Virtus Family Office

Virtus Family Office as of March 31, 2026

Portfolio Holdings for Virtus Family Office

Virtus Family Office holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 6.3 $7.4M 273k 26.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.7 $6.7M 84k 79.27
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 4.6 $5.4M 88k 61.94
Zto Express Cayman Sponsored Ads A (ZTO) 4.6 $5.4M 214k 25.17
Copa Holdings Sa Cl A (CPA) 4.4 $5.2M 46k 113.60
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.4 $5.1M 15k 338.84
Pdd Holdings Sponsored Ads (PDD) 4.2 $4.9M 48k 102.17
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.7 $4.4M 67k 65.69
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.6 $4.3M 108k 39.43
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.5 $4.1M 80k 50.95
Inmode SHS (INMD) 2.9 $3.4M 247k 13.68
Global X Fds Defense Tech Etf (SHLD) 2.1 $2.4M 35k 70.84
Ishares Gold Tr Ishares New (IAU) 2.0 $2.4M 27k 88.16
Ishares Tr Eafe Value Etf (EFV) 1.7 $2.0M 27k 74.35
United Therapeutics Corporation (UTHR) 1.7 $2.0M 3.4k 592.98
Wisdomtree Tr Europe Smcp Dv (DFE) 1.7 $2.0M 27k 71.73
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.6 $1.9M 18k 103.43
Crocs (CROX) 1.6 $1.9M 23k 83.02
Pfizer (PFE) 1.5 $1.8M 64k 28.08
Ambev Sa Sponsored Adr (ABEV) 1.5 $1.8M 607k 2.94
Comcast Corp Cl A (CMCSA) 1.5 $1.7M 60k 28.71
Qualcomm (QCOM) 1.4 $1.7M 13k 128.78
Synchrony Financial (SYF) 1.4 $1.7M 25k 68.02
Wisdomtree Tr Us High Dividend (DHS) 1.4 $1.7M 15k 109.22
Cognizant Technology Solutio Cl A (CTSH) 1.4 $1.6M 27k 61.35
Korn Ferry Com New (KFY) 1.4 $1.6M 26k 63.50
Cummins (CMI) 1.4 $1.6M 3.0k 538.02
Paypal Holdings (PYPL) 1.4 $1.6M 36k 45.23
Automatic Data Processing (ADP) 1.4 $1.6M 7.8k 203.18
Paycom Software (PAYC) 1.3 $1.6M 13k 121.54
ResMed (RMD) 1.3 $1.6M 7.0k 224.48
Veeva Sys Cl A Com (VEEV) 1.3 $1.5M 8.7k 175.66
Universal Hlth Svcs CL B (UHS) 1.3 $1.5M 8.5k 178.97
Qfin Holdings American Dep (QFIN) 1.1 $1.3M 101k 12.91
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.0 $1.2M 26k 47.53
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.8 $968k 22k 43.37
Merck & Co (MRK) 0.8 $958k 7.9k 121.18
Canadian Natl Ry (CNI) 0.8 $952k 9.3k 102.77
Fidelity National Financial Com Shs (FNF) 0.8 $928k 20k 46.38
Ingredion Incorporated (INGR) 0.8 $910k 8.1k 112.66
NetApp (NTAP) 0.7 $865k 8.5k 102.39
Gilead Sciences (GILD) 0.7 $852k 6.1k 139.37
Clorox Company (CLX) 0.7 $837k 8.1k 103.63
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.7 $808k 22k 36.18
Medifast (MED) 0.7 $806k 79k 10.19
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $783k 13k 59.19
Vaneck Etf Trust Alternative Asse (GPZ) 0.5 $629k 29k 21.48
Ishares Tr Msci Jp Value (EWJV) 0.5 $579k 14k 42.67
Ryanair Holdings Sponsored Adr (RYAAY) 0.4 $524k 9.1k 57.77
Textron (TXT) 0.4 $495k 5.7k 87.58
Ishares Tr Msci Intl Moment (IMTM) 0.4 $482k 10k 48.02
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.4 $482k 11k 45.87
Ishares Tr Trust Ishare 0-1 (SHV) 0.4 $474k 4.3k 110.39
Vanguard Wellington Us Momentum (VFMO) 0.4 $465k 2.4k 197.10
General Dynamics Corporation (GD) 0.4 $465k 1.4k 343.22
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $445k 1.9k 239.99
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $427k 3.4k 125.46
Spdr Series Trust State Street Spd (ROKT) 0.3 $378k 3.8k 99.46
Align Technology (ALGN) 0.3 $356k 2.1k 171.43
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.3 $347k 96k 3.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $339k 568.00 597.55
Alphabet Cap Stk Cl A (GOOGL) 0.3 $297k 1.0k 287.56
Accenture Plc Ireland Shs Class A (ACN) 0.2 $289k 1.5k 198.29
BioMarin Pharmaceutical (BMRN) 0.2 $278k 4.9k 56.49
Omni (OMC) 0.2 $271k 3.6k 76.00
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.2 $252k 5.4k 46.16
Icon SHS (ICLR) 0.2 $240k 2.2k 110.66
International Seaways (INSW) 0.2 $213k 2.9k 72.88
Vanguard World Mega Grwth Ind (MGK) 0.2 $209k 569.00 367.44
Nextpower Class A Com (NXT) 0.2 $208k 1.7k 120.55
Applied Materials (AMAT) 0.2 $208k 607.00 341.79
Stellantis SHS (STLA) 0.2 $199k 28k 7.09
Prokidney Corp Shs Cl A (PROK) 0.0 $49k 28k 1.79