Foster Victor Wealth Advisors, LLC

CIK 0001769063 · GREENVILLE, SC · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Foster Victor Wealth Advisors, LLC reported 254 positions worth $1.90B as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VTV (3.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.90B
2026 Q2
Positions
254
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
20.6%
Est. Net Flow (Q)
2026 Q2
10 / 254 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTVVANGUARD INDEX FDSSH$67.0M3.52%306,626
2GOOGLALPHABET INCSH$51.9M2.73%144,453
3AMZNAMAZON COM INCSH$42.7M2.24%172,397
4SCHXSCHWAB STRATEGIC TRSH$42.5M2.23%1,434,875
5LRCXLAM RESEARCH CORPSH$35.4M1.86%102,238
6AAPLAPPLE INCSH$35.2M1.85%111,885
7IQLTISHARES TRSH$34.4M1.81%697,839
8MSFTMICROSOFT CORPSH$29.0M1.52%75,235
9VLOVALERO ENERGY CORPSH$27.5M1.45%91,288
10QQQINVESCO QQQ TRSH$27.5M1.44%38,163

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Foster Victor Wealth Advisors, LLC hold as of Q2 2026?

Foster Victor Wealth Advisors, LLC reported 254 positions worth $1.90B in its Q2 2026 13F filing. Largest positions: VTV (3.5%), GOOGL (2.7%), AMZN (2.2%), SCHX (2.2%) and LRCX (1.9%).

What did Foster Victor Wealth Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Foster Victor Wealth Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.