account_balance

Investment manager · 13F filer · SEC CIK 1913482

Virtus Family Office LLC

Reported value$131Mas of Sep 30, 2026
Positions62 1 new, 1 sold out
Top 10 weight43.9%PXH alone is 6%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
PXH Invesco Exch Traded Fd Tr II 6.4% Added +3%
SHG Shinhan Financial Group Co Ltd 5.3% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 5.2% Held
VCSH Vanguard Scottsdale FDS 5.0% Held
CPA Copa Holdings, S.A. 4.6% HeldPDD PDD Holdings Inc. 3.8% Added +12%ZTO ZTO Express (Cayman) Inc. 3.6% Added +9%
FLOT iShares Tr 3.5% Added +2%
SDVY First Tr Exchange Traded Fd 3.5% Added +3%
VWOB Vanguard Whitehall FDS 3.1% Held
VEEV Veeva Systems Inc 2.4% HeldPAYC Paycom Software, Inc. 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
  • VFMO +16%
  • CMCSA +16%
  • IMTM +15%
  • MTUM +15%
arrow_downwardTrimmed
  • SHLD −23%
  • INMD −17%
  • ROKT −9%
  • ADP −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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