Petros Family Wealth, LLC Portfolio Holdings

Petros Family Wealth, LLC

  • $109 Billion
  • Q2 2025

Petros Family Wealth, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 445 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $6.95B, American Centy ETF Tr Stoxx Us with a value of $4.72B, Apple Inc. with a value of $4.59B, Microsoft Corp with a value of $4.48B, and American Centy ETF Tr Avantis with a value of $3.58B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $90.4B to 109B.

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 $109 Billion
Technology: $28.2 Billion
ETFs: $26.1 Billion
Financial Services: $10.7 Billion
Industrials: $9.94 Billion
Healthcare: $9.91 Billion
Communication Services: $6.58 Billion
Consumer Cyclical: $5.53 Billion
Consumer Defensive: $3.46 Billion
Other: $3.81 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$4.59 Billion 4.2% of portfolio
22,388
Q2 2025 Reduced 0.97%
$3.95T
$4.48 Billion 4.09% of portfolio
9,001
Q2 2025 Added 1.61%
$456B
$3.15 Billion 2.88% of portfolio
19,956
Q2 2025 Added 7.14%
$245B
$2.64 Billion 2.41% of portfolio
8,473
Q2 2025 Added 2.54%
$1.24T
$2.63 Billion 2.4% of portfolio
14,805
Q2 2025 Added 0.87%
$293B
$2.04 Billion 1.86% of portfolio
29,377
Q2 2025 Reduced 2.1%
$2.26T
$2.01 Billion 1.84% of portfolio
9,161
Q2 2025 Added 25.1%
$133B
$1.86 Billion 1.7% of portfolio
2,081
Q2 2025 Added 14.85%
$142B
$1.79 Billion 1.64% of portfolio
4,536
Q2 2025 Added 3.82%
$859B
$1.67 Billion 1.53% of portfolio
5,772
Q2 2025 Added 5.37%
$439B
$1.46 Billion 1.33% of portfolio
1,475
Q2 2025 Reduced 12.67%
$1.78T
$1.27 Billion 1.16% of portfolio
1,720
Q2 2025 Added 12.13%
$169B
$1.27 Billion 1.16% of portfolio
2,341
Q2 2025 Added 8.43%
$78.6B
$1.24 Billion 1.13% of portfolio
9,319
Q2 2025 Added 0.87%
$93.6B
$1.21 Billion 1.11% of portfolio
2,379
Q2 2025 Added 1.45%
$210B
$1.22 Billion 1.11% of portfolio
4,132
Q2 2025 Reduced 3.23%
$102B
$1 Billion 0.92% of portfolio
5,465
Q2 2025 Reduced 9.35%
$229B
$991 Million 0.91% of portfolio
6,786
Q2 2025 Reduced 1.5%
$1.08T
$983 Million 0.9% of portfolio
3,095
Q2 2025 Added 4.74%
$1.21T
$960 Million 0.88% of portfolio
5,450
Q2 2025 Added 14.88%
$381B
$931 Million 0.85% of portfolio
19,671
Q2 2025 Reduced 3.21%
$152B
$915 Million 0.84% of portfolio
3,276
Q2 2025 Reduced 0.79%
$545B
$897 Million 0.82% of portfolio
670
Q2 2025 Reduced 7.97%
$150B
$903 Million 0.82% of portfolio
3,021
Q2 2025 Reduced 28.33%
$314B
$827 Million 0.76% of portfolio
3,472
Q2 2025 Added 56.89%
$52.5B
$819 Million 0.75% of portfolio
4,000
Q2 2025 Added 7.12%
$51.7B
$815 Million 0.74% of portfolio
3,249
Q2 2025 Reduced 6.72%
$127B
$797 Million 0.73% of portfolio
2,892
Q2 2025 Added 2.77%
$177B
$786 Million 0.72% of portfolio
3,787
Q2 2025 Added 4.41%
$119B
$775 Million 0.71% of portfolio
3,255
Q2 2025 Reduced 10.13%
$152B
$778 Million 0.71% of portfolio
3,505
Q2 2025 Reduced 1.85%
$423B
$729 Million 0.67% of portfolio
1
Q4 2024 New
$621B
$734 Million 0.67% of portfolio
1,510
Q2 2025 Added 9.66%
$684B
$694 Million 0.63% of portfolio
3,174
Q2 2025 Reduced 4.54%
$95.3B
$669 Million 0.61% of portfolio
3,028
Q2 2025 Reduced 1.66%
$141B
$642 Million 0.59% of portfolio
9,249
Q2 2025 Added 35.56%
$138B
$640 Million 0.58% of portfolio
26,406
Q2 2025 Reduced 9.52%
$367B
$624 Million 0.57% of portfolio
4,578
Q2 2025 Added 41.47%
$351B
$608 Million 0.56% of portfolio
3,277
Q2 2025 Added 1.36%
$281B
$599 Million 0.55% of portfolio
6,127
Q2 2025 Reduced 0.58%
$218B
$599 Million 0.55% of portfolio
1,542
Q2 2025 Added 10.38%
$57.7B
$601 Million 0.55% of portfolio
5,040
Q2 2025 Reduced 1.35%
$227B
$595 Million 0.54% of portfolio
1,865
Q2 2025 Added 12.28%
$254B
$589 Million 0.54% of portfolio
832
Q2 2025 Added 3.35%
$142B
$587 Million 0.54% of portfolio
2,198
Q2 2025 Added 16.73%
$282B
$567 Million 0.52% of portfolio
3,993
Q2 2025 Added 5.58%
$229B
$566 Million 0.52% of portfolio
4,159
Q2 2025 Added 0.53%
$202B
$554 Million 0.51% of portfolio
4,193
Q2 2025 Reduced 9.58%
$95.5B
$563 Million 0.51% of portfolio
6,009
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $109 Billion
  • Prior Value $90.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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