882508104COM8,551$2,548,937dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF91,617$2,537,793dollars as filed
VWO922042858SHS41,516$2,478,075dollars as filed
NORTHERN LTS FD TR IV66538H591CMN34,187$2,463,515dollars as filed
Caterpillar Inc.149123101COM2,156$2,295,767dollars as filed
AbbVie,Inc.00287Y109COM8,863$2,230,278dollars as filed
SPDR GOLD TR78463V107GOLD SHS6,009$2,213,595dollars as filed
GLOBAL X FDS37954Y632ARTIFICIAL ETF33,549$2,201,118dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF10,011$2,196,737dollars as filed
SPY78462F103SHS2,898$2,163,909dollars as filed
Vanguard Mid-Cap ETF922908629SHS26,834$2,161,979dollars as filed
Costco Wholesale Corporation22160K105COM2,234$2,090,263dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 13,749$2,023,444dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q609ACTIVE GROWTH20,345$2,005,814dollars as filed
Lam Research Corporation512807306COM4,622$2,002,851dollars as filed
Home Depot, Inc437076102COM5,678$2,002,654dollars as filed
iShares U.S. Technology ETF464287721SHS7,784$1,963,362dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM15,206$1,943,501dollars as filed
TOUCHSTONE ETF TRUST89157W202STRAT INCOM ETF75,454$1,937,682dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS9,734$1,923,365dollars as filed
Philip Morris International Inc.718172109COM10,571$1,912,459dollars as filed
Johnson & Johnson478160104COM7,361$1,869,389dollars as filed
Vanguard Value ETF922908744SHS8,572$1,868,080dollars as filed
PALO ALTO NETWORKS INC697435105COM5,408$1,844,284dollars as filed
GE Vernova Inc.36828A101COM1,558$1,830,499dollars as filed
PGIM ROCK ETF TR69420N718LADDE S&P 12 ETF56,526$1,811,658dollars as filed
Palantir Technologies Inc. Class A69608A108COM15,286$1,783,418dollars as filed
iShares Russell 2000 ETF464287655SHS5,840$1,754,547dollars as filed
SPDR SERIES TRUST78468R523ST STR BL 12 ETF17,614$1,750,484dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF8,955$1,684,353dollars as filed
Walmart Inc.931142103COM14,740$1,669,498dollars as filed
JPMorgan Chase & Co46625H100COM5,075$1,661,118dollars as filed
PACCAR INC COM693718108Stock13,780$1,655,254dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,179$1,631,659dollars as filed
Avantis US Small Cap Value ETF025072877SHS12,952$1,615,927dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF10,927$1,599,888dollars as filed
TEMPUS AI INC CL A88023B103Stock27,377$1,585,950dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS15,575$1,567,935dollars as filed
Visa Inc92826C839COM4,411$1,513,441dollars as filed
FLEXSHARES TR33939L746US QUALITY CAP16,519$1,484,563dollars as filed
VANECK ETF TRUST92189F676COM2,249$1,475,203dollars as filed
MGIC INVT CORP WIS COM552848103Stock52,283$1,474,381dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS14,606$1,462,937dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock44,475$1,455,667dollars as filed
EXXON MOBIL CORP30231G102COM10,531$1,439,819dollars as filed
FIRST TR EXCHANGE TRADED FD33738R506RISNG DIVD ACHIV17,087$1,385,106dollars as filed
PGIM ETF TR69344A206ACTV HY BD ETF39,327$1,371,742dollars as filed
CORNING INC219350105COM5,357$1,368,343dollars as filed
MARATHON PETE CORP COM56585A102Stock5,171$1,322,110dollars as filed
COREWEAVE INC COM CL A21873S108COM13,236$1,317,511dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 229,233$1,296,776dollars as filed
Vanguard Small-Cap ETF922908751SHS4,259$1,291,055dollars as filed
FLEXSHARES TR33939L100MORNSTAR USMKT4,667$1,288,412dollars as filed
Intel Corp458140100COM8,966$1,251,872dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS41,645$1,225,612dollars as filed
