Loading…
CIK 0001913482 • 6 13F filings • May 12, 2025 – Aug 4, 2026
Import this data to Google Sheets with:
=jivedata("virtus-family-office-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $554K | 0.5% | 2,063 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $4.1M | 3.5%Prev: 4.8% | 28,081 SH | Decreased-368 SH |
| ALIGN TECHNOLOGY INC | COM | $391K | 0.3% | 2,505 SH | New |
| ALPHABET INC | CAP STK CL A | $711K | 0.6%Prev: 0.8% | 2,272 SH | Decreased-1,401 SH |
| AMBEV SA | SPONSORED ADR | $2.0M | 1.8%Prev: 1.6% | 799,182 SH | Increased+35,807 SH |
| AMRIZE LTD | SHS | $276K | 0.2%Prev: 0.2% | 5,104 SH | Increased |
| APPLE INC | COM | $395K | 0.3%Prev: 0.5% | 1,454 SH | Decreased-810 SH |
| APPLIED MATLS INC | COM | $2.0M | 1.7%Prev: 1.5% | 7,826 SH | Increased-131 SH |
| ATKORE INC | COM | $1.6M | 1.4%Prev: 1.5% | 25,504 SH | Increased+382 SH |
| BIOMARIN PHARMACEUTICAL INC | COM | $356K | 0.3% | 5,996 SH | New |
| CANADIAN NATL RY CO | COM | $916K | 0.8% | 9,263 SH | New |
| CLOROX CO DEL | COM | $814K | 0.7% | 8,073 SH | New |
| COMCAST CORP NEW | CL A | $1.5M | 1.3%Prev: 1.4% | 48,739 SH | Decreased+1,008 SH |
| COPA HOLDINGS SA | CL A | $4.9M | 4.2%Prev: 4.5% | 40,220 SH | Increased-143 SH |
| CROCS INC | COM | $1.7M | 1.5%Prev: 1.6% | 20,256 SH | Increased+385 SH |
| FIDELITY NATIONAL FINANCIAL | COM SHS | $795K | 0.7% | 14,570 SH | New |
| FIRST TR EXCHANGE TRADED FD | NASDQ ARTFCIAL | $283K | 0.2% | 5,449 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $4.1M | 3.5%Prev: 3.3% | 106,427 SH | Increased+13,183 SH |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | $1.2M | 1.0%Prev: 1.1% | 35,232 SH | Increased+2,391 SH |
| GENERAL DYNAMICS CORP | COM | $428K | 0.4% | 1,270 SH | New |
| GERDAU SA | SPON ADR REP PFD | $2.1M | 1.8%Prev: 1.7% | 574,870 SH | Increased-199 SH |
| GILEAD SCIENCES INC | COM | $839K | 0.7% | 6,834 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $2.1M | 1.8%Prev: 3.2% | 32,503 SH | Decreased-15,862 SH |
| ICON PLC | SHS | $522K | 0.5%Prev: 0.4% | 2,867 SH | Increased+513 SH |
| INGREDION INC | COM | $891K | 0.8% | 8,077 SH | New |
| INMODE LTD | SHS | $2.9M | 2.5%Prev: 2.9% | 198,556 SH | Decreased-7,822 SH |
| INTERNATIONAL SEAWAYS INC | COM | $1.6M | 1.4%Prev: 1.4% | 32,350 SH | Increased-229 SH |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | $6.9M | 6.0%Prev: 6.1% | 268,894 SH | Increased+13,861 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $1.2M | 1.1%Prev: 1.2% | 26,478 SH | Decreased-1,238 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.4M | 2.1%Prev: 2.0% | 30,065 SH | Increased+844 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.3M | 2.0%Prev: 1.9% | 22,427 SH | Increased+2,384 SH |
| ISHARES TR | EAFE VALUE ETF | $2.0M | 1.7%Prev: 1.6% | 27,425 SH | Increased+2,026 SH |
| ISHARES TR | FLTG RATE NT ETF | $4.5M | 3.9%Prev: 4.8% | 88,612 SH | Decreased-11,038 SH |
