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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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