§ 13F · FUND PROFILE
Foster Victor Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 221Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$84M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 296K | $60M | 3.4% | +1% |
| 2 | AMZN | AMAZON COM INC | 188K | $47M | 2.7% | +3% |
| 3 | GOOGL | ALPHABET INC | 141K | $47M | 2.7% | +31% |
| 4 | SCHX | SCHWAB STRATEGIC TR | 1.28M | $35M | 2.0% | +3% |
| 5 | LRCX | LAM RESEARCH CORP | 123K | $34M | 1.9% | −18% |
| 6 | IQLT | ISHARES TR | 670K | $33M | 1.9% | +2% |
| 7 | MSFT | MICROSOFT CORP | 75K | $30M | 1.7% | +4% |
| 8 | AAPL | APPLE INC | 110K | $29M | 1.6% | +68% |
| 9 | NDAQ | NASDAQ INC | 329K | $29M | 1.6% | +9% |
| 10 | COWZ | PACER FDS TR | 409K | $25M | 1.4% | +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 $1.6 billion in assets. The fund runs a broad portfolio of 221 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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