Petros Family Wealth, LLC Portfolio Holdings

Petros Family Wealth, LLC

  • $150 Billion
  • Q4 2025

Petros Family Wealth, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 434 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.51B, Spdr S&P 500 ETF Trust with a value of $7.86B, American Centy ETF Tr Avantis with a value of $5.84B, Microsoft Corp with a value of $5.31B, and Vanguard Mid Cap ETF with a value of $4.91B.

Examining the 13F form we can see an increase of $30.7B in the current position value, from $119B to 150B.

Petros Family Wealth, LLC is based out at Bloomington, MN

Below you can find more details about Petros Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $54.9 Billion
Technology: $33.5 Billion
Financial Services: $12.7 Billion
Industrials: $10.5 Billion
Healthcare: $8.62 Billion
Communication Services: $8.41 Billion
Consumer Cyclical: $7.88 Billion
Consumer Defensive: $4.06 Billion
Other: $3.76 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$8.51 Billion 5.66% of portfolio
31,291
Q4 2025 Added 41.25%
$3.78T
$5.31 Billion 3.54% of portfolio
10,983
Q4 2025 Added 17.67%
$465B
$4.79 Billion 3.19% of portfolio
25,708
Q4 2025 Added 31.04%
$161B
$3.04 Billion 2.02% of portfolio
2,502
Q4 2025 Added 17.41%
$1.74T
$2.93 Billion 1.95% of portfolio
9,335
Q4 2025 Reduced 51.61%
$881B
$2.61 Billion 1.74% of portfolio
8,097
Q4 2025 Added 42.15%
$2.39T
$2.5 Billion 1.66% of portfolio
10,812
Q4 2025 Added 16.25%
$1.65T
$2.5 Billion 1.66% of portfolio
7,980
Q4 2025 Added 49.47%
$300B
$2.08 Billion 1.39% of portfolio
6,313
Q4 2025 Reduced 15.19%
$319B
$1.74 Billion 1.16% of portfolio
22,598
Q4 2025 Reduced 24.93%
$75.4B
$1.63 Billion 1.08% of portfolio
12,260
Q4 2025 Added 27.83%
$413B
$1.62 Billion 1.08% of portfolio
29,440
Q4 2025 Added 46.29%
$404B
$1.59 Billion 1.06% of portfolio
1,844
Q4 2025 Added 14.89%
$183B
$1.53 Billion 1.02% of portfolio
4,674
Q4 2025 Added 38.61%
$55.4B
$1.42 Billion 0.94% of portfolio
4,820
Q4 2025 Added 41.51%
$1.37T
$1.37 Billion 0.91% of portfolio
2,076
Q4 2025 Added 20.28%
$258B
$1.31 Billion 0.87% of portfolio
7,134
Q4 2025 Added 4.68%
$1.29T
$1.23 Billion 0.82% of portfolio
2,725
Q4 2025 Reduced 13.85%
$388B
$1.21 Billion 0.8% of portfolio
5,627
Q4 2025 Added 69.54%
$136B
$1.18 Billion 0.79% of portfolio
3,370
Q4 2025 Reduced 28.51%
$139B
$1.18 Billion 0.79% of portfolio
3,412
Q4 2025 Reduced 17.7%
$140B
$1.15 Billion 0.76% of portfolio
4,759
Q4 2025 Added 29.11%
$193B
$1.09 Billion 0.72% of portfolio
1,916
Q4 2025 Reduced 9.37%
$279B
$1.07 Billion 0.71% of portfolio
9,591
Q4 2025 Added 63.28%
$170B
$1.02 Billion 0.68% of portfolio
6,636
Q4 2025 Added 63.89%
$84.9B
$977 Million 0.65% of portfolio
6,030
Q4 2025 Added 4.94%
$68.5B
$957 Million 0.64% of portfolio
7,416
Q4 2025 Added 36.05%
$266B
$931 Million 0.62% of portfolio
3,145
Q4 2025 Reduced 26.54%
$159B
$784 Million 0.52% of portfolio
1,501
Q4 2025 Added 37.45%
$662B
$744 Million 0.5% of portfolio
1,481
Q4 2025 Reduced 1.46%
$291B
$757 Million 0.5% of portfolio
1,321
Q4 2025 Reduced 10.8%
$255B
$730 Million 0.49% of portfolio
1,972
Q4 2025 Added 1.34%
$168B
$741 Million 0.49% of portfolio
9,231
Q4 2025 Added 5.16%
$533B
$730 Million 0.49% of portfolio
2,081
Q4 2025 Added 72.27%
$342B
$710 Million 0.47% of portfolio
3,992
Q4 2025 Reduced 5.04%
$269B
$688 Million 0.46% of portfolio
3,387
Q4 2025 Reduced 2.84%
$265B
$679 Million 0.45% of portfolio
773
Q4 2025 Added 0.65%
$49.1B
$654 Million 0.44% of portfolio
6,975
Q4 2025 Added 895.01%
$328B
$647 Million 0.43% of portfolio
2,102
Q4 2025 Added 1.84%
$177B
$638 Million 0.42% of portfolio
3,676
Q4 2025 Reduced 3.14%
$204B
$627 Million 0.42% of portfolio
4,366
Q4 2025 Added 0.81%
$61.4B
$634 Million 0.42% of portfolio
3,441
Q4 2025 Reduced 37.52%
$317B
$613 Million 0.41% of portfolio
6,576
Q4 2025 Added 14.21%
$144B
$607 Million 0.4% of portfolio
1,304
Q4 2025 New
$98.1B
$546 Million 0.36% of portfolio
3,544
Q4 2025 New
$140B
$511 Million 0.34% of portfolio
1,605
Q4 2025 Added 1.71%
$89.3B
$508 Million 0.34% of portfolio
4,376
Q4 2025 Added 5.55%
$74.3B
$512 Million 0.34% of portfolio
2,452
Q4 2025 New
$13.5B
$490 Million 0.33% of portfolio
5,981
Q4 2025 Reduced 1.08%

Summary

  • Portfolio
  • No. of Stocks 434
  • Current Value $150 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 39 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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