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CIK: 0001913482
Total reported value
$126.5M
$126.5M
73 檔
23.7%
In Q1 2026, Virtus Family Office LLC's U.S. equity holdings reached a combined market value of $126.5M, distributed across 73 disclosed stock positions.
Virtus Family Office LLC executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 6 holdings and trimming 27 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 6.28% | -0.13% | +1.67% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.70% | -0.51% | -12.94% | |
| 3 | SHG | Shinhan Financial Group-adr | Stock-Other | 4.64% | -0.24% | -8.91% | |
| 4 | ZTO | Zto Express Cayman Inc-adr | Stock-Other | 4.59% | -0.59% | -13.36% | |
| 5 | CPA | Copa Holdings, S.A. | Stock-Other | 4.42% | +1.27% | +13.27% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.39% | +1.28% | -12.11% | |
| 7 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 4.22% | -0.80% | +30.44% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.73% | -0.37% | -11.55% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.63% | +0.08% | +1.40% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.46% | +0.07% | -10.16% | |
| 11 | INMD | InMode Ltd. | Stock-Other | 2.89% | +0.11% | +24.62% | |
| 12 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.09% | -1.43% | +6.22% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 2.04% | -0.49% | -9.89% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.74% | -0.04% | -0.14% | |
| 15 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.71% | -0.27% | -8.71% | |
| 16 | DFE | Wisdomtree Eur S/c Dividend | ETF-Other | 1.67% | -0.04% | +2.79% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.61% | -0.16% | -18.76% | |
| 18 | CROX | Crocs Inc | Stock-Consumer Disc | 1.60% | +0.55% | +11.72% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.54% | -0.20% | +0.43% | |
| 20 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 1.52% | +0.03% | -24.07% | |
| 21 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.46% | -0.11% | +21.98% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.44% | +0.51% | +41.99% | |
| 23 | SYF | Synchrony Financial | Stock-Financials | 1.43% | +0.19% | — | |
| 24 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.42% | +0.04% | +2.37% | |
| 25 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.40% | -0.26% | — | |
| 26 | KFY | Korn Ferry | Stock-Industrials | 1.40% | +0.14% | — | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 1.38% | +0.46% | — | |
| 28 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.37% | +0.07% | — | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 1.35% | +0.31% | — | |
| 30 | PAYC | Paycom Software Inc | Stock-Tech | 1.35% | +0.07% | — | |
| 31 | RMD | Resmed Inc | Stock-Healthcare | 1.34% | -0.01% | — | |
| 32 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.31% | +0.23% | — | |
| 33 | UHS | Universal Health Services-b | Stock-Healthcare | 1.30% | — | — | |
| 34 | QFIN | Qfin Holdings Inc-adr | Stock-Other | 1.11% | +0.69% | — | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.04% | -0.02% | -3.14% | |
| 36 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.83% | +0.27% | — | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | -0.06% | -4.46% | |
| 38 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.81% | -0.06% | — | |
| 39 | FNF | Fidelity National Financial | Stock-Financials | 0.79% | -0.13% | +37.30% | |
| 40 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.78% | -0.22% | — | |
| 41 | NTAP | Netapp Inc | Stock-Tech | 0.74% | +0.23% | +4.35% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.73% | -0.12% | -10.54% | |
| 43 | CLX | Clorox Company | Stock-Consumer Staples | 0.71% | -0.10% | — | |
| 44 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.69% | -0.69% | EXIT | |
| 45 | MED | Medifast Inc | Stock-Other | 0.69% | -0.03% | — | |
| 46 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.67% | +1.22% | — | |
| 47 | GPZ | Vaneck Alt Asset Manager ETF | ETF-Other | 0.54% | +0.04% | +9.48% | |
