Virtus Family Office LLC holds a diversified book of 62 stocks worth $126.5M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Ershares Private-Public Cros and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Inves Rafi Emer MRKT-Usd Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1913482/holdings"
Use Arkolith to show Virtus Family Office LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.2 points over this window.
Growth of $10,000 cloning Virtus Family Office LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Virtus Family Office LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 62 | $205.1B |
| OSAIC HOLDINGS, INC. | 79 / 62 | $5.7B |
| UBS Group AG | 78 / 62 | $53.6B |
| FMR LLC | 77 / 62 | $376.7B |
| ROYAL BANK OF CANADA | 77 / 62 | $61.1B |
| WELLS FARGO & COMPANY/MN | 77 / 62 | $46.1B |
| CWM, LLC | 77 / 62 | $2.9B |
| BANK OF AMERICA CORP /DE/ | 76 / 62 | $126.3B |
Ranked by how many of Virtus Family Office LLC's top 62 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II RAFI EMRGNG MRKT | $7.8M | 279.2K | 6.2% | ▲+2.1% Added · +6K sh | |
| 2 | Copa Holdings Sa CL A | $7.2M | 46.3K | 5.7% | ▲+1.6% Added · +730 sh | |
| 3 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $7.2M | 15.0K | 5.7% | ▼−1.3% Reduced · −205 sh | |
| 4 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $6.6M | 83.1K | 5.2% | ▼−1.3% Reduced · −1K sh | |
| 5 | Shinhan Financial Group Co L SPN ADR RESTRD | $5.6M | 87.9K | 4.4% | ▲+0.1% Added · +136 sh | |
| 6 | Zto Express Cayman Inc SPONSORED ADS A | $5.1M | 226.2K | 4.0% | ▲+5.7% Added · +12K sh | |
| 7 | First TR Exchange-Traded FD SMID RISNG ETF | $4.7M | 108.9K | 3.7% | ▲+0.9% Added · +971 sh | |
| 8 | Ishares TR FLTG RATE NT ETF | $4.5M | 87.4K | 3.5% | ▲+9.8% Added · +8K sh | |
| 9 | PDD Holdings Inc SPONSORED ADS | $4.3M | 56.7K | 3.4% | ▲+17% Added · +8K sh | |
| 10 | Vanguard Whitehall FDS EM MK GOV BD ETF | $4.2M | 63.2K | 3.4% | ▼−5.1% Reduced · −3K sh | |
| 11 | Inmode Ltd SHS | $3.8M | 259.3K | 3.0% | ▲+4.8% Added · +12K sh | |
| 12 | Crocs Inc COM | $2.7M | 22.6K | 2.2% | ▼−0.2% Reduced · −42 sh | |
| 13 | Qualcomm Inc COM | $2.5M | 13.4K | 2.0% | ▲+2.0% Added · +264 sh | |
| 14 | Ishares TR CRE U S REIT ETF | $2.4M | 36.1K | 1.9% | ▲+173% Added · +23K sh | |
| 15 | Cummins Inc COM | $2.3M | 3.3K | 1.8% | ▲+8.4% Added · +253 sh | |
| 16 | Qfin Holdings Inc AMERICAN DEP | $2.3M | 144.4K | 1.8% | ▲+43% Added · +43K sh | |
| 17 | Ishares TR EAFE VALUE ETF | $2.1M | 28.0K | 1.7% | ▲+2.3% Added · +642 sh | |
| 18 | Automatic Data Processing In COM | $2.1M | 9.3K | 1.7% | ▲+19% Added · +2K sh | |
| 19 | Wisdomtree TR EUROPE SMCP DV | $2.1M | 28.6K | 1.6% | ▲+4.9% Added · +1K sh | |
| 20 | Synchrony Financial COM | $2.0M | 26.9K | 1.6% | ▲+9.0% Added · +2K sh | |
| 21 | Ambev Sa SPONSORED ADR | $2.0M | 619.3K | 1.6% | ▲+2.1% Added · +13K sh | |
| 22 | Ishares Gold TR ISHARES NEW | $2.0M | 26.0K | 1.6% | ▼−4.1% Reduced · −1K sh | |
