First seen by DFX
Sep 12, 2026
date not stated
Virtus Family Office found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
Virtus Family Office: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
Virtus Family Office LLC reported $117,202,659 across 73 13(f) positions for the quarter ended 2026-03-31
Virtus Family Office LLC increased PDD Holdings Inc 37,134 -> 48,438 shares ($4,210,644 -> $4,949,074)
Virtus Family Office LLC reduced Alibaba Group Hldg Ltd 28,081 -> 3,403 shares ($4,116,133 -> $426,940)
Virtus Family Office LLC reduced Applied Matls Inc 7,826 -> 607 shares ($2,011,204 -> $207,467)
Virtus Family Office LLC reduced Gerdau Sa 574,870 -> 96,239 shares ($2,121,270 -> $347,423)
Virtus Family Office LLC reduced Stellantis N.V 301,164 -> 28,022 shares ($3,281,404 -> $198,676)
Virtus Family Office LLC reported $116,018,041 across 64 13(f) positions for the quarter ended 2025-12-31
Virtus Family Office LLC reduced Global X Fds 48,365 -> 32,503 shares ($3,397,158 -> $2,113,584)
Virtus Family Office LLC reported $106,838,988 across 52 13(f) positions for the quarter ended 2025-09-30
Virtus Family Office LLC increased First Tr Exchange-Traded Fd 45,383 -> 93,244 shares ($1,601,112 -> $3,545,075)
Virtus Family Office LLC opened a $4,506,540 position in Shinhan Financial Group Co L (89,470 shares)
Virtus Family Office LLC increased Global X Fds 9,746 -> 48,365 shares ($588,353 -> $3,397,158)
Virtus Family Office LLC increased Invesco Exch Traded Fd Tr II 140,030 -> 255,033 shares ($3,275,302 -> $6,482,939)
Virtus Family Office LLC increased Ishares Tr 13,524 -> 20,043 shares ($1,391,727 -> $2,071,644)
Virtus Family Office LLC increased Ishares Tr 65,692 -> 99,650 shares ($3,351,531 -> $5,090,620)
Virtus Family Office LLC increased Ishares Gold Tr 15,548 -> 29,221 shares ($969,555 -> $2,126,430)
Virtus Family Office LLC increased Vanguard Whitehall Fds 53,179 -> 76,813 shares ($3,475,171 -> $5,138,790)
Virtus Family Office LLC increased Vanguard Scottsdale Fds 50,476 -> 83,985 shares ($4,012,723 -> $6,712,921)
Virtus Family Office LLC reported $78,051,052 across 43 13(f) positions for the quarter ended 2025-06-30
Virtus Family Office LLC opened a $3,725,500 position in Inmode Ltd (258,013 shares)
Virtus Family Office LLC opened a $3,275,302 position in Invesco Exch Traded Fd Tr II (140,030 shares)
Virtus Family Office LLC exited AMN Healthcare Svcs Inc (was $2,156,540, 88,166 shares)
Virtus Family Office LLC exited Bristol-Myers Squibb Co (was $2,346,590, 38,475 shares)
Virtus Family Office LLC exited Equinor Asa (was $4,174,209, 157,812 shares)
Virtus Family Office LLC exited Nutrien Ltd (was $3,987,386, 78,806 shares)
Virtus Family Office LLC increased Copa Holdings Sa 9,753 -> 39,999 shares ($901,762 -> $4,398,424)
Virtus Family Office LLC increased Vanguard Whitehall Fds 37,060 -> 53,179 shares ($2,379,274 -> $3,475,171)
Virtus Family Office LLC increased ZTO Express Cayman Inc 47,887 -> 217,547 shares ($950,078 -> $3,861,260)
Virtus Family Office LLC exited Agco Corp (was $2,158,177, 23,314 shares)
Virtus Family Office LLC exited Ishares Inc (was $3,054,918, 56,604 shares)
Virtus Family Office LLC exited Mosaic Co New (was $2,195,508, 81,285 shares)
Virtus Family Office LLC reduced Alibaba Group Hldg Ltd 51,248 -> 35,450 shares ($6,776,600 -> $4,089,154)
Virtus Family Office LLC reduced Alphabet Inc 13,617 -> 9,192 shares ($2,105,733 -> $1,619,906)
Virtus Family Office LLC reduced Pfizer Inc 81,199 -> 52,394 shares ($2,057,583 -> $1,270,031)
Virtus Family Office LLC reduced Qualcomm Inc 13,174 -> 9,227 shares ($2,023,658 -> $1,469,492)
Virtus Family Office LLC reported $77,882,740 across 40 13(f) positions for the quarter ended 2025-03-31
Virtus Family Office LLC increased Vanguard Whitehall Fds 27,428 -> 37,060 shares ($1,732,170 -> $2,379,274)
Virtus Family Office LLC reduced Ishares Tr 48,334 -> 6,727 shares ($5,322,057 -> $743,064)