Petros Family Wealth
Latest statistics and disclosures from Petros Family Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, AVDE, MSFT, VO, and represent 21.59% of Petros Family Wealth's stock portfolio.
- Added to shares of these 10 stocks: VO, VEA, VWO, IVV, AAPL, AVDE, AGG, PULS, NVDA, GSLC.
- Started 39 new stock positions in GD, GSLC, JBND, APH, DIS, AWK, ABT, LSTR, PHYL, JKHY.
- Reduced shares in these 10 stocks: GOOG, , IWM, CRWD, BRK.A, PFE, CSCO, LDOS, SYK, .
- Sold out of its positions in BABA, APP, BRK.A, BIIB, BMY, CEG, QBTS, ECL, ENB, HBI.
- Petros Family Wealth was a net buyer of stock by $28M.
- Petros Family Wealth has $150M in assets under management (AUM), dropping by 25.72%.
- Central Index Key (CIK): 0002004963
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Portfolio Holdings for Petros Family Wealth
Petros Family Wealth holds 141 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $8.5M | +41% | 31k | 271.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.2 | $7.9M | +2% | 12k | 681.93 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.9 | $5.8M | +39% | 71k | 82.32 |
|
| Microsoft Corporation (MSFT) | 3.5 | $5.3M | +17% | 11k | 483.62 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 3.3 | $4.9M | +2263% | 17k | 290.22 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $4.8M | +31% | 26k | 186.50 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.1 | $4.6M | NEW | 74k | 62.47 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 2.8 | $4.1M | 36k | 114.52 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.1 | $3.1M | +15% | 48k | 66.00 |
|
| Kla Corp Com New (KLAC) | 2.0 | $3.0M | +17% | 2.5k | 1215.00 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $3.0M | NEW | 56k | 53.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $2.9M | -51% | 9.3k | 313.80 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.8 | $2.7M | +4% | 45k | 60.17 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $2.6M | +42% | 8.1k | 322.22 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $2.6M | NEW | 3.8k | 684.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.5M | +49% | 8.0k | 313.00 |
|
| Amazon (AMZN) | 1.7 | $2.5M | +16% | 11k | 230.82 |
|
| UnitedHealth (UNH) | 1.4 | $2.1M | -16% | 6.3k | 330.11 |
|
| Cisco Systems (CSCO) | 1.2 | $1.7M | -24% | 23k | 77.03 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.1 | $1.6M | +8% | 21k | 77.02 |
|
| Emerson Electric (EMR) | 1.1 | $1.6M | +27% | 12k | 132.71 |
|
| Bank of America Corporation (BAC) | 1.1 | $1.6M | +46% | 29k | 55.00 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $1.6M | +14% | 1.8k | 862.40 |
|
| Blackrock (BLK) | 1.0 | $1.5M | -22% | 1.4k | 1070.29 |
|
| Amgen (AMGN) | 1.0 | $1.5M | +38% | 4.7k | 327.30 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $1.5M | NEW | 15k | 99.88 |
|
| L3harris Technologies (LHX) | 0.9 | $1.4M | +41% | 4.8k | 293.60 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.4M | +320% | 15k | 89.46 |
|
| Meta Platforms Cl A (META) | 0.9 | $1.4M | +20% | 2.1k | 660.09 |
|
| Analog Devices (ADI) | 0.9 | $1.3M | +37% | 4.8k | 271.21 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $1.3M | +4% | 7.1k | 183.40 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.8 | $1.3M | NEW | 26k | 49.59 |
|
| Harbor Etf Trust Harbor Alphaedge (EBIT) | 0.8 | $1.3M | 37k | 33.58 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.2M | +375% | 8.3k | 148.69 |
|
| Tesla Motors (TSLA) | 0.8 | $1.2M | -13% | 2.7k | 449.72 |
|
| Advanced Micro Devices (AMD) | 0.8 | $1.2M | +69% | 5.6k | 214.16 |
|
| Stryker Corporation (SYK) | 0.8 | $1.2M | -28% | 3.4k | 351.48 |
|
| Broadcom (AVGO) | 0.8 | $1.2M | -17% | 3.4k | 346.11 |
|
