Petros Family Wealth
Latest statistics and disclosures from Petros Family Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, MSFT, GOOG, QGRO, and represent 22.42% of Petros Family Wealth's stock portfolio.
- Added to shares of these 10 stocks: GOOG, LRCX, BABA, WTW, AVGO, EXPE, LYV, VST, BIIB, PANW.
- Started 20 new stock positions in BIIB, SAP, VST, NWG, SE, APP, SONY, WTW, TT, EXPE. MRK, TLRY, BABA, LRCX, IBP, SAN, TMO, SPDW, LYV, QBTS.
- Reduced shares in these 10 stocks: , QGRO, PGR, ABT, PYPL, UNH, FICO, HOOD, , CRVL.
- Sold out of its positions in ABT, CRVL, ELAN, EME, FICO, FDX, ESGD, KAI, KMI, LSTR. PKE, PYPL, PGR, SPYG, SAIC, ACN.
- Petros Family Wealth was a net buyer of stock by $1.0M.
- Petros Family Wealth has $120M in assets under management (AUM), dropping by 9.13%.
- Central Index Key (CIK): 0002004963
Tip: Access up to 7 years of quarterly data
Positions held by Petros Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Petros Family Wealth
Petros Family Wealth holds 134 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.3 | $7.5M | 11k | 666.21 |
|
|
| Apple (AAPL) | 4.7 | $5.6M | 22k | 254.63 |
|
|
| Microsoft Corporation (MSFT) | 4.0 | $4.8M | +3% | 9.3k | 517.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $4.7M | +30% | 19k | 243.54 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 3.4 | $4.1M | -17% | 36k | 114.40 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.4 | $4.0M | +5% | 51k | 78.90 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $3.7M | 20k | 186.58 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $2.7M | 41k | 65.27 |
|
|
| UnitedHealth (UNH) | 2.2 | $2.6M | -12% | 7.5k | 345.30 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.1 | $2.5M | +2% | 43k | 57.47 |
|
| Kla Corp Com New (KLAC) | 1.9 | $2.3M | +2% | 2.1k | 1078.60 |
|
| Blackrock (BLK) | 1.8 | $2.2M | +3% | 1.9k | 1165.80 |
|
| Cisco Systems (CSCO) | 1.7 | $2.1M | +2% | 30k | 68.42 |
|
| Amazon (AMZN) | 1.7 | $2.0M | 9.3k | 219.57 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.6 | $1.9M | 7.8k | 241.96 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $1.8M | 5.7k | 315.43 |
|
|
| Stryker Corporation (SYK) | 1.5 | $1.7M | +3% | 4.7k | 369.67 |
|
| Costco Wholesale Corporation (COST) | 1.2 | $1.5M | +8% | 1.6k | 925.67 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.2 | $1.5M | +5% | 20k | 75.10 |
|
| Tesla Motors (TSLA) | 1.2 | $1.4M | +2% | 3.2k | 444.72 |
|
| Broadcom (AVGO) | 1.1 | $1.4M | +43% | 4.1k | 329.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.3M | -2% | 5.3k | 243.10 |
|
| Meta Platforms Cl A (META) | 1.1 | $1.3M | 1.7k | 734.40 |
|
|
| Emerson Electric (EMR) | 1.1 | $1.3M | +2% | 9.6k | 131.19 |
|
| Harbor Etf Trust Harbor Alphaedge (EBIT) | 1.0 | $1.2M | 37k | 33.96 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.2M | +6% | 2.5k | 490.50 |
|
| International Business Machines (IBM) | 1.0 | $1.2M | +3% | 4.3k | 282.25 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $1.1M | 6.8k | 167.32 |
|
|
| Palo Alto Networks (PANW) | 0.9 | $1.1M | +37% | 5.5k | 203.62 |
|
| L3harris Technologies (LHX) | 0.9 | $1.0M | +4% | 3.4k | 305.40 |
|
| Bank of America Corporation (BAC) | 0.9 | $1.0M | +2% | 20k | 51.59 |
|
| 3M Company (MMM) | 0.9 | $1.0M | 6.7k | 155.19 |
|
|
| Arista Networks Com Shs (ANET) | 0.8 | $1.0M | -6% | 6.9k | 145.71 |
|
| Intercontinental Exchange (ICE) | 0.8 | $968k | +5% | 5.7k | 168.47 |
|
| Amgen (AMGN) | 0.8 | $952k | +2% | 3.4k | 282.19 |
|
