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Virtue Capital Management, LLC - Portfolio Stock Holdings

Virtue Capital Management, LLC disclosed 392 stock positions in a recent SEC 13F filing. $746,954,590 of stock holdings were filed, with the largest holdings including SPY, IEF, and FTSL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,310,521,132 and has 105 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

392

Est. Stock Holding Value:

$746,954,590

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Virtue Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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