Foster Victor Wealth Advisors, LLC
CIK 1769063
13F filing for Q2 2026・No. 1,704
- Holdings
- US$1.9B
- Quarter change
- +US$154.24M
- Entries
- 254
- Net bought (estimate)
- +US$61.25M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 25
- Sold out 15
- Cut 74
- Added 139
- Corporate actions 2
- Unchanged 14
Largest holdings
252 stocks worth US$1.9B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSVALUE ETF | Added | 306,626 | US$67.03M | 3.52% |
| GOOGLAlphabetCAP STK CL A | Added | 144,453 | US$51.93M | 2.73% |
| AMZNAmazonCOM | Cut | 172,397 | US$42.67M | 2.24% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 1,434,875 | US$42.52M | 2.23% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 102,238 | US$35.38M | 1.86% |
| AAPLAppleCOM | Added | 111,885 | US$35.23M | 1.85% |
| ISHARES TRMSCI INTL QUALTY | Added | 697,839 | US$34.45M | 1.81% |
| MSFTMicrosoftCOM | Cut | 75,235 | US$28.96M | 1.52% |
| VLOVALERO ENERGY CORPCOM | Cut | 91,288 | US$27.52M | 1.45% |
| QQQInvesco QQQUNIT SER 1 | Cut | 38,163 | US$27.47M | 1.44% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.