Petros Family Wealth, LLC Portfolio Holdings

Petros Family Wealth, LLC

  • $119 Billion
  • Q3 2025

Petros Family Wealth, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 429 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 $7.53B, Apple Inc. with a value of $5.64B, Microsoft Corp with a value of $4.83B, Alphabet Inc. with a value of $4.7B, and American Centy ETF Tr Stoxx Us with a value of $4.09B.

Examining the 13F form we can see an increase of $9.99B in the current position value, from $109B to 119B.

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 $119 Billion
Technology: $31.4 Billion
ETFs: $27 Billion
Financial Services: $10.4 Billion
Healthcare: $9.79 Billion
Industrials: $9.51 Billion
Communication Services: $9.32 Billion
Consumer Cyclical: $7.63 Billion
Consumer Defensive: $3.49 Billion
Other: $4.26 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$5.64 Billion 4.72% of portfolio
22,153
Q3 2025 Reduced 1.05%
$3.81T
$4.83 Billion 4.05% of portfolio
9,334
Q3 2025 Added 3.7%
$1.53T
$4.7 Billion 3.93% of portfolio
19,290
Q3 2025 Added 30.29%
$453B
$3.66 Billion 3.06% of portfolio
19,619
Q3 2025 Reduced 1.69%
$334B
$2.57 Billion 2.15% of portfolio
7,444
Q3 2025 Reduced 12.14%
$156B
$2.3 Billion 1.92% of portfolio
2,131
Q3 2025 Added 2.4%
$284B
$2.06 Billion 1.72% of portfolio
30,101
Q3 2025 Added 2.46%
$2.18T
$2.04 Billion 1.71% of portfolio
9,301
Q3 2025 Added 1.53%
$876B
$1.8 Billion 1.5% of portfolio
5,696
Q3 2025 Reduced 1.32%
$140B
$1.74 Billion 1.46% of portfolio
4,714
Q3 2025 Added 3.92%
$410B
$1.49 Billion 1.24% of portfolio
1,605
Q3 2025 Added 8.81%
$1.35T
$1.41 Billion 1.18% of portfolio
3,163
Q3 2025 Added 2.2%
$143B
$1.37 Billion 1.14% of portfolio
4,146
Q3 2025 Added 43.36%
$1.5T
$1.3 Billion 1.09% of portfolio
5,339
Q3 2025 Reduced 2.04%
$1.61T
$1.27 Billion 1.06% of portfolio
1,726
Q3 2025 Added 0.35%
$76.2B
$1.26 Billion 1.05% of portfolio
9,591
Q3 2025 Added 2.92%
$247B
$1.21 Billion 1.01% of portfolio
4,281
Q3 2025 Added 3.61%
$231B
$1.14 Billion 0.95% of portfolio
6,815
Q3 2025 Added 0.43%
$61.5B
$1.12 Billion 0.94% of portfolio
5,507
Q3 2025 Added 37.68%
$405B
$1.04 Billion 0.87% of portfolio
20,124
Q3 2025 Added 2.3%
$54.4B
$1.04 Billion 0.87% of portfolio
3,406
Q3 2025 Added 4.83%
$83.7B
$1.04 Billion 0.87% of portfolio
6,671
Q2 2025 Reduced 0.99%
$85.6B
$968 Million 0.81% of portfolio
5,746
Q3 2025 Added 5.14%
$158B
$952 Million 0.8% of portfolio
3,372
Q3 2025 Added 2.93%
$154B
$945 Million 0.79% of portfolio
2,114
Q3 2025 Reduced 9.7%
$151B
$926 Million 0.78% of portfolio
3,686
Q3 2025 Added 5.16%
$124B
$861 Million 0.72% of portfolio
3,505
Q3 2025 Added 7.68%
$527B
$840 Million 0.7% of portfolio
701
Q3 2025 Added 4.63%
$282B
$835 Million 0.7% of portfolio
3,486
Q3 2025 Added 0.4%
$844B
$816 Million 0.68% of portfolio
2,902
Q3 2025 Reduced 8.57%
$350B
$767 Million 0.64% of portfolio
4,204
Q3 2025 Reduced 8.17%
$440B
$754 Million 0.63% of portfolio
1
Q4 2024 New
$646B
$756 Million 0.63% of portfolio
1,503
Q3 2025 Reduced 0.46%
$61.7B
$741 Million 0.62% of portfolio
5,451
Q3 2025 Added 8.15%
$401B
$738 Million 0.62% of portfolio
3,186
Q3 2025 Reduced 2.78%
$286B
$707 Million 0.59% of portfolio
1,481
Q3 2025 Reduced 3.96%
$177B
$697 Million 0.58% of portfolio
3,795
Q3 2025 Added 0.21%
$167B
$663 Million 0.55% of portfolio
8,778
Q3 2025 Reduced 5.09%
$241B
$646 Million 0.54% of portfolio
1,946
Q3 2025 Added 4.34%
$397B
$636 Million 0.53% of portfolio
1,569
Q3 2025 Added 3.02%
$89.1B
$635 Million 0.53% of portfolio
3,303
Q3 2025 Added 9.08%
$136B
$616 Million 0.52% of portfolio
24,158
Q3 2025 Reduced 8.51%
$328B
$621 Million 0.52% of portfolio
2,064
Q3 2025 Reduced 1.71%
$289B
$605 Million 0.51% of portfolio
5,874
Q3 2025 Reduced 4.13%
$259B
$612 Million 0.51% of portfolio
768
Q3 2025 Reduced 7.69%
$210B
$608 Million 0.51% of portfolio
4,331
Q3 2025 Added 3.29%
$166B
$585 Million 0.49% of portfolio
4,049
Q3 2025 Added 1.02%
$150B
$591 Million 0.49% of portfolio
1,578
Q3 2025 Added 4.99%
$502B
$554 Million 0.46% of portfolio
2,986
Q3 2025 Added 20.21%

Summary

  • Portfolio
  • No. of Stocks 429
  • Current Value $119 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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