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Virtus Family Office LLC

Q2 2026 13F filing

Updated 37 days ago

62 disclosed positions worth $126.5M

Portfolio value
$126.5M
Total holdings
62
New positions
5
Closed positions
16
Increased
34
Decreased
16
Turnover
33.9%
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

INVESCO EXCH TRADED FD TR II

+2.1%
Value
$7.8M
Shares
279.2K
% Port
6.15%
C
2.CPA

COPA HOLDINGS SA

+1.6%
Value
$7.2M
Shares
46.3K
% Port
5.69%
T

TAIWAN SEMICONDUCTOR MFG LTD

-1.4%
Value
$7.2M
Shares
15.0K
% Port
5.67%
V

VANGUARD SCOTTSDALE FDS

-1.3%
Value
$6.6M
Shares
83.1K
% Port
5.19%
S
5.SHG

SHINHAN FINANCIAL GROUP CO L

+0.1%
Value
$5.6M
Shares
87.9K
% Port
4.40%
Z

ZTO EXPRESS CAYMAN INC

+5.7%
Value
$5.1M
Shares
226.2K
% Port
4.00%
F
7.FPF

FIRST TR EXCHANGE-TRADED FD

+0.9%
Value
$4.7M
Shares
108.9K
% Port
3.71%
E

ISHARES TR

+9.8%
Value
$4.5M
Shares
87.4K
% Port
3.53%
P
9.PDD

PDD HOLDINGS INC

+17.1%
Value
$4.3M
Shares
56.7K
% Port
3.42%
V
10.VGES

VANGUARD WHITEHALL FDS

-5.1%
Value
$4.2M
Shares
63.2K
% Port
3.36%
I
11.INMD

INMODE LTD

+4.8%
Value
$3.8M
Shares
259.3K
% Port
3.00%
C
12.CROX

CROCS INC

-0.2%
Value
$2.7M
Shares
22.6K
% Port
2.15%
Q
13.QCOM

QUALCOMM INC

+2.0%
Value
$2.5M
Shares
13.4K
% Port
1.95%
E
14.ETHA

ISHARES TR

+172.7%
Value
$2.4M
Shares
36.1K
% Port
1.89%
C
15.CMI

CUMMINS INC

+8.4%
Value
$2.3M
Shares
3.3K
% Port
1.84%
?
16.N/A

QFIN HOLDINGS INC

+43.0%
Value
$2.3M
Shares
144.4K
% Port
1.80%
E
17.ETHA

ISHARES TR

+2.3%
Value
$2.1M
Shares
28.0K
% Port
1.70%
A
18.ADP

AUTOMATIC DATA PROCESSING IN

+19.3%
Value
$2.1M
Shares
9.3K
% Port
1.66%
B
19.BTCW

WISDOMTREE TR

+4.9%
Value
$2.1M
Shares
28.6K
% Port
1.63%
S

SYNCHRONY FINANCIAL

+9.0%
Value
$2M
Shares
26.9K
% Port
1.62%
A
21.ABEV

AMBEV SA

+2.1%
Value
$2M
Shares
619.3K
% Port
1.55%
I
22.IAU

ISHARES GOLD TR

-4.1%
Value
$2M
Shares
26.0K
% Port
1.55%
K
23.KFY

KORN FERRY

+14.0%
Value
$2M
Shares
29.4K
% Port
1.54%
V
24.VEEV

VEEVA SYS INC

+25.9%
Value
$1.9M
Shares
11.0K
% Port
1.54%
B
25.BTCW

WISDOMTREE TR

+6.8%
Value
$1.9M
Shares
16.3K
% Port
1.46%
E
26.ETHA

ISHARES TR

-1.7%
Value
$1.8M
Shares
17.9K
% Port
1.45%
U
27.UTHR

UNITED THERAPEUTICS CORP DEL

-0.6%
Value
$1.8M
Shares
3.4K
% Port
1.44%
P
28.PYPL

PAYPAL HLDGS INC

+18.7%
Value
$1.8M
Shares
42.1K
% Port
1.44%
P
29.PAYC

PAYCOM SOFTWARE INC

+10.0%
Value
$1.8M
Shares
14.3K
% Port
1.42%
C
30.CCZ

COMCAST CORP NEW

+16.9%
Value
$1.7M
Shares
69.5K
% Port
1.35%
P
31.PFE

PFIZER INC

+9.6%
Value
$1.7M
Shares
70.6K
% Port
1.34%
R

RESMED INC

+23.3%
Value
$1.7M
Shares
8.6K
% Port
1.33%
U
33.UHS

UNIVERSAL HLTH SVCS INC

+29.9%
Value
$1.6M
Shares
11.1K
% Port
1.30%
?
34.N/A

ISHARES TR

+174.9%
Value
$1.6M
Shares
37.3K
% Port
1.30%
C
35.CTSH

COGNIZANT TECHNOLOGY SOLUTIO

+39.4%
Value
$1.4M
Shares
37.2K
% Port
1.14%
?
36.N/A

INVESCO EXCH TRADED FD TR II

+38.7%
Value
$1.4M
Shares
30.9K
% Port
1.10%
I
37.IVZ

INVESCO EXCHANGE TRADED FD T

-7.2%
Value
$1.3M
Shares
23.8K
% Port
1.02%
N
38.NTAP

NETAPP INC

-6.2%
Value
$1.2M
Shares
7.9K
% Port
0.97%
M
39.MRK

MERCK & CO INC

-5.5%
Value
$967K
Shares
7.5K
% Port
0.76%
C
40.CNI

CANADIAN NATL RY CO

-13.8%
Value
$952K
Shares
8.0K
% Port
0.75%
M
41.MED

MEDIFAST INC

Unchanged
Value
$839K
Shares
79.1K
% Port
0.66%
F
42.FIS

FIDELITY NATL FINL INC

-11.8%
Value
$832K
Shares
17.6K
% Port
0.66%
G

GLOBAL X FDS

-59.8%
Value
$829K
Shares
13.9K
% Port
0.66%
E
44.ETHA

ISHARES TR

+28.7%
Value
$819K
Shares
2.4K
% Port
0.65%
G
45.GILD

GILEAD SCIENCES INC

Unchanged
Value
$772K
Shares
6.1K
% Port
0.61%
C
46.CLX

CLOROX CO DEL

Unchanged
Value
$770K
Shares
8.1K
% Port
0.61%
V
47.VGES

VANGUARD WELLINGTON FD

+28.5%
Value
$757K
Shares
3.0K
% Port
0.60%
?
48.N/A

VANECK ETF TRUST

+17.0%
Value
$735K
Shares
34.3K
% Port
0.58%
?
49.N/A

INVESCO EXCHANGE TRADED FD T

+21.3%
Value
$711K
Shares
12.7K
% Port
0.56%
I
50.INGR

INGREDION INC

-8.0%
Value
$704K
Shares
7.4K
% Port
0.56%