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Portfolio (Quarterly) Guide ↗

Virtus Fixed Income Advisers, LLC

· CIK 0002079921
13F Portfolio $158M AUM 86 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 67 New 6 Added 7 Reduced 5 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STRATEGY INC 1,780.0 $105K 0.07% NEW $58.73
62 STRATEGY INC 101,000.0 $103K 0.07% NEW $1.02
63 ON SEMICONDUCTOR CORP 48,000.0 $87K 0.06% NEW $1.82
64 ALPHATEC HLDGS INC 65,000.0 $62K 0.04% NEW $0.95
65 ALPHABET INC 393.0 $20K 0.01% NEW $50.21
66 ALPHABET INC 393.0 $20K 0.01% NEW $50.14
67 VGIT VANGUARD SCOTTSDALE FDS 4.0 $236.0 NEW $59.00 -1.3%
Page 4 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.