| 48 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 0.49% | +0.81% | — | |
| 49 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 0.45% | +0.01% | +12.45% | |
| 50 | TXT | Textron Inc | Stock-Industrials | 0.42% | -0.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | +0.6% | +30.44% | Add |
| 2 | INMD | InMode Ltd. | +0.4% | +24.62% | Add |
| 3 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.3% | +1.67% | Add |
| 4 | SHLD | Global X Defense Tech ETF | +0.3% | +6.22% | Add |
| 5 | CPA | Copa Holdings, S.A. | +0.2% | +13.27% | Add |
| 6 | CMCSA | Comcast Corp-class A | +0.2% | +21.98% | Add |
| 7 | SHG | Shinhan Financial Group-adr | +0.2% | -8.91% | Trim |
| 8 | PFE | Pfizer Inc | +0.2% | +0.43% | Add |
| 9 | UTHR | United Therapeutics CORP | +0.2% | -8.71% | Trim |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +62.45% | Add |
| 11 | ZTO | Zto Express Cayman Inc-adr | +0.1% | -13.36% | Trim |
| 12 | SDVY | First Trust Smid Cap Rising | +0.1% | +1.40% | Add |
| 13 | DHS | Wisdomtree US High Dividend | +0.1% | +2.37% | Add |
| 14 | CROX | Crocs Inc | +0.1% | +11.72% | Add |
| 15 | FNF | Fidelity National Financial | +0.1% | +37.30% | Add |
| 16 | QCOM | Qualcomm Inc | +0.1% | +41.99% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -4.46% | Trim |
| 18 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -0.14% | Trim |
| 19 | ROKT | Ss Spdr S&p Kensho Ff ETF | 0% | — | Unchanged |
| 20 | DFE | Wisdomtree Eur S/c Dividend | 0% | +2.79% | Add |
| 21 | GD | General Dynamics CORP | 0% | +6.69% | Add |
| 22 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 23 | TXT | Textron Inc | 0% | +6.28% | Add |
| 24 | CLX | Clorox Company | 0% | — | Unchanged |
| 25 | INGR | Ingredion Inc | 0% | — | Unchanged |
| 26 | VFMO | Vanguard US Momentum Factor | 0% | — | Unchanged |
| 27 | GILD | Gilead Sciences Inc | 0% | -10.54% | Trim |
| 28 | PROK | Prokidney CORP | 0% | — | Unchanged |
| 29 | NTAP | Netapp Inc | 0% | +4.35% | Add |
| 30 | IMTM | Ishares Msci Intl Momentum F | 0% | — | Unchanged |
| 31 | MGK | Vanguard Mega Cap Growth ETF | 0% | — | Unchanged |
| 32 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 34 | ROBT | First Trust Nasdaq Artificia | 0% | — | Unchanged |
| 35 | PRF | Invesco Rafi US 1000 ETF | 0% | -3.14% | Trim |
| 36 | MED | Medifast Inc | 0% | — | Unchanged |
| 37 | ALGN | Align Technology Inc | 0% | -17.17% | Trim |
| 38 | RYAAY | Ryanair Holdings Plc-sp Adr | -0.1% | +12.45% | Add |
| 39 | IAU | Ishares Gold Trust | -0.1% | -9.89% | Trim |
| 40 | OMC | Omnicom Group | -0.1% | -17.33% | Trim |
| 41 | BMRN | Biomarin Pharmaceutical Inc | -0.1% | -17.93% | Trim |
| 42 | GPZ | Vaneck Alt Asset Manager ETF | -0.1% | +9.48% | Add |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -12.11% | Trim |
| 44 | ACN | Accenture plc | -0.2% | -29.47% | Trim |
| 45 | ICLR | ICON Public Limited Company | -0.2% | -24.24% | Trim |
| 46 | ABEV | Ambev Sa-adr | -0.2% | -24.07% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.4% | -54.58% | Trim |
| 48 | FLJP | Franklin Ftse Japan ETF | -0.4% | -36.58% | Trim |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | -0.4% | -18.76% | Trim |
| 50 | FLOT | Ishares Floating Rate Bond E | -0.4% | -10.16% | Trim |
According to official SEC Form 13F filings, Virtus Family Office LLC reported a total U.S. public equity portfolio value of $126.5M across 73 disclosed positions in Q1 2026.
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 PXH, VCSH, SHG) accounted for 23.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SYF
市值: $1.7M
Top Position Liquidated / Trimmed
ATKR
前期市值: $1.6M
During Q1 2026, Virtus Family Office LLC's top holdings by market value included PXH (6.3%)、VCSH (5.7%)、SHG (4.6%). The largest single position, PXH, represented 6.3% of total portfolio value.
In Q1 2026, Virtus Family Office LLC made 67 total portfolio adjustments, initiating 15 new buys, adding to 19 positions, trimming 27 holdings, and fully liquidating 6 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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