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Virtus Wealth Solutions LLC 13F Filings, Portfolio & Analysis

CIK: 0002045870
Cranford 517 Centennial Ave Suite 200
Zip Code: 07016
Latest Portfolio Value
$734.97 M
+39.93%
Total Holdings
53
-1
Latest Report Date
Q2 2026
Top 10 Concentration
70.18%

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 (2026-06-30), the institution manages a portfolio valued at $734.97 M, comprising 53 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

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

Q2 2026 — Top-10 concentration: 70.2%. Quarterly turnover: 30.1%. ▲ 13 new, +16 added, −22 reduced, ×14 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026

Top Sells

Q2 2026

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)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
1.51 M $95.95 M 13.05% ▼ 74,117 Reduce -4.7%
1.47 M $75.38 M 10.26% ▼ 65,752 Reduce -4.3%
25,841 $58.76 M 7.99% ▼ 16,745 Reduce -39.3%
111,136 $53.68 M 7.30% ▲ 111,136 New Buy
67,649 $49.82 M 6.78% ▼ 1,221 Reduce -1.8%
114,019 $49.19 M 6.69% ▲ 49,269 Add 76.1%
38,259 $44.16 M 6.01% ▲ 9,093 Add 31.2%
92,860 $33.19 M 4.52% ▲ 52,153 Add 128.1%
144,652 $28.94 M 3.94% ▲ 25,683 Add 21.6%
96,796 $26.73 M 3.64% ▲ 96,796 New Buy

Historical Portfolio Charts