| ISHARES TR | MSCI INTL MOMENT | $482K | 0.4%Prev: 0.4% | 10,041 SH | Increased+2,009 SH |
| ISHARES TR | MSCI USA MMENTM | $465K | 0.4%Prev: 0.4% | 1,856 SH | Increased+376 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $291K | 0.3% | 2,642 SH | New |
| MEDIFAST INC | COM | $844K | 0.7%Prev: 1.0% | 79,060 SH | Decreased |
| MERCK & CO INC | COM | $878K | 0.8% | 8,275 SH | New |
| NETAPP INC | COM | $867K | 0.7% | 8,100 SH | New |
| NEXTPOWER INC | CLASS A COM | $1.9M | 1.6% | 21,453 SH | New |
| NVIDIA CORPORATION | COM | $205K | 0.2% | 1,101 SH | New |
| OMNICOM GROUP INC | COM | $350K | 0.3% | 4,305 SH | New |
| OSHKOSH CORP | COM | $1.5M | 1.3%Prev: 1.4% | 11,757 SH | Decreased-174 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $4.2M | 3.6%Prev: 4.5% | 37,134 SH | Decreased+482 SH |
| PFIZER INC | COM | $1.6M | 1.4%Prev: 1.5% | 64,124 SH | Decreased+251 SH |
| PROKIDNEY CORP | SHS CL A | $62K | 0.1%Prev: 0.1% | 27,500 SH | Decreased |
| PULTE GROUP INC | COM | $1.4M | 1.2%Prev: 1.5% | 12,058 SH | Decreased-36 SH |
| QUALCOMM INC | COM | $1.6M | 1.4%Prev: 1.4% | 9,221 SH | Increased+13 SH |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | $582K | 0.5%Prev: 0.5% | 8,062 SH | Increased-142 SH |
| SHINHAN FINANCIAL GROUP CO L | SPN ADR RESTRD | $5.2M | 4.5%Prev: 4.2% | 96,373 SH | Increased+6,903 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $324K | 0.3% | 3,802 SH | New |
| STELLANTIS N.V | SHS | $3.3M | 2.8%Prev: 2.6% | 301,164 SH | Increased+2,382 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $5.3M | 4.5%Prev: 4.7% | 17,287 SH | Increased-587 SH |
| TEXTRON INC | COM | $463K | 0.4%Prev: 0.5% | 5,316 SH | Decreased-1,616 SH |
| UNITED THERAPEUTICS CORP DEL | COM | $1.8M | 1.6%Prev: 1.5% | 3,708 SH | Increased-43 SH |
| VANECK ETF TRUST | ALTERNATIVE ASSE | $727K | 0.6%Prev: 0.4% | 26,769 SH | Increased+12,082 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $356K | 0.3%Prev: 0.4% | 568 SH | Decreased-186 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $7.7M | 6.6%Prev: 6.3% | 96,746 SH | Increased+12,761 SH |
| VANGUARD WELLINGTON FD | US MOMENTUM | $451K | 0.4%Prev: 0.3% | 2,360 SH | Increased+553 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $5.1M | 4.4%Prev: 4.8% | 75,284 SH | Decreased-1,529 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $235K | 0.2%Prev: 1.0% | 569 SH | Decreased-1,987 SH |
| WISDOMTREE TR | EUROPE SMCP DV | $1.9M | 1.6%Prev: 1.8% | 26,560 SH | Decreased-1,503 SH |
| WISDOMTREE TR | US HIGH DIVIDEND | $1.5M | 1.3%Prev: 1.4% | 14,911 SH | Increased-84 SH |
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | $5.2M | 4.4%Prev: 4.4% | 246,923 SH | Increased+3,269 SH |
| 13F-HR |
| 0001214659-26-009495 |
| $126.5M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011415 | $78.1M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005687 | $117.2M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007407 | $77.9M | View |