StockDriftsStockDriftsTop 50 Foster Victor Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 3.52% | 306.6K | $67.0M | +3.69%(+10.92K) | $124.21(+83.17%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.73% | 144.5K | $51.9M | +2.79%(+3.93K) | $153.53(+124.52%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.24% | 172.4K | $42.7M | -8.49%(-15.99K) | $144.46(+81.74%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.23% | 1.43M | $42.5M | +11.88%(+152.32K) | $18.11(+68.51%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.86% | 102.2K | $35.4M | -16.90%(-20.80K) | $87.68(+284.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.85% | 111.9K | $35.2M | +1.56%(+1.72K) | $198.72(+53.67%) | 2026-06-30 | |
| IQLT | ISHARES TR | 1.81% | 697.8K | $34.4M | +4.18%(+28.03K) | $35.02(+48.35%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.52% | 75.2K | $29.0M | -0.28%(-215) | $320.50(+51.66%) | 2026-06-30 | |
| VLO | VALERO ENERGY CORP | 1.45% | 91.3K | $27.5M | -13.98%(-14.83K) | $107.02(+224.64%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.44% | 38.2K | $27.5M | -4.54%(-1.81K) | $463.04(+58.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.86% | +63.71% | +8.24% | +48.57% |
| Top 20 Holdings Unweighted | +17.49% | +62.18% | +8.01% | +46.98% |
Foster Victor Wealth Advisors, LLC reports $1.90B in US-listed equity holdings across 252 positions in its most recent 13F filing. Its largest disclosed positions are VTV (3.5%), GOOGL (2.7%) and AMZN (2.2%). The top 20 holdings account for 33.14% of reported assets. Its disclosed equity book has returned +63.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Foster Victor Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1769063). View Foster Victor Wealth Advisors, LLC’s 13F filings on SEC