ROCKET COS INC77311W101COM CL A76,727$1,208,450dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock8,819$1,206,527dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM32,654$1,200,361dollars as filed
ISHARES TR464287465MSCI EAFE ETF11,551$1,199,904dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK29,087$1,199,839dollars as filed
Cisco Systems,Inc.17275R102COM9,990$1,173,456dollars as filed
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF09789C721ETF22,873$1,160,551dollars as filed
ROBINHOOD MKTS INC770700102COM11,570$1,160,240dollars as filed
TAPESTRY INC COM876030107Stock7,851$1,149,229dollars as filed
AB ACTIVE ETFS INC00039J608HIGH YIELD ETF29,482$1,100,873dollars as filed
FLEXSHARES TR33939L803M STAR DEV MKT11,141$1,092,667dollars as filed
CME Group Inc. Class A12572Q105COM4,913$1,084,944dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS6,524$1,035,086dollars as filed
SPACE EXPLORATION TECHN CORP CLASS A COM STK84615Q103Stock6,002$1,025,502dollars as filed
Chevron Corporation166764100COM6,113$1,013,221dollars as filed
UnitedHealth Group Inc91324P102COM2,399$997,092dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK7,974$990,079dollars as filed
Oracle Corporation68389X105COM6,628$971,298dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS10,021$967,799dollars as filed
Wells Fargo & Company949746101COM11,527$952,625dollars as filed
Applied Materials,Inc.038222105COM1,309$946,407dollars as filed
RIGETTI COMPUTING INC COMMON STOCK76655K103Stock48,959$945,888dollars as filed
General Electric Company369604301COM2,501$934,805dollars as filed
Vanguard Growth922908736COM10,732$924,421dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS11,125$919,165dollars as filed
BONDBLOXX ETF TRUST09789C887CCC RT USD HI YL24,603$899,609dollars as filed
ISHARES TR464289420RUS TP200 VL ETF8,506$894,516dollars as filed
LAMAR ADVERTISING CO CL A512816109REIT5,681$886,122dollars as filed
Coca-Cola Company191216100COM10,836$880,633dollars as filed
Netflix, Inc64110L106COM12,273$876,292dollars as filed
Amgen Inc.031162100COM2,418$875,606dollars as filed
Bank of America Corp060505104COM15,279$870,619dollars as filed
INVESCO QQQ TR46090E103COM34$853,332dollars as filedcall
HUBBELL INC COM443510607Stock1,605$839,736dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock10,516$823,087dollars as filed
DIVERSIFIED HEALTHCARE TR25525P107COM SH BEN INT88,142$819,721dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS23,805$805,553dollars as filed
TJX Companies Inc872540109COM5,284$800,554dollars as filed
OCCIDENTAL PETE CORP674599105COM16,279$790,672dollars as filed
BLOOM ENERGY CORP093712107COM2,606$788,836dollars as filed
Boeing Company097023105COM3,595$778,210dollars as filed
NORTHERN LTS FD TR IV66538H179CMN53,377$771,298dollars as filed
DANAOS CORPORATION SHSY1968P121Stock6,233$762,732dollars as filed
Merck & Co.,Inc.58933Y105COM5,874$754,798dollars as filed
Uber Technologies90353T100COM10,390$749,742dollars as filed
MATADOR RES CO COM576485205Stock14,941$743,763dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock41,188$738,501dollars as filed
Raytheon Technologies Corporation75513E101COM3,850$730,497dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL13,730$724,395dollars as filed
ISHARES TR464288414NATIONAL MUN ETF6,624$712,875dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS14,717$712,735dollars as filed
CAPITAL GROUP CORE EQUITY ET14020V108SHS CREAT UNIT15,884$706,520dollars as filed
ISHARES TR46428743220 YR TR BD ETF8,106$700,523dollars as filed
ACM RESH INC COM CL A00108J109Stock5,326$675,816dollars as filed
International Business Machines Corporation459200101COM2,385$670,781dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS694$669,710dollars as filed