| Intuitive Surgical Com New (ISRG) | 0.8 | $946k | -9% | 2.1k | 447.25 |
|
| Lowe's Companies (LOW) | 0.8 | $926k | +5% | 3.7k | 251.32 |
|
| Analog Devices (ADI) | 0.7 | $861k | +7% | 3.5k | 245.68 |
|
| Netflix (NFLX) | 0.7 | $840k | +4% | 701.00 | 1198.92 |
|
| Metropcs Communications (TMUS) | 0.7 | $835k | 3.5k | 239.39 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $816k | -8% | 2.9k | 281.25 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $767k | -8% | 4.2k | 182.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $756k | 1.5k | 502.73 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $754k | 1.00 | 754200.00 |
|
|
| Phillips 66 (PSX) | 0.6 | $741k | +8% | 5.5k | 136.00 |
|
| Abbvie (ABBV) | 0.6 | $738k | -2% | 3.2k | 231.53 |
|
| Caterpillar (CAT) | 0.6 | $707k | -3% | 1.5k | 477.15 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $697k | 3.8k | 183.74 |
|
|
| Nextera Energy (NEE) | 0.6 | $663k | -5% | 8.8k | 75.49 |
|
| American Express Company (AXP) | 0.5 | $646k | +4% | 1.9k | 332.14 |
|
| Home Depot (HD) | 0.5 | $636k | +3% | 1.6k | 405.20 |
|
| American Tower Reit (AMT) | 0.5 | $635k | +9% | 3.3k | 192.29 |
|
| Ge Aerospace Com New (GE) | 0.5 | $621k | 2.1k | 300.84 |
|
|
| Pfizer (PFE) | 0.5 | $616k | -8% | 24k | 25.48 |
|
| Goldman Sachs (GS) | 0.5 | $612k | -7% | 768.00 | 796.35 |
|
| Pepsi (PEP) | 0.5 | $608k | +3% | 4.3k | 140.43 |
|
| Wal-Mart Stores (WMT) | 0.5 | $605k | -4% | 5.9k | 103.06 |
|
| Eaton Corp SHS (ETN) | 0.5 | $591k | +4% | 1.6k | 374.26 |
|
| TJX Companies (TJX) | 0.5 | $585k | 4.0k | 144.54 |
|
|
| Lam Research Corp Com New (LRCX) | 0.5 | $585k | NEW | 4.4k | 133.90 |
|
| Johnson & Johnson (JNJ) | 0.5 | $554k | +20% | 3.0k | 185.41 |
|
| Ge Vernova (GEV) | 0.5 | $546k | -15% | 888.00 | 614.90 |
|
| Advanced Micro Devices (AMD) | 0.4 | $537k | -16% | 3.3k | 161.77 |
|
| S&p Global (SPGI) | 0.4 | $532k | +4% | 1.1k | 486.75 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.4 | $528k | -38% | 3.7k | 143.18 |
|
| Qualcomm (QCOM) | 0.4 | $522k | -3% | 3.1k | 166.35 |
|
| Gra (GGG) | 0.4 | $514k | -2% | 6.0k | 84.94 |
|
| Leidos Holdings (LDOS) | 0.4 | $492k | +5% | 2.6k | 189.00 |
|
| Wells Fargo & Company (WFC) | 0.4 | $483k | 5.8k | 83.83 |
|
|
| Garmin SHS (GRMN) | 0.4 | $460k | 1.9k | 246.33 |
|
|
| Ishares Tr Ibonds Dec 2034 (IBTP) | 0.4 | $460k | +8% | 18k | 25.91 |
|
| Quanta Services (PWR) | 0.4 | $456k | +2% | 1.1k | 414.43 |
|
| Cadence Design Systems (CDNS) | 0.4 | $453k | 1.3k | 351.20 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.4 | $452k | -2% | 4.1k | 108.97 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $442k | NEW | 2.5k | 178.71 |
|
| Monster Beverage Corp (MNST) | 0.4 | $420k | +6% | 6.2k | 67.32 |
|
| Willis Towers Watson SHS (WTW) | 0.4 | $419k | NEW | 1.2k | 345.45 |
|
| Axon Enterprise (AXON) | 0.3 | $418k | 582.00 | 718.00 |
|
|
| Visa Com Cl A (V) | 0.3 | $412k | 1.2k | 341.37 |
|
|
| Constellation Energy (CEG) | 0.3 | $404k | +28% | 1.2k | 329.07 |
|
| Ishares Silver Tr Ishares (SLV) | 0.3 | $403k | +12% | 9.5k | 42.37 |
|
| Expedia Group Com New (EXPE) | 0.3 | $400k | NEW | 1.9k | 213.80 |
|
| Live Nation Entertainment (LYV) | 0.3 | $377k | NEW | 2.3k | 163.40 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $377k | -3% | 662.00 | 568.82 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $374k | 7.7k | 48.33 |
|
|
| Vistra Energy (VST) | 0.3 | $373k | NEW | 1.9k | 196.00 |
|
