Victrix Investment Advisors

CIK 0002055229 • 6 13F filings • Apr 24, 2025 – Jul 8, 2026

Import this data to Google Sheets with:

=jivedata("victrix-investment-advisors-0002055229-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $275.4M107 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$4.8M	1.7%Prev: 2.2%	32,861 SH	Increased+3,952 SH
ABBOTT LABORATORIES	COM	$250K	0.1%	2,435 SH	New
ABBVIE INC	COM	$2.0M	0.7%Prev: 1.0%	9,414 SH	Increased+585 SH
ADVANCED MICRO DEVICES INC	COM	$674K	0.2%Prev: 0.2%	3,311 SH	Increased-904 SH
ALPHABET INC	CAP STK CL A	$12.8M	4.6%Prev: 3.6%	44,377 SH	Increased-924 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.6%Prev: 0.5%	5,625 SH	Increased-58 SH
AMAZON COM INC	COM	$8.8M	3.2%Prev: 3.7%	42,349 SH	Increased+5,303 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.5%	4,359 SH	New
AMGEN INC	COM	$317K	0.1%	901 SH	New
APPLE INC	COM	$10.3M	3.7%Prev: 4.3%	40,678 SH	Increased+3,353 SH
APPLIED MATLS INC	COM	$258K	0.1%	756 SH	New
ARISTA NETWORKS INC	COM SHS	$401K	0.1%Prev: 0.1%	3,269 SH	Increased+69 SH
ASML HLDG NV	N Y REGISTRY SHS	$3.0M	1.1%	2,271 SH	New
BANK AMERICA CORP	COM	$4.4M	1.6%Prev: 2.1%	89,414 SH	Increased-9,256 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.3M	3.4%Prev: 4.6%	19,324 SH	Increased+2,721 SH
BOEING CO	COM	$4.8M	1.7%Prev: 1.5%	23,991 SH	Increased+6,723 SH
BROADCOM INC	COM	$921K	0.3%Prev: 0.2%	2,974 SH	Increased+731 SH
CARDINAL HEALTH INC	COM	$547K	0.2%Prev: 0.2%	2,588 SH	Increased-71 SH
CATERPILLAR INC	COM	$3.8M	1.4%Prev: 1.0%	5,419 SH	Increased-378 SH
CAVA GROUP INC	COM	$278K	0.1%Prev: 0.2%	3,440 SH	Decreased-297 SH
CHEVRON CORPORATION	COM	$1.2M	0.4%	5,705 SH	New
CHUBB LTD SWITZ	COM	$4.1M	1.5%	12,466 SH	New
CISCO SYS INC	COM	$5.4M	2.0%Prev: 1.9%	69,366 SH	Increased+8,589 SH
CONSOLIDATED EDISON INC	COM	$304K	0.1%Prev: 0.2%	2,688 SH	Decreased-300 SH
COSTCO WHOLESALE CORPORATION	COM	$922K	0.3%	925 SH	New
CROWDSTRIKE HLDGS INC	CL A	$223K	0.1%	572 SH	New
CUMMINS INC	COM	$215K	0.1%	400 SH	New
DEERE & CO	COM	$397K	0.1%Prev: 0.2%	704 SH	Increased-114 SH
DISNEY WALT CO	COM	$2.7M	1.0%Prev: 1.2%	27,782 SH	Increased+4,206 SH
DUKE ENERGY CORP NEW	COM NEW	$2.0M	0.7%Prev: 0.8%	15,520 SH	Increased+3,153 SH
ELI LILLY & CO	COM	$1.2M	0.4%Prev: 0.3%	1,322 SH	Increased+760 SH
EXXON MOBIL CORP	COM	$2.0M	0.7%Prev: 0.6%	12,013 SH	Increased+1,987 SH
GE AEROSPACE	COM NEW	$2.0M	0.7%Prev: 0.7%	7,051 SH	Increased+184 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$222K	0.1%Prev: 0.1%	3,120 SH	Decreased-151 SH
GE VERNOVA INC	COM	$908K	0.3%Prev: 0.1%	1,040 SH	Increased+106 SH
GOLDMAN SACHS GROUP INC	COM	$1.9M	0.7%Prev: 0.7%	2,209 SH	Increased-114 SH
HOME DEPOT INC	COM	$4.1M	1.5%Prev: 1.9%	12,618 SH	Increased+2,525 SH
INTEL CORP	COM	$3.5M	1.3%Prev: 0.9%	79,029 SH	Increased-1,078 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	0.7%Prev: 1.0%	10,449 SH	Increased-797 SH
