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Filers›Family Office›Virtus Investment Advisers, LLC
DOSSIER · 13F-HR · Q1 2026

Virtus Investment Advisers, LLC

Virtus Investment Advisers's family office based in San Francisco, CA — $363M in tracked AUM across 450 positions as of Q1 2026.

VI
Virtus Investment Advisers·San Francisco, CA·Family Office
CIK 0000019481 · last filed Mar 31, 2026
Total AUM
$363M
▼ 19.6%
vs prior
Holdings
450
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Virtus Investment Advisers, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GILD
GILEAD SCIENCES INC
$3M20K0.8%
02
AMGN
AMGEN INC
$3M8K0.8%
03
REGN
REGENERON PHARMACEUTICALS
$3M4K0.8%
04
IBRX
IMMUNITYBIO INC
$3M358K0.8%
05
VRTX
VERTEX PHARMACEUTICALS INC
$3M6K0.7%
06
INCY
INCYTE CORP
$3M27K0.7%
07
VRT
VERTIV HOLDINGS CO
$3M10K0.7%
08
ALNY
ALNYLAM PHARMACEUTICALS INC
$2M7K0.7%
09
EIX
EDISON INTL
$2M33K0.7%
10
ROST
ROSS STORES INC
$2M10K0.6%

Filing history

Filing history loading…
AI Agent · grounded in Virtus
haiku-4-5 · 450 positions indexed
Sector mix
  • Tech8%
  • Cons. Disc.6%
  • Communications23%
  • Industrials8%
  • Energy12%
  • Other43%
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