13F
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Foster Victor Wealth Advisors, LLC

13F equity value
$1.7B
Positions
242
Top 10 concentration
21.0%
Quarters / total new picks
28 / 215
13F equity value over time
$0M$875M$2B201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +5.0% per quarter — versus +3.1% per quarter from simply owning every 13F stock. It beat that baseline in only 53.6% of quarters (excess t = 0.30, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.9%
t-stat
0.30
Quarterly win rate
54%
Annualized excess
+6.8%
$1 → follow vs universe
$3.18 vs $2.10
Cumulative return: $1 invested in new picks vs universe
1.00 20190331: universe 0.98320190630: universe 1.05620190930: universe 1.13620191231: universe 0.91620200331: universe 1.10520200630: universe 1.22020200930: universe 1.49720201231: universe 1.56520210331: universe 1.57920210630: universe 1.70520210930: universe 1.53120211231: universe 1.30320220331: universe 1.39920220630: universe 1.29620220930: universe 1.39220221231: universe 1.29320230331: universe 1.36220230630: universe 1.31320230930: universe 1.49120231231: universe 1.55720240331: universe 1.59220240630: universe 1.73720240930: universe 1.72220241231: universe 1.60720250331: universe 1.75220250630: universe 1.80720250930: universe 2.03220251231: universe 2.102 20190331: follow 1.04320190630: follow 1.09820190930: follow 1.12420191231: follow 1.05820200331: follow 1.81420200630: follow 1.93220200930: follow 2.07120201231: follow 2.23220210331: follow 2.31820210630: follow 2.20920210930: follow 2.15220211231: follow 1.82420220331: follow 1.69120220630: follow 1.59320220930: follow 1.58920221231: follow 1.57320230331: follow 1.76120230630: follow 1.83920230930: follow 2.03320231231: follow 2.15820240331: follow 2.23620240630: follow 2.32820240930: follow 2.10620241231: follow 2.06020250331: follow 2.24620250630: follow 2.49220250930: follow 2.74220251231: follow 3.180 0.84 2.14 3.43 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 242 · 2026 Q1

Ticker Value Weight QoQ
VTV $60M
3.4%
HOLD
AMZN $47M
2.7%
ADD
GOOGL $47M
2.7%
ADD
SCHX $35M
2.0%
ADD
LRCX $34M
1.9%
TRIM
IQLT $33M
1.9%
ADD
MSFT $30M
1.7%
ADD
AAPL $29M
1.6%
ADD
NDAQ $29M
1.6%
ADD
COWZ $25M
1.5%
ADD
MA $25M
1.4%
TRIM
QQQ $25M
1.4%
TRIM
VLO $25M
1.4%
HOLD
LPLA $24M
1.4%
ADD
GSK $23M
1.3%
HOLD
OKE $22M
1.3%
ADD
GRMN $22M
1.3%
TRIM
HAL $22M
1.3%
TRIM
CSCO $22M
1.2%
ADD
AMGN $21M
1.2%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.