Virtus Wealth Solutions LLC
All 13F Filings
- Location
- Cranford, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 525,258
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 54 | 525,258 | 13F-HR | Virtus Wealth Solutions LLC |
| Q4 2025 | 1/29/2026 | 52 | 526,770 | 13F-HR | Virtus Wealth Solutions LLC |
| Q3 2025 | 11/12/2025 | 50 | 519,595 | 13F-HR | Virtus Wealth Solutions LLC |
| Q2 2025 | 7/28/2025 | 48 | 485,056 | 13F-HR | Virtus Wealth Solutions LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 388.8 K | 75.6% | 0 | 107.2 K | -107.2 K |
| ETFs | 115.2 K | 22.4% | 94.85 K | 0 | 94.85 K |
| Debt | 10.11 K | 2.0% | 9.081 K | 0 | 9.081 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
525,258
Holdings
54
QoQ value change ($000)
-1,512
(-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.