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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 $117,202,659
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii
 273,371 $7,356,414 6.28%
2.
Vanguard Scottsdale Funds
 84,227 $6,676,674 5.7%
3.
Shinhan Financial Group Co Ltd
 SHG 87,785 $5,436,971 4.64%
4.
Zto Express (Cayman) Inc.
 ZTO 213,936 $5,384,428 4.59%
5.
Copa Holdings S.a.
 CPA 45,556 $5,175,298 4.42%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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