§ 13F · FUND PROFILE
Foster Victor Wealth Advisors, LLC.
AUM · $1.9B (13F)Positions · 254Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$65M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 307K | $67M | 3.5% | +4% |
| 2 | GOOGL | ALPHABET INC | 144K | $52M | 2.7% | +3% |
| 3 | AMZN | AMAZON COM INC | 172K | $43M | 2.2% | −8% |
| 4 | SCHX | SCHWAB STRATEGIC TR | 1.43M | $43M | 2.2% | +12% |
| 5 | LRCX | LAM RESEARCH CORP | 102K | $35M | 1.9% | −17% |
| 6 | AAPL | APPLE INC | 112K | $35M | 1.9% | +2% |
| 7 | IQLT | ISHARES TR | 698K | $34M | 1.8% | +4% |
| 8 | MSFT | MICROSOFT CORP | 75K | $29M | 1.5% | ±0% |
| 9 | VLO | VALERO ENERGY CORP | 91K | $28M | 1.4% | −14% |
| 10 | QQQ | INVESCO QQQ TR | 38K | $27M | 1.4% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOSTER SIGNAL
AC read
Foster Victor Wealth Advisors, LLC is a Other fund managing $1.9 billion in assets. The fund runs a broad portfolio of 254 positions.
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