CAPITAL GROUP GLOBAL EQUITY14020R107SHS18,913$666,494dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS6,548$648,135dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR10,449$645,360dollars as filed
MARVELL TECHNOLOGY INC573874104COM2,138$636,919dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock2,653$629,636dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U752FT VEST LADDERED16,033$629,613dollars as filed
LISTED FDS TR53656G498ROUN MA SEVE ETF9,784$629,079dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS17,375$627,759dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST11,153$626,349dollars as filed
IShares Bitcoin Trust Registered46438F101SHS18,736$623,721dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED16,954$619,337dollars as filed
GSK PLC SPONSORED ADR37733W204ADR11,703$613,471dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS11,541$612,935dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF12,102$612,142dollars as filed
Comcast Corp20030N101COM24,827$609,515dollars as filed
KLA CORP482480100COM2,015$607,946dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF12,675$605,231dollars as filed
CAPITAL ONE FINL CORP14040H105COM2,994$600,662dollars as filed
Eaton Corp. PlcG29183103COM1,392$593,159dollars as filed
LAZARD ACTIVE ETF TR52110K400INTL DYNAMIC EQT16,882$592,052dollars as filed
APA CORPORATION COM03743Q108Stock18,161$591,504dollars as filed
APPLOVIN CORP COM CL A03831W108Stock1,147$590,969dollars as filed
Verizon Communications Inc92343V104COM13,888$588,013dollars as filed
LATAM AIRLINES GROUP SA SPONSORED ADR51817R205ADR10,071$586,837dollars as filed
STEEL DYNAMICS INC COM858119100Stock2,503$574,338dollars as filed
American Express Company025816109COM1,695$573,337dollars as filed
BONDBLOXX ETF TRUST09789C663IR M TAX AWARE11,213$570,192dollars as filed
Procter & Gamble Co742718109COM3,873$567,971dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y805MUN HIGH ETF21,967$567,847dollars as filed
VANGUARD S&P SMALL-CAP 600 ETF921932828ETF4,077$560,751dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS3,404$559,104dollars as filed
ENTREPRENEURSHARES SERIES TR293828877ERSH PRI PUB ETF26,507$557,972dollars as filed
MasterCard, Inc57636Q104COM1,082$555,731dollars as filed
EXCHANGE TRADED CONCEPTS TRU301505475RANG NUCL RE ETF8,119$553,379dollars as filed
Morgan Stanley617446448COM2,595$542,459dollars as filed
FLEXSHARES TR33939L308MSTAR EMKT FAC6,963$538,869dollars as filed
IRENLTDFQ4982L109STOK11,712$535,590dollars as filed
Intuit Inc.461202103COM2,050$535,050dollars as filed
Lockheed Martin Corporation539830109COM1,049$534,459dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF19,451$534,319dollars as filed
KB FINL GROUP INC SPONSORED ADR48241A105ADR5,077$532,882dollars as filed
HARTFORD FDS EXCHANGE TRADED41653L305TOTAL RTRN ETF15,686$529,167dollars as filed
IJH464287507COM6,565$506,210dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF11,562$498,785dollars as filed
McDonalds Corporation580135101COM1,823$492,842dollars as filed
iShares Russell Midcap ETF464287499SHS4,466$492,692dollars as filed
iShares Gold Trust464285204COM6,375$481,383dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U372FUND15,123$479,172dollars as filed
iShares Ethereum Trust46438R105COM39,946$474,958dollars as filed
ADVANCE AUTO PARTS INC00751Y106COM7,587$472,063dollars as filed
Linde plcG54950103COM907$470,530dollars as filed
Citigroup Inc.172967424COM3,343$467,826dollars as filed
IONQ INC COM46222L108Stock8,667$461,604dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS4,094$450,998dollars as filed
NextEra Energy,Inc.65339F101COM5,052$443,434dollars as filed
NETAPP INC COM64110D104Stock2,833$438,435dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP21,057$433,147dollars as filed
