Virtus Family Office LLC Top Holdings and 13F Report (2026) About Virtus Family Office LLCInvestment ActivityVirtus Family Office LLC has $117.20 million in total holdings as of March 31, 2026.Virtus Family Office LLC owns shares of 73 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 20.97% of the portfolio was purchased this quarter.About 22.25% of the portfolio was sold this quarter.This quarter, Virtus Family Office LLC has purchased 64 new stocks and bought additional shares in 19 stocks.Virtus Family Office LLC sold shares of 27 stocks and completely divested from 6 stocks this quarter.Largest Holdings Invesco RAFI Emerging Markets ETF $7,356,414Vanguard Short-Term Corporate Bond ETF $6,676,674Shinhan Financial Group $5,436,971ZTO Express (Cayman) $5,384,428Copa $5,175,298 Largest New Holdings this Quarter 87165B103 - Synchrony Financial $1,681,046 Holding192446102 - Cognizant Technology Solutions $1,636,020 Holding500643200 - Korn/Ferry International $1,635,062 Holding231021106 - Cummins $1,619,440 Holding70450Y103 - PayPal $1,604,037 Holding Largest Purchases this Quarter Synchrony Financial 24,714 shares (about $1.68M)Cognizant Technology Solutions 26,667 shares (about $1.64M)Korn/Ferry International 25,749 shares (about $1.64M)Cummins 3,010 shares (about $1.62M)PayPal 35,464 shares (about $1.60M) Largest Sales this Quarter Alibaba Group 24,678 shares (about $3.10M)Applied Materials 7,219 shares (about $2.47M)Nextpower 19,729 shares (about $2.38M)International Seaways 29,434 shares (about $2.15M)Stellantis 273,142 shares (about $1.94M) 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 PortfolioSectorPXHInvesco RAFI Emerging Markets ETF$7,356,414$120,476 â–²1.7%273,3716.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,676,674$992,381 â–¼-12.9%84,2275.7%ETFSHGShinhan Financial Group$5,436,971$531,898 â–¼-8.9%87,7854.6%FinanceZTOZTO Express (Cayman)$5,384,428$830,230 â–¼-13.4%213,9364.6%TransportationCPACopa$5,175,298$606,186 â–²13.3%45,5564.4%TransportationTSMTaiwan Semiconductor Manufacturing$5,148,049$709,538 â–¼-12.1%15,1934.4%Computer and TechnologyPDDPDD$4,949,074$1,154,968 â–²30.4%48,4384.2%Retail/WholesaleVWOBVanguard Emerging Markets Government Bond ETF$4,374,100$571,306 â–¼-11.6%66,5873.7%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,255,207$58,790 â–²1.4%107,9183.6%ETFFLOTiShares Floating Rate Bond ETF$4,056,231$458,550 â–¼-10.2%79,6123.5%ETFINMDInMode$3,384,693$668,710 â–²24.6%247,4432.9%MedicalGLOBAL X FDS$2,445,680$143,168 â–²6.2%34,5242.1%DEFENSE TECH ETFIAUiShares Gold Trust$2,388,431$262,100 â–¼-9.9%27,0922.0%FinanceEFViShares MSCI EAFE Value ETF$2,036,223$2,825 â–¼-0.1%27,3871.7%ETFUTHRUnited Therapeutics$2,007,237$191,533 â–¼-8.7%3,3851.7%MedicalDFEWisdomTree Europe SmallCap Dividend Fund$1,958,454$53,226 â–²2.8%27,3021.7%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$1,884,391$435,233 â–¼-18.8%18,2191.6%ETFCROXCrocs$1,878,743$197,090 â–²11.7%22,6301.6%Consumer DiscretionaryPFEPfizer$1,808,380$7,778 â–²0.4%64,4011.5%MedicalABEVAmbev$1,783,355$565,289 â–¼-24.1%606,8291.5%Consumer StaplesCMCSAComcast$1,706,924$307,628 â–²22.0%59,4541.5%Consumer DiscretionaryQCOMQualcomm$1,686,117$498,636 â–²42.0%13,0931.4%Computer and TechnologySYFSynchrony Financial$1,681,046$1,681,046 â–²New Holding24,7141.4%FinanceDHSWisdomTree U.S. High Dividend Fund$1,667,134$38,555 â–²2.4%15,2641.4%FinanceCTSHCognizant Technology Solutions$1,636,020$1,636,020 â–²New Holding26,6671.4%Computer and TechnologyKFYKorn/Ferry International$1,635,062$1,635,062 â–²New Holding25,7491.4%Business