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Virtus Wealth Solutions - Q1 2026 13F Filings

VI

Virtus Wealth Solutions LLC

CIK: 0002045870
Address: New Jersey Cranford 517 Centennial Ave Suite 200
$525.26 M
Portfolio Value
54
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SNDK Sandisk Corporation
+$25.62 M
2. GEV Ge Vernova
+$22.59 M
3. PWR Quanta Services
+$16.13 M
4. VRT Vertiv Holdings Co
+$11.16 M
5. DELL Dell Technologies
+$10.63 M

Top Sells

Q1 2026
1. NVDA Nvidia Corporation
−$27.05 M
2. MU Micron Technology
−$19.73 M
3. AVGO Broadcom
−$14.23 M
4. QQQ Invesco Qqq Trust Series I
−$11.66 M
5. CRS Carpenter Technology Corporation
−$9.44 M

Asset Allocation

Stocks/ETFs
-0.29%
$525.26 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Virtus Wealth Solutions Q1 2026 Filing Summary

Virtus Wealth Solutions LLC filed its 13F report for Q1 2026 on May 08, 2026. The portfolio totaled 525.26 M reflecting a -0.29% change from the prior quarter, spanning 54 assets. The top 10 holdings comprised 64.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 12 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Virtus Wealth Solutions’s Q1 2026 Filing

Virtus Wealth Solutions submitted their Form 13F-HR for the Q1 2026 period on 05/08/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Virtus Wealth Solutions reported a managed portfolio value of 525.26 M, consisting of 54 individual positions.

This page displays the raw filing documents. To see which stocks Virtus Wealth Solutions bought or sold during Q1 2026, please visit Virtus Wealth Solutions's Portfolio Analysis page.