Virtus Family Office LLC
All 13F Filings
- Location
- El Paso, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 117,203
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 73.21 K | 62.5% | 0 | 17.52 K | -17.52 K |
| ETFs | 39.93 K | 34.1% | 19.15 K | 0 | 19.15 K |
| Debt | 4.056 K | 3.5% | 0 | 451 | -451 |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
117,203
Holdings
73
QoQ value change ($000)
1,185
(1.0%)
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.