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Portfolio (Quarterly) Guide ↗

Virtus Wealth Solutions LLC

· CIK 0002045870
13F Portfolio $735M AUM 53 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 18 New 12 Added 20 Reduced 17 Exited
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DWUS ADVISORSHARES TR 1,506,264.0 $95.9M 13.05% -73K -4.6% $63.70 -6.4%
2 DWAW ADVISORSHARES TR 1,473,928.0 $75.4M 10.26% -51K -3.3% $51.14 -0.6%
3 SNDK SANDISK CORP Technology 25,841.0 $58.8M 7.99% +24K +1045.4% $2273.73 -30.7%
4 ALAB ASTERA LABS INC Technology 111,136.0 $53.7M 7.30% NEW $483.02 -40.4%
5 QQQ INVESCO QQQ TR Financial Services 67,649.0 $49.8M 6.78% -21K -24.1% $736.40 -3.7%
6 DELL DELL TECHNOLOGIES INC Technology 114,019.0 $49.2M 6.69% NEW $431.46 +0.6%
7 MU MICRON TECHNOLOGY INC Technology 38,259.0 $44.2M 6.01% -49K -56.3% $1154.30 -17.7%
8 GOOGL ALPHABET INC Communication Services 92,860.0 $33.2M 4.51% +57K +158.1% $357.37 -5.0%
9 NVDA NVIDIA CORPORATION Technology 144,652.0 $28.9M 3.94% -129K -47.2% $200.09 +8.3%
10 NEBIUS GROUP N.V. 96,796.0 $26.7M 3.64% NEW $276.17
11 GLW CORNING INC Technology 99,450.0 $25.4M 3.46% NEW $255.43 -40.9%
12 TER TERADYNE INC Technology 51,803.0 $25.1M 3.41% +2K +3.1% $483.84 -21.5%
13 INTC INTEL CORP Technology 166,047.0 $23.2M 3.15% NEW $139.63 -34.1%
14 GEV GE VERNOVA INC Utilities 17,291.0 $20.3M 2.76% +17K +3119.9% $1174.86 -19.4%
15 VIAV VIAVI SOLUTIONS INC Technology 400,813.0 $19.1M 2.60% +293K +272.9% $47.75 -19.4%
16 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,691.0 $11.7M 1.59% -12K -42.3% $746.78 +2.2%
17 DVLU FIRST TR EXCHANGE TRADED FD 288,316.0 $11.4M 1.56% -9K -3.2% $39.66 +3.2%
18 FTCS FIRST TR EXCHANGE-TRADED FD 105,834.0 $9.9M 1.35% -5K -4.7% $93.92 +7.8%
19 RDVY FIRST TR EXCHANGE TRADED FD 117,397.0 $9.5M 1.29% -2K -1.7% $81.06 +0.7%
20 DDIV FIRST TR EXCHANGE TRADED FD 209,344.0 $9.4M 1.28% -14K -6.4% $45.09 +3.6%
Page 1 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 73.1%
Financial Services 13.8%
Communication Services 7.1%
Utilities 4.3%
Industrials 1.5%
Consumer Cyclical 0.1%
Energy 0.1%