Petros Family Wealth, LLC

13F filer · CIK 0002004963

Reported Jul 27, 2026

13F portfolio value$164MU.S. long equity reported on 13F

Positions98Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight27.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202698 positions
SPYSPDR S&P 500 ETF Trust	$9.46M	5.78%	Not reported	+2.0%	Q4 2024
AAPLApple Inc.	$7.89M	4.82%	0.00%	+2.3%	Q4 2024
KLACKla Corp	$5.59M	3.42%	0.00%	-17.6%	Q4 2024
NVDANvidia Corp	$3.94M	2.41%	0.00%	-1.1%	Q4 2024
UNHUnitedhealth Group Inc	$3.71M	2.27%	0.00%	+37.9%	Q4 2024
MSFTMicrosoft Corp	$3.71M	2.27%	0.00%	+2.4%	Q4 2024
CSCOCisco Systems, Inc.	$2.7M	1.65%	0.00%	+1.7%	Q4 2024
JPMJPMorgan Chase & Co	$2.48M	1.51%	0.00%	+1.5%	Q4 2024
GOOGAlphabet Inc.	$2.42M	1.48%	Not reported	-1.2%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.36M	1.44%	0.00%	-12.5%	Q4 2024
AMZNAmazon Com Inc	$2.01M	1.23%	0.00%	+1.4%	Q4 2024
AMGNAmgen Inc	$1.87M	1.15%	0.00%	-10.0%	Q4 2024
GOOGLAlphabet Inc.	$1.87M	1.15%	0.00%	-8.6%	Q4 2024
BACBank of America Corp	$1.81M	1.11%	0.00%	+0.8%	Q4 2024
COSTCostco Wholesale Corp	$1.73M	1.06%	0.00%	+3.9%	Q4 2024
LHXL3harris Technologies, Inc.	$1.64M	1.01%	0.00%	+3.4%	Q4 2024
BLKBlackRock, Inc.	$1.54M	0.94%	0.00%	+0.2%	Q4 2024
PSXPhillips 66	$1.51M	0.92%	0.00%	+3.2%	Q4 2024
RTXRTX Corp	$1.5M	0.92%	0.00%	+0.7%	Q4 2024
EMREmerson Electric Co	$1.48M	0.91%	0.00%	+4.3%	Q4 2024
PULSPulse Electronics Corp	$1.38M	0.84%	0.16%	+3.5%	Q4 2025
ADIAnalog Devices Inc	$1.33M	0.81%	0.00%	-31.0%	Q4 2024
TJXTJX Companies Inc	$1.25M	0.77%	0.00%	+26.7%	Q4 2024
LOWLowes Companies Inc	$1.2M	0.73%	0.00%	+4.0%	Q4 2024
TXNTexas Instruments Inc	$1.19M	0.73%	0.00%	+0.1%	Q4 2024
SYKStryker Corp	$1.15M	0.70%	0.00%	+2.3%	Q4 2024
KOCoca Cola Co	$1.08M	0.66%	0.00%	+3.1%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.06M	0.65%	Not reported	+3.4%	Q4 2024
METAMeta Platforms, Inc.	$1.02M	0.62%	Not reported	+3.8%	Q4 2024
NEENextera Energy Inc	$1.01M	0.62%	0.00%	+6.9%	Q4 2024
ISRGIntuitive Surgical Inc	$917K	0.56%	0.00%	+25.8%	Q4 2024
AVGOBroadcom Inc.	$913K	0.56%	0.00%	-3.6%	Q4 2024
TMUST-Mobile US, Inc.	$884K	0.54%	0.00%	+23.1%	Q1 2025
ICEIntercontinental Exchange, Inc.	$850K	0.52%	0.00%	+3.3%	Q4 2024
CATCaterpillar Inc	$821K	0.50%	0.00%	-0.3%	Q4 2024