FEDERATED HERMES ETF TRUST31423L503MDT LARGE CAP11,843$416,097dollars as filed
Dimensional International Value ETF25434V807SHS7,686$415,198dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS4,444$414,981dollars as filed
PACER FDS TR69374H881US CASH COWS 1006,655$413,941dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock1,101$413,227dollars as filed
EMCOR GROUP INC COM29084Q100Stock495$410,791dollars as filed
ConocoPhillips20825C104COM3,888$404,231dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS7,499$402,005dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A1,442$398,142dollars as filed
SanDisk Corporation80004C200COM175$397,903dollars as filed
FLEX LTD ORDY2573F102Stock2,440$395,451dollars as filed
Duke Energy Corporation26441C204COM3,108$393,399dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,841$391,630dollars as filed
ETF SER SOLUTIONS26922A420DEFIA QUANT ETF2,364$390,958dollars as filed
CAPITAL GROUP GBL GROWTH EQT14020X104SHS CREAT UNIT9,209$389,817dollars as filed
NVENT ELEC PLC SHSG6700G107Stock2,278$386,372dollars as filed
NORTHERN LTS FD TR IV66538H237MAIN INTNL ETF12,551$383,935dollars as filed
HASHDEX NASDAQ CME CRYPTO41809Y102SHS BEN INT25,738$376,028dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,373$369,160dollars as filed
ARISTA NETWORKS INC040413205COM2,161$367,111dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock840$362,627dollars as filed
Pfizer Inc.717081103COM15,030$361,919dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR3,077$360,871dollars as filed
INVESCO EXCHANGE TRADED FD T46137Y401CMN2,921$358,153dollars as filed
WESTERN DIGITAL CORP958102105COM554$353,851dollars as filed
LEMONADEINC52567D107STOK5,365$348,993dollars as filed
Accenture Plc Class AG1151C101COM2,796$347,934dollars as filed
SUPER GROUP SGHC LIMITEDG8588X103ORD SHS25,652$347,585dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR21,435$346,390dollars as filed
NRG ENERGY INC COM NEW629377508Stock2,364$345,294dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock8,811$343,277dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF826$338,152dollars as filed
iShares MBS ETF464288588SHS3,560$336,509dollars as filed
iShares Silver Trust46428Q109COM6,258$334,615dollars as filed
SPDR SER TR78464A870S&P BIOTECH2,113$334,434dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock7,367$332,306dollars as filed
TRUIST FINL CORP COM89832Q109Stock6,665$332,050dollars as filed
PROSHARES TR74347B680S&P MDCP 400 DIV3,589$328,682dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS14,406$328,169dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E690VEST LADDERED15,656$325,489dollars as filed
XCELENERGY INC98389B100COM4,045$324,818dollars as filed
AMPHENOL CORP NEW032095101COM1,836$323,724dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS7,010$323,512dollars as filed
Analog Devices,Inc.032654105COM814$323,304dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS2,354$321,681dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,180$319,155dollars as filed
Southern Company842587107COM3,311$316,906dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,467$312,593dollars as filed
Qualcomm Incorporated747525103COM1,687$311,747dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT6,570$310,104dollars as filed
ALLISON TRANSMISSION HLDGS I01973R101COM2,731$307,893dollars as filed
COEUR MNG INC COM NEW192108504Stock18,807$306,926dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF5,725$306,830dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock916$306,695dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF7,263$306,571dollars as filed
