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Home > Institutional Investor > Virtus Family Office Llc > Profile

Instuitional Investor - Virtus Family Office Llc

Fund Profile
Filing Period:
Fund Name: Virtus Family Office Llc
Portfolio Value $126,490,503
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii
 279,203 $7,784,180 6.15%
2.
Copa Holdings S.a.
 CPA 46,286 $7,200,882 5.69%
3.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 14,988 $7,171,702 5.67%
4.
Vanguard Scottsdale Funds
 VCIT 83,128 $6,569,606 5.19%
5.
Shinhan Financial Group Co Ltd
 SHG 87,921 $5,561,129 4.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.