WMTWalmart Inc.	$799K	0.49%	0.00%	-0.1%	Q4 2024
TSLATesla, Inc.	$702K	0.43%	0.00%	-0.1%	Q4 2024
LLYELI LILLY & Co	$692K	0.42%	0.00%	+159.9%	Q4 2024
MUMicron Technology Inc	$680K	0.42%	0.00%	Not reported	Q4 2025
DEDeere & Co	$624K	0.38%	0.00%	+12.7%	Q1 2025
GEVGE Vernova Inc.	$555K	0.34%	0.00%	-9.1%	Q1 2025
AXPAmerican Express Co	$548K	0.34%	0.00%	+9.7%	Q4 2024
GEGeneral Electric Co	$543K	0.33%	0.00%	+8.9%	Q2 2025
ETNEaton Corp plc	$542K	0.33%	0.00%	+3.3%	Q4 2024
GDGeneral Dynamics Corp	$515K	0.31%	0.00%	+3.0%	Q4 2025
ANETArista Networks, Inc.	$509K	0.31%	0.00%	-9.8%	Q4 2024
IBMInternational Business Machines Corp	$505K	0.31%	0.00%	-7.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$484K	0.30%	Not reported	-4.5%	Q4 2024
HOODRobinhood Markets, Inc.	$477K	0.29%	0.00%	+9.7%	Q2 2025
GSGoldman Sachs Group Inc	$465K	0.28%	0.00%	-2.5%	Q4 2024

Q1 2026Reported Apr 24, 202698 positions
SPYSPDR S&P 500 ETF Trust	$8.07M	5.75%	Not reported	+7.6%	Q4 2024
AAPLApple Inc.	$6.76M	4.82%	0.00%	-14.8%	Q4 2024
MSFTMicrosoft Corp	$3.59M	2.56%	0.00%	-11.7%	Q4 2024
NVDANvidia Corp	$3.47M	2.47%	0.00%	-22.6%	Q4 2024
KLACKla Corp	$3.31M	2.36%	0.00%	-10.1%	Q4 2024
JPMJPMorgan Chase & Co	$2.19M	1.56%	0.00%	-7.9%	Q4 2024
AMGNAmgen Inc	$2.02M	1.44%	0.00%	+23.1%	Q4 2024
GOOGAlphabet Inc.	$1.99M	1.42%	Not reported	-25.7%	Q4 2024
LHXL3harris Technologies, Inc.	$1.89M	1.35%	0.00%	+13.5%	Q4 2024
COSTCostco Wholesale Corp	$1.77M	1.26%	0.00%	-3.6%	Q4 2024
UNHUnitedhealth Group Inc	$1.75M	1.25%	0.00%	+2.6%	Q4 2024
CSCOCisco Systems, Inc.	$1.75M	1.25%	0.00%	-0.1%	Q4 2024
AMZNAmazon Com Inc	$1.74M	1.24%	0.00%	-22.9%	Q4 2024
GOOGLAlphabet Inc.	$1.65M	1.17%	0.00%	-28.2%	Q4 2024
PSXPhillips 66	$1.57M	1.12%	0.00%	+16.5%	Q4 2024
ADIAnalog Devices Inc	$1.54M	1.10%	0.00%	+0.4%	Q4 2024
BLKBlackRock, Inc.	$1.54M	1.10%	0.00%	+10.8%	Q4 2024
BACBank of America Corp	$1.54M	1.10%	0.00%	+7.1%	Q4 2024
RTXRTX Corp	$1.52M	1.08%	0.00%	+10.4%	Q4 2024
PULSPulse Electronics Corp	$1.33M	0.95%	0.15%	+5.4%	Q4 2025
EMREmerson Electric Co	$1.3M	0.93%	0.00%	-19.0%	Q4 2024
LOWLowes Companies Inc	$1.24M	0.88%	0.00%	+10.1%	Q4 2024
SYKStryker Corp	$1.17M	0.83%	0.00%	+5.7%	Q4 2024
ICEIntercontinental Exchange, Inc.	$1.05M	0.75%	0.00%	+10.8%	Q4 2024
