Institutions / Petros Family Wealth, LLC
Petros Family Wealth, LLC
CIK 2004963 · Institution · as of Dec 31, 2025
Portfolio value
$150.21M
Positions
141
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 141 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $8.51M | 5.7% |
| SPDR S&P 500 ETF Tr | $7.86M | 5.2% |
| American Centy ETF Tr | $5.84M | 3.9% |
| Microsoft Corp | $5.31M | 3.5% |
| Vanguard Index Fds | $4.91M | 3.3% |
| NVIDIA Corp | $4.79M | 3.2% |
| Vanguard Tax-Managed Fds | $4.62M | 3.1% |
| American Centy ETF Tr | $4.13M | 2.8% |
| iShares Tr | $3.14M | 2.1% |
| Kla Corp | $3.04M | 2.0% |
| Vanguard Intl Equity Index F | $3.01M | 2.0% |
| Alphabet Inc. | $2.93M | 2.0% |
| Pacer Fds Tr | $2.73M | 1.8% |
| JPMorgan Chase & Co | $2.61M | 1.7% |
| iShares Tr | $2.59M | 1.7% |
| Alphabet Inc. | $2.50M | 1.7% |
| Amazon.com Inc | $2.50M | 1.7% |
| Unitedhealth Group Inc | $2.08M | 1.4% |
| Cisco Systems, Inc. | $1.74M | 1.2% |
| American Centy ETF Tr | $1.65M | 1.1% |
| Emerson Electric Co | $1.63M | 1.1% |
| Bank of America Corp /De | $1.62M | 1.1% |
| Costco Wholesale Corp /New | $1.59M | 1.1% |
| BlackRock, Inc. | $1.54M | 1.0% |
| Amgen Inc | $1.53M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.