Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$116.02M
Total Bought
$15.49M
Total Sold
$8.01M
Net Transaction
+$7.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
83,98596,746+12,7616,7137,7146.65%+1,001
CANADIAN NATL RY CO(CNI)09,263+9,26309160.79%+916
INGREDION INC(INGR)08,077+8,07708910.77%+891
MERCK & CO INC(MRK)08,275+8,27508780.76%+878
NETAPP INC(NTAP)08,100+8,10008670.75%+867
GILEAD SCIENCES INC(GILD)06,834+6,83408390.72%+839
CLOROX CO DEL(CLX)08,073+8,07308140.70%+814
FIDELITY NATIONAL FINANCIAL(FNF)014,570+14,57007950.69%+795
SHINHAN FINANCIAL GROUP CO L(SHG)89,47096,373+6,9034,5075,1694.45%+662
ACCENTURE PLC IRELAND
SHS CLASS A
02,063+2,06305540.48%+554
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
93,244106,427+13,1833,5454,0783.52%+533
STELLANTIS N.V(STLA)298,782301,164+2,3822,7903,2812.83%+492
INVESCO EXCH TRADED FD TR II255,033268,894+13,8616,4836,9405.98%+457
GENERAL DYNAMICS CORP(GD)01,270+1,27004280.37%+428
ZTO EXPRESS CAYMAN INC(ZTO)243,654246,923+3,2694,7515,1584.45%+407
ALIGN TECHNOLOGY INC02,505+2,50503910.34%+391
APPLIED MATLS INC7,9577,826-1311,6292,0111.73%+382
BIOMARIN PHARMACEUTICAL INC(BMRN)05,996+5,99603560.31%+356
OMNICOM GROUP INC(OMC)04,305+4,30503500.30%+350
GERDAU SA(GGB)575,069574,870-1991,7832,1211.83%+339
SPDR SERIES TRUST
SP KENSHO FINAL
03,802+3,80203240.28%+324
AMBEV SA(ABEV)763,375799,182+35,8071,7182,0411.76%+323
VANECK ETF TRUST
ALTE ASSE MA ETF
14,68726,769+12,0824067270.63%+321
ISHARES GOLD TR(IAU)29,22130,065+8442,1262,4402.10%+314
ISHARES TR02,642+2,64202910.25%+291
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
05,449+5,44902830.24%+283
TAIWAN SEMICONDUCTOR MFG LTD(TSM)17,87417,287-5875,0125,2674.54%+255
ISHARES TR25,39927,425+2,0261,7231,9581.69%+236
UNITED THERAPEUTICS CORP DEL(UTHR)3,7513,708-431,5721,8071.56%+234
NEXTPOWER INC22,12521,453-6721,6371,8691.61%+232
ISHARES TR
0-5 YR TIPS ETF
20,04322,427+2,3842,0722,2961.98%+225
NVIDIA CORPORATION(NVDA)01,101+1,10102050.18%+205
ICON PLC(ICLR)2,3542,867+5134125220.45%+110
VANGUARD WELLINGTON FD1,8072,360+5533464510.39%+105
ISHARES TR
MSCI INTL MOMENT
8,03210,041+2,0093854820.42%+97
RYANAIR HOLDINGS PLC(RYAAY)8,2048,062-1424945820.50%+88
ISHARES TR
MSCI USA MMENTM
1,4801,856+3763804650.40%+85
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
32,84135,232+2,3911,1351,2141.05%+79
CROCS INC(CROX)19,87120,256+3851,6601,7321.49%+72
INTERNATIONAL SEAWAYS INC(INSW)32,57932,350-2291,5011,5711.35%+69
COPA HOLDINGS SA(CPA)40,36340,220-1434,7964,8514.18%+55
QUALCOMM INC(QCOM)9,2089,221+131,5321,5771.36%+45
ATKORE INC25,12225,504+3821,5761,6131.39%+37
AMRIZE LTD(AMRZ)5,1045,10402482760.24%+28
WISDOMTREE TR(WT)14,99514,911-841,5111,5181.31%+7
PROKIDNEY CORP27,50027,500067620.05%-5
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
27,71626,478-1,2381,2531,2421.07%-11
PFIZER INC(PFE)63,87364,124+2511,6271,5971.38%-31
COMCAST CORP NEW(CCZ)47,73148,739+1,0081,5001,4571.26%-43
VANGUARD WHITEHALL FDS76,81375,284-1,5295,1395,0764.38%-62
WISDOMTREE TR(WT)28,06326,560-1,5031,9761,9081.64%-68
OSHKOSH CORP(OSK)11,93111,757-1741,5471,4771.27%-70
VANGUARD INDEX FDS754568-1864633560.31%-106
TEXTRON INC(TXT)6,9325,316-1,6165864630.40%-122
INMODE LTD(INMD)206,378198,556-7,8223,0752,9172.51%-158
APPLE INC(AAPL)2,2641,454-8105763950.34%-181
ALPHABET INC(GOOG)3,6732,272-1,4018937110.61%-182
PULTE GROUP INC(PHM)12,09412,058-361,6011,4171.22%-184
MEDIFAST INC79,06079,06001,0818440.73%-236
KB FINL GROUP INC(KB)2,8860-2,8862390-239
KKR & CO INC(KKR)2,4490-2,4493180-318
ISHARES TR3,4120-3,4123770-377
ISHARES TR
FLTG RATE NT ETF
99,65088,612-11,0385,0914,5073.88%-584
PDD HOLDINGS INC(PDD)36,65237,134+4824,8444,2113.63%-634
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
14,2310-14,2316340-634
VANGUARD WORLD FD2,556569-1,9871,0292350.20%-794
ALIBABA GROUP HLDG LTD(BABA)28,44928,081-3685,0854,1163.55%-968
GLOBAL X FDS
DEFENSE TECH ETF
48,36532,503-15,8623,3972,1141.82%-1,284
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