INVESCO QQQ TR	UNIT SER 1	$5.1M	1.8%Prev: 2.2%	8,825 SH	Increased-392 SH
ISHARES INC	CORE MSCI EMKT	$806K	0.3%Prev: 0.4%	11,556 SH	Increased-827 SH
ISHARES TR	CORE MSCI EAFE	$1.4M	0.5%Prev: 0.6%	15,098 SH	Increased+860 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.4%Prev: 0.4%	8,511 SH	Increased+928 SH
ISHARES TR	CORE S&P500 ETF	$206K	0.1%	316 SH	New
ISHARES TR	PFD AND INCM SEC	$2.8M	1.0%Prev: 1.4%	93,346 SH	Increased+4,035 SH
ISHARES TR	RUS 2000 VAL ETF	$207K	0.1%	1,094 SH	New
ISHARES TR	SELECT DIVID ETF	$276K	0.1%Prev: 0.1%	1,820 SH	Increased-200 SH
JOHNSON & JOHNSON	COM	$6.3M	2.3%Prev: 1.9%	25,717 SH	Increased+2,580 SH
JPMORGAN CHASE & CO	COM	$3.6M	1.3%	12,388 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$1.2M	0.4%Prev: 0.2%	3,389 SH	Increased+1,324 SH
LOCKHEED MARTIN CORP	COM	$7.3M	2.6%Prev: 2.0%	12,024 SH	Increased+3,479 SH
MARKEL GROUP INC	COM	$593K	0.2%Prev: 0.3%	310 SH	Decreased-17 SH
MARRIOTT INTL INC NEW	CL A	$230K	0.1%	702 SH	New
MASTERCARD INCORPORATED	CL A	$779K	0.3%Prev: 0.4%	1,559 SH	Decreased-4 SH
MCDONALDS CORP	COM	$352K	0.1%Prev: 0.2%	1,131 SH	Decreased-409 SH
MCKESSON CORP	COM	$921K	0.3%Prev: 0.5%	1,064 SH	Decreased-344 SH
MERCK & CO INC	COM	$3.0M	1.1%Prev: 1.0%	24,714 SH	Increased+3,083 SH
META PLATFORMS INC	CL A	$4.0M	1.4%Prev: 1.6%	6,942 SH	Increased+1,658 SH
MICROSOFT CORP	COM	$8.4M	3.0%Prev: 3.2%	22,640 SH	Increased+6,547 SH
NASDAQ INC	COM	$246K	0.1%Prev: 0.1%	2,900 SH	Increased
NEXTERA ENERGY INC	COM	$2.4M	0.9%Prev: 0.8%	25,373 SH	Increased+3,987 SH
NORTHROP GRUMMAN CORP	COM	$1.7M	0.6%Prev: 0.7%	2,449 SH	Increased-13 SH
NVIDIA CORPORATION	COM	$13.1M	4.8%Prev: 4.7%	75,275 SH	Increased-7,408 SH
PALANTIR TECHNOLOGIES INC	CL A	$903K	0.3%Prev: 0.3%	6,174 SH	Increased+406 SH
PALO ALTO NETWORKS INC	COM	$256K	0.1%Prev: 0.2%	1,599 SH	Decreased-225 SH
PRESIDIO PPTY TR INC	*W EXP 01/24/202	$251	0.0%	12,603 SH	New
PROCTER & GAMBLE CO	COM	$215K	0.1%	1,489 SH	New
QUEST DIAGNOSTICS INC	COM	$257K	0.1%Prev: 0.1%	1,310 SH	Increased-65 SH
REGENERON PHARMACEUTICALS	COM	$3.7M	1.3%Prev: 1.6%	4,766 SH	Increased-134 SH
RTX CORPORATION	COM	$1.2M	0.4%Prev: 0.4%	6,295 SH	Increased+609 SH
SCHWAB CHARLES CORP	COM	$4.3M	1.5%Prev: 1.7%	45,263 SH	Increased+2,015 SH
SCHWAB STRATEGIC TR	1 5YR CORP BD	$1.9M	0.7%Prev: 0.8%	78,322 SH	Increased+17,754 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$553K	0.2%Prev: 0.2%	16,790 SH	Increased-921 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.3M	0.5%Prev: 0.6%	53,447 SH	Increased-11,823 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$3.4M	1.2%Prev: 1.2%	147,061 SH	Increased+43,019 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.6M	0.6%Prev: 0.8%	51,662 SH	Increased-6,285 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$323K	0.1%Prev: 0.2%	11,084 SH	Decreased-2,280 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.8M	0.6%Prev: 1.1%	68,628 SH	Decreased-28,604 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$6.6M	2.4%Prev: 2.5%	213,732 SH	Increased+27,241 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$7.2M	2.6%Prev: 2.7%	247,727 SH	Increased+20,185 SH
