Petros Family Wealth

Petros Family Wealth as of Dec. 31, 2025

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 31k 271.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.2 $7.9M 12k 681.93
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.9 $5.8M 71k 82.32
Microsoft Corporation (MSFT) 3.5 $5.3M 11k 483.62
Vanguard Index Fds Mid Cap Etf (VO) 3.3 $4.9M 17k 290.22
NVIDIA Corporation (NVDA) 3.2 $4.8M 26k 186.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $4.6M 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 48k 66.00
Kla Corp Com New (KLAC) 2.0 $3.0M 2.5k 1215.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $3.0M 56k 53.76
Alphabet Cap Stk Cl C (GOOG) 2.0 $2.9M 9.3k 313.80
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.8 $2.7M 45k 60.17
JPMorgan Chase & Co. (JPM) 1.7 $2.6M 8.1k 322.22
Ishares Tr Core S&p500 Etf (IVV) 1.7 $2.6M 3.8k 684.94
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.5M 8.0k 313.00
Amazon (AMZN) 1.7 $2.5M 11k 230.82
UnitedHealth (UNH) 1.4 $2.1M 6.3k 330.11
Cisco Systems (CSCO) 1.2 $1.7M 23k 77.03
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $1.6M 21k 77.02
Emerson Electric (EMR) 1.1 $1.6M 12k 132.71
Bank of America Corporation (BAC) 1.1 $1.6M 29k 55.00
Costco Wholesale Corporation (COST) 1.1 $1.6M 1.8k 862.40
Blackrock (BLK) 1.0 $1.5M 1.4k 1070.29
Amgen (AMGN) 1.0 $1.5M 4.7k 327.30
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.5M 15k 99.88
L3harris Technologies (LHX) 0.9 $1.4M 4.8k 293.60
Ishares Tr Core Msci Eafe (IEFA) 0.9 $1.4M 15k 89.46
Meta Platforms Cl A (META) 0.9 $1.4M 2.1k 660.09
Analog Devices (ADI) 0.9 $1.3M 4.8k 271.21
Raytheon Technologies Corp (RTX) 0.9 $1.3M 7.1k 183.40
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.8 $1.3M 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 8.3k 148.69
Tesla Motors (TSLA) 0.8 $1.2M 2.7k 449.72
Advanced Micro Devices (AMD) 0.8 $1.2M 5.6k 214.16
Stryker Corporation (SYK) 0.8 $1.2M 3.4k 351.48
Broadcom (AVGO) 0.8 $1.2M 3.4k 346.11
Lowe's Companies (LOW) 0.8 $1.1M 4.8k 241.14
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.7 $1.1M 8.3k 132.37
Ishares Tr Core Univrsl Usd (IUSB) 0.7 $1.1M 23k 46.54
Intuitive Surgical Com New (ISRG) 0.7 $1.1M 1.9k 566.40
Wal-Mart Stores (WMT) 0.7 $1.1M 9.6k 111.42
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.0M 4.2k 246.16
TJX Companies (TJX) 0.7 $1.0M 6.6k 153.61
Intercontinental Exchange (ICE) 0.7 $977k 6.0k 161.96
Phillips 66 (PSX) 0.6 $957k 7.4k 129.00
International Business Machines (IBM) 0.6 $932k 3.1k 296.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $850k 1.4k 614.31
S&p Global (SPGI) 0.5 $784k 1.5k 522.56
Caterpillar (CAT) 0.5 $757k 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 5.2k 144.00
Nextera Energy (NEE) 0.5 $741k 9.2k 80.28
Visa Com Cl A (V) 0.5 $730k 2.1k 350.71
American Express Company (AXP) 0.5 $730k 2.0k 369.96
Palantir Technologies Cl A (PLTR) 0.5 $710k 4.0k 177.75
Metropcs Communications (TMUS) 0.5 $688k 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 19k 35.48
Ishares Core Msci Emkt (IEMG) 0.4 $657k 9.8k 67.22
Netflix (NFLX) 0.4 $654k 7.0k 93.76
Ge Aerospace Com New (GE) 0.4 $648k 2.1k 308.02
Texas Instruments Incorporated (TXN) 0.4 $638k 3.7k 173.50
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $637k 5.3k 120.18
Palo Alto Networks (PANW) 0.4 $634k 3.4k 184.20
