Petros Family Wealth
Latest statistics and disclosures from Petros Family Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, AVDE, VEA, VO, and represent 22.94% of Petros Family Wealth's stock portfolio.
- Added to shares of these 10 stocks: SHY, QGRO, SGOV, VEA, KO, AVDE, SPY, IBTP, CVX, VO.
- Started 16 new stock positions in OKE, APD, SHY, NOC, T, PPG, TPL, EME, HON, UNP. PKG, SGOV, CVX, FDL, NUSC, AZN.
- Reduced shares in these 10 stocks: AAPL, NVDA, GOOG, GOOGL, PANW, PEP, LRCX, AMZN, , MSFT.
- Sold out of its positions in ABT, APH, AstraZeneca, AXON, BR, CRWD, DIS, EXPE, FTGC, KMT.
- Petros Family Wealth was a net seller of stock by $-7.0M.
- Petros Family Wealth has $140M in assets under management (AUM), dropping by -6.60%.
- Central Index Key (CIK): 0002004963
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Portfolio Holdings for Petros Family Wealth
Petros Family Wealth holds 131 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.8 | $8.1M | +7% | 12k | 650.33 |
|
| Apple (AAPL) | 4.8 | $6.8M | -14% | 27k | 253.79 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.7 | $6.7M | +10% | 78k | 84.84 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.8 | $5.4M | +13% | 84k | 64.08 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 3.8 | $5.3M | +9% | 19k | 287.18 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 3.3 | $4.6M | +22% | 44k | 105.03 |
|
| Microsoft Corporation (MSFT) | 2.6 | $3.6M | -11% | 9.7k | 370.17 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $3.5M | +9% | 52k | 67.54 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $3.5M | -22% | 20k | 174.40 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.4 | $3.3M | NEW | 40k | 82.57 |
|
| Kla Corp Com New (KLAC) | 2.4 | $3.3M | -10% | 2.2k | 1472.33 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.2 | $3.1M | +3% | 58k | 54.04 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.2 | $3.1M | +9% | 50k | 62.56 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.2M | -7% | 7.5k | 294.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $2.1M | -16% | 3.2k | 653.21 |
|
| Amgen (AMGN) | 1.4 | $2.0M | +23% | 5.8k | 351.86 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.0M | -25% | 6.9k | 286.86 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $1.9M | +12% | 24k | 80.59 |
|
| L3harris Technologies (LHX) | 1.3 | $1.9M | +13% | 5.5k | 345.20 |
|
| Costco Wholesale Corporation (COST) | 1.3 | $1.8M | -3% | 1.8k | 996.40 |
|
| UnitedHealth (UNH) | 1.2 | $1.8M | +2% | 6.5k | 270.59 |
|
| Cisco Systems (CSCO) | 1.2 | $1.8M | 23k | 77.59 |
|
|
| Amazon (AMZN) | 1.2 | $1.7M | -22% | 8.3k | 208.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.6M | -28% | 5.7k | 287.56 |
|
| Phillips 66 (PSX) | 1.1 | $1.6M | +16% | 8.6k | 182.20 |
|
| Analog Devices (ADI) | 1.1 | $1.5M | 4.9k | 318.15 |
|
|
| Blackrock (BLK) | 1.1 | $1.5M | +10% | 1.6k | 961.71 |
|
| Bank of America Corporation (BAC) | 1.1 | $1.5M | +7% | 32k | 48.75 |
|
| Raytheon Technologies Corp (RTX) | 1.1 | $1.5M | +10% | 7.9k | 192.90 |
|
| Harbor Etf Trust Harbor Alphaedge (EBIT) | 1.1 | $1.5M | +13% | 42k | 35.08 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $1.4M | -5% | 14k | 99.27 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.9 | $1.3M | +5% | 27k | 49.50 |
|
| Emerson Electric (EMR) | 0.9 | $1.3M | -19% | 9.9k | 131.00 |
|
| Lowe's Companies (LOW) | 0.9 | $1.2M | +10% | 5.2k | 236.25 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.2M | -12% | 13k | 90.53 |
|
