Managers / Q1 2026
Foster Victor Wealth Advisors, LLC
CIK 0001769063 · 10 TOY STREET, SUITE 200, GREENVILLE, SC, 29601 · 864-720-2000
Reported Value
$1.7B
Q1 2026
Positions
243
Filings on Record
30
2019–present window
Filed
Apr 20, 2026
original filing
Summary
Foster Victor Wealth Advisors, Llc reported $1.7B in U.S.-listed holdings across 243 positions for Q1 2026.
Its largest position, VTV, represents 3.4% of the portfolio.
Compared with Q4 2025, the fund opened 25 new positions and exited 14.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.7B | 243 | Apr 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.7B | 232 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.6B | 221 | Oct 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.5B | 203 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 195 | Apr 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 192 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 190 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.2B | 191 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 173 | Apr 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $977M | 172 | Jan 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $858M | 159 | Oct 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $900M | 160 | Jul 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $825M | 162 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $785.7B | 161 | Jan 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $686M | 142 | Oct 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $672M | 137 | Jul 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $730M | 137 | Apr 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $735M | 144 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $625M | 141 | Oct 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $599M | 147 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $538M | 139 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $439M | 137 | Feb 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $369M | 142 | Oct 26, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $301M | 126 | Aug 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $228M | 96 | Apr 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $231M | 113 | Jan 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $180M | 101 | Oct 11, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $136M | 104 | Jul 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $128M | 91 | May 3, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.