ServicesCMICummins$1,619,440$1,619,440 â–²New Holding3,0101.4%Auto/Tires/TrucksPYPLPayPal$1,604,037$1,604,037 â–²New Holding35,4641.4%Business ServicesADPAutomatic Data Processing$1,584,398$1,584,398 â–²New Holding7,7981.4%Computer and TechnologyPAYCPaycom Software$1,578,926$1,578,926 â–²New Holding12,9911.3%Computer and TechnologyRMDResMed$1,572,482$1,572,482 â–²New Holding7,0051.3%MedicalVEEVVeeva Systems$1,529,647$1,529,647 â–²New Holding8,7081.3%MedicalUHSUniversal Health Services$1,526,435$1,526,435 â–²New Holding8,5291.3%MedicalQFINQfin$1,303,187$1,303,187 â–²New Holding100,9441.1%Business ServicesPRFInvesco RAFI US 1000 ETF$1,219,002$39,497 â–¼-3.1%25,6471.0%ETFPDNInvesco RAFI Developed Markets ex-U.S. Small-Mid ETF$967,541$967,541 â–²New Holding22,3090.8%ETFMRKMerck & Co., Inc.$958,046$44,715 â–¼-4.5%7,9060.8%MedicalCNICanadian National Railway$951,9590.0%9,2630.8%TransportationFNFFidelity National Financial$927,832$252,075 â–²37.3%20,0050.8%FinanceINGRIngredion$909,9550.0%8,0770.8%Consumer StaplesNTAPNetApp$865,400$36,041 â–²4.3%8,4520.7%Computer and TechnologyGILDGilead Sciences$852,108$100,346 â–¼-10.5%6,1140.7%MedicalCLXClorox$836,6050.0%8,0730.7%Consumer StaplesFLJPFranklin FTSE Japan ETF$808,442$466,252 â–¼-36.6%22,3450.7%ETFMEDMedifast$805,6210.0%79,0600.7%Consumer StaplesUSRTiShares Core U.S. REIT ETF$782,669$782,669 â–²New Holding13,2230.7%ETFVANECK ETF TRUST$629,368$54,504 â–²9.5%29,3070.5%ALTERNATIVE ASSEEWJViShares MSCI Japan Value ETF$579,373$579,373 â–²New Holding13,5780.5%ManufacturingRYAAYRyanair$523,709$57,997 â–²12.5%9,0660.4%TransportationTXTTextron$494,803$29,250 â–²6.3%5,6500.4%AerospaceIMTMiShares MSCI Intl Momentum Factor ETF$482,1690.0%10,0410.4%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$481,681$481,681 â–²New Holding10,5010.4%ManufacturingSHViShares Short Treasury Bond ETF$473,794$182,144 â–²62.5%4,2920.4%ETFVFMOVanguard U.S. Momentum Factor ETF$465,1560.0%2,3600.4%ETFGDGeneral Dynamics$465,063$29,174 â–²6.7%1,3550.4%AerospaceMTUMiShares MSCI USA Momentum Factor ETF$445,4210.0%1,8560.4%ETFBABAAlibaba Group$426,940$3,096,099 â–¼-87.9%3,4030.4%Retail/WholesaleROKTSPDR S&P Kensho Final Frontiers ETF$378,1470.0%3,8020.3%ETFALGNAlign Technology$355,717$73,715 â–¼-17.2%2,0750.3%MedicalGGBGerdau$347,423$1,727,859 â–¼-83.3%96,2390.3%Basic MaterialsVOOVanguard S&P 500 ETF$339,4080.0%5680.3%ETFGOOGLAlphabet$296,762$356,574 â–¼-54.6%1,0320.3%Computer and TechnologyACNAccenture$288,512$120,560 â–¼-29.5%1,4550.2%Computer and TechnologyBMRNBioMarin Pharmaceutical$277,987$60,727 â–¼-17.9%4,9210.2%MedicalOMCOmnicom Group$270,490$56,697 â–¼-17.3%3,5590.2%Business ServicesROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$251,5270.0%5,4490.2%ManufacturingICLRIcon$240,354$76,909 â–¼-24.2%2,1720.2%MedicalINSWInternational Seaways$212,518$2,145,149 â–¼-91.0%2,9160.2%TransportationMGKVanguard Mega Cap Growth ETF$209,0730.0%5690.2%ETFNXTNextpower$207,828$2,378,329 â–¼-92.0%1,7240.2%EnergyAMATApplied Materials$207,467$2,467,388 â–¼-92.2%6070.2%Computer and TechnologySTLAStellantis$198,676$1,936,577 â–¼-90.7%28,0220.2%Auto/Tires/TrucksPROKIDNEY CORP$49,2250.0%27,5000.0%SHS CL AATKRAtkore$0$1,613,128 â–¼-100.0%00.0%IndustrialsOSKOshkosh$0$1,477,032 â–¼-100.0%00.0%Auto/Tires/TrucksPHMPulteGroup$0$1,416,994 â–¼-100.0%00.0%ConstructionAAPLApple$0$395,284 â–¼-100.0%00.0%Computer and TechnologyAMRIZE LTD$0$276,024 â–¼-100.0%00.0%SHSNVDANVIDIA$0$205,337 â–¼-100.0%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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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