Foster Victor Wealth Advisors, LLC
•CIK: 1769063•Filing: Q4 2025
**Foster Victor Wealth Advisors, LLC** manages $1.7B across a diversified portfolio of 231 positions. The firm exhibits significant concentration in technology and growth sectors, evidenced by top holdings including VTV ($57.9M) and NDQ ($45.8M). Further notable allocations include AMZN ($43.5M), GOOGL ($35.4M), and MSFT ($33.3M). This positioning suggests a core investment thesis focused on established market leaders and high-growth technology equities.
Total AUM
$1.7B
QoQ Performance
+6.8%
Positions
200
Top 10 Concentration
21.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV3.4%
NDQ2.7%
AMZN2.5%
GOOGL2.1%
SCHX2.0%
LRCX2.0%
MSFT1.9%
IQLT1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.9%
Technology16.0%
Healthcare7.8%
Consumer7.7%
Financial4.2%
Energy1.7%
Consumer Staples1.7%
Industrial1.7%
🚪 Exited Positionssold since Q3 2025
+26 more exited positions
Changes from Q3 2025
NEW11 new positions
↑107 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023