| Lowe's Companies (LOW) | 0.8 | $1.1M | +29% | 4.8k | 241.14 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.7 | $1.1M | NEW | 8.3k | 132.37 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.7 | $1.1M | NEW | 23k | 46.54 |
|
| Intuitive Surgical Com New (ISRG) | 0.7 | $1.1M | -9% | 1.9k | 566.40 |
|
| Wal-Mart Stores (WMT) | 0.7 | $1.1M | +63% | 9.6k | 111.42 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.0M | -45% | 4.2k | 246.16 |
|
| TJX Companies (TJX) | 0.7 | $1.0M | +63% | 6.6k | 153.61 |
|
| Intercontinental Exchange (ICE) | 0.7 | $977k | +4% | 6.0k | 161.96 |
|
| Phillips 66 (PSX) | 0.6 | $957k | +36% | 7.4k | 129.00 |
|
| International Business Machines (IBM) | 0.6 | $932k | -26% | 3.1k | 296.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $850k | +203% | 1.4k | 614.31 |
|
| S&p Global (SPGI) | 0.5 | $784k | +37% | 1.5k | 522.56 |
|
| Caterpillar (CAT) | 0.5 | $757k | -10% | 1.3k | 572.88 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $744k | 1.5k | 502.65 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $742k | +406% | 5.2k | 144.00 |
|
| Nextera Energy (NEE) | 0.5 | $741k | +5% | 9.2k | 80.28 |
|
| Visa Com Cl A (V) | 0.5 | $730k | +72% | 2.1k | 350.71 |
|
| American Express Company (AXP) | 0.5 | $730k | 2.0k | 369.96 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $710k | -5% | 4.0k | 177.75 |
|
| Metropcs Communications (TMUS) | 0.5 | $688k | -2% | 3.4k | 203.04 |
|
| Goldman Sachs (GS) | 0.5 | $680k | 773.00 | 879.00 |
|
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.4 | $661k | NEW | 19k | 35.48 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $657k | NEW | 9.8k | 67.22 |
|
| Netflix (NFLX) | 0.4 | $654k | +895% | 7.0k | 93.76 |
|
| Ge Aerospace Com New (GE) | 0.4 | $648k | 2.1k | 308.02 |
|
|
| Texas Instruments Incorporated (TXN) | 0.4 | $638k | -3% | 3.7k | 173.50 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $637k | NEW | 5.3k | 120.18 |
|
| Palo Alto Networks (PANW) | 0.4 | $634k | -37% | 3.4k | 184.20 |
|
| Pepsi (PEP) | 0.4 | $627k | 4.4k | 143.52 |
|
|
| Wells Fargo & Company (WFC) | 0.4 | $613k | +14% | 6.6k | 93.20 |
|
| Deere & Company (DE) | 0.4 | $607k | NEW | 1.3k | 465.57 |
|
| Ge Vernova (GEV) | 0.4 | $598k | +3% | 915.00 | 653.60 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $546k | -26% | 3.2k | 171.18 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $546k | NEW | 3.5k | 154.11 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $546k | -39% | 4.2k | 131.03 |
|
| Ishares Tr Ibonds Dec 2034 (IBTP) | 0.3 | $517k | +12% | 20k | 25.81 |
|
| PNC Financial Services (PNC) | 0.3 | $512k | NEW | 2.5k | 208.73 |
|
| Eaton Corp SHS (ETN) | 0.3 | $511k | 1.6k | 318.50 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $508k | +5% | 4.4k | 116.08 |
|
| Gra (GGG) | 0.3 | $490k | 6.0k | 81.94 |
|
|
| General Dynamics Corporation (GD) | 0.3 | $487k | NEW | 1.4k | 336.69 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $480k | +27% | 447.00 | 1074.68 |
|
| Expedia Group Com New (EXPE) | 0.3 | $478k | -9% | 1.7k | 283.30 |
|
| Monster Beverage Corp (MNST) | 0.3 | $475k | 6.2k | 76.67 |
|
|
| Abbvie (ABBV) | 0.3 | $464k | -36% | 2.0k | 228.50 |
|
| Axon Enterprise (AXON) | 0.3 | $448k | +35% | 788.00 | 568.00 |
|
| Quanta Services (PWR) | 0.3 | $447k | -3% | 1.1k | 422.07 |
|
| Cadence Design Systems (CDNS) | 0.3 | $442k | +9% | 1.4k | 312.60 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $426k | +2% | 3.8k | 113.10 |
|
| Starbucks Corporation (SBUX) | 0.3 | $426k | +45% | 5.1k | 84.20 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $423k | -64% | 902.00 | 469.00 |
|
| Xcel Energy (XEL) | 0.3 | $422k | +90% | 5.7k | 73.80 |
|
| American Tower Reit (AMT) | 0.3 | $416k | -28% | 2.4k | 175.57 |
|
| Johnson & Johnson (JNJ) | 0.3 | $394k | -36% | 1.9k | 206.95 |
|
