VIRTUE ASSET MANAGEMENT LLC

Q3 2025 13F Holdings

  • Location
    barrington, IL
  • Num holdings

    96

  • Value ($000)

    $121,273

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002094533
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
$6.76M
6 %

26,536

N
NVDA

NVIDIA CORPORATION

COM
$6.12M
5 %

32,780

M
MSFT

MICROSOFT CORP

COM
$5.58M
5 %

10,772

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$5.35M
4 %

73,836

G
GOOG

ALPHABET INC

CAP STK CL C
$4.67M
4 %

19,174

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
$4.23M
4 %

16,620

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$3.44M
3 %

76,969

A
AMZN

AMAZON COM INC

COM
$3.23M
3 %

14,721

I
INDA

ISHARES TR

MSCI INDIA ETF
$3.21M
3 %

61,600

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$3.14M
3 %

4,720

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