| Hormel Foods Corporation (HRL) | 0.3 | $371k | -6% | 15k | 24.74 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.3 | $370k | -5% | 7.6k | 48.67 |
|
| Primerica (PRI) | 0.3 | $370k | -8% | 1.3k | 278.00 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $362k | -8% | 8.0k | 45.10 |
|
| Simpson Manufacturing (SSD) | 0.3 | $356k | -9% | 2.1k | 167.46 |
|
| Linde SHS (LIN) | 0.3 | $351k | 738.00 | 475.00 |
|
|
| Honeywell International (HON) | 0.3 | $349k | -4% | 1.7k | 210.50 |
|
| Biogen Idec (BIIB) | 0.3 | $323k | NEW | 2.3k | 140.07 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.3 | $322k | +16% | 16k | 19.87 |
|
| Watts Water Technologies Cl A (WTS) | 0.3 | $322k | -9% | 1.2k | 279.28 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $319k | -9% | 3.7k | 87.31 |
|
| Southern Company (SO) | 0.3 | $309k | 3.3k | 94.76 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.3 | $302k | -9% | 1.3k | 227.78 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $299k | 3.1k | 96.55 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $294k | -2% | 3.5k | 84.60 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $291k | 1.2k | 238.33 |
|
|
| Acushnet Holdings Corp (GOLF) | 0.2 | $290k | -8% | 3.7k | 78.49 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $286k | 1.0k | 281.86 |
|
|
| Toro Company (TTC) | 0.2 | $285k | -8% | 3.7k | 76.20 |
|
| Enbridge (ENB) | 0.2 | $277k | 5.5k | 50.46 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $274k | 456.00 | 600.37 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $267k | 350.00 | 763.00 |
|
|
| FTI Consulting (FCN) | 0.2 | $264k | -8% | 1.6k | 161.65 |
|
| Moelis & Co Cl A (MC) | 0.2 | $256k | -7% | 3.6k | 71.40 |
|
| Ecolab (ECL) | 0.2 | $256k | 934.00 | 273.89 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $255k | -4% | 1.7k | 145.65 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $249k | NEW | 346.00 | 718.50 |
|
| Xcel Energy (XEL) | 0.2 | $242k | 3.0k | 80.60 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $236k | NEW | 5.5k | 42.79 |
|
| Merck & Co (MRK) | 0.2 | $218k | NEW | 2.6k | 83.91 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $214k | NEW | 800.00 | 267.20 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $213k | NEW | 439.00 | 485.00 |
|
| Solventum Corp Com Shs (SOLV) | 0.2 | $213k | -4% | 2.9k | 73.00 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $210k | -42% | 715.00 | 293.74 |
|
| Installed Bldg Prods (IBP) | 0.2 | $210k | NEW | 851.00 | 246.60 |
|
| Sea Sponsord Ads (SE) | 0.2 | $210k | NEW | 1.2k | 178.73 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $210k | -10% | 4.8k | 44.10 |
|
| Medtronic SHS (MDT) | 0.2 | $209k | -8% | 2.2k | 95.24 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $208k | NEW | 7.2k | 28.79 |
|
| RBC Bearings Incorporated (RBC) | 0.2 | $207k | -8% | 531.00 | 390.29 |
|
| Trane Technologies SHS (TT) | 0.2 | $207k | NEW | 491.00 | 422.00 |
|
| D-wave Quantum (QBTS) | 0.2 | $206k | NEW | 8.3k | 24.71 |
|
| Hanesbrands (HBI) | 0.2 | $189k | +60% | 29k | 6.59 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $147k | NEW | 10k | 14.15 |
|
| Banco Santander Adr (SAN) | 0.1 | $134k | NEW | 13k | 10.48 |
|
| Orion Marine (ORN) | 0.1 | $101k | -6% | 12k | 8.32 |
|
| Tilray (TLRY) | 0.0 | $38k | NEW | 22k | 1.73 |
|
| Xtant Med Hldgs Com New (XTNT) | 0.0 | $13k | 20k | 0.65 |
|
Past Filings by Petros Family Wealth
SEC 13F filings are viewable for Petros Family Wealth going back to 2024
- 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