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Virtus Family Office LLC

Virtus Family Office LLC is an Investment Adviser institutional filer with the SEC under CIK 1913482, reporting 62 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TX
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-03

Top 10 portfolio positions

The largest reported holdings in Virtus Family Office LLC's most recent 13F filing, ranked by reported market value.

  1. INVESCO EXCH TRADED FD TR II (PXH)
  2. COPA HOLDINGS SA (CPA)
  3. TAIWAN SEMICONDUCTOR MFG LTD (TSM)
  4. VANGUARD SCOTTSDALE FDS (VCSH)
  5. SHINHAN FINANCIAL GROUP CO L (SHG)
  6. ZTO EXPRESS CAYMAN INC (ZTO)
  7. FIRST TR EXCHANGE-TRADED FD (SDVY)
  8. ISHARES TR (FLOT)
  9. PDD HOLDINGS INC (PDD)
  10. VANGUARD WHITEHALL FDS (VWOB)
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