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CIK: 0001913482
Total reported value
$126.5M
$126.5M
52 檔
22.5%
During the Q3 2025 filing period, Virtus Family Office LLC (CIK: 0001913482) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $126.5M across 52 reported positions.
In Q3 2025, Virtus Family Office LLC displayed an active expansion posture, initiating 19 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.28% | -0.51% | +66.39% | |
| 2 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 6.07% | -0.13% | +82.13% | |
| 3 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 4.81% | -0.37% | +44.44% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 4.76% | +0.07% | +51.69% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 4.76% | -0.36% | EXIT | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.69% | +1.28% | -22.38% | |
| 7 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 4.53% | -0.80% | -4.99% | |
| 8 | CPA | Copa Holdings, S.A. | Stock-Other | 4.49% | +1.27% | +0.91% | |
| 9 | ZTO | Zto Express Cayman Inc-adr | Stock-Other | 4.45% | -0.59% | +12.00% | |
| 10 | SHG | Shinhan Financial Group-adr | Stock-Other | 4.22% | -0.24% | — | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.32% | +0.08% | +105.46% | |
| 12 | SHLD | Global X Defense Tech ETF | ETF-Tech | 3.18% | -1.43% | +396.25% | |
| 13 | INMD | InMode Ltd. | Stock-Other | 2.88% | +0.11% | -20.01% | |
| 14 | STLA | Stellantis N.V. | Stock-Consumer Disc | 2.61% | -0.17% | EXIT | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.99% | -0.49% | +87.94% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.94% | -0.16% | +48.20% | |
| 17 | DFE | Wisdomtree Eur S/c Dividend | ETF-Other | 1.85% | -0.04% | +75.25% | |
| 18 | GGB | Gerdau SA -spon Adr | Stock-Other | 1.67% | -0.30% | EXIT | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.61% | -0.04% | +96.25% | |
| 20 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 1.61% | +0.03% | +32.53% | |
| 21 | CROX | Crocs Inc | Stock-Consumer Disc | 1.55% | +0.55% | +62.50% | |
| 22 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.53% | -0.18% | EXIT | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.52% | -0.18% | EXIT | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 1.52% | -0.20% | +21.91% | |
| 25 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.50% | — | -0.30% | |
| 26 | ATKR | Atkore Inc | Stock-Other | 1.48% | — | +14.01% | |
| 27 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.47% | -0.27% | -7.15% | |
| 28 | OSK | Oshkosh CORP | Stock-Industrials | 1.45% | — | -17.56% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 1.43% | +0.51% | -0.21% | |
| 30 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.41% | +0.04% | +70.71% | |
| 31 | INSW | International Seaways, Inc. | Stock-Other | 1.41% | -0.18% | EXIT | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.40% | -0.11% | +36.05% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.17% | -0.02% | +67.72% | |
| 34 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 1.06% | -0.69% | EXIT | |
| 35 | MED | Medifast Inc | Stock-Other | 1.01% | -0.03% | +3.02% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.96% | -0.18% | EXIT | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.04% | -60.04% | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | — | — | |
| 39 | TXT | Textron Inc | Stock-Industrials | 0.55% | -0.42% | EXIT | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.54% | — | +118.32% | |
| 41 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 0.46% | +0.01% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.29% | EXIT | |
| 43 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.39% | -0.03% | — | |
| 44 | GPZ | Vaneck Alt Asset Manager ETF | ETF-Other | 0.38% | +0.04% | — | |
| 45 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.36% | +0.14% | — | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.36% | +0.27% | — | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.40% | EXIT | |
