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Filers›Family Office›Foster Victor Wealth Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Foster Victor Wealth Advisors, LLC

Foster Victor Wealth's family office based in Omaha, NE — $1.7B in tracked AUM across 243 positions as of Q1 2026.

FV
Foster Victor Wealth·Omaha, NE·Family Office
CIK 0001769063 · last filed Mar 31, 2026
Total AUM
$1.7B
▲ 5.3%
vs prior
Holdings
243
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Foster Victor Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$60M296K3.4%
02
AMZN
AMAZON COM INC
$47M188K2.7%
03
GOOGL
ALPHABET INC
$47M141K2.7%
04
SCHX
SCHWAB STRATEGIC TR
$35M1.3M2.0%
05
LRCX
LAM RESEARCH CORP
$34M123K1.9%
06
IQLT
ISHARES TR
$33M670K1.9%
07
MSFT
MICROSOFT CORP
$30M75K1.7%
08
AAPL
APPLE INC
$29M110K1.6%
09
NDAQ
NASDAQ INC
$29M329K1.6%
10
COWZ
PACER FDS TR
$25M409K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Foster
haiku-4-5 · 243 positions indexed
Sector mix
  • Tech6%
  • Financials6%
  • Cons. Disc.40%
  • Communications9%
  • Industrials12%
  • Other27%
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