Virtus Wealth Solutions LLC
RIA/Wealth
Virtus Wealth Solutions LLC is a RIA/Wealth based in Cranford, NJ led by Devang M. Patel, managing $530.6M across 50 long positions as of Q3 2025 with 61% ETF concentration, 73% concentrated in top 10 holdings, and 16% allocation to DWUS.
MemberDevang M. Patel
- Portfolio Value
- $530.6M
- Positions
- 50
- Top Holding
- DWUS at 16.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Virtus Wealth Solutions LLC's portfolio (73.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $86.3M | 16.27% | -$841.1K Sold | — 1.6M shares | |
ETF ETF | $68.1M | 12.84% | -$1.4M Sold | — 113.5K shares | |
ETF ETF | $67.2M | 12.66% | -$709.1K Sold | — 1.5M shares | |
Semiconductors Technology | $52.0M | 9.81% | -$2.6M Sold | 0.00% 278.9K shares | |
Semiconductors Technology | $27.6M | 5.20% | -$1.6M Sold | 0.00% 83.6K shares | |
ETF ETF | $26.0M | 4.90% | -$552.6K Sold | — 262.3K shares | |
Renewable Utilities Utilities | $20.0M | 3.77% | +$18.6M Bought | 0.01% 32.5K shares | |
Internet Content & Information Communication Services | $18.9M | 3.56% | +$4.3M Bought | 0.00% 25.7K shares | |
ETF ETF | $12.1M | 2.29% | -$225.9K Sold | — 85.9K shares | |
Unknown Unknown | $11.4M | 2.15% | +$11.4M New | — 101.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Virtus Wealth Solutions LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Virtus Wealth Solutions LLC
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