Virtus Family Office LLC
Family Office
Virtus Family Office LLC is a Family Office based in El Paso, TX led by Norma Angelica Peralta Morales, reporting $543.1M in AUM as of Q3 2025 with 38% ETF concentration.
CCONorma Angelica Peralta Morales
- Portfolio Value
- $106.4M
- Positions
- 51
- Top Holding
- VCSH at 6.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Virtus Family Office LLC's portfolio (49.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $6.7M | 6.31% | +$2.7M Bought | — 84.0K shares | |
ETF ETF | $6.5M | 6.09% | +$2.9M Bought | — 255.0K shares | |
ETF ETF | $5.1M | 4.83% | +$1.6M Bought | — 76.8K shares | |
ETF ETF | $5.1M | 4.78% | +$1.7M Bought | — 99.7K shares | |
Unknown Unknown | $5.1M | 4.78% | -$1.3M Sold | — 28.4K shares | |
Semiconductors Technology | $5.0M | 4.71% | -$1.4M Sold | — 17.9K shares | |
Unknown Unknown | $4.8M | 4.55% | -$254.6K Sold | — 36.7K shares | |
Airlines, Airports & Air Services Industrials | $4.8M | 4.51% | +$43.2K Bought | 0.10% 40.4K shares | |
Unknown Unknown | $4.8M | 4.46% | +$509.1K Bought | — 243.7K shares | |
Unknown Unknown | $4.5M | 4.23% | +$4.5M Bought | — 89.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Virtus Family Office LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-85.29% | |
-60.04% | |
-53.4% |
Analytics
Portfolio insights and performance metrics for Virtus Family Office LLC
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