Institutional Fund
Foster Victor Wealth Advisors, LLC
Greenville, SCCIK 17690635 filings on record
Portfolio Value
$1.75B
Q1 2026
Holdings
242
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+1.9%
from $1.72B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds3.4%
- Amazon Com Inc2.7%
- Alphabet Inc2.7%
- Schwab Strategic Tr2.0%
- Lam Research Corp1.9%
- Ishares Tr1.9%
- Other85.4%
Portfolio Holdings
242 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 295.7K | $60.02M | 3.4% | +4.0K | Added |
| 2 | Amazon Com Inc | 188.4K | $46.91M | 2.7% | +6.3K | Added |
| 3 | Alphabet Inc | 140.5K | $46.78M | 2.7% | +33.1K | Added |
| 4 | Schwab Strategic Tr | 1.28M | $35.10M | 2.0% | +34.2K | Added |
| 5 | Lam Research Corp | 123.0K | $33.52M | 1.9% | −27.4K | Reduced |
| 6 | Ishares Tr | 669.8K | $33.05M | 1.9% | +14.6K | Added |
| 7 | Microsoft Corp | 75.5K | $29.66M | 1.7% | +3.0K | Added |
| 8 | Apple Inc | 110.2K | $28.51M | 1.6% | +44.7K | Added |
| 9 | Nasdaq Inc | 328.7K | $28.50M | 1.6% | +26.1K | Added |
| 10 | Pacer Fds Tr | 409.1K | $25.37M | 1.4% | +13.6K | Added |
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