Petros Family Wealth, LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $1.48M | 1.0% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $1.42M | 0.9% |
| ISHARES TR | $1.38M | 0.9% |
| Meta Platforms Inc | $1.37M | 0.9% |
| ANALOG DEVICES INC | $1.31M | 0.9% |
| RTX Corp | $1.31M | 0.9% |
| PGIM ETF TR | $1.27M | 0.8% |
| HARBOR ETF TRUST | $1.25M | 0.8% |
| iShares MSCI UAE ETF | $1.24M | 0.8% |
| Tesla Inc | $1.23M | 0.8% |
| ADVANCED MICRO DEVICES INC | $1.21M | 0.8% |
| STRYKER CORP | $1.18M | 0.8% |
| Broadcom Inc. | $1.18M | 0.8% |
| LOWES COMPANIES INC | $1.15M | 0.8% |
| GOLDMAN SACHS ETF TR | $1.10M | 0.7% |
| ISHARES TR | $1.09M | 0.7% |
| Intuitive Surgical Inc | $1.09M | 0.7% |
| Walmart Inc. | $1.07M | 0.7% |
| ISHARES TR | $1.04M | 0.7% |
| TJX Cos Inc/The | $1.02M | 0.7% |
| Intercontinental Exchange, Inc. | $976.7K | 0.7% |
| Phillips 66 | $956.9K | 0.6% |
| INTERNATIONAL BUSINESS MACHINES CORP | $931.5K | 0.6% |
| INVESCO QQQ TR | $850.2K | 0.6% |
| S&P Global Inc. | $784.4K | 0.5% |