Virtus Wealth Solutions - Q4 2025 13F Filings

VI

Virtus Wealth Solutions LLC

CIK: 0002045870
Address: New Jersey Cranford 517 Centennial Ave Suite 200
$526.77 M
Portfolio Value
52
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/29/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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)

Virtus Wealth Solutions Q4 2025 Filing Summary

Virtus Wealth Solutions LLC filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 526.77 M reflecting a +1.38% change from the prior quarter, spanning 52 assets. The top 10 holdings comprised 73.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 12 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Virtus Wealth Solutions’s Q4 2025 Filing

Virtus Wealth Solutions submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Virtus Wealth Solutions reported a managed portfolio value of 526.77 M, consisting of 52 individual positions.

This page displays the raw filing documents. To see which stocks Virtus Wealth Solutions bought or sold during Q4 2025, please visit Virtus Wealth Solutions's Portfolio Analysis page.