Virtus Wealth Solutions LLC
•CIK: 2045870•Filing: Q4 2025
**Virtus Wealth Solutions LLC** manages $527M across a diversified portfolio of 52 positions. The fund exhibits significant concentration in technology and semiconductor names, notably holding DWUS at $85.6M and DWAW at $67.3M. Further substantial allocations include NDQ ($54.7M), NVDA ($51.1M), and AVGO ($29.9M). This structure suggests a conviction-driven, growth-oriented mandate within high-beta sectors.
Total AUM
$526.8M
QoQ Performance
+1.4%
Positions
40
Top 10 Concentration
73.6%
Latest Filing
Q4 2025
Top Holdings Allocation
DWUS
DWAW
NDQ
NVDA
AVGO
DWUS16.3%
DWAW12.8%
NDQ10.4%
NVDA9.7%
AVGO5.7%
MOAT5.0%
MU4.7%
SPY3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.1%
Technology19.4%
ETF4.0%
Financial0.9%
Healthcare0.6%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW15 new positions
↑20 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024