Virtus Family Office
Virtus Family Office reported 62 stocks worth $131M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are PXH (6.4%), SHG (5.3%) and TSM (5.2%). Compared with Q2 2026, the fund opened new positions in HALO, added to PXH, SHG and VCSH, trimmed TSM, CPA and INMD and sold out of ICLR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PXH Invesco Exch Traded FD TR II | $8.4M | 6.4% | 288K | +9,186 (+3%) | 6 of 8 | |
| 2 |  SHG Shinhan Financial Group Co L | $6.9M | 5.3% | 89K | +954 (+1%) | 5 of 8 | |
| 3 |  TSM Taiwan Semiconductor Mfg Ltd | $6.7M | 5.2% | 15K | −239 (−2%) | 8 of 8 | |
| 4 |  VCSH Vanguard Scottsdale Fds | $6.5M | 5.0% | 84K | +1,030 (+1%) | 8 of 8 | |
| 5 |  CPA Copa Holdings SA | $6.1M | 4.6% | 46K | −243 (−1%) | 8 of 8 | |
| 6 |  PDD Pdd Holdings Inc | $4.9M | 3.8% | 63K | +6,593 (+12%) | 8 of 8 | |
| 7 |  ZTO Zto Express Cayman Inc | $4.8M | 3.6% | 246K | +19K (+9%) | 8 of 8 | |
| 8 |  FLOT Ishares TR | $4.6M | 3.5% | 89K | +2,077 (+2%) | 8 of 8 | |
| 9 |  SDVY First TR Exchange-Traded FD | $4.5M | 3.5% | 112K | +3,016 (+3%) | 8 of 8 | |
| 10 |  VWOB Vanguard Whitehall Fds | $4M | 3.1% | 64K | +398 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ICLR Icon PLC | $233K | 1,340 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Virtus Family Office 13F FAQ
What does Virtus Family Office own?
Virtus Family Office reported 62 stocks worth $131M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are PXH (6.4%), SHG (5.3%) and TSM (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Virtus Family Office buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 28 added to, 8 trimmed and 1 sold out. New positions include HALO. It sold all of ICLR.
When will Virtus Family Office file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Virtus Family Office's portfolio worth?
The Q3 2026 filing reports $131M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.