VIRTUE ASSET MANAGEMENT LLC

CIK: 0002094533SEC EDGAR →

Portfolio Value

$125.3M

Holdings

96

As of

Q4 2025

New Positions

4

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

27,591$7.5M
5.98%
2

NVIDIA CORPORATION

33,662$6.3M
5.01%
3

ALPHABET INC

19,244$6.0M
4.82%
4

MICROSOFT CORP

11,514$5.6M
4.44%
5

DIMENSIONAL ETF TRUST

73,836$5.5M
4.37%
6

VANGUARD INDEX FDS

16,441$4.2M
3.38%
7

DIMENSIONAL ETF TRUST

76,969$3.6M
2.86%
8

AMAZON COM INC

15,119$3.5M
2.78%
9

SPDR S&P 500 ETF TR

4,700$3.2M
2.56%
10

MCKESSON CORP

3,853$3.2M
2.52%

Quarterly Changes

Top Buys

GOOG↑ Increased
$1.4M
AAPL↑ Increased
$744K
LLY↑ Increased
$620K
TFCNEW
$359K
MCK↑ Increased
$279K

Top Sells

ABNBCLOSED
$433K
GOOGLCLOSED
$332K
GOOGL↓ Decreased
$319K
ACN↓ Decreased
$291K
LGIH↓ Decreased
$261K

New Positions (4)

$359K · 7K shares
$252K · 4K shares
$216K · 2K shares
$200K · 2K shares

Closed Positions (4)

$433K · 4K shares
$332K · 44 shares
$236K · 321 shares
$232K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services39$51.9M41.4%
Technology17$29.0M23.1%
Communication Services3$8.5M6.8%
Healthcare7$8.3M6.6%
Unknown9$6.4M5.1%
Consumer Cyclical6$6.1M4.9%
Industrials4$5.2M4.1%
Consumer Defensive4$3.6M2.8%
Utilities2$2.4M1.9%
Energy2$2.2M1.7%
Real Estate2$1.5M1.2%
Basic Materials1$347K0.3%