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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$741 Million 0.49% of portfolio
5,150
Q4 2025 Added 406.89%
$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%
$0
$656 Million 0.44% of portfolio
9,766
Q4 2025 New
$0
$661 Million 0.44% of portfolio
18,625
Q4 2025 New
$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
Ge Vernova Inc
-
$598 Million 0.4% of portfolio
-
Q4 2025 Added 3.04%
Arista Networks Inc
-
$546 Million 0.36% of portfolio
-
Q4 2025 Reduced 39.42%
$98.1B
$546 Million 0.36% of portfolio
3,544
Q4 2025 New
Lam Research Corp
-
$546 Million 0.36% of portfolio
-
Q4 2025 Reduced 26.9%
$140B
$511 Million 0.34% of portfolio
1,605
Q4 2025 Added 1.71%
Ishares Tr
-
$517 Million 0.34% of portfolio
-
Q4 2025 Added 12.89%
$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%
$94.5B
$486 Million 0.32% of portfolio
1,445
Q4 2025 New
$37.6B
$475 Million 0.32% of portfolio
6,191
Q4 2025 Reduced 0.77%
$40.2B
$478 Million 0.32% of portfolio
1,688
Q4 2025 Reduced 9.83%
$971B
$480 Million 0.32% of portfolio
447
Q4 2025 Added 27.71%
$414B
$464 Million 0.31% of portfolio
2,031
Q4 2025 Reduced 36.25%
$39.4B
$448 Million 0.3% of portfolio
788
Q4 2025 Added 35.4%
$61.4B
$447 Million 0.3% of portfolio
1,059
Q4 2025 Reduced 3.81%
$86.4B
$442 Million 0.29% of portfolio
1,414
Q4 2025 Added 9.61%
$97.3B
$426 Million 0.28% of portfolio
5,058
Q4 2025 Added 45.81%
$102B
$426 Million 0.28% of portfolio
3,767
Q4 2025 Added 2.2%
$44.1B
$422 Million 0.28% of portfolio
5,720
Q4 2025 Added 90.41%
$115B
$423 Million 0.28% of portfolio
902
Q4 2025 Reduced 64.25%
$84B
$416 Million 0.28% of portfolio
2,369
Q4 2025 Reduced 28.28%
$522B
$394 Million 0.26% of portfolio
1,902
Q4 2025 Reduced 36.3%
$235B
$385 Million 0.26% of portfolio
3,655
Q4 2025 Added 40.52%
$512B
$380 Million 0.25% of portfolio
665
Q4 2025 Added 0.45%
$22.2B
$360 Million 0.24% of portfolio
13,757
Q4 2025 New
$72.7B
$362 Million 0.24% of portfolio
2,243
Q4 2025 Added 17.99%
$593B
$349 Million 0.23% of portfolio
1,793
Q4 2025 Reduced 38.22%
$7.09B
$345 Million 0.23% of portfolio
2,138
Q4 2025 Added 0.56%
$9.51B
$345 Million 0.23% of portfolio
1,335
Q4 2025 Added 0.45%
$0
$328 Million 0.22% of portfolio
3,405
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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