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
$397B
$558 Million 0.51% of portfolio
1,523
Q2 2025 Reduced 14.0%
$154B
$549 Million 0.5% of portfolio
1,041
Q2 2025 Reduced 0.86%
$13.7B
$533 Million 0.49% of portfolio
6,204
Q2 2025 Reduced 1.32%
$150B
$537 Million 0.49% of portfolio
1,503
Q2 2025 Added 1.42%
$328B
$541 Million 0.49% of portfolio
2,100
Q2 2025 New
$184B
$519 Million 0.47% of portfolio
3,260
Q2 2025 Reduced 37.32%
$166B
$495 Million 0.45% of portfolio
4,008
Q2 2025 Reduced 9.22%
$46.4B
$480 Million 0.44% of portfolio
580
Q2 2025 Reduced 1.69%
$13B
$484 Million 0.44% of portfolio
16,010
Q1 2025 Reduced 20.15%
$319B
$461 Million 0.42% of portfolio
5,754
Q2 2025 Reduced 16.02%
$548B
$435 Million 0.4% of portfolio
1,226
Q2 2025 Added 5.33%
$92.3B
$408 Million 0.37% of portfolio
8,814
Q2 2025 Reduced 8.5%
$62.6B
$407 Million 0.37% of portfolio
1,077
Q2 2025 Reduced 5.44%
$137B
$405 Million 0.37% of portfolio
1,738
Q2 2025 Added 1.94%
$47.3B
$391 Million 0.36% of portfolio
1,872
Q2 2025 Added 10.83%
$88.9B
$394 Million 0.36% of portfolio
1,277
Q2 2025 Added 2.57%
$9.68B
$399 Million 0.36% of portfolio
1,459
Q1 2025 Added 2.31%
$524B
$385 Million 0.35% of portfolio
685
Q2 2025 Added 10.66%
$86.3B
$388 Million 0.35% of portfolio
4,261
Q2 2025 Reduced 6.35%
$76.4B
$380 Million 0.35% of portfolio
5,115
Q2 2025 Added 8.46%
$502B
$379 Million 0.35% of portfolio
2,484
Q2 2025 Reduced 14.7%
$7.41B
$365 Million 0.33% of portfolio
2,347
Q2 2025 Added 0.3%
$37B
$366 Million 0.33% of portfolio
5,850
Q2 2025 New
$40.9B
$347 Million 0.32% of portfolio
190
Q2 2025 New
$67.8B
$349 Million 0.32% of portfolio
7,710
Q2 2025 Reduced 3.34%
$95.1B
$326 Million 0.3% of portfolio
3,556
Q2 2025 Reduced 7.23%
$32.7B
$316 Million 0.29% of portfolio
590
Q2 2025 Reduced 12.46%
$57.1B
$318 Million 0.29% of portfolio
1,457
Q2 2025 Reduced 11.86%
$131B
$309 Million 0.28% of portfolio
956
Q2 2025 New
$7.54B
$312 Million 0.28% of portfolio
1,268
Q1 2025 Added 0.63%
$107B
$299 Million 0.27% of portfolio
3,253
Q2 2025 Added 0.43%
$35B
$296 Million 0.27% of portfolio
1,219
Q2 2025 Reduced 0.41%
$7.73B
$290 Million 0.27% of portfolio
4,110
Q2 2025 Added 16.76%
$5.71B
$294 Million 0.27% of portfolio
4,038
Q2 2025 Reduced 0.32%
$5.22B
$289 Million 0.26% of portfolio
1,790
Q1 2025 Added 1.42%
$779B
$278 Million 0.25% of portfolio
357
Q2 2025 Reduced 0.56%
$77.1B
$252 Million 0.23% of portfolio
934
Q2 2025 Reduced 13.36%
$4.09B
$243 Million 0.22% of portfolio
3,897
Q2 2025 Added 0.7%
$95.6B
$244 Million 0.22% of portfolio
5,394
Q2 2025 New
$61.6B
$226 Million 0.21% of portfolio
996
Q2 2025 Reduced 12.32%
$1.23B
$235 Million 0.21% of portfolio
2,288
Q1 2025 Added 1.96%
$4.7B
$224 Million 0.2% of portfolio
1,610
Q2 2025 Added 10.43%
$7.21B
$224 Million 0.2% of portfolio
583
Q2 2025 Reduced 14.77%
$3.46B
$223 Million 0.2% of portfolio
702
Q1 2025 Reduced 0.43%
$61.2B
$223 Million 0.2% of portfolio
7,571
Q2 2025 Reduced 26.45%
$126B
$209 Million 0.19% of portfolio
2,393
Q2 2025 Reduced 23.08%
$5.34B
$203 Million 0.19% of portfolio
1,799
Q4 2024 New
$44.4B
$207 Million 0.19% of portfolio
3,034
Q2 2025 New
$3.12B
$197 Million 0.18% of portfolio
12,701
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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