UNUM GROUP COM91529Y106Stock3,392$303,245dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U588VEST US EQUITY M8,631$302,861dollars as filed
AXOSFINLINC05465C100STOK3,109$302,786dollars as filed
Starbucks Corporation855244109COM2,947$301,154dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF3,673$301,113dollars as filed
AT&T Inc00206R102COM14,537$300,910dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock3,034$300,730dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS3,107$298,210dollars as filed
DIREXION SHARES ETF TRUST25459Y207NASDAQ 100 EQ WT2,431$296,667dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock604$296,661dollars as filed
SNOWFLAKE INC COM SHS833445109Stock1,164$296,238dollars as filed
ZACKS FOCUS GROWTH ETF98888G808UIT EXCHANGE TRADED9,301$295,586dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK638$292,925dollars as filed
CAPITAL GRP EQUITY ETF TR I US SMALL & MID CAP SH CL14022A102ETF8,882$292,840dollars as filed
JACKSON FINANCIAL INC COM CL A46817M107Stock2,849$291,709dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 134$291,063dollars as filedcall
T-Mobile US,Inc.872590104COM1,735$291,012dollars as filed
INNOVATOR ETFS TRUST45782C318US EQTY PWR BUF7,044$290,917dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,524$288,190dollars as filed
FIRST TR EXCHANGE TRADED FD33737A108NASDQ CLN EDGE1,499$287,439dollars as filed
HSBC HLDGS PLC SPON ADR NEW404280406ADR3,006$285,841dollars as filed
Progressive Corporation743315103COM1,307$285,514dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock7,644$285,121dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK143$284,490dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY7,626$284,145dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL5,599$282,670dollars as filed
TERADYNE INC COM880770102Stock579$280,143dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock2,759$278,880dollars as filed
Thermo Fisher Scientific Inc.883556102COM556$278,756dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS4,711$277,826dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF4,038$276,206dollars as filed
AST SPACEMOBILE INC COM CL A00217D100Stock3,105$275,910dollars as filed
TD SYNNEX CORPORATION COM87162W100Stock1,026$274,291dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS772$273,728dollars as filed
ZACKS TRUST98888G204SMALL/MID CAP6,118$272,985dollars as filed
Chubb LimitedH1467J104COM792$269,866dollars as filed
iShares S&P 500 Value ETF464287408SHS1,181$268,165dollars as filed
Altria Group Inc02209S103COM3,721$267,735dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS6,071$267,291dollars as filed
ETF OPPORTUNITIES TRUST26923N108AMERICAN CONSER4,888$266,540dollars as filed
INVESCO LTD SHSG491BT108Stock10,052$265,272dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U612VEST US EQUITY M7,770$265,203dollars as filed
MCKESSON CORP COM58155Q103Stock350$264,460dollars as filed
USBANCORPDEL902973304COM NEW4,352$262,861dollars as filed
QUANTA SVCS INC74762E102COM365$262,815dollars as filed
SPIRE INC84857L101COM3,362$262,539dollars as filed
ZACKS TRUST98888G881QUALITY INTL ETF8,925$260,775dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock4,083$256,803dollars as filed
ISHARES TR464287457COM3,121$256,265dollars as filed
ZACKS EARNINGS CONSISTENT PORTFOLIO ETF98888G105UIT EXCHANGE TRADED6,783$255,990dollars as filed
PepsiCo,Inc.713448108COM1,877$254,176dollars as filed
ServiceNow,Inc.81762P102COM2,533$251,495dollars as filed
WELLTOWER INC COM95040Q104REIT1,107$251,256dollars as filed
FORTINET INC COM34959E109Stock1,635$251,169dollars as filed
WESTERN ALLIANCE BANCORP COM957638109Stock3,034$249,395dollars as filed
ISHARES TR464288513IBOXX HI YD ETF3,114$249,027dollars as filed
