Fund Holdings — Virtus Family Office LLC

Total Portfolio Value
$106.84M
Total Bought
$32.90M
Total Sold
$9.57M
Net Transaction
+$23.33M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SHINHAN FINANCIAL GROUP CO L(SHG)089,470+89,47004,5074.22%+4,507
INVESCO EXCH TRADED FD TR II140,030255,033+115,0033,2756,4836.07%+3,208
GLOBAL X FDS
DEFENSE TECH ETF
9,74648,365+38,6195883,3973.18%+2,809
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
50,47683,985+33,5094,0136,7136.28%+2,700
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
45,38393,244+47,8611,6013,5453.32%+1,944
ISHARES TR
FLTG RATE NT ETF
65,69299,650+33,9583,3525,0914.76%+1,739
VANGUARD WHITEHALL FDS53,17976,813+23,6343,4755,1394.81%+1,664
ISHARES GOLD TR(IAU)15,54829,221+13,6739702,1261.99%+1,157
VANGUARD WORLD FD02,556+2,55601,0290.96%+1,029
ALIBABA GROUP HLDG LTD(BABA)35,45028,449-7,0014,0895,0854.76%+995
ISHARES TR12,94225,399+12,4578221,7231.61%+901
ZTO EXPRESS CAYMAN INC(ZTO)217,547243,654+26,1073,8614,7514.45%+890
WISDOMTREE TR(WT)16,01328,063+12,0501,1231,9761.85%+853
PDD HOLDINGS INC(PDD)38,57836,652-1,9264,0374,8444.53%+807
ISHARES TR
0-5 YR TIPS ETF
13,52420,043+6,5191,3922,0721.94%+680
WISDOMTREE TR(WT)8,78414,995+6,2118431,5111.41%+668
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
014,231+14,23106340.59%+634
TEXTRON INC(TXT)06,932+6,93205860.55%+586
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
17,80032,841+15,0415721,1351.06%+563
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
16,52527,716+11,1916991,2531.17%+555
RYANAIR HOLDINGS PLC(RYAAY)08,204+8,20404940.46%+494
GERDAU SA(GGB)451,158575,069+123,9111,3171,7831.67%+465
VANGUARD INDEX FDS0754+75404630.43%+463
CROCS INC(CROX)12,22819,871+7,6431,2381,6601.55%+422
ICON PLC(ICLR)02,354+2,35404120.39%+412
UNITED THERAPEUTICS CORP DEL(UTHR)4,0403,751-2891,1611,5721.47%+412
VANECK ETF TRUST
ALTE ASSE MA ETF
014,687+14,68704060.38%+406
COPA HOLDINGS SA(CPA)39,99940,363+3644,3984,7964.49%+397
ISHARES TR
MSCI INTL MOMENT
08,032+8,03203850.36%+385
ISHARES TR
MSCI USA MMENTM
01,480+1,48003800.36%+380
APPLE INC(AAPL)1,0372,264+1,2272135760.54%+364
PFIZER INC(PFE)52,39463,873+11,4791,2701,6271.52%+357
VANGUARD WELLINGTON FD01,807+1,80703460.32%+346
AMBEV SA(ABEV)576,011763,375+187,3641,3981,7181.61%+319
PULTE GROUP INC(PHM)12,13112,094-371,2821,6011.50%+319
STELLANTIS N.V(STLA)251,467298,782+47,3152,5222,7902.61%+268
COMCAST CORP NEW(CCZ)35,08447,731+12,6471,2521,5001.40%+248
INTERNATIONAL SEAWAYS INC(INSW)37,46732,579-4,8881,3671,5011.41%+134
PROKIDNEY CORP(PROK)027,500+27,5000670.06%+67
QUALCOMM INC(QCOM)9,2279,208-191,4691,5321.43%+62
ATKORE INC22,03525,122+3,0871,5551,5761.48%+22
MEDIFAST INC(MED)76,74679,060+2,3141,0781,0811.01%+2
AMRIZE LTD(AMRZ)5,1045,10402532480.23%-5
NEXTRACKER INC30,35522,125-8,2301,6501,6371.53%-13
PROKIDNEY CORP(PROK)27,5000-27,500160—-16
APPLIED MATLS INC9,0267,957-1,0691,6521,6291.52%-23
KKR & CO INC(KKR)2,7382,449-2893643180.30%-46
OSHKOSH CORP(OSK)14,47311,931-2,5421,6431,5471.45%-96
TAIWAN SEMICONDUCTOR MFG LTD(TSM)23,02817,874-5,1545,2335,0124.69%-221
ISHARES TR7,3223,412-3,9108083770.35%-432
INMODE LTD(INMD)258,013206,378-51,6353,7263,0752.88%-651
ALPHABET INC(GOOG)9,1923,673-5,5191,6208930.84%-727
KB FINL GROUP INC(KB)19,6192,886-16,7331,6202390.22%-1,381
QIFU TECHNOLOGY INC(QFIN)32,9350-32,9351,4280—-1,428
HEWLETT PACKARD ENTERPRISE C(HPE)87,6350-87,6351,8030—-1,803
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Virtus Family Office LLC — 13F Holdings — Q3 2025 | TickerTrail