Virtus Family Office LLC
All 13F Filings
- Location
- El Paso, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 126,491
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 62 | 126,491 | 13F-HR | Virtus Family Office LLC |
| Q1 2026 | 5/6/2026 | 73 | 117,203 | 13F-HR | Virtus Family Office LLC |
| Q4 2025 | 2/3/2026 | 64 | 116,018 | 13F-HR | Virtus Family Office LLC |
| Q3 2025 | 11/5/2025 | 52 | 106,839 | 13F-HR | Virtus Family Office LLC |
| Q2 2025 | 8/4/2025 | 43 | 78,051 | 13F-HR | Virtus Family Office LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.32 K | 62.7% | 6.105 K | 0 | 6.105 K |
| ETFs | 42.71 K | 33.8% | 2.784 K | 0 | 2.784 K |
| Debt | 4.461 K | 3.5% | 405 | 0 | 405 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
126,491
Holdings
62
QoQ value change ($000)
9,288
(7.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.