Foster Victor Wealth Advisors, LLC holds a diversified book of 252 stocks worth $1.9B as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened L3harris Technologies Inc and trimmed Amazon.com Inc. Their largest long position is Vanguard Value ETF at 4% of the equity book. They also disclosed $1.2M in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2019 would be +97% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Foster Victor Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +128.3%, a 31.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Foster Victor Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $67.0M | 306.6K | 3.5% | ▲+3.7% Added · +11K sh | |
| 2 | Alphabet Inc CAP STK CL A | $51.9M | 144.5K | 2.7% | ▲+2.8% Added · +4K sh | |
| 3 | Amazon Com Inc COM | $42.7M | 172.4K | 2.2% | ▼−8.5% Reduced · −16K sh | |
| 4 | Schwab Strategic TR US LRG CAP ETF | $42.5M | 1.43M | 2.2% | ▲+12% Added · +152K sh | |
| 5 | Lam Research Corp COM NEW | $35.4M | 102.2K | 1.9% | ▼−17% Reduced · −21K sh | |
| 6 | Apple Inc COM | $35.2M | 111.9K | 1.9% | ▲+1.6% Added · +2K sh | |
| 7 | Ishares TR MSCI INTL QUALTY | $34.4M | 697.8K | 1.8% | ▲+4.2% Added · +28K sh | |
| 8 | Microsoft Corp COM | $29.0M | 75.2K | 1.5% | ▼−0.3% Reduced · −215 sh | |
| 9 | Valero Energy Corp COM | $27.5M | 91.3K | 1.4% | ▼−14% Reduced · −15K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $27.5M | 38.2K | 1.4% | ▼−4.5% Reduced · −2K sh | |
| 11 | Mastercard Incorporated CL A | $26.9M | 50.0K | 1.4% | ▲+1.9% Added · +934 sh | |
| 12 | Cisco Sys Inc COM | $25.7M | 219.5K | 1.4% | ▼−16% Reduced · −42K sh | |
| 13 | Oneok Inc New COM | $25.2M | 274.1K | 1.3% | ▲+3.5% Added · +9K sh | |
| 14 | Advanced Micro Devices Inc COM | $24.2M | 44.1K | 1.3% | ▼−27% Reduced · −16K sh | |
| 15 | Canadian Pacific Kansas City COM | $24.0M | 263.2K | 1.3% | ▲+1.9% Added · +5K sh | |
| 16 | Amgen Inc COM | $23.0M | 64.7K | 1.2% | ▲+6.4% Added · +4K sh | |
| 17 | Abbvie Inc COM | $22.9M | 93.6K | 1.2% | ▲+8.7% Added · +7K sh | |
| 18 | Philip Morris Intl Inc COM | $22.7M | 128.8K | 1.2% | ▲+5.4% Added · +7K sh | |
| 19 | Nvidia Corporation COM | $21.7M | 102.6K | 1.1% | ▲+19% Added · +16K sh | |
| 20 | Johnson & Johnson COM | $21.7M | 85.3K | 1.1% | ▲+4.4% Added · +4K sh | |
| 21 | Emerson Elec Co COM | $21.4M | 157.5K | 1.1% | ▲+12% Added · +17K sh | |
| 22 | GSK PLC SPONSORED ADR | $21.2M | 414.3K | 1.1% | ▲+5.0% Added · +20K sh | |
| 23 | Masco Corp COM | $20.6M | 264.1K | 1.1% | ▲+4.4% Added · +11K sh | |
| 24 | Garmin Ltd SHS | $20.3M | 83.9K | 1.1% | ▼−0.1% Reduced · −129 sh | |
| 25 | Meta Platforms Inc CL A | $20.1M | 30.4K | 1.1% | ▲+0.5% Added · +150 sh | |
| 26 | Citigroup Inc COM NEW | $20.0M | 150.4K | 1.1% | ▲+1.9% Added · +3K sh | |
| 27 | Pfizer Inc COM | $19.9M | 819.2K | 1.0% | ▲+4.3% Added · +34K sh | |
| 28 | Qualcomm Inc COM | $19.0M | 106.8K | 1.0% | ▼−28% Reduced · −42K sh | |
| 29 | Freeport McMoran Inc CL B | $18.8M | 303.1K | 1.0% | ▲+2.9% Added · +9K sh | |
| 30 | Steris PLC SHS USD | $18.7M | 89.5K | 1.0% | ▼−1.0% Reduced · −903 sh | |
| 31 | Home Depot Inc COM | $18.7M | 55.3K | 1.0% | ▲+2.5% Added · +1K sh | |
| 32 | Broadcom Inc COM | $18.3M | 47.0K | 1.0% | ▼−1.4% Reduced · −659 sh | |
| 33 | Eli Lilly & Co COM | $18.2M | 15.8K | 1.0% | ▲+61% Added · +6K sh | |
