Victrix Investment Advisors
108 holdingsFiling period: 2026-03-31Current AUM: $318.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 75.3K | $13.1M | $15.1M | 4.74% | +301 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 44.4K | $12.8M | $15.8M | 4.96% | +120 | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 170.4K | $10.9M | $12.0M | 3.77% | +24.4K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 17.4K | $10.4M | $12.0M | 3.75% | +1.2K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 40.7K | $10.3M | $12.6M | 3.94% | +1.2K | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 19.3K | $9.3M | $9.3M | 2.90% | -- | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 42.3K | $8.8M | $11.5M | 3.61% | +3.4K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 22.6K | $8.4M | $10.5M | 3.30% | +4.0K | 2026-03-31 |
| 9 | LMT | LOCKHEED MARTIN CORP | 12.0K | $7.3M | $7.0M | 2.20% | -2 | 2026-03-31 |
| 10 | SCHA | SCHWAB STRATEGIC TR | 247.7K | $7.2M | $8.3M | 2.61% | +12.5K | 2026-03-31 |
| 11 | SCHM | SCHWAB STRATEGIC TR | 213.7K | $6.6M | $7.4M | 2.33% | +10.9K | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON | 25.7K | $6.3M | $6.6M | 2.07% | +1.7K | 2026-03-31 |
| 13 | UNH | UNITEDHEALTH GROUP INC | 21.6K | $5.8M | $8.9M | 2.80% | +3.4K | 2026-03-31 |
| 14 | WMT | WALMART INC | 44.5K | $5.5M | $4.9M | 1.55% | +88 | 2026-03-31 |
| 15 | CSCO | CISCO SYS INC | 69.4K | $5.4M | $8.0M | 2.52% | +3.1K | 2026-03-31 |
| 16 | QQQ | INVESCO QQQ TR | 8.8K | $5.1M | $6.1M | 1.90% | -1,015 | 2026-03-31 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | 93.6K | $5.1M | $5.5M | 1.72% | +23.8K | 2026-03-31 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 7.7K | $5.0M | $5.8M | 1.81% | -259 | 2026-03-31 |
| 19 | VTV | VANGUARD INDEX FDS | 25.2K | $4.9M | $5.5M | 1.74% | +441 | 2026-03-31 |
| 20 | BA | BOEING CO | 24.0K | $4.8M | $5.2M | 1.63% | +1.0K | 2026-03-31 |
| 21 | MMM | 3M CO | 32.9K | $4.8M | $5.8M | 1.82% | +807 | 2026-03-31 |
| 22 | BAC | BANK AMERICA CORP | 89.4K | $4.4M | $5.5M | 1.74% | +1.3K | 2026-03-31 |
| 23 | SCHW | SCHWAB CHARLES CORP | 45.3K | $4.3M | $4.8M | 1.49% | +1.9K | 2026-03-31 |
| 24 | HD | HOME DEPOT INC | 12.6K | $4.1M | $4.2M | 1.31% | +625 | 2026-03-31 |
| 25 | — | CHUBB LTD SWITZ | 12.5K | $4.1M | $4.1M | 1.27% | +13 | 2026-03-31 |
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