Virtus Wealth Solutions LLC
All 13F Filings
- Location
- Cranford, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 526,770
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 496.1 K | 95.9% | 602 | 0 | 602 |
| ETFs | 20.38 K | 3.9% | 6.738 K | 0 | 6.738 K |
| Debt | 1.033 K | 0.2% | 22 | 0 | 22 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
526,770
Holdings
52
QoQ value change ($000)
7,175
(1.4%)
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.