| 34 | Dell Technologies Inc CL C | $18.0M | 39.2K | 0.9% | ▼−5.1% Reduced · −2K sh | |
| 35 | Oreilly Automotive Inc COM | $17.8M | 207.8K | 0.9% | ▲+3.9% Added · +8K sh | |
| 36 | Enbridge Inc COM | $17.6M | 314.8K | 0.9% | ▲+4.7% Added · +14K sh | |
| 37 | Carrier Global Corporation COM | $17.5M | 250.5K | 0.9% | ▲+3.3% Added · +8K sh | |
| 38 | Lockheed Martin Corp COM | $17.1M | 33.3K | 0.9% | ▲+18% Added · +5K sh | |
| 39 | Salesforce Inc COM | $17.1M | 102.1K | 0.9% | ▲+21% Added · +18K sh | |
| 40 | Blue Owl Capital Inc COM CL A | $17.0M | 1.77M | 0.9% | ▲+19% Added · +287K sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $17.0M | 34.5K | 0.9% | ▲+0.9% Added · +306 sh | |
| 42 | Walmart Inc COM | $16.9M | 148.6K | 0.9% | ▲+1.5% Added · +2K sh | |
| 43 | LPL Finl Hldgs Inc COM | $16.9M | 52.4K | 0.9% | ▼−30% Reduced · −22K sh | |
| 44 | BJS WHSL Club Hldgs Inc COM | $16.8M | 187.5K | 0.9% | ▲+4.5% Added · +8K sh | |
| 45 | Booking Holdings Inc COM | $16.7M | 95.3K | 0.9% | ▲+18% Added · +14K sh | |
| 46 | The Cigna Group COM | $16.6M | 54.7K | 0.9% | ▲+4.7% Added · +2K sh | |
| 47 | Pacer FDS TR US CASH COWS 100 | $16.5M | 258.6K | 0.9% | ▼−37% Reduced · −150K sh | |
| 48 | Cummins Inc COM | $16.4M | 24.3K | 0.9% | ▲+1.8% Added · +420 sh | |
| 49 | Vanguard Mun BD FDS TAX EXEMPT BD | $16.4M | 325.7K | 0.9% | ▲+3.9% Added · +12K sh | |
| 50 | Pepsico Inc COM | $16.3M | 120.2K | 0.9% | ▲+9.0% Added · +10K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | NVIDIA CORPNVDA | $1.1M | 5K |
| PUT · bearish | COCA-COLA CO/THEKO | $150K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 254 | $1.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 243 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 232 | $1.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 221 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 203 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 195 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 192 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 190 | $1.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 18, 2024 | 191 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 26, 2024 | 173 | $1.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 19, 2024 | 172 | $977.0M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 16, 2023 | 159 | $858.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 160 | $899.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 20, 2023 | 162 | $824.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 27, 2023 | 161 | $785.7M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 24, 2022 | 142 | $685.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 19, 2022 | 137 | $671.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 14, 2022 | 137 | $730.1M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 19, 2022 | 144 | $734.6M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 8, 2021 | 141 | $624.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 147 | $598.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 23, 2021 | 139 | $537.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 137 | $438.8M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 26, 2020 | 142 | $368.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.