MondegarAI
Virtus Wealth Solutions LLC

Q3 2025 · 13F-HR

Virtus Wealth Solutions LLCholdings as filed

Filed 2025-11-12 · accession 0002045870-25-000009

$519.6M
Reported value
50
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Virtus Wealth Solutions LLC · Q3 2025

AI · grounded in 13F

Virtus Wealth Solutions LLC established a new position in DWUS valued at $86.3M. The fund also initiated new stakes in QQQ for $68.1M and DWAW for $67.2M. Additional new positions include NVDA at $52M and AVGO at $27.6M. Total assets under management stand at $519.6M across 50 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
00768Y487DWUSADVISORSHARES TR$86.3M16.6%1,589,526CommonNONE
46090E103QQQINVESCO QQQ TR$68.1M13.1%113,503CommonNONE
00768Y479DWAWADVISORSHARES TR$67.2M12.9%1,531,213CommonNONE
67066G104NVDANVIDIA CORPORATION$52.0M10.0%278,896CommonNONE
11135F101AVGOBROADCOM INC$27.6M5.31%83,624CommonNONE
92189F643MOATVANECK ETF TRUST$26.0M5.00%262,300CommonNONE
36828A101GEVGE VERNOVA INC$20.0M3.85%32,537CommonNONE
30303M102METAMETA PLATFORMS INC$18.9M3.63%25,694CommonNONE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$12.1M2.33%85,925CommonNONE
80004C200SNDKSANDISK CORP$11.4M2.20%101,782CommonNONE
770700102HOODROBINHOOD MKTS INC$11.1M2.13%77,341CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$10.5M2.02%112,317CommonNONE
33741L207DVLUFIRST TR EXCHANGE-TRADED FD$10.4M2.00%309,440CommonNONE
33738R696DDIVFIRST TR EXCHANGE TRADED FD$9.5M1.82%235,649CommonNONE
594918104MSFTMICROSOFT CORP$8.6M1.66%16,615CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$8.6M1.65%142,967CommonNONE
04626A103ALABASTERA LABS INC$8.0M1.54%40,942CommonNONE
21873S108CRWVCOREWEAVE INC$7.4M1.42%53,939CommonNONE
33741L108DVOLFIRST TR EXCHANGE-TRADED FD$7.1M1.36%198,964CommonNONE
25809K105DASHDOORDASH INC$6.3M1.20%22,979CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$4.7M0.91%179,605CommonNONE
464288307IMCGISHARES TR$4.4M0.85%53,413CommonNONE
037833100AAPLAPPLE INC$4.0M0.77%15,772CommonNONE
N97284108NBISNEBIUS GROUP N.V.$3.9M0.75%34,480CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.9M0.74%12,207CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.3M0.64%4,962CommonNONE
922908363VOOVANGUARD INDEX FDS$2.1M0.41%3,484CommonNONE
15118V207CELHCELSIUS HLDGS INC$2.1M0.40%36,000CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2.0M0.38%29,008CommonNONE
040413205ANETARISTA NETWORKS INC$1.6M0.30%10,699CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$1.0M0.20%14,226CommonNONE
74348A467NOBLPROSHARES TR$930,9090.18%9,032CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$841,3180.16%18,195CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$782,3990.15%4,289CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$643,2460.12%12,814CommonNONE
316188101FCORFIDELITY MERRIMACK STR TR$578,5700.11%12,054CommonNONE
316188606FIGBFIDELITY MERRIMACK STR TR$578,4950.11%13,299CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$577,7700.11%1,149CommonNONE
922908769VTIVANGUARD INDEX FDS$576,8880.11%1,758CommonNONE
60937P106MDBMONGODB INC$547,8210.11%1,765CommonNONE
03831W108APPAPPLOVIN CORP$546,8090.11%761CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$432,2170.08%9,429CommonNONE
833445109SNOWSNOWFLAKE INC$428,5450.08%1,900CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$419,9350.08%15,193CommonNONE
829392703SINTSINTX TECHNOLOGIES INC$388,2560.07%94,928CommonNONE
00162Q858SDOGALPS ETF TR$376,1580.07%6,245CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$346,5850.07%5,597CommonNONE
30231G102XOMEXXON MOBIL CORP$308,3540.06%2,735CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$262,0270.05%1,110CommonNONE
88583P104SCWO374WATER INC$6,3310.00%22,067CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.