Virtus Wealth Solutions LLC 13F Filings, Portfolio & Analysis

CIK: 0002045870
Cranford 517 Centennial Ave Suite 200
Zip Code: 07016
Latest Portfolio Value
$526.77 M
+1.38%
12/31/2025
Total Holdings
52
2
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
73.64%

Virtus Wealth Solutions LLC — Portfolio Overview & Company Profile

Virtus Wealth Solutions LLC (CIK: 0002045870) is a financial institution headquartered at 517 Centennial Ave, Suite 200, Cranford, New Jersey 07016. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $526,770,322, comprising 52 distinct securities. Over its filing history, it has submitted 5 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+2.78%
$526.77 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
1.58 M $85.61 M 16.25% ▼ 10,195 Reduce -0.6%
1.52 M $67.34 M 12.78% ▼ 6,778 Reduce -0.4%
89,073 $54.72 M 10.39% ▼ 24,430 Reduce -21.5%
274,087 $51.12 M 9.70% ▼ 4,809 Reduce -1.7%
86,512 $29.94 M 5.68% ▲ 2,888 Add 3.5%
252,532 $26.15 M 4.96% ▼ 9,768 Reduce -3.7%
87,572 $24.99 M 4.74% ▲ 87,572 New Buy
27,214 $18.56 M 3.52% ▲ 22,252 Add 448.5%
73,701 $17.24 M 3.27% ▲ 73,701 New Buy
86,212 $12.25 M 2.33% ▲ 287 Add 0.3%

Historical Portfolio Charts