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Norma Angelica Peralta Morales

Virtus Family Office Llc

Assets Managed
$117.203M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
1.03%(2Q avg: 4.81%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Virtus Family Office Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Virtus Family Office Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 117.203M in assets, with a quarterly growth rate of 1.03% and a 2-quarter average growth rate of 4.81%. The portfolio is managed by Norma Angelica Peralta Morales, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PXH
Invesco Ftse Rafi Emerging M
Recent Activity
Increased 1.67%
6.28%
$7.356M
273,371 shares@ $26.92 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -12.94%
5.7%
$6.677M
84,227 shares@ $79.27 avg price
SHG
Shinhan Financial Group-adr
Recent Activity
Decreased -8.91%
4.64%
$5.437M
87,785 shares@ $61.94 avg price
ZTO
Zto Express Cayman Inc-adr
Recent Activity
Decreased -13.35%
4.6%
$5.384M
213,936 shares@ $25.17 avg price
CPA
Copa Holdings Sa-class A
Recent Activity
Increased 13.27%
4.42%
$5.175M
45,556 shares@ $113.61 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -12.11%
4.4%
$5.148M
15,193 shares@ $338.85 avg price
PDD
Pdd Holdings Inc
Recent Activity
Increased 30.45%
4.23%
$4.949M
48,438 shares@ $102.18 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Decreased -11.55%
3.74%
$4.374M
66,587 shares@ $65.69 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 1.41%
3.64%
$4.255M
107,918 shares@ $39.44 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Decreased -10.15%
3.47%
$4.056M
79,612 shares@ $50.95 avg price

1-10 of 73