13F Insight
DOSSIER · 13F-HR · Q2 2026

Foster Victor Wealth Advisors, LLC

$1.9B in tracked AUM across 254 positions as of Q2 2026.

FV
CIK 0001769063 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
254
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Foster Victor Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$67M307K3.5%02
GOOGL
ALPHABET INC
$52M144K2.7%03
AMZN
AMAZON COM INC
$43M172K2.2%04
SCHX
SCHWAB STRATEGIC TR
$43M1.4M2.2%05
LRCX
LAM RESEARCH CORP
$35M102K1.9%06
AAPL
APPLE INC
$35M112K1.9%07
IQLT
ISHARES TR
$34M698K1.8%08
MSFT
MICROSOFT CORP
$29M75K1.5%09
VLO
VALERO ENERGY CORP
$28M91K1.4%10
QQQ
INVESCO QQQ TR
$27M38K1.4%

Filing history

2026Q2Jun 30
$1.9B▲ 8.8%
254 positionsView →2026Q1Mar 31
$1.7B▲ 1.9%
243 positionsView →2025Q4Dec 31
$1.7B▲ 6.8%
232 positionsView →2025Q3Sep 30
$1.6B▲ 8.9%
221 positionsView →2025Q2Jun 30
$1.5B▲ 18.6%
203 positionsLocked2025Q1Mar 31
$1.2B▼ 4.7%
195 positionsLocked2024Q4Dec 31
$1.3B▲ 4.6%
192 positionsLocked2024Q3Sep 30
$1.2B▲ 4.3%
190 positionsLocked2024Q2Jun 30
$1.2B▲ 9.2%
191 positionsLocked2024Q1Mar 31
$1.1B▲ 12.2%
173 positionsLocked2023Q4Dec 31
$977M▲ 13.8%
172 positionsLocked2023Q3Sep 30
$858M▼ 4.6%
159 positionsLocked
Showing 12 of 31