Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$126.49M
Total Bought
$16.31M
Total Sold
$17.74M
Net Transaction
-$1.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
COPA HOLDINGS SA(CPA)45,55646,286+7305,1757,2015.69%+2,026
TAIWAN SEMICONDUCTOR MFG LTD(TSM)15,19314,988-2055,1487,1725.67%+2,024
ISHARES TR13,22336,059+22,8367832,3961.89%+1,613
ISHARES TR
MSCI JP VALUE
13,57837,323+23,7455791,6411.30%+1,061
QFIN HOLDINGS INC(QFIN)100,944144,382+43,4381,3032,2831.80%+979
CROCS INC(CROX)22,63022,588-421,8792,7252.15%+846
QUALCOMM INC(QCOM)13,09313,357+2641,6862,4681.95%+782
CUMMINS INC(CMI)3,0103,263+2531,6192,3271.84%+708
ENTREPRENEURSHARES SERIES TR031,746+31,74606680.53%+668
AUTOMATIC DATA PROCESSING IN7,7989,305+1,5071,5842,1001.66%+515
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
107,918108,889+9714,2554,6973.71%+442
INVESCO EXCH TRADED FD TR II273,371279,203+5,8327,3567,7846.15%+428
VEEVA SYS INC(VEEV)8,70810,965+2,2571,5301,9461.54%+416
INMODE LTD(INMD)247,443259,325+11,8823,3853,7913.00%+407
ISHARES TR
FLTG RATE NT ETF
79,61287,391+7,7794,0564,4613.53%+405
ISHARES INC05,731+5,73104030.32%+403
ISHARES INC01,920+1,92003880.31%+388
ISHARES TR
MSCI USA MMENTM
1,8562,389+5334458190.65%+374
SYNCHRONY FINANCIAL(SYF)24,71426,935+2,2211,6812,0481.62%+367
NETAPP INC(NTAP)8,4527,926-5268651,2270.97%+361
NVIDIA CORPORATION(NVDA)01,799+1,79903600.28%+360
KORN FERRY(KFY)25,74929,350+3,6011,6351,9541.54%+319
VANGUARD WELLINGTON FD2,3603,032+6724657570.60%+291
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
10,50112,740+2,2394827110.56%+229
PAYCOM SOFTWARE INC(PAYC)12,99114,285+1,2941,5791,7951.42%+216
PAYPAL HLDGS INC(PYPL)35,46442,080+6,6161,6041,8171.44%+213
ISHARES TR
MSCI INTL MOMENT
10,04112,982+2,9414826920.55%+210
SALESFORCE INC(CRM)01,287+1,28702020.16%+202
WISDOMTREE TR(WT)15,26416,296+1,0321,6671,8531.46%+185
AMBEV SA(ABEV)606,829619,337+12,5081,7831,9621.55%+178
SHINHAN FINANCIAL GROUP CO L(SHG)87,78587,921+1365,4375,5614.40%+124
UNIVERSAL HLTH SVCS INC(UHS)8,52911,082+2,5531,5261,6481.30%+121
RESMED INC(RMD)7,0058,634+1,6291,5721,6831.33%+110
ISHARES TR27,38728,029+6422,0362,1461.70%+109
VANECK ETF TRUST
ALTE ASSE MA ETF
29,30734,289+4,9826297350.58%+106
WISDOMTREE TR(WT)27,30228,641+1,3391,9582,0611.63%+103
SPDR SERIES TRUST
SP KENSHO FINAL
3,8023,80203784540.36%+76
ALPHABET INC(GOOG)1,0321,03202973690.29%+72
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
25,64723,807-1,8401,2191,2861.02%+67
RYANAIR HOLDINGS PLC(RYAAY)9,0668,971-955245810.46%+57
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
5,4495,44902523070.24%+55
MEDIFAST INC(MED)79,06079,06008068390.66%+33
MERCK & CO INC(MRK)7,9067,473-4339589670.76%+9
PROKIDNEY CORP(PROK)27,50027,500049560.04%+7
CANADIAN NATL RY CO(CNI)9,2637,984-1,2799529520.75%0
COMCAST CORP NEW(CCZ)59,45469,509+10,0551,7071,7061.35%-0
ICON PLC(ICLR)2,1721,340-8322402330.18%-8
ISHARES TR
0-5 YR TIPS ETF
18,21917,903-3161,8841,8291.45%-55
CLOROX CO DEL(CLX)8,0738,07308377700.61%-66
GILEAD SCIENCES INC(GILD)6,1146,11408527720.61%-80
FIDELITY NATL FINL INC(FNF)20,00517,640-2,3659288320.66%-96
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
84,22783,128-1,0996,6776,5705.19%-107
PFIZER INC(PFE)64,40170,574+6,1731,8081,6991.34%-109
VANGUARD WHITEHALL FDS66,58763,166-3,4214,3744,2473.36%-127
UNITED THERAPEUTICS CORP DEL(UTHR)3,3853,366-192,0071,8241.44%-183
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)26,66737,180+10,5131,6361,4401.14%-196
STELLANTIS N.V(STLA)28,0220-28,0221990-199
INGREDION INC(INGR)8,0777,430-6479107040.56%-206
APPLIED MATLS INC6070-6072070-207
NEXTPOWER INC1,7240-1,7242080-208
VANGUARD WORLD FD5690-5692090-209
INTERNATIONAL SEAWAYS INC(INSW)2,9160-2,9162130-213
OMNICOM GROUP INC(OMC)3,5590-3,5592700-270
BIOMARIN PHARMACEUTICAL INC(BMRN)4,9210-4,9212780-278
ACCENTURE PLC IRELAND
SHS CLASS A
1,4550-1,4552890-289
ZTO EXPRESS CAYMAN INC(ZTO)213,936226,163+12,2275,3845,0624.00%-323
VANGUARD INDEX FDS5680-5683390-339
GERDAU SA(GGB)96,2390-96,2393470-347
ALIGN TECHNOLOGY INC2,0750-2,0753560-356
ALIBABA GROUP HLDG LTD(BABA)3,4030-3,4034270-427
ISHARES GOLD TR(IAU)27,09225,970-1,1222,3881,9611.55%-427
GENERAL DYNAMICS CORP(GD)1,3550-1,3554650-465
ISHARES TR4,2920-4,2924740-474
TEXTRON INC(TXT)5,6500-5,6504950-495
PDD HOLDINGS INC(PDD)48,43856,747+8,3094,9494,3293.42%-620
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
22,3450-22,3458080-808
GLOBAL X FDS
DEFENSE TECH ETF
34,52413,877-20,6472,4468290.66%-1,617
INVESCO EXCH TRADED FD TR II273,37130,937-242,4347,3561,3921.10%-5,965
Page 1 of 1