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 (2026-03-31)

Virtue Capital Management, LLC (CIK 1729985) reported $657.2M across 322 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($34.6M, 5.27%), FTSL ($33.9M, 5.17%), SPAB ($31.4M, 4.78%), IEF ($28.5M, 4.34%), XTEN ($27.6M, 4.20%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STREET SPDR S&P 500 ETF TRUST$34.6M5.27%54,803Trimmed
2FTSLFIRST TRUST SENIOR LOAN FUND$33.9M5.17%760,329Added
3SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BONDETF$31.4M4.78%1.2MAdded
4IEFISHARES 7-10 YEAR TREASURY BOND ETF$28.5M4.34%299,377Added
5XTENBONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF$27.6M4.20%602,802New
6SSOPROSHARES ULTRA S&P500$19.3M2.93%392,767New
7VOOVANGUARD S&P 500 ETF$19.0M2.90%32,755Trimmed
8SHYISHARES 1-3 YEAR TREASURY BOND ETF$17.6M2.68%213,578Added
9BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$16.4M2.50%179,186Trimmed
10NVDANVIDIA CORP$15.2M2.31%91,736Added
11RSPINVESCO S&P 500 EQUAL WEIGHT ETF$14.4M2.19%76,702Trimmed
12QQQINVESCO QQQ TR$10.7M1.63%19,159Trimmed
13AAPLAPPLE INC$10.5M1.60%42,589Trimmed
14GLDSPDR GOLD SHARES$9.4M1.43%22,664Added
15IBBISHARES BIOTECHNOLOGY ETF$8.8M1.34%54,595Added
16BUYWMAIN BUYWRITE ETF$8.7M1.32%625,209Trimmed
17FXNFIRST TRUST ENERGY ALPHADEX FUND$8.1M1.24%357,491New
18VONGVANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES$7.3M1.11%69,033Trimmed
19FXUFIRST TRUST UTILITIES ALPHADEX FUND$7.1M1.08%143,002New
20FXZFIRST TRUST MATERIALS ALPHADEX FUND$6.9M1.05%92,910New
21MSFTMICROSOFT CORP$6.8M1.04%18,961Trimmed
22VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES$6.8M1.03%93,497Added
23SGOVISHARES 0-3 MONTH TREASURY BOND ETF$6.6M1.01%65,815Added
24FXRFIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND$6.5M0.99%82,264Trimmed
25IHEISHARES U.S. PHARMACEUTICALS ETF$6.4M0.98%76,344New

Source: SEC Form 13F filings · as of 2026-03-31