DOSSIER · 13F-HR · Q2 2026
Virtus Wealth Solutions LLC
$735M in tracked AUM across 53 positions as of Q2 2026.
VW
CIK 0002045870 · last filed Jun 30, 2026
AI Analysis · Q2 2026
1. Portfolio Overview
Virtus Wealth Solutions LLC manages a concentrated portfolio totaling approximately $392.19 million across 33 holdings. The firm has adopted a high-conviction strategy characterized by significant position sizing, with the top ten holdings accounting for over 85% of the total portfolio value. The portfolio underwent a substantial contraction of 19.1% in value during the quarter (down from $485.06M), a decrease attributable to both market performance and active capital ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.