| Stryker Corporation (SYK) | 0.8 | $1.2M | +5% | 3.6k | 328.58 |
|
| Ishares Tr Ibonds Dec 2034 (IBTP) | 0.8 | $1.1M | +105% | 41k | 25.63 |
|
| Intercontinental Exchange (ICE) | 0.7 | $1.1M | +10% | 6.7k | 157.28 |
|
| TJX Companies (TJX) | 0.7 | $1.0M | 6.5k | 159.70 |
|
|
| Nextera Energy (NEE) | 0.7 | $998k | +16% | 11k | 92.88 |
|
| Meta Platforms Cl A (META) | 0.7 | $994k | -16% | 1.7k | 572.13 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.7 | $983k | -8% | 21k | 46.21 |
|
| Coca-Cola Company (KO) | 0.7 | $979k | +196% | 13k | 76.05 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $956k | -8% | 3.9k | 248.00 |
|
| Advanced Micro Devices (AMD) | 0.7 | $945k | -17% | 4.6k | 203.44 |
|
| Metropcs Communications (TMUS) | 0.6 | $899k | +26% | 4.3k | 210.03 |
|
| Wal-Mart Stores (WMT) | 0.6 | $878k | -26% | 7.1k | 124.29 |
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $845k | -4% | 1.8k | 461.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $805k | 1.4k | 577.18 |
|
|
| Broadcom (AVGO) | 0.6 | $776k | -26% | 2.5k | 309.51 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $774k | +8% | 4.0k | 194.13 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.5 | $760k | -27% | 6.1k | 125.13 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $715k | NEW | 7.1k | 100.65 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $715k | -39% | 5.0k | 142.43 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $638k | -6% | 4.8k | 133.00 |
|
| Tesla Motors (TSLA) | 0.4 | $621k | -38% | 1.7k | 371.75 |
|
| Netflix (NFLX) | 0.4 | $561k | -16% | 5.8k | 96.15 |
|
| Caterpillar (CAT) | 0.4 | $548k | -41% | 773.00 | 708.46 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $544k | -20% | 7.8k | 69.75 |
|
| Chevron Corporation (CVX) | 0.4 | $508k | NEW | 2.5k | 206.90 |
|
| Deere & Company (DE) | 0.4 | $491k | -33% | 872.00 | 563.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $486k | -31% | 1.0k | 479.19 |
|
| General Dynamics Corporation (GD) | 0.3 | $484k | -2% | 1.4k | 343.25 |
|
| American Tower Reit (AMT) | 0.3 | $482k | +17% | 2.8k | 172.57 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $477k | -27% | 3.8k | 124.32 |
|
| Gra (GGG) | 0.3 | $471k | -7% | 5.6k | 84.65 |
|
| International Business Machines (IBM) | 0.3 | $470k | -38% | 1.9k | 242.38 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $464k | -20% | 3.2k | 146.28 |
|
| Ge Vernova (GEV) | 0.3 | $453k | -43% | 519.00 | 872.90 |
|
| American Express Company (AXP) | 0.3 | $447k | -25% | 1.5k | 302.47 |
|
| Eaton Corp SHS (ETN) | 0.3 | $441k | -23% | 1.2k | 357.67 |
|
| Wells Fargo & Company (WFC) | 0.3 | $426k | -18% | 5.4k | 79.62 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $408k | -20% | 3.3k | 122.79 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $403k | 2.4k | 169.66 |
|
|
| Goldman Sachs (GS) | 0.3 | $399k | -38% | 472.00 | 846.00 |
|
| Visa Com Cl A (V) | 0.3 | $396k | -37% | 1.3k | 302.24 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $395k | -3% | 3.4k | 115.00 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $386k | -25% | 3.3k | 118.62 |
|
| Simpson Manufacturing (SSD) | 0.3 | $386k | +5% | 2.2k | 171.62 |
|
| Ge Aerospace Com New (GE) | 0.3 | $378k | -36% | 1.3k | 283.78 |
|
| Xcel Energy (XEL) | 0.3 | $375k | -17% | 4.7k | 79.40 |
|
| Toro Company (TTC) | 0.3 | $368k | +4% | 3.9k | 93.44 |
|
| Quanta Services (PWR) | 0.3 | $363k | -37% | 662.00 | 549.00 |
|
| Packaging Corporation of America (PKG) | 0.3 | $355k | NEW | 1.7k | 212.22 |
|
| Watts Water Technologies Cl A (WTS) | 0.3 | $354k | +5% | 1.2k | 290.00 |
