Arkolith/Funds/Virtus Wealth Solutions LLC

Virtus Wealth Solutions LLC

CIK 2045870Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Virtus Wealth Solutions LLC holds a focused book of 53 stocks worth $735.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Astera Labs Inc and trimmed Advisorshares D/W FSM Core. Their largest long position is Advisorshares D/W FSM Core at 13% of the equity book. Cloning the disclosed picks since 2025 would be +24% (+35.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Virtus Wealth Solutions LLC's latest
holdings, largest changes, and filing provenance.
Opened
13
new positions
Added to
16
existing
Trimmed
22
reduced
Sold out
14
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.6%
+35.4%/yr · since Nov '25
Their reported book
+19.9%
held from quarter-end
S&P 500
+9.2%
same window
$9K$10K$11K$13K$14KNov '25Jan '26Feb '26Apr '26Jun '26Jul '26
Virtus Wealth Solutions LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.7 points over this window.

Growth of $10,000 cloning Virtus Wealth Solutions LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
70%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

60% mapped to company sectors

Information Technology
55%
ETF / fund or unclassified
40%
Materials
3%
Financials
1%
Communication Services
0%
Energy
0%
Consumer Discretionary
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

53 positions
#SecurityValueShares% PortLast moveHistory
1Advisorshares TR
DORSY FSM US
$95.9M1.51M
13.1%
−4.7%
Reduced · −74K sh
2Advisorshares TR
DORSY FSM ALCP
$75.4M1.47M
10.3%
−4.3%
Reduced · −66K sh
3Sandisk Corp
COM
$58.8M25.8K
8.0%
−39%
Reduced · −17K sh
4Astera Labs Inc
COM
$53.7M111.1K
7.3%
New
New position
5Invesco QQQ TR
UNIT SER 1
$49.8M67.6K
6.8%
−1.8%
Reduced · −1K sh
6Dell Technologies Inc
CL C
$49.2M114.0K
6.7%
+76%
Added · +49K sh
7Micron Technology Inc
COM
$44.2M38.3K
6.0%
+31%
Added · +9K sh
8Alphabet Inc
CAP STK CL A
$33.2M92.9K
4.5%
+128%
Added · +52K sh
9Nvidia Corporation
COM
$28.9M144.7K
3.9%
+22%
Added · +26K sh
10Nebius Group N.V.
SHS CLASS A
$26.7M96.8K
3.6%
New
New position
11Corning Inc
COM
$25.4M99.5K
3.5%
+506%
Added · +83K sh
12Teradyne Inc
COM
$25.1M51.8K
3.4%
−0.3%
Reduced · −142 sh
13Intel Corp
COM
$23.2M166.0K
3.2%
New
New position
14Ge Vernova Inc
COM
$20.3M17.3K
2.8%
−35%
Reduced · −9K sh
15Viavi Solutions Inc
COM
$19.1M400.8K
2.6%
+13%
Added · +48K sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$11.7M15.7K
1.6%
−21%
Reduced · −4K sh
17First TR Exchange Traded FD
DORSY WRGH VLU
$11.4M288.3K
1.6%
−3.6%
Reduced · −11K sh
18First TR Exchange-Traded FD
CAP STRENGTH ETF
$9.9M105.8K
1.4%
−0.7%
Reduced · −719 sh
19First TR Exchange Traded FD
RISNG DIVD ACHIV
$9.5M117.4K
1.3%
−6.4%
Reduced · −8K sh
20First TR Exchange Traded FD
DORSEYWRIGHT MOM
$9.4M209.3K
1.3%
−3.9%
Reduced · −8K sh
21First TR Exchange-Traded FD
FIRST TR ENH NEW
$7.8M130.4K
1.1%
−7.5%
Reduced · −11K sh
22Bloom Energy Corp
COM CL A
$7.3M24.2K
1.0%
New
New position
23Ishares TR
MRGSTR MD CP GRW
$5.1M52.1K
0.7%
−1.2%
Reduced · −652 sh
24Flex Ltd
ORD
$4.6M28.3K
0.6%
New
New position
25JPMorgan Chase & Co
COM
$4.0M12.2K
0.5%
−0.9%
Reduced · −109 sh
26TTM Technologies Inc
COM
$3.2M17.0K
0.4%
New
New position
27Apple Inc
COM
$3.0M10.4K
0.4%
+74%
Added · +4K sh
28Lumentum Hldgs Inc
COM
$2.8M3.2K
0.4%
−59%
Reduced · −5K sh
29Microsoft Corp
COM
$2.5M6.7K
0.3%
−11%
Reduced · −863 sh
30Maxlinear Inc
COM
$2.1M16.3K
0.3%
New
New position
31Vanguard Index FDS
S&P 500 ETF SHS
$1.9M2.8K
0.3%
−30%
Reduced · −1K sh
32Invesco Exch Traded FD TR II
S&P500 LOW VOL
$1.1M14.4K
0.1%
+0.5%
Added · +71 sh
33Proshares TR
S&P 500 DV ARIST
$1.0M18.3K
0.1%
+100%
Added · +9K sh
34Seagate Technology HLDNGS PL
ORD SHS
$956K991
0.1%
New
New position
35First TR Exchange-Traded FD
SHS
$818K17.0K
0.1%
−6.7%
Reduced · −1K sh
36Vanguard Index FDS
TOTAL STK MKT
$709K1.9K
0.1%
+0.8%
Added · +16 sh
37Applied Optoelectronics Inc
COM
$602K4.1K
0.1%
+51%
Added · +1K sh
38Exxon Mobil Corp
COM
$498K3.6K
0.1%
+32%
Added · +878 sh
39First TR Exchange-Traded FD
SENIOR LN FD
$441K9.8K
0.1%
+1.4%
Added · +141 sh
40Fidelity Merrimack STR TR
LOW DURTIN ETF
$403K8.0K
0.1%
+0.9%
Added · +74 sh
41Celestica Inc
COM
$348K955
0.0%
New
New position
42First TR Exchange Traded FD
DORSEY WRT 5 ETF
$342K4.5K
0.0%
−20%
Reduced · −1K sh
43Fidelity Merrimack STR TR
INVESTMENT GR BD
$320K7.5K
0.0%
−0.8%
Reduced · −60 sh
44Capital Group Core Balanced
SHS
$294K7.7K
0.0%
+0.3%
Added · +25 sh
45Fidelity Merrimack STR TR
CORP BOND ETF
$291K6.2K
0.0%
−43%
Reduced · −5K sh
46Amazon Com Inc
COM
$256K1.1K
0.0%
New
New position
47Alphabet Inc
CAP STK CL C
$255K722
0.0%
New
New position
48First TR Exchng Traded FD VI
FT LADD BUFF ETF
$241K6.6K
0.0%
Held
49Meta Platforms Inc
CL A
$235K417
0.0%
+3.0%
Added · +12 sh
50Citizens Finl Group Inc
COM
$224K3.2K
0.0%
−50%
Reduced · −3K sh
Showing 50 of 53 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202653$735.0M13F-HR
Q1 2026Mar 31, 2026May 8, 202654$525.3M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202652$526.8M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202550$519.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.