| 48 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.32% | +0.20% | — | |
| 49 | KKR | Kkr & Co Inc | Stock-Financials | 0.30% | — | -10.56% | |
| 50 | AMRZ | Amrize Ltd | Stock-Materials | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPA | Copa Holdings, S.A. | +3.3% | +0.91% | Add |
| 2 | ZTO | Zto Express Cayman Inc-adr | +3.2% | +12.00% | Add |
| 3 | SHLD | Global X Defense Tech ETF | +2.6% | +396.25% | Add |
| 4 | VWOB | Vanguard Emerg Mkts Gov Bnd | +1.8% | +44.44% | Add |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +1.6% | +66.39% | Add |
| 6 | SDVY | First Trust Smid Cap Rising | +1.6% | +105.46% | Add |
| 7 | DFE | Wisdomtree Eur S/c Dividend | +1.1% | +75.25% | Add |
| 8 | EFV | Ishares Msci Eafe Value ETF | +0.8% | +96.25% | Add |
| 9 | FLOT | Ishares Floating Rate Bond E | +0.7% | +51.69% | Add |
| 10 | FLJP | Franklin Ftse Japan ETF | +0.6% | +84.50% | Add |
| 11 | GGB | Gerdau SA -spon Adr | +0.6% | +27.47% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +118.32% | Add |
| 13 | ABEV | Ambev Sa-adr | +0.2% | +32.53% | Add |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +48.20% | Add |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | -0.6% | -53.40% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | -0.8% | -22.38% | Trim |
| 17 | KB | Kb Financial Group Inc-adr | -0.9% | -85.29% | Trim |
| 18 | CMCSA | Comcast Corp-class A | -1% | +36.05% | Trim |
| 19 | PFE | Pfizer Inc | -1.1% | +21.91% | Trim |
| 20 | QCOM | Qualcomm Inc | -1.2% | -0.21% | Trim |
| 21 | STLA | Stellantis N.V. | -1.5% | +18.82% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | -1.9% | -60.04% | Trim |
| 23 | BABA | Alibaba Group Holding-sp Adr | -3.9% | -19.75% | Trim |
| 24 | PXH | Inves Rafi Emer Mrkt-usd Inc | — | NEW | New buy |
| 25 | SHG | Shinhan Financial Group-adr | — | NEW | New buy |
| 26 | EQNR | Equinor Asa-spon Adr | — | EXIT | Sold out |
| 27 | NTR | Nutrien LTD | — | EXIT | Sold out |
| 28 | INMD | InMode Ltd. | — | NEW | New buy |
| 29 | IEMG | Ishares Core Msci Emerging | — | EXIT | Sold out |
| 30 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 31 | MOS | Mosaic Co/the | — | EXIT | Sold out |
| 32 | AGCO | Agco CORP | — | EXIT | Sold out |
| 33 | AMN | Amn Healthcare Services Inc | — | EXIT | Sold out |
| 34 | CROX | Crocs Inc | — | NEW | New buy |
| 35 | NXT | Nextpower Inc-cl A | — | NEW | New buy |
| 36 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 37 | OSK | Oshkosh CORP | — | NEW | New buy |
| 38 | INSW | International Seaways, Inc. | — | NEW | New buy |
| 39 | NTES | Netease Inc-adr | — | EXIT | Sold out |
| 40 | PRF | Invesco Rafi US 1000 ETF | — | NEW | New buy |
| 41 | MGK | Vanguard Mega Cap Growth ETF | — | NEW | New buy |
| 42 | RSPT | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 43 | TXT | Textron Inc | — | NEW | New buy |
| 44 | RYAAY | Ryanair Holdings Plc-sp Adr | — | NEW | New buy |
| 45 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 46 | ICLR | ICON Public Limited Company | — | NEW | New buy |
| 47 | GPZ | Vaneck Alt Asset Manager ETF | — | NEW | New buy |
| 48 | IMTM | Ishares Msci Intl Momentum F | — | NEW | New buy |
| 49 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | New buy |
| 50 | VFMO | Vanguard US Momentum Factor | — | NEW | New buy |
According to official SEC Form 13F filings, Virtus Family Office LLC reported a total U.S. public equity portfolio value of $126.5M across 52 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCSH, PXH, VWOB) accounted for 22.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
PXH
市值: $6.5M
Top Position Liquidated / Trimmed
EQNR
前期市值: $4.2M
During Q3 2025, Virtus Family Office LLC's top holdings by market value included VCSH (6.3%)、PXH (6.1%)、VWOB (4.8%). The largest single position, VCSH, represented 6.3% of total portfolio value.
In Q3 2025, Virtus Family Office LLC made 50 total portfolio adjustments, initiating 19 new buys, adding to 15 positions, trimming 8 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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