|
| Primerica (PRI) | 0.3 | $351k | +5% | 1.4k | 250.00 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $350k | -8% | 265.00 | 1320.82 |
|
| Union Pacific Corporation (UNP) | 0.2 | $341k | NEW | 1.4k | 242.61 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $337k | NEW | 494.00 | 682.00 |
|
| Acushnet Holdings Corp (GOLF) | 0.2 | $334k | +5% | 3.6k | 93.50 |
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.2 | $330k | -48% | 9.5k | 34.63 |
|
| Oneok (OKE) | 0.2 | $328k | NEW | 3.6k | 90.40 |
|
| Air Products & Chemicals (APD) | 0.2 | $327k | NEW | 1.1k | 290.47 |
|
| S&p Global (SPGI) | 0.2 | $327k | -48% | 769.00 | 425.33 |
|
| Cadence Design Systems (CDNS) | 0.2 | $326k | -17% | 1.2k | 277.85 |
|
| PNC Financial Services (PNC) | 0.2 | $322k | -36% | 1.5k | 208.07 |
|
| FTI Consulting (FCN) | 0.2 | $305k | +5% | 1.7k | 176.77 |
|
| RBC Bearings Incorporated (RBC) | 0.2 | $301k | -3% | 555.00 | 543.12 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $301k | +15% | 4.3k | 69.30 |
|
| Texas Pacific Land Corp (TPL) | 0.2 | $297k | NEW | 626.00 | 474.56 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.2 | $295k | -3% | 5.5k | 53.77 |
|
| Monster Beverage Corp (MNST) | 0.2 | $295k | -34% | 4.1k | 72.50 |
|
| Johnson & Johnson (JNJ) | 0.2 | $286k | -38% | 1.2k | 244.44 |
|
| Vistra Energy (VST) | 0.2 | $281k | -16% | 1.9k | 150.33 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $272k | -15% | 2.9k | 93.93 |
|
| PPG Industries (PPG) | 0.2 | $269k | NEW | 2.5k | 106.88 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $266k | 6.5k | 41.09 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $263k | +2% | 778.00 | 337.95 |
|
| Astrazeneca Ord (AZN) | 0.2 | $252k | NEW | 1.3k | 197.22 |
|
| Merck & Co (MRK) | 0.2 | $250k | -43% | 2.1k | 120.29 |
|
| Landstar System (LSTR) | 0.2 | $248k | +4% | 1.5k | 160.31 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $248k | -7% | 6.7k | 36.84 |
|
| Home Depot (HD) | 0.2 | $247k | -22% | 750.00 | 328.90 |
|
| Abbvie (ABBV) | 0.2 | $243k | -45% | 1.1k | 217.49 |
|
| Installed Bldg Prods (IBP) | 0.2 | $240k | +4% | 905.00 | 265.00 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $237k | +5% | 5.8k | 40.83 |
|
| American Water Works (AWK) | 0.2 | $237k | 1.7k | 136.00 |
|
|
| Medtronic SHS (MDT) | 0.2 | $235k | -16% | 2.7k | 86.62 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $232k | 2.4k | 97.23 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $232k | -30% | 464.00 | 499.67 |
|
| Jack Henry & Associates (JKHY) | 0.2 | $229k | +5% | 1.5k | 158.03 |
|
| First Tr Exchange-traded SHS (FDL) | 0.2 | $227k | NEW | 4.5k | 50.80 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $227k | 1.5k | 151.43 |
|
|
| At&t (T) | 0.2 | $222k | NEW | 7.7k | 28.99 |
|
| Emcor (EME) | 0.2 | $216k | NEW | 293.00 | 738.31 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $210k | NEW | 4.7k | 45.06 |
|
| Honeywell International (HON) | 0.1 | $205k | NEW | 905.00 | 226.03 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $204k | -50% | 222.00 | 919.76 |
|
| Linde SHS (LIN) | 0.1 | $203k | -39% | 410.00 | 495.79 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $195k | -38% | 11k | 17.32 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $130k | -9% | 12k | 11.28 |
|
Past Filings by Petros Family Wealth
SEC 13F filings are viewable for Petros Family Wealth going back to 2024
- Petros Family Wealth 2026 Q1 filed April 24, 2026
- 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