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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 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTSM FIRST TR EXCHANGE-TRADED FD 130,357.0 $7.8M 1.06% -14K -9.5% $59.73 +0.3%
22 BE BLOOM ENERGY CORP Industrials 24,200.0 $7.3M 1.00% NEW $302.70 -33.1%
23 IMCG ISHARES TR 52,133.0 $5.1M 0.70% -1K -2.2% $98.30 -1.2%
24 FLEX FLEX LTD Technology 28,296.0 $4.6M 0.62% NEW $162.07 -31.9%
25 JPM JPMORGAN CHASE & CO Financial Services 12,175.0 $4.0M 0.54% -313.0 -2.5% $327.32 +7.4%
26 TTMI TTM TECHNOLOGIES INC Technology 17,047.0 $3.2M 0.43% NEW $187.02 -38.8%
27 AAPL APPLE INC Technology 10,366.0 $3.0M 0.41% +4K +73.8% $289.35 +7.6%
28 LITE LUMENTUM HLDGS INC Technology 3,231.0 $2.8M 0.38% +301.0 +10.3% $858.06 +2.5%
29 MSFT MICROSOFT CORP Technology 6,661.0 $2.5M 0.34% -10K -59.1% $373.00 +29.0%
30 MXL MAXLINEAR INC Technology 16,260.0 $2.1M 0.28% NEW $128.03 -49.0%
31 VOO VANGUARD INDEX FDS 2,774.0 $1.9M 0.26% -1K -30.6% $686.69 +2.1%
32 SPLV INVESCO EXCH TRADED FD TR II 14,353.0 $1.1M 0.15% $74.90 +1.0%
33 NOBL PROSHARES TR 18,289.0 $1.0M 0.14% +9K +101.2% $56.16 +4.0%
34 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 991.0 $956K 0.13% NEW $965.15 -11.9%
35 FVD FIRST TR EXCHANGE-TRADED FD 16,970.0 $818K 0.11% -1K -7.3% $48.18 +5.2%
36 VTI VANGUARD INDEX FDS 1,916.0 $709K 0.10% +10.0 +0.5% $369.96 +1.8%
37 AAOI APPLIED OPTOELECTRONICS INC Technology 4,065.0 $602K 0.08% NEW $148.16 -12.9%
38 XOM EXXON MOBIL CORP Energy 3,645.0 $498K 0.07% +897.0 +32.6% $136.71 +21.5%
39 FTSL FIRST TR EXCHANGE-TRADED FD 9,848.0 $441K 0.06% +281.0 +2.9% $44.75 +0.6%
40 FLDR FIDELITY MERRIMACK STR TR 8,038.0 $403K 0.06% -5K -39.0% $50.11 +0.0%
Page 2 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%