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Victory Portfolios Ii shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Victory Portfolios Ii (VFLO) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $527k 12k 45.75

More positions owned by LWM Advisory Services

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Efficient Gld Pl (GDE)
Wisdomtree Tr Floatng Rat Trea (USFR)
Eli Lilly & Co. (LLY)
Ishares Tr 0-3 Mth Treasury (SGOV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
JPMorgan Chase & Co. (JPM)

View all positions for LWM Advisory Services

Top funds holding Victory Portfolios Ii

Bank of America Corporation
LPL Financial
Morgan Stanley
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Raymond James Financial
Victory Capital Management
UBS Group
Merit Financial Group
Ameriprise Financial
HighTower Advisors
Modern Wealth Management
Hanson McClain Advisors
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Victory Portfolios Ii