account_balance
Investment manager · 13F filer · SEC CIK 1769063
Foster Victor Wealth Advisors, LLC
Reported value$2.02Bas of Sep 30, 2026
Positions261 20 new, 11 sold out
Top 10 weight21.1%VTV alone is 3%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
3.4%
GOOGLAlphabet Inc.
2.8%Added +14%
AMZNAmazon.com Inc
2.4%Added +7%
SCHXSchwab Strategic Tr
2.2%Added +2%
AAPLApple Inc.
2.0%Added +7%
MSFTMicrosoft Corp
1.8%Trimmed −8%
IQLTiShares Tr
1.8%
VLOValero Energy Corp
1.7%Trimmed −12%
MAMastercard Inc
1.5%
QQQInvesco QQQ Tr
1.4%Added +6%
LRCXLam Research Corp
1.4%
PMPhilip Morris International Inc.
1.4%Added +7%
VTVVanguard Index FDS
3.4%
GOOGLAlphabet Inc.
2.8%Added +14%
AMZNAmazon.com Inc
2.4%+7%
SCHXSchwab Strategic Tr
2.2%+2%
AAPLApple Inc.
2.0%+7%
MSFTMicrosoft Corp
1.8%
IQLTiShares Tr
1.8%
VLOValero Energy Corp
1.7%
MAMastercard Inc
1.5%
QQQ1.4%
LRCXPM1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTV Vanguard Index FDS 3.4% Held
GOOGL Alphabet Inc. 2.8% Added +14%AMZN Amazon.com Inc 2.4% Added +7%SCHX Schwab Strategic Tr 2.2% Added +2%
AAPL Apple Inc. 2.0% Added +7%MSFT Microsoft Corp 1.8% Trimmed −8%IQLT iShares Tr 1.8% Held
VLO Valero Energy Corp 1.7% Trimmed −12%MA Mastercard Inc 1.5% HeldQQQ Invesco QQQ Tr 1.4% Added +6%
LRCX Lam Research Corp 1.4% HeldPM Philip Morris International Inc. 1.4% Added +7%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.