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VIRTUS WEALTH SOLUTIONS LLC 13F portfolio summary

VIRTUS WEALTH SOLUTIONS LLC of VIRTUS WEALTH SOLUTIONS LLC has 54 current stock holdings with a reported portfolio value of $525.3M. The portfolio 1 year return is +32.32%. Top holdings include FCOR (0.00%), IFV (0.00%), DDIV (0.00%), BSV (0.00%), QQQ (0.00%).

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VIRTUS WEALTH SOLUTIONS LLC

VIRTUS WEALTH SOLUTIONS LLC
Latest filing: 2026-03-31

VIRTUS WEALTH SOLUTIONS LLC runs VIRTUS WEALTH SOLUTIONS LLC and currently holds 54 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $525.26M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VIRTUS WEALTH SOLUTIONS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VIRTUS WEALTH SOLUTIONS LLC's portfolio at VIRTUS WEALTH SOLUTIONS LLC has delivered returns of +32.32%. Their 3-year annualized return is +23.02%. Looking at the 5-year horizon, VIRTUS WEALTH SOLUTIONS LLC has achieved +23.02% annualized returns at VIRTUS WEALTH SOLUTIONS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+32.32%
#0/1000
3 Year
+23.02%
#0/1000
5 Year
+23.02%
#0/1000

Portfolio Value

$525.26M

Alpha Score

22.6

#0 of 1000

Holdings

54

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change