Foster Victor Wealth Advisors, LLC: 13F holdings
CIK 17690632026Q2
| Positions | 252 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 252 (+10 vs prior quarter) |
|---|
| Reported value | $1.9bn (-8.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 306,626 | $67.0m | 3.5% |
| GOOGL ALPHABET INC | 144,453 | $51.9m | 2.7% |
| AMZN AMAZON COM INC | 172,397 | $42.7m | 2.2% |
| SCHX SCHWAB STRATEGIC TR | 1,434,875 | $42.5m | 2.2% |
| LRCX LAM RESEARCH CORP | 102,238 | $35.4m | 1.9% |
| AAPL APPLE INC | 111,885 | $35.2m | 1.9% |
| IQLT ISHARES TR | 697,839 | $34.4m | 1.8% |
| MSFT MICROSOFT CORP | 75,235 | $29.0m | 1.5% |
| VLO VALERO ENERGY CORP | 91,288 | $27.5m | 1.4% |
| QQQ INVESCO QQQ TR | 38,163 | $27.5m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1769063")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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