Virtus Family Office LLC
All 13F Filings
- Location
- El Paso, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 130,881
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 62 | 130,881 | 13F-HR | Virtus Family Office LLC |
| 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 | 83.18 K | 63.6% | 3.864 K | 0 | 3.864 K |
| ETFs | 43.13 K | 33.0% | 417 | 0 | 417 |
| Debt | 4.567 K | 3.5% | 106 | 0 | 106 |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
130,881
Holdings
62
QoQ value change ($000)
4,390
(3.5%)
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.