TJXTJX Companies Inc	$1.04M	0.74%	0.00%	-1.7%	Q4 2024
NEENextera Energy Inc	$998K	0.71%	0.00%	+16.4%	Q4 2024
METAMeta Platforms, Inc.	$994K	0.71%	Not reported	-16.3%	Q4 2024
KOCoca Cola Co	$979K	0.70%	0.00%	+196.6%	Q4 2025
AMDAdvanced Micro Devices Inc	$945K	0.67%	0.00%	-17.4%	Q4 2024
TMUST-Mobile US, Inc.	$899K	0.64%	0.00%	+26.3%	Q1 2025
WMTWalmart Inc.	$878K	0.63%	0.00%	-26.4%	Q4 2024
ISRGIntuitive Surgical Inc	$845K	0.60%	0.00%	-4.4%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$805K	0.57%	Not reported	+0.8%	Q4 2024
AVGOBroadcom Inc.	$776K	0.55%	0.00%	-26.5%	Q4 2024
TXNTexas Instruments Inc	$774K	0.55%	0.00%	+8.5%	Q4 2024
TSLATesla, Inc.	$621K	0.44%	0.00%	-38.7%	Q4 2024
NFLXNetflix Inc	$561K	0.40%	0.00%	-16.3%	Q4 2024
CATCaterpillar Inc	$548K	0.39%	0.00%	-41.5%	Q4 2024
CVXChevron Corp	$508K	0.36%	0.00%	Not reported	Q4 2024
DEDeere & Co	$491K	0.35%	0.00%	-33.1%	Q1 2025
BRK.BBerkshire Hathaway Inc	$486K	0.35%	Not reported	-31.5%	Q4 2024
GDGeneral Dynamics Corp	$484K	0.35%	0.00%	-2.4%	Q4 2025
AMTAmerican Tower Corp	$482K	0.34%	0.00%	+17.8%	Q4 2024
GGGGraco Inc	$471K	0.34%	0.00%	-7.1%	Q4 2024
IBMInternational Business Machines Corp	$470K	0.33%	0.00%	-38.4%	Q4 2024
PLTRPalantir Technologies Inc.	$464K	0.33%	0.00%	-20.5%	Q1 2025
GEVGE Vernova Inc.	$453K	0.32%	0.00%	-43.3%	Q1 2025
AXPAmerican Express Co	$447K	0.32%	0.00%	-25.1%	Q4 2024
ETNEaton Corp plc	$441K	0.31%	0.00%	-23.2%	Q4 2024
WFCWells Fargo & Company	$426K	0.30%	0.00%	-18.6%	Q4 2024

Q4 2025Reported Jan 14, 2026110 positions
AAPLApple Inc.	$8.51M	5.66%	0.00%	+41.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$7.86M	5.24%	Not reported	+2.0%	Q4 2024
MSFTMicrosoft Corp	$5.31M	3.54%	0.00%	+17.7%	Q4 2024
NVDANvidia Corp	$4.79M	3.19%	0.00%	+31.0%	Q4 2024
KLACKla Corp	$3.04M	2.02%	0.00%	+17.4%	Q4 2024
GOOGAlphabet Inc.	$2.93M	1.95%	Not reported	-51.6%	Q4 2024
JPMJPMorgan Chase & Co	$2.61M	1.74%	0.00%	+42.2%	Q4 2024
GOOGLAlphabet Inc.	$2.5M	1.66%	0.00%	+49.5%	Q4 2024
AMZNAmazon Com Inc	$2.5M	1.66%	0.00%	+16.3%	Q4 2024
UNHUnitedhealth Group Inc	$2.08M	1.39%	0.00%	-15.2%	Q4 2024
CSCOCisco Systems, Inc.	$1.74M	1.16%	0.00%	-24.9%	Q4 2024
EMREmerson Electric Co	$1.63M	1.08%	0.00%	+27.8%	Q4 2024
BACBank of America Corp	$1.62M	1.08%	0.00%	+46.3%	Q4 2024
