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Virtus Wealth Solutions - Q2 2026 13F Filings

VI

Virtus Wealth Solutions LLC

CIK: 0002045870
Address: New Jersey Cranford 517 Centennial Ave Suite 200
$734.97 M
Portfolio Value
53
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. ALAB Astera Labs
+$53.68 M
2. NBIS Nebius Group Nv
+$26.73 M
3. INTC Intel Corporation
+$23.19 M
4. DELL Dell Technologies
+$21.26 M
5. GLW Corning Incorporated
+$21.21 M

Top Sells

Q2 2026
1. SNDK Sandisk Corporation
−$38.07 M
2. CIEN Ciena Corporation
−$24.59 M
3. MOAT Vaneck Morningstar Wide Moat Etf
−$23.99 M
4. PWR Quanta Services
−$16.13 M
5. AVGO Broadcom
−$12.55 M

Asset Allocation

Stocks/ETFs
+39.93%
$734.97 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Virtus Wealth Solutions Q2 2026 Filing Summary

Virtus Wealth Solutions LLC filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 734.97 M reflecting a +39.93% change from the prior quarter, spanning 53 assets. The top 10 holdings comprised 70.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 14 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Virtus Wealth Solutions’s Q2 2026 Filing

Virtus Wealth Solutions submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Virtus Wealth Solutions reported a managed portfolio value of 734.97 M, consisting of 53 individual positions.

This page displays the raw filing documents. To see which stocks Virtus Wealth Solutions bought or sold during Q2 2026, please visit Virtus Wealth Solutions's Portfolio Analysis page.