Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Virtue Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Virtue Capital Management, LLC (CIK 1729985) reported $748.9M across 343 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($48.7M, 6.50%), IEF ($39.7M, 5.30%), FTSL ($28.5M, 3.81%), VOO ($22.5M, 3.01%), SPAB ($21.7M, 2.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$48.7M6.50%65,000Added
2IEFISHARES TR$39.7M5.30%419,798Added
3FTSLFIRST TR EXCHANGE-TRADED FD$28.5M3.81%637,860Trimmed
4VOOVANGUARD INDEX FDS$22.5M3.01%32,803Added
5SPABSPDR SERIES TRUST$21.7M2.90%852,250Trimmed
6XTENBONDBLOXX ETF TRUST$21.5M2.87%470,885Trimmed
7BILSPDR SERIES TRUST$20.8M2.78%227,011Added
8QQQINVESCO QQQ TR$19.9M2.66%27,045Added
9NVDANVIDIA CORPORATION$18.3M2.44%91,481Trimmed
10RSPINVESCO EXCHANGE TRADED FD T$13.6M1.81%63,832Trimmed
11AAPLAPPLE INC$13.1M1.74%45,113Added
12SGOVISHARES TR$12.4M1.65%122,686Added
13MUMICRON TECHNOLOGY INC$9.9M1.33%8,614Added
14VONGVANGUARD SCOTTSDALE FDS$9.9M1.32%77,528Added
15BUYWNORTHERN LTS FD TR IV$8.9M1.18%614,069Trimmed
16SNDKSANDISK CORP$8.8M1.18%3,875Added
17FLTRVANECK ETF TRUST$8.3M1.11%325,849Added
18WDCWESTERN DIGITAL CORP$7.7M1.02%12,001Added
19VEUVANGUARD INTL EQUITY INDEX F$7.5M1.00%89,671Trimmed
20MSFTMICROSOFT CORP$7.3M0.97%19,554Added
21FXRFIRST TR EXCHANGE-TRADED FD$7.0M0.94%77,360Trimmed
22FXLFIRST TR EXCHANGE-TRADED FD$6.6M0.88%30,456New
23HDVISHARES TR$6.6M0.88%241,147New
24ICSHISHARES TR$6.5M0.86%127,651Added
25FXZFIRST TR EXCHANGE-TRADED FD$6.4M0.86%80,860Trimmed

Source: SEC Form 13F filings · as of 2026-06-30