§ 13F · FUND PROFILE
Foster Victor Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1475.1T (13F)Positions · 203Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$46.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 292K | $57.9T | 3.4% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 74K | $45.8T | 2.7% | +121% |
| 3 | AMZN | AMAZON COM INC | 182K | $43.5T | 2.5% | −1% |
| 4 | GOOGL | ALPHABET INC | 107K | $35.4T | 2.1% | −9% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 1.25M | $34.1T | 2.0% | −2% |
| 6 | LRCX | LAM RESEARCH CORP | 150K | $33.5T | 2.0% | −20% |
| 7 | MSFT | MICROSOFT CORP | 72K | $33.3T | 1.9% | +3% |
| 8 | IQLT | ISHARES TR | 655K | $31.0T | 1.8% | −1% |
| 9 | NDAQ | NASDAQ INC | 303K | $30.6T | 1.8% | +8% |
| 10 | MA | MASTERCARD INCORPORATED | 54K | $28.9T | 1.7% | +3% |
§ 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 $1475115.5 trillion in assets. The fund runs a broad portfolio of 203 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed