Foster Victor Wealth Advisors, LLC

Registered adviser

CIK

1769063

Location

GREENVILLE, SC

Portfolio Value

Mid $1,974,508,802

Diversification

Diversified

Filing Date

Global Rank

#1,662 / 8,827 ▼ 25 · as of Jun 2026

Top Industry

Drug Manufacturers - General 9.4%

3Y Alpha vs SPY

-11.7%

Period ended 38 days ago

Filed Oct 21, 2026 · 17d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 283656

Roster of Nov 1, 2026

Regulatory AUM

$2,644,715,238

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$2,644,715,238	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$2,153,072,996	Individuals and high net worth (98%)
Nov 2024 to Mar 2025	$2,014,684,499	Individuals and high net worth (96%)
Apr 2024 to Oct 2024	$1,690,375,352	Individuals and high net worth (94%)
May 2023 to Mar 2024	$1,243,196,000	Individuals and high net worth (96%)
Apr 2023	$1,243,196,000	Individuals and high net worth (96%)

6 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 23.9%, 78.4 effective positions, active share 63.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

27.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.3 quarters (12+), a floor since 36.1% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 63.6%; sector active share 14.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

260 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

4.0%

−0.1 pts

Top 5

15.9%

+0.3 pts

Top 10

24.5%

+0.7 pts

HHI

129

Diversified+1

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	19.9%	$392,368,306	33
Unclassified	16.5%	$325,134,230	68
Healthcare	12.8%	$253,694,377	24
Financial Services	10.1%	$199,618,206	38
Energy	8.5%	$168,168,564	23
Industrials	8.3%	$163,814,243	26
Communication Services	7.0%	$137,402,238	7
Consumer Defensive	6.5%	$129,048,672	12
Consumer Cyclical	5.6%	$110,491,972	14
Utilities	2.2%	$44,302,338	5
Real Estate	1.6%	$31,736,130	5
Basic Materials	0.9%	$18,729,526	5

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHG	Schwab U.S. Large-Cap Growth ETF	+109,671	206,732	$7,427,880
COP	Conocophillips	+72,218	157,793	$19,747,793
T	At&T Inc.	+54,321	586,155	$14,302,182
OWL	Blue Owl Capital Inc.	+52,945	1,819,530	$16,539,527
UBER	Uber Technologies, Inc	+50,354	265,079	$18,160,562
PBF	PBF Energy Inc.	+49,484	55,484	$4,270,048
PPL	PPL Corp	+43,216	307,236	$10,104,992
CARR	CARRIER GLOBAL Corp	+35,484	285,997	$15,689,795
SCHX	Schwab U.S. Large-Cap ETF	+33,860	1,468,735	$44,062,050
RPRX	Royalty Pharma plc	+33,055	246,728	$14,399,046
HBAN	Huntington Bancshares Inc	+31,653	627,802	$9,580,258
HSY	Hershey Co	+28,446	105,645	$16,650,708
PFE	Pfizer Inc	+28,284	847,509	$24,170,956
ET	Energy Transfer LP	+27,289	50,087	$990,219
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+25,323	28,988	$2,033,508
ENB	Enbridge Inc	+24,408	339,168	$15,767,920
GSK	GSK plc	+23,934	438,220	$21,109,057
NFLX	Netflix Inc	+23,012	182,788	$12,718,389
CCJ	Cameco Corp	+21,370	130,903	$11,345,363
GOOGL	Alphabet Inc.	+19,529	163,982	$56,422,926
VZ	Verizon Communications Inc	+17,253	366,011	$16,788,924
SO	Southern Co	+16,920	122,738	$10,173,752
HAL	Halliburton Co	+15,256	418,640	$13,312,752
O	Realty Income Corp	+14,979	169,584	$9,208,411
EPD	Enterprise Products Partners L.P.	+13,633	20,558	$732,070
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BJ	BJ's Wholesale Club Holdings, Inc.	−79,099	108,443	$9,976,756
FCX	Freeport-Mcmoran Inc	−72,604	230,475	$16,133,250
CP	Canadian Pacific Kansas City Ltd	−40,642	222,586	$18,942,068
SCHD	Schwab U.S. Dividend Equity ETF	−23,269	35,433	$1,152,635
SSNC	SS&C Technologies Holdings Inc	−20,404	160,805	$12,393,241
DELL	Dell Technologies Inc.	−17,925	21,313	$11,465,328
GRMN	Garmin Ltd	−16,313	67,598	$19,389,810
VLO	Valero Energy Corp	−11,090	80,198	$31,085,546
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−10,394	315,332	$14,934,123
NOW	ServiceNow, Inc.	−10,227	84,632	$11,341,534
SCHO	Schwab Short-Term U.S. Treasury ETF	−8,857	37,704	$899,617
QQQM	Invesco Ltd.	−7,110	5,177	$0
LPLA	LPL Financial Holdings Inc.	−6,255	46,192	$14,125,513
MSFT	Microsoft Corp	−6,038	69,197	$35,491,141
FHN	First Horizon Corp	−5,000	8,832	$203,312
AMGN	Amgen Inc	−4,817	59,878	$25,239,175
UMC	United Microelectronics Corp	−4,166	39,825	$975,314
MRK	Merck & Co., Inc.	−4,076	118,054	$17,154,426
GPC	Genuine Parts Co	−3,402	69,058	$8,683,352
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−3,361	74,120	$4,199,639
KO	Coca Cola Co	−3,105	98,697	$8,495,837
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	−2,424	53,389	$3,953,455
PAYC	Paycom Software, Inc.	−2,358	2,990	$650,773
FLR	Fluor Corp	−2,340	5,539	$265,207
RSG	Republic Services, Inc.	−1,814	9,669	$2,029,233
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
IXUS	iShares Core MSCI Total International Stock ETF	42,323	$4,020,261
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	52,149	$3,975,318
VXUS	Vanguard Total International Stock ETF	15,899	$1,350,779
ACWI	iShares MSCI ACWI ETF	8,028	$1,274,605
SGOV	iShares 0-3 Month Treasury Bond ETF	10,200	$1,026,936
BNDX	Vanguard Total International Bond ETF	16,869	$790,650
IWF	iShares Russell 1000 Growth ETF	4,794	$600,496
NU	Nu Holdings Ltd.	44,354	$561,521
QUAL	iShares MSCI USA Quality Factor ETF	2,215	$492,261
CB	Chubb Ltd	1,294	$420,873
AVDV	Avantis International Small Cap Value ETF	3,760	$411,268
ITOT	iShares Core S&P Total U.S. Stock Market ETF	2,252	$374,462
SMIN	iShares MSCI India Small-Cap ETF	3,569	$245,547
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	1,449	$210,162
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2,328	$208,961
WSM	Williams Sonoma Inc	900	$205,146
EXE	EXPAND ENERGY Corp	2,193	$184,409
NNVC	Nanoviricides, Inc.	10,723	$13,939
—		32,456	$0
IEMG	iShares Trust	5,211	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
SCHA	Schwab U.S. Small-Cap ETF	116,340	$4,203,364
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	83,132	$4,132,491
SCHM	Schwab U.S. Mid-Cap ETF	106,670	$3,932,922
—		5,392	$1,105,575
HDB	Hdfc Bank Ltd	24,041	$620,979
STX	Seagate Technology Holdings plc	271	$261,515
HONA	Honeywell Aerospace Inc.	1,113	$246,062
FIX	Comfort Systems USA Inc	115	$227,924
UPS	United Parcel Service Inc	2,044	$219,730
FTNT	Fortinet, Inc.	1,426	$219,062
FITB	Fifth Third Bancorp	3,883	$218,884
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

