Sign In
test

Devang Patel

Virtus Wealth Solutions Llc

Assets Managed
$525.258M
Holdings
54
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
-0.28%(2Q avg: 0.55%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Virtus Wealth Solutions Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Virtus Wealth Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 525.258M in assets, with a quarterly growth rate of -0.28% and a 2-quarter average growth rate of 0.55%. The portfolio is managed by Devang Patel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DWUS
Advisorshares D W Fsm Core
Recent Activity
Increased 0.07%
15.32%
$80.461M
1.58M shares@ $50.92 avg price
DWAW
Advisorshares D W Fsm Cap
Recent Activity
Increased 1.01%
12.58%
$66.077M
1.54M shares@ $42.92 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -22.68%
7.57%
$39.751M
68,870 shares@ $577.19 avg price
SNDK
Sandisk Corp
Recent Activity
Increased 1787.68%
5.16%
$27.057M
42,586 shares@ $635.34 avg price
CIEN
Ciena Corp
Recent Activity
Decreased -14.07%
4.69%
$24.585M
63,327 shares@ $388.23 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -1.76%
4.57%
$23.988M
248,065 shares@ $96.71 avg price
GEV
Ge Vernova Inc
Recent Activity
Increased 4820.12%
4.4%
$23.063M
26,421 shares@ $872.91 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -56.59%
3.96%
$20.748M
118,969 shares@ $174.41 avg price
PWR
Quanta Services Inc
Recent Activity
New Position
3.08%
$16.131M
29,382 shares@ $549.03 avg price
TER
Teradyne Inc
Recent Activity
Increased 3.38%
2.94%
$15.4M
51,945 shares@ $296.46 avg price

1-10 of 54