Pepsi (PEP) 0.4 $627k 4.4k 143.52
Wells Fargo & Company (WFC) 0.4 $613k 6.6k 93.20
Deere & Company (DE) 0.4 $607k 1.3k 465.57
Ge Vernova (GEV) 0.4 $598k 915.00 653.60
Lam Research Corp Com New (LRCX) 0.4 $546k 3.2k 171.18
Blackstone Group Inc Com Cl A (BX) 0.4 $546k 3.5k 154.11
Arista Networks Com Shs (ANET) 0.4 $546k 4.2k 131.03
Ishares Tr Ibonds Dec 2034 (IBTP) 0.3 $517k 20k 25.81
PNC Financial Services (PNC) 0.3 $512k 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 4.4k 116.08
Gra (GGG) 0.3 $490k 6.0k 81.94
General Dynamics Corporation (GD) 0.3 $487k 1.4k 336.69
Eli Lilly & Co. (LLY) 0.3 $480k 447.00 1074.68
Expedia Group Com New (EXPE) 0.3 $478k 1.7k 283.30
Monster Beverage Corp (MNST) 0.3 $475k 6.2k 76.67
Abbvie (ABBV) 0.3 $464k 2.0k 228.50
Axon Enterprise (AXON) 0.3 $448k 788.00 568.00
Quanta Services (PWR) 0.3 $447k 1.1k 422.07
Cadence Design Systems (CDNS) 0.3 $442k 1.4k 312.60
Robinhood Mkts Com Cl A (HOOD) 0.3 $426k 3.8k 113.10
Starbucks Corporation (SBUX) 0.3 $426k 5.1k 84.20
Crowdstrike Hldgs Cl A (CRWD) 0.3 $423k 902.00 469.00
Xcel Energy (XEL) 0.3 $422k 5.7k 73.80
American Tower Reit (AMT) 0.3 $416k 2.4k 175.57
Johnson & Johnson (JNJ) 0.3 $394k 1.9k 206.95
Merck & Co (MRK) 0.3 $385k 3.7k 105.26
Mastercard Incorporated Cl A (MA) 0.3 $380k 665.00 570.88
Vistra Energy (VST) 0.2 $362k 2.2k 161.38
Sofi Technologies (SOFI) 0.2 $360k 14k 26.18
Oracle Corporation (ORCL) 0.2 $350k 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 970.00 344.12
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $328k 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 6.6k 47.75
Medtronic SHS (MDT) 0.2 $311k 3.2k 96.06
Asml Holding N V N Y Registry Shs (ASML) 0.2 $310k 290.00 1069.86
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $306k 5.7k 54.07
Coca-Cola Company (KO) 0.2 $304k 4.3k 69.91
Toro Company (TTC) 0.2 $296k 3.8k 78.72
Linde SHS (LIN) 0.2 $291k 683.00 426.40
Exxon Mobil Corporation (XOM) 0.2 $290k 2.4k 120.34
Qualcomm (QCOM) 0.2 $286k 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 7.2k 37.39
Acushnet Holdings Corp (GOLF) 0.2 $270k 3.4k 79.80
Walt Disney Company (DIS) 0.2 $268k 2.4k 113.79
Micron Technology (MU) 0.2 $267k 935.00 285.42
Thermo Fisher Scientific (TMO) 0.2 $264k 456.00 579.45
RBC Bearings Incorporated (RBC) 0.2 $259k 578.00 448.43
McDonald's Corporation (MCD) 0.2 $259k 847.00 305.62
Jack Henry & Associates (JKHY) 0.2 $251k 1.4k 182.49
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $244k 18k 13.25
Astrazeneca Sponsored Adr (AZN) 0.2 $236k 2.6k 91.93
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $230k 757.00 303.89
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $230k 2.4k 96.27
Kennametal (KMT) 0.2 $227k 8.0k 28.41
American Water Works (AWK) 0.1 $224k 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 9.6k 23.22
Moelis & Co Cl A (MC) 0.1 $222k 3.2k 68.80
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $221k 5.5k 40.35
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $214k 8.6k 24.76
Landstar System (LSTR) 0.1 $212k 1.5k 143.70
Ishares Tr Select Divid Etf (DVY) 0.1 $212k 1.5k 141.16
Amphenol Corp Cl A (APH) 0.1 $207k 1.5k 135.14
Select Sector Spdr Tr State Street Com (XLC) 0.1 $207k 1.8k 117.72
Abbott Laboratories (ABT) 0.1 $204k 1.6k 125.25
Rli (RLI) 0.1 $200k 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