260 tracked positions · $1,974,508,802 total · filing declares 266 positions · $2,020,319,147 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 260 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTV	VANGUARD VALUE INDEX FUND	Added	310,228	+3,602	$67,034,066	+0.3%	3.39%
GOOGL	Alphabet Inc. Communication Services	Added	163,982	+19,529	$56,422,926	+9.3%	2.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	183,899	+11,502	$45,818,435	+11.5%	2.32%
SCHX	Schwab U.S. Large-Cap ETF	Added	1,468,735	+33,860	$44,062,050	+4.3%	2.23%
AAPL	Apple Inc. Technology	Added	119,507	+7,622	$39,798,221	+22.9%	2.02%
MSFT	Microsoft Corp Technology	Reduced	69,197	-6,038	$35,491,141	+26.5%	1.80%
IQLT	iShares MSCI Intl Quality Factor ETF	Added	711,362	+13,523	$35,191,078	+1.8%	1.78%
LRCX	Lam Research Corp Technology	Added	103,354	+1,116	$33,952,822	−23.4%	1.72%
VLO	Valero Energy Corp Energy	Reduced	80,198	-11,090	$31,085,546	+30.7%	1.57%
QQQ	Invesco Qqq Trust, Series 1	Added	40,387	+2,224	$29,877,090	+6.3%	1.51%
MA	Mastercard Inc Financial Services	Added	49,973	+13	$27,558,610	+7.4%	1.40%
AMD	Advanced Micro Devices Inc Technology	Added	44,178	+88	$27,026,333	+5.5%	1.37%
PM	Philip Morris International Inc. Consumer Defensive	Added	137,417	+8,570	$26,221,911	+12.5%	1.33%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	111,406	+3,758	$25,442,902	+18.1%	1.29%
AMGN	Amgen Inc Healthcare	Reduced	59,878	-4,817	$25,239,175	+7.7%	1.28%
EMR	Emerson Electric Co Industrials	Added	160,548	+3,094	$24,900,994	+10.5%	1.26%
ABBV	AbbVie Inc. Healthcare	Reduced	93,547	-78	$24,470,959	+3.9%	1.24%
CSCO	Cisco Systems, Inc. Technology	Added	227,331	+7,829	$24,467,635	−5.1%	1.24%
PFE	Pfizer Inc Healthcare	Added	847,509	+28,284	$24,170,956	+22.5%	1.22%
OKE	Oneok Inc Energy	Added	280,813	+6,755	$23,944,924	+0.5%	1.21%
JNJ	Johnson & Johnson Healthcare	Added	88,416	+3,081	$23,407,251	+8.0%	1.19%
CRM	Salesforce, Inc. Technology	Reduced	101,538	-611	$23,310,078	+45.7%	1.18%
META	Meta Platforms, Inc. Communication Services	Added	30,449	+5	$22,081,005	+28.8%	1.12%
QCOM	Qualcomm Inc Technology	Added	119,891	+13,086	$22,064,739	+11.8%	1.12%
GSK	GSK plc Healthcare	Added	438,220	+23,934	$21,109,057	−2.8%	1.07%
C	Citigroup Inc Financial Services	Added	153,565	+3,119	$19,883,596	−5.6%	1.01%
COP	Conocophillips Energy	Added	157,793	+72,218	$19,747,793	+122.0%	1.00%
GRMN	Garmin Ltd Technology	Reduced	67,598	-16,313	$19,389,810	−2.7%	0.98%
STE	STERIS plc Healthcare	Added	92,031	+2,503	$19,327,430	+2.5%	0.98%
CP	Canadian Pacific Kansas City Ltd Industrials	Reduced	222,586	-40,642	$18,942,068	−17.0%	0.96%
CVX	Chevron Corp Energy	Added	92,087	+2,642	$18,805,086	+26.8%	0.95%
LLY	ELI LILLY & Co Healthcare	Added	16,093	+339	$18,620,888	−1.5%	0.94%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	217,854	+10,049	$18,606,910	−2.8%	0.94%
MAS	Masco Corp Industrials	Added	273,429	+9,357	$18,429,114	−14.2%	0.93%
UBER	Uber Technologies, Inc Technology	Added	265,079	+50,354	$18,160,562	+17.2%	0.92%
LMT	Lockheed Martin Corp Industrials	Added	35,024	+1,735	$17,835,972	+5.2%	0.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	34,953	+422	$17,404,846	+0.7%	0.88%
COWZ	Pacer US Cash Cows 100 ETF	Added	259,760	+1,159	$17,341,577	+7.8%	0.88%
MRK	Merck & Co., Inc. Healthcare	Reduced	118,054	-4,076	$17,154,426	+9.3%	0.87%
PEP	Pepsico Inc Consumer Defensive	Added	133,788	+13,620	$16,953,615	+4.2%	0.86%
VZ	Verizon Communications Inc Communication Services	Added	366,011	+17,253	$16,788,924	+13.7%	0.85%
IVE	iShares S&P 500 Value ETF	Added	73,255	+11,274	$16,722,651	+18.8%	0.85%
AVGO	Broadcom Inc. Technology	Added	47,511	+520	$16,685,388	−6.0%	0.85%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Added	31,864	+258	$16,658,817	+6.1%	0.84%
HSY	Hershey Co Consumer Defensive	Added	105,645	+28,446	$16,650,708	+22.9%	0.84%
OWL	Blue Owl Capital Inc. Financial Services	Added	1,819,530	+52,945	$16,539,527	+7.0%	0.84%
NDAQ	Nasdaq, Inc. Financial Services	Added	176,443	+1,571	$16,234,520	+17.8%	0.82%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	230,475	-72,604	$16,133,250	−15.4%	0.82%
HD	Home Depot, Inc. Consumer Cyclical	Added	56,622	+1,372	$16,108,392	−17.3%	0.82%
WMT	Walmart Inc. Consumer Defensive	Added	154,397	+5,769	$16,044,936	−4.7%	0.81%

Showing the top 50 of 260 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.