SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Virtus Wealth Solutions LLC

CIK 0002045870 · 517 CENTENNIAL AVE, SUITE 200, CRANFORD, NJ, 07016 · 908-967-6360

Reported Value
$424M
Q4 2024
Positions
46
Filings on Record
6
2019–present window
Filed
Feb 13, 2025
original filing

Summary

Virtus Wealth Solutions Llc reported $424M in U.S.-listed holdings across 46 positions for Q4 2024.

Its largest position, DWUS, represents 18.3% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $424MQ4 ’24Q1 ’25: $330MQ1 ’25Q2 ’25: $485MQ2 ’25Q3 ’25: $520MQ3 ’25Q4 ’25: $527MQ4 ’25Q1 ’26: $525MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 71.7%Common Stock: 27.1%Other: 1.2%
  • ETP · 71.7% · $304M
  • Common Stock · 27.1% · $115M
  • Other · 1.2% · $5M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$525M54May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$527M52Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$520M50Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$485M48Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$330M38Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$424M46Feb 13, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.