Virtus Wealth Solutions LLC
All 13F Filings
- Location
- Cranford, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 734,975
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 53 | 734,975 | 13F-HR | Virtus Wealth Solutions LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 621.1 K | 85.6% | 232.3 K | 0 | 232.3 K |
| ETFs | 103.7 K | 14.3% | 0 | 11.54 K | -11.54 K |
| Debt | 732 | 0.1% | 0 | 9.382 K | -9.382 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
734,975
Holdings
53
QoQ value change ($000)
209,717
(39.9%)
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.