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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.86 Billion 5.24% of portfolio
11,532
Q4 2025 Added 2.02%
$0
$5.84 Billion 3.89% of portfolio
70,910
Q4 2025 Added 39.46%
$0
$4.91 Billion 3.27% of portfolio
16,902
Q4 2025 Added 2,263.92%
$0
$4.62 Billion 3.08% of portfolio
73,981
Q4 2025 New
$0
$4.13 Billion 2.75% of portfolio
36,082
Q4 2025 Added 1.0%
$0
$3.14 Billion 2.09% of portfolio
47,627
Q4 2025 Added 15.46%
$0
$3.01 Billion 2.0% of portfolio
55,951
Q4 2025 New
$0
$2.73 Billion 1.82% of portfolio
45,390
Q4 2025 Added 4.92%
$0
$2.59 Billion 1.73% of portfolio
3,788
Q4 2025 New
$0
$1.65 Billion 1.1% of portfolio
21,361
Q4 2025 Added 8.41%
$0
$1.48 Billion 0.98% of portfolio
14,778
Q4 2025 New
$0
$1.38 Billion 0.92% of portfolio
15,374
Q4 2025 Added 320.86%
$0
$1.27 Billion 0.84% of portfolio
25,531
Q4 2025 New
$0
$1.24 Billion 0.82% of portfolio
8,308
Q4 2025 Added 375.01%
$0
$1.1 Billion 0.73% of portfolio
8,338
Q4 2025 New
$0
$1.09 Billion 0.72% of portfolio
23,351
Q4 2025 New
$0
$850 Million 0.57% of portfolio
1,384
Q4 2025 Added 203.51%
$0
$741 Million 0.49% of portfolio
5,150
Q4 2025 Added 406.89%
$0
$656 Million 0.44% of portfolio
9,766
Q4 2025 New
$0
$661 Million 0.44% of portfolio
18,625
Q4 2025 New
$0
$637 Million 0.42% of portfolio
5,300
Q4 2025 New
$0
$328 Million 0.22% of portfolio
3,405
Q4 2025 New
$0
$314 Million 0.21% of portfolio
6,577
Q4 2025 Reduced 13.49%
$0
$271 Million 0.18% of portfolio
7,235
Q4 2025 New
$0
$244 Million 0.16% of portfolio
18,400
Q4 2025 New
$0
$221 Million 0.15% of portfolio
5,484
Q4 2025 New
$0
$230 Million 0.15% of portfolio
2,386
Q4 2025 Reduced 22.93%
$0
$222 Million 0.15% of portfolio
9,563
Q4 2025 New
$0
$206 Million 0.14% of portfolio
1,754
Q4 2025 New
$0
$212 Million 0.14% of portfolio
1,500
Q4 2025 New

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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