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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.56B
$235 Million 0.21% of portfolio
2,288
Q1 2025 Added 1.96%
$378M
$152 Million 0.14% of portfolio
10,312
Q1 2025 Added 0.42%

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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