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Portfolio (Quarterly) Guide ↗

Virtus Wealth Solutions LLC

· CIK 0002045870
13F Portfolio $527M AUM 52 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 18 Added 13 Reduced 13 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 26,721.0 $6.6M 1.25% NEW $246.16 +15.8%
22 IMCG ISHARES TR 53,300.0 $4.3M 0.81% $79.84 +14.4%
23 JPM JPMORGAN CHASE & CO. Financial Services 12,488.0 $4.0M 0.76% +281.0 +2.3% $322.23 -4.9%
24 LLY ELI LILLY & CO Healthcare 3,000.0 $3.2M 0.61% NEW $1074.68 -0.9%
25 UAL UNITED AIRLS HLDGS INC Industrials 26,005.0 $2.9M 0.55% NEW $111.82 -10.6%
26 MDB MONGODB INC Technology 6,854.0 $2.9M 0.55% +5K +288.3% $419.69 -22.3%
27 VOO VANGUARD INDEX FDS 3,999.0 $2.5M 0.48% +515.0 +14.8% $627.14 +9.3%
28 VIAV VIAVI SOLUTIONS INC Technology 107,500.0 $1.9M 0.36% NEW $17.82 +177.8%
29 AAPL APPLE INC Technology 5,966.0 $1.6M 0.31% -10K -62.2% $271.87 +13.6%
30 URBN URBAN OUTFITTERS INC Consumer Cyclical 17,400.0 $1.3M 0.25% NEW $75.26 -3.0%
31 PLTR PALANTIR TECHNOLOGIES INC Technology 6,379.0 $1.1M 0.21% +2K +48.7% $177.75 -23.0%
32 LITE LUMENTUM HLDGS INC Technology 2,930.0 $1.1M 0.20% NEW $368.59 +156.9%
33 VIKING HOLDINGS LTD 15,000.0 $1.1M 0.20% NEW $71.41
34 SPLV INVESCO EXCH TRADED FD TR II 14,305.0 $1.0M 0.19% +79.0 +0.6% $71.42 +3.7%
35 NOBL PROSHARES TR 9,089.0 $946K 0.18% +57.0 +0.6% $104.07 +3.6%
36 FVD FIRST TR EXCHANGE-TRADED FD 18,298.0 $843K 0.16% +103.0 +0.6% $46.08 +3.9%
37 APP APPLOVIN CORP Technology 1,152.0 $776K 0.15% +391.0 +51.4% $673.82 -28.5%
38 FLDR FIDELITY MERRIMACK STR TR 13,173.0 $662K 0.13% +359.0 +2.8% $50.23 -0.1%
39 VTI VANGUARD INDEX FDS 1,906.0 $639K 0.12% +148.0 +8.4% $335.29 +9.4%
40 FCOR FIDELITY MERRIMACK STR TR 12,416.0 $594K 0.11% +362.0 +3.0% $47.83 -1.7%
Page 2 of 3  ·  52 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 58.6%
Financial Services 30.1%
Industrials 4.8%
Communication Services 4.5%
Healthcare 1.3%
Consumer Cyclical 0.5%
Energy 0.1%
Utilities 0.1%