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Virtus Family Office LLC
Virtus Family Office LLC is a US-based multifamily office and independent wealth advisory firm headquartered in El Paso, Texas. The firm specializes in providing tailored investment and financial solutions to high-net-worth individuals, families, and select businesses. Founded in 2022, it operates with a small team of 4 employees and serves a diversified client base including individuals, high-net-worth persons, and corporate accounts. The company is focused on long-term asset management and alternative investment strategies.
Investment Strategy
Virtus Family Office LLC adopts a multifaceted investment strategy, emphasizing personalized portfolio construction and asset management for individuals, families, and select corporate entities. The firm invests across traditional and alternative asset classes, with discretionary authority over all client funds; it frequently utilizes sector diversification, direct equity selections, and exposure to international holdings. Their philosophy centers on customized strategies to preserve and grow wealth, adapting to each client's unique financial, tax, and legacy goals.
Latest 13F Filing Activity
Virtus Family Office LLC filed their most recent 13F report on Jun 30, 2025 disclosing 42 equity positions with a total 13F market value of $78M. The fund increased holdings in Inmode LTD, Copa Holdings SA, Invesco Exch Traded FD TR II among other positions. Virtus Family Office LLC reduced exposure to Equinor Asa, Nutrien LTD, Ishares Inc. among others.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.70% | $5.2M | 23,028 | $109.71 | $226.49 | +$980.0K |
C CPA | COPA HOLDINGS SA | 5.64% | $4.4M | 39,999 | $106.50 | $109.97 | +$3.5M |
B BABA | ALIBABA GROUP HLDG LTD | 5.24% | $4.1M | 35,450 | $77.88 | $113.41 | -$2.7M |
P PDD | PDD HOLDINGS INC | 5.17% | $4.0M | 38,578 | $97.00 | $104.66 | -$969.9K |
V VCSH | VANGUARD SCOTTSDALE FDS | 5.14% | $4.0M | 50,476 | $77.10 | $79.50 | +$350.7K |
Industry Allocation
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