COSTCostco Wholesale Corp	$1.59M	1.06%	0.00%	+14.9%	Q4 2024
BLKBlackRock, Inc.	$1.54M	1.03%	0.00%	-22.4%	Q4 2024
AMGNAmgen Inc	$1.53M	1.02%	0.00%	+38.6%	Q4 2024
LHXL3harris Technologies, Inc.	$1.42M	0.94%	0.00%	+41.5%	Q4 2024
METAMeta Platforms, Inc.	$1.37M	0.91%	Not reported	+20.3%	Q4 2024
ADIAnalog Devices Inc	$1.31M	0.87%	0.00%	+37.9%	Q4 2024
RTXRTX Corp	$1.31M	0.87%	0.00%	+4.7%	Q4 2024
PULSPulse Electronics Corp	$1.27M	0.84%	0.15%	New	Q4 2025
TSLATesla, Inc.	$1.23M	0.82%	0.00%	-13.9%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.21M	0.80%	0.00%	+69.5%	Q4 2024
SYKStryker Corp	$1.18M	0.79%	0.00%	-28.5%	Q4 2024
AVGOBroadcom Inc.	$1.18M	0.79%	0.00%	-17.7%	Q4 2024
LOWLowes Companies Inc	$1.15M	0.76%	0.00%	+29.1%	Q4 2024
ISRGIntuitive Surgical Inc	$1.09M	0.72%	0.00%	-9.4%	Q4 2024
WMTWalmart Inc.	$1.07M	0.71%	0.00%	+63.3%	Q4 2024
TJXTJX Companies Inc	$1.02M	0.68%	0.00%	+63.9%	Q4 2024
ICEIntercontinental Exchange, Inc.	$977K	0.65%	0.00%	+4.9%	Q4 2024
PSXPhillips 66	$957K	0.64%	0.00%	+36.1%	Q4 2024
IBMInternational Business Machines Corp	$931K	0.62%	0.00%	-26.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$850K	0.57%	Not reported	+203.5%	Q4 2024
SPGIS&P Global Inc.	$784K	0.52%	0.00%	+37.5%	Q4 2024
CATCaterpillar Inc	$757K	0.50%	0.00%	-10.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$744K	0.50%	Not reported	-1.5%	Q4 2024
NEENextera Energy Inc	$741K	0.49%	0.00%	+5.2%	Q4 2024
VVisa Inc.	$730K	0.49%	0.00%	+72.3%	Q4 2024
AXPAmerican Express Co	$730K	0.49%	0.00%	+1.3%	Q4 2024
PLTRPalantir Technologies Inc.	$710K	0.47%	0.00%	-5.0%	Q1 2025
TMUST-Mobile US, Inc.	$688K	0.46%	0.00%	-2.8%	Q1 2025
GSGoldman Sachs Group Inc	$679K	0.45%	0.00%	+0.7%	Q4 2024
NFLXNetflix Inc	$654K	0.44%	0.00%	-0.5%	Q4 2024
GEGeneral Electric Co	$647K	0.43%	0.00%	+1.8%	Q2 2025
TXNTexas Instruments Inc	$638K	0.42%	0.00%	-3.1%	Q4 2024
PANWPalo Alto Networks Inc	$634K	0.42%	0.00%	-37.5%	Q4 2024
PEPPepsico Inc	$627K	0.42%	0.00%	+0.8%	Q4 2024
WFCWells Fargo & Company	$613K	0.41%	0.00%	+14.2%	Q4 2024
DEDeere & Co	$607K	0.40%	0.00%	Not reported	Q1 2025
GEVGE Vernova Inc.	$598K	0.40%	0.00%	+3.0%	Q1 2025

Q3 2025Reported Oct 17, 2025118 positions
SPYSPDR S&P 500 ETF Trust	$7.53M	6.30%	Not reported	+0.4%	Q4 2024
AAPLApple Inc.	$5.64M	4.72%	0.00%	-1.1%	Q4 2024