SHELL PLC	SPON ADS	$1.9M	0.7%Prev: 0.7%	20,671 SH	Increased+2,541 SH
SNOWFLAKE INC	COM SHS	$915K	0.3%	6,067 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$378K	0.1%	816 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.0M	1.8%	7,704 SH	New
STRYKER CORPORATION	COM	$419K	0.2%	1,275 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.7M	0.6%	4,996 SH	New
TARGET CORP	COM	$2.0M	0.7%Prev: 0.7%	16,650 SH	Increased+3,148 SH
TESLA INC	COM	$763K	0.3%Prev: 0.2%	2,053 SH	Increased+839 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$216K	0.1%	7,169 SH	New
TEXAS INSTRS INC	COM	$3.1M	1.1%Prev: 1.2%	16,037 SH	Increased+3,377 SH
UNION PAC CORP	COM	$286K	0.1%Prev: 0.2%	1,177 SH	Decreased-131 SH
UNITEDHEALTH GROUP INC	COM	$5.8M	2.1%Prev: 1.5%	21,568 SH	Increased+15,993 SH
VANECK ETF TRUST	IG FLOATING RATE	$315K	0.1%	12,352 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$294K	0.1%	768 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$517K	0.2%	10,387 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$879K	0.3%Prev: 0.4%	4,272 SH	Increased-480 SH
VANGUARD INDEX FDS	GROWTH ETF	$273K	0.1%	626 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.4M	3.8%Prev: 3.6%	17,432 SH	Increased+3,716 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$896K	0.3%Prev: 0.2%	4,126 SH	Increased+2,519 SH
VANGUARD INDEX FDS	VALUE ETF	$4.9M	1.8%Prev: 2.0%	25,207 SH	Increased+2,210 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$708K	0.3%	9,354 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.1M	1.8%Prev: 1.3%	93,617 SH	Increased+35,853 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$546K	0.2%	9,171 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$376K	0.1%Prev: 0.1%	1,748 SH	Increased+461 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.9M	4.0%Prev: 3.0%	170,393 SH	Increased+53,752 SH
VISA INC	COM CL A	$4.0M	1.5%Prev: 1.7%	13,280 SH	Increased+3,663 SH
WALMART INC	COM	$5.5M	2.0%Prev: 1.9%	44,450 SH	Increased+2,840 SH

Sold (vs prior filing)

ABBOTT LABS — $342K
CHEVRON CORP NEW — $448K
CHUBB LIMITED — $3.5M
COSTCO WHSL CORP NEW — $657K
FIDELITY COVINGTON TRUST — $239K
HUMANA INC — $214K
ISHARES TR — $250K
JPMORGAN CHASE & CO. — $2.8M
MARSH & MCLENNAN COS INC — $307K
PROCTER AND GAMBLE CO — $576K
SNOWFLAKE INC — $507K
SPDR DOW JONES INDL AVERAGE — $435K
SPDR S&P 500 ETF TR — $4.7M
T-MOBILE US INC — $231K
TAIWAN SEMICONDUCTOR MFG LTD — $804K
VANGUARD WORLD FD — $207K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001152	—	View
Feb 11, 2026	Q4 2025	13F-HR	0002085853-26-000241	$258.2M	View
Nov 4, 2025	Q3 2025