| Merck & Co (MRK) | 0.3 | $385k | +40% | 3.7k | 105.26 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $380k | 665.00 | 570.88 |
|
|
| Vistra Energy (VST) | 0.2 | $362k | +17% | 2.2k | 161.38 |
|
| Sofi Technologies (SOFI) | 0.2 | $360k | NEW | 14k | 26.18 |
|
| Oracle Corporation (ORCL) | 0.2 | $350k | -38% | 1.8k | 195.00 |
|
| Simpson Manufacturing (SSD) | 0.2 | $345k | 2.1k | 161.47 |
|
|
| Primerica (PRI) | 0.2 | $344k | 1.3k | 258.00 |
|
|
| Home Depot (HD) | 0.2 | $334k | -38% | 970.00 | 344.12 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $328k | NEW | 3.4k | 96.28 |
|
| Watts Water Technologies Cl A (WTS) | 0.2 | $319k | 1.2k | 276.02 |
|
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $314k | -13% | 6.6k | 47.75 |
|
| Medtronic SHS (MDT) | 0.2 | $311k | +47% | 3.2k | 96.06 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $310k | NEW | 290.00 | 1069.86 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.2 | $306k | NEW | 5.7k | 54.07 |
|
| Coca-Cola Company (KO) | 0.2 | $304k | NEW | 4.3k | 69.91 |
|
| Toro Company (TTC) | 0.2 | $296k | 3.8k | 78.72 |
|
|
| Linde SHS (LIN) | 0.2 | $291k | -7% | 683.00 | 426.40 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $290k | NEW | 2.4k | 120.34 |
|
| Qualcomm (QCOM) | 0.2 | $286k | -46% | 1.7k | 171.05 |
|
| FTI Consulting (FCN) | 0.2 | $279k | 1.6k | 170.83 |
|
|
| Broadridge Financial Solutions (BR) | 0.2 | $272k | 1.2k | 223.00 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $271k | NEW | 7.2k | 37.39 |
|
| Acushnet Holdings Corp (GOLF) | 0.2 | $270k | -8% | 3.4k | 79.80 |
|
| Walt Disney Company (DIS) | 0.2 | $268k | NEW | 2.4k | 113.79 |
|
| Micron Technology (MU) | 0.2 | $267k | NEW | 935.00 | 285.42 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $264k | +3% | 456.00 | 579.45 |
|
| RBC Bearings Incorporated (RBC) | 0.2 | $259k | +8% | 578.00 | 448.43 |
|
| McDonald's Corporation (MCD) | 0.2 | $259k | NEW | 847.00 | 305.62 |
|
| Jack Henry & Associates (JKHY) | 0.2 | $251k | NEW | 1.4k | 182.49 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $244k | NEW | 18k | 13.25 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $236k | NEW | 2.6k | 91.93 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $230k | NEW | 757.00 | 303.89 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $230k | -22% | 2.4k | 96.27 |
|
| Kennametal (KMT) | 0.2 | $227k | NEW | 8.0k | 28.41 |
|
| American Water Works (AWK) | 0.1 | $224k | NEW | 1.7k | 130.50 |
|
| Installed Bldg Prods (IBP) | 0.1 | $224k | 865.00 | 259.00 |
|
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $222k | NEW | 9.6k | 23.22 |
|
| Moelis & Co Cl A (MC) | 0.1 | $222k | -10% | 3.2k | 68.80 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $221k | NEW | 5.5k | 40.35 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $214k | NEW | 8.6k | 24.76 |
|
| Landstar System (LSTR) | 0.1 | $212k | NEW | 1.5k | 143.70 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $212k | NEW | 1.5k | 141.16 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $207k | NEW | 1.5k | 135.14 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $207k | NEW | 1.8k | 117.72 |
|
| Abbott Laboratories (ABT) | 0.1 | $204k | NEW | 1.6k | 125.25 |
|
| Rli (RLI) | 0.1 | $200k | NEW | 3.1k | 63.98 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $182k | 10k | 17.50 |
|
|
| Banco Santander Sa Adr (SAN) | 0.1 | $150k | 13k | 11.73 |
|
|
| Orion Marine (ORN) | 0.1 | $120k | 12k | 9.94 |
|
Past Filings by Petros Family Wealth
SEC 13F filings are viewable for Petros Family Wealth going back to 2024
- Petros Family Wealth 2025 Q4 filed Jan. 14, 2026
- Petros Family Wealth 2025 Q3 filed Oct. 17, 2025
- Petros Family Wealth 2025 Q2 filed July 22, 2025
- Petros Family Wealth 2025 Q1 filed April 23, 2025
- Petros Family Wealth 2024 Q4 filed Feb. 13, 2025