Mondelez International,Inc. Class A609207105COM4,276$247,324dollars as filed
TOUCHSTONE ETF TRUST89157W707CMN9,479$244,712dollars as filed
Vanguard Energy ETF92204A306SHS1,625$243,957dollars as filed
Walt Disney Co254687106COM2,527$243,262dollars as filed
ROSS STORES INC COM778296103Stock1,138$242,223dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF566$241,167dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U521FT VEST US EQ MA7,127$240,358dollars as filed
ISHARES TR46432F388MSCI USA VALUE1,195$238,729dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock868$236,053dollars as filed
FLEXSHARES TR33939L795STOXX GLOBR INF3,667$235,129dollars as filed
Salesforce.com, Inc79466L302COM1,500$235,005dollars as filed
FRANKLIN TEMPLETON ETF TR35473P868FRANKLIN DYN MUN9,319$234,559dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF879$234,438dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock705$232,974dollars as filed
GLOBAL X BLOCKCHAIN ETF37960A735ETF3,094$231,586dollars as filed
FEDEX CORP COM31428X106Stock739$231,392dollars as filed
GLOBE LIFE INC37959E102COM1,295$231,391dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS2,542$230,830dollars as filed
NORTHERN LTS FD TR IV66538H534INSPIRE 100 ETF3,895$225,443dollars as filed
NUSHARES ETF TR67092P730NUVEN AA-BBB CLO8,976$225,119dollars as filed
BANK OF NY MELLON CORP COM064058100Stock1,556$225,013dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF7,910$224,552dollars as filed
NIKE,Inc. Class B654106103COM5,465$224,319dollars as filed
EXCHANGE TRADED CONCEPTS TRU301505731ROBO GLB ARTIF2,429$221,507dollars as filed
BlackRock,Inc.09290D101COM230$221,441dollars as filed
VANECK FDS92107P772EMERGING MARKETS4,307$220,993dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM3,587$220,432dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock666$219,860dollars as filed
TOUCHSTONE ETF TRUST89157W301ULTRA SHORT INCM8,703$219,839dollars as filed
AMPLIFY ETF TR032108649AMPLIFY JUNIOR S8,450$219,024dollars as filed
CAPITAL GROUP DIVIDEND GROWE14021L109SHS ETF5,775$216,620dollars as filed
Waste Management, Inc.94106L109COM965$215,149dollars as filed
Prologis,Inc.74340W103COM1,587$214,991dollars as filed
STATE STR CORP COM857477103Stock1,264$214,374dollars as filed
AMETEK INC COM031100100Stock870$210,491dollars as filed
MOODYS CORP COM615369105Stock460$208,343dollars as filed
FASTLY INC31188V100CL A11,289$207,266dollars as filed
RENASANT CORP75970E107COM4,832$205,533dollars as filed
RALLIANT CORP750940108COM2,783$204,912dollars as filed
Union Pacific Corporation907818108COM752$204,544dollars as filed
INNOVATOR U.S. EQUITY BUFFER ETF - MAY45782C326ETF4,294$203,321dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS2,450$202,499dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock1,818$202,362dollars as filed
VGT92204A702SHS1,687$201,635dollars as filed
UNITED RENTALS INC COM911363109Stock177$200,528dollars as filed
NUSCALE PWR CORP CL A COM67079K100Stock19,650$197,089dollars as filed
BANCO SANTANDER SA ADR05964H105ADR12,140$167,532dollars as filed
ONDAS HLDGS INC68236H204COM NEW18,564$152,967dollars as filed
ITAU UNIBANCO HLDG S A SPON ADR REP PFD465562106ADR17,887$146,137dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock16,979$102,893dollars as filed
NIO INC SPON ADS62914V106ADR16,780$84,907dollars as filed
ATAIBECKLEY INC04650F101COM SHS12,403$65,364dollars as filed
NIOCORP DEVS LTD654484609COM NEW12,735$61,383dollars as filed
KOSMOS ENERGY LTD500688106COM18,996$40,081dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR10,815$24,334dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000656this filing2026-07-29acceptance time not in the bulk data set