MSFTMicrosoft Corp	$4.83M	4.05%	0.00%	+3.7%	Q4 2024
GOOGAlphabet Inc.	$4.7M	3.93%	Not reported	+30.3%	Q4 2024
NVDANvidia Corp	$3.66M	3.06%	0.00%	-1.7%	Q4 2024
UNHUnitedhealth Group Inc	$2.57M	2.15%	0.00%	-12.1%	Q4 2024
KLACKla Corp	$2.3M	1.92%	0.00%	+2.4%	Q4 2024
BLKBlackRock, Inc.	$2.17M	1.81%	0.00%	+3.3%	Q4 2024
CSCOCisco Systems, Inc.	$2.06M	1.72%	0.00%	+2.5%	Q4 2024
AMZNAmazon Com Inc	$2.04M	1.71%	0.00%	+1.5%	Q4 2024
JPMJPMorgan Chase & Co	$1.8M	1.50%	0.00%	-1.3%	Q4 2024
SYKStryker Corp	$1.74M	1.46%	0.00%	+3.9%	Q4 2024
COSTCostco Wholesale Corp	$1.49M	1.24%	0.00%	+8.8%	Q4 2024
TSLATesla, Inc.	$1.41M	1.18%	0.00%	+2.2%	Q4 2024
AVGOBroadcom Inc.	$1.37M	1.14%	0.00%	+43.4%	Q4 2024
GOOGLAlphabet Inc.	$1.3M	1.09%	0.00%	-2.0%	Q4 2024
METAMeta Platforms, Inc.	$1.27M	1.06%	Not reported	+0.4%	Q4 2024
EMREmerson Electric Co	$1.26M	1.05%	0.00%	+2.9%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.24M	1.04%	0.00%	+6.1%	Q4 2024
IBMInternational Business Machines Corp	$1.21M	1.01%	0.00%	+3.6%	Q4 2024
RTXRTX Corp	$1.14M	0.95%	0.00%	+0.4%	Q4 2024
PANWPalo Alto Networks Inc	$1.12M	0.94%	0.00%	+37.7%	Q4 2024
LHXL3harris Technologies, Inc.	$1.04M	0.87%	0.00%	+4.8%	Q4 2024
BACBank of America Corp	$1.04M	0.87%	0.00%	+2.3%	Q4 2024
MMM3m Co	$1.04M	0.87%	0.00%	Not reported	Q4 2024
ANETArista Networks, Inc.	$1M	0.84%	0.00%	-6.3%	Q4 2024
ICEIntercontinental Exchange, Inc.	$968K	0.81%	0.00%	+5.1%	Q4 2024
AMGNAmgen Inc	$952K	0.80%	0.00%	+2.9%	Q4 2024
ISRGIntuitive Surgical Inc	$945K	0.79%	0.00%	-9.7%	Q4 2024
LOWLowes Companies Inc	$926K	0.78%	0.00%	+5.2%	Q4 2024
ADIAnalog Devices Inc	$861K	0.72%	0.00%	+7.7%	Q4 2024
NFLXNetflix Inc	$840K	0.70%	0.00%	+4.6%	Q4 2024
TMUST-Mobile US, Inc.	$835K	0.70%	0.00%	+0.4%	Q1 2025
ORCLOracle Corp	$816K	0.68%	0.00%	-8.6%	Q4 2024
PLTRPalantir Technologies Inc.	$767K	0.64%	0.00%	-8.2%	Q1 2025
BRK.BBerkshire Hathaway Inc	$756K	0.63%	Not reported	-0.5%	Q4 2024
BRK.ABerkshire Hathaway Inc	$754K	0.63%	Not reported	Not reported	Q4 2024
PSXPhillips 66	$741K	0.62%	0.00%	+8.2%	Q4 2024
ABBVAbbVie Inc.	$738K	0.62%	0.00%	-2.8%	Q4 2024
CATCaterpillar Inc	$707K	0.59%	0.00%	-4.0%	Q4 2024
TXNTexas Instruments Inc	$697K	0.58%	0.00%	+0.2%	Q4 2024
NEENextera Energy Inc	$663K	0.55%	0.00%	-5.1%