| 23 | Korn Ferry COM NEW | $2.0M | 29.4K | 1.5% | ▲+14% Added · +4K sh | |
| 24 | Veeva Sys Inc CL A COM | $1.9M | 11.0K | 1.5% | ▲+26% Added · +2K sh | |
| 25 | Wisdomtree TR US HIGH DIVIDEND | $1.9M | 16.3K | 1.5% | ▲+6.8% Added · +1K sh | |
| 26 | Ishares TR 0-5 YR TIPS ETF | $1.8M | 17.9K | 1.4% | ▼−1.7% Reduced · −316 sh | |
| 27 | United Therapeutics Corp Del COM | $1.8M | 3.4K | 1.4% | ▼−0.6% Reduced · −19 sh | |
| 28 | PayPal Hldgs Inc COM | $1.8M | 42.1K | 1.4% | ▲+19% Added · +7K sh | |
| 29 | Paycom Software Inc COM | $1.8M | 14.3K | 1.4% | ▲+10.0% Added · +1K sh | |
| 30 | Comcast Corp New CL A | $1.7M | 69.5K | 1.3% | ▲+17% Added · +10K sh | |
| 31 | Pfizer Inc COM | $1.7M | 70.6K | 1.3% | ▲+9.6% Added · +6K sh | |
| 32 | Resmed Inc COM | $1.7M | 8.6K | 1.3% | ▲+23% Added · +2K sh | |
| 33 | Universal HLTH Svcs Inc CL B | $1.6M | 11.1K | 1.3% | ▲+30% Added · +3K sh | |
| 34 | Ishares TR MSCI JP VALUE | $1.6M | 37.3K | 1.3% | ▲+175% Added · +24K sh | |
| 35 | Cognizant Technology Solutio CL A | $1.4M | 37.2K | 1.1% | ▲+39% Added · +11K sh | |
| 36 | Invesco Exch Traded FD TR II RAFI DVLPD MRKTS | $1.4M | 30.9K | 1.1% | ▲+39% Added · +9K sh | |
| 37 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $1.3M | 23.8K | 1.0% | ▼−7.2% Reduced · −2K sh | |
| 38 | Netapp Inc COM | $1.2M | 7.9K | 1.0% | ▼−6.2% Reduced · −526 sh | |
| 39 | Merck & Co Inc COM | $967K | 7.5K | 0.8% | ▼−5.5% Reduced · −433 sh | |
| 40 | Canadian Natl Ry Co COM | $952K | 8.0K | 0.8% | ▼−14% Reduced · −1K sh | |
| 41 | Medifast Inc COM | $839K | 79.1K | 0.7% | —Held | |
| 42 | Fidelity Natl Finl Inc COM SHS | $832K | 17.6K | 0.7% | ▼−12% Reduced · −2K sh | |
| 43 | Global X FDS DEFENSE TECH ETF | $829K | 13.9K | 0.7% | ▼−60% Reduced · −21K sh | |
| 44 | Ishares TR MSCI USA MMENTM | $819K | 2.4K | 0.6% | ▲+29% Added · +533 sh | |
| 45 | Gilead Sciences Inc COM | $772K | 6.1K | 0.6% | —Held | |
| 46 | Clorox Co Del COM | $770K | 8.1K | 0.6% | —Held | |
| 47 | Vanguard Wellington FD US MOMENTUM | $757K | 3.0K | 0.6% | ▲+28% Added · +672 sh | |
| 48 | Vaneck ETF Trust ALTE ASSE MA ETF | $735K | 34.3K | 0.6% | ▲+17% Added · +5K sh | |
| 49 | Invesco Exchange Traded FD T RAFI US 1500 | $711K | 12.7K | 0.6% | ▲+21% Added · +2K sh | |
| 50 | Ingredion Inc COM | $704K | 7.4K | 0.6% | ▼−8.0% Reduced · −647 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 62 | $126.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 73 | $117.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 64 | $116.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 52 | $106.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 43 | $78.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 40 | $77.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 39 | $79.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 47 | $75.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.