Virtus Family Office LLC Top Holdings and 13F Report (2025) About Virtus Family Office LLCInvestment ActivityVirtus Family Office LLC has $78.05 million in total holdings as of June 30, 2025.Virtus Family Office LLC owns shares of 43 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 36.15% of the portfolio was purchased this quarter.About 38.33% of the portfolio was sold this quarter.This quarter, Virtus Family Office LLC has purchased 40 new stocks and bought additional shares in 14 stocks.Virtus Family Office LLC sold shares of 14 stocks and completely divested from 8 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $5,233,021Copa $4,398,424Alibaba Group $4,089,154PDD $4,037,330Vanguard Short-Term Corporate Bond ETF $4,012,723 Largest New Holdings this Quarter M5425M103 - InMode $3,725,500 Holding46138E727 - Invesco RAFI Emerging Markets ETF $3,275,302 Holding42824C109 - Hewlett Packard Enterprise $1,803,467 Holding65290E101 - Nextracker $1,650,401 Holding688239201 - Oshkosh $1,643,264 Holding Largest Purchases this Quarter InMode 258,013 shares (about $3.73M)Copa 30,246 shares (about $3.33M)Invesco RAFI Emerging Markets ETF 140,030 shares (about $3.28M)ZTO Express (Cayman) 169,660 shares (about $3.01M)Hewlett Packard Enterprise 87,635 shares (about $1.80M) Largest Sales this Quarter Alibaba Group 15,798 shares (about $1.82M)iShares Gold Trust 17,894 shares (about $1.12M)Alphabet 4,425 shares (about $779.82K)Pfizer 28,805 shares (about $698.23K)QUALCOMM 3,947 shares (about $628.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVirtus Family Office LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$5,233,021$565,843 ▼-9.8%23,0286.7%Computer and TechnologyCPACopa$4,398,424$3,325,951 ▲310.1%39,9995.6%TransportationBABAAlibaba Group$4,089,154$1,822,298 ▼-30.8%35,4505.2%Retail/WholesalePDDPDD$4,037,330$390,358 ▼-8.8%38,5785.2%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$4,012,723$324,986 ▲8.8%50,4765.1%ETFZTOZTO Express (Cayman)$3,861,260$3,011,310 ▲354.3%217,5474.9%TransportationINMDInMode$3,725,500$3,725,500 ▲New Holding258,0134.8%MedicalVWOBVanguard Emerging Markets Government Bond ETF$3,475,171$1,053,353 ▲43.5%53,1794.5%ETFFLOTiShares Floating Rate Bond ETF$3,351,531$192,851 ▲6.1%65,6924.3%ETFPXHInvesco RAFI Emerging Markets ETF$3,275,302$3,275,302 ▲New Holding140,0304.2%ETFSTLAStellantis$2,521,640$330,403 ▼-11.6%251,4673.2%Auto/Tires/TrucksHPEHewlett Packard Enterprise$1,803,467$1,803,467 ▲New Holding87,6352.3%Computer and TechnologyAMATApplied Materials$1,652,390$478,728 ▼-22.5%9,0262.1%Computer and TechnologyNXTNextracker$1,650,401$1,650,401 ▲New Holding30,3552.1%EnergyOSKOshkosh$1,643,264$1,643,264 ▲New Holding14,4732.1%Auto/Tires/TrucksKBKB Financial Group$1,620,333$254,625 ▲18.6%19,6192.1%FinanceGOOGLAlphabet$1,619,906$779,818 ▼-32.5%9,1922.1%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,601,112$169,062 ▲11.8%45,3832.1%ETFATKRAtkore$1,554,569$165,934 ▼-9.6%22,0352.0%IndustrialsQCOMQUALCOMM$1,469,492$628,599 ▼-30.0%9,2271.9%Computer and TechnologyQFINQfin$1,428,062$1,428,062 ▲New Holding32,9351.8%Business ServicesABEVAmbev$1,398,411$238,939 ▲20.6%576,0111.8%Consumer StaplesSTIPiShares 0-5 Year TIPS Bond ETF$1,391,727$33,033 ▼-2.3%13,5241.8%ETFINSWInternational Seaways$1,366,796$1,366,796 ▲New Holding37,4671.8%TransportationGGBGerdau$1,317,381$429,996 ▲48.5%451,1581.7%Basic MaterialsPHMPulteGroup$1,282,004$477,568 ▼-27.1%12,1311.6%ConstructionPFEPfizer$1,270,031$698,233 ▼-35.5%52,3941.6%MedicalCMCSAComcast$1,252,148$527,106 ▼-29.6%35,0841.6%Consumer DiscretionaryCROXCrocs$1,238,452$1,238,452 ▲New Holding12,2281.6%Consumer DiscretionaryUTHRUnited Therapeutics$1,160,894$1,160,894 ▲New Holding4,0401.5%MedicalDFEWisdomTree Europe SmallCap Dividend Fund$1,122,864$467,854 ▲71.4%16,0131.4%FinanceMEDMEDIFAST$1,078,2810.0%76,7461.4%Consumer StaplesIAUiShares Gold Trust$969,555$1,115,849 ▼-53.5%15,5481.2%FinanceDHSWisdomTree U.S. High Dividend Fund$843,088$576,168 ▼-40.6%8,7841.1%FinanceEFViShares MSCI EAFE Value ETF$821,558$177,490 ▲27.6%12,9421.1%ETFSHViShares Short Treasury Bond ETF$808,495$65,700 ▲8.8%7,3221.0%ETFPRFInvesco RAFI US 1000 ETF$698,512$698,512 ▲New Holding16,5250.9%ETFGLOBAL X FDS$588,3530.0%9,7460.8%DEFENSE TECH ETFFLJPFranklin FTSE Japan ETF$572,270$163,161 ▲39.9%17,8000.7%ETFKKRKKR & Co. Inc.$364,236$93,919 ▲34.7%2,7380.5%FinanceAMRIZE LTD$252,903$252,903 ▲New Holding5,1040.3%SHSAAPLApple$212,7610.0%1,0370.3%Computer and TechnologyPROKProKidney$16,2800.0%27,5000.0%MedicalEQNREquinor ASA$0$4,174,209 ▼-100.0%00.0%EnergyNTRNutrien$0$3,987,386 ▼-100.0%00.0%Basic MaterialsIEMGiShares Core MSCI Emerging Markets ETF$0$3,054,918 ▼-100.0%00.0%ETFBMYBristol Myers Squibb$0$2,346,590 ▼-100.0%00.0%MedicalMOSMosaic$0$2,195,508 ▼-100.0%00.0%Basic MaterialsAGCOAGCO$0$2,158,177 ▼-100.0%00.0%IndustrialsAMNAMN Healthcare Services$0$2,156,540 ▼-100.0%00.0%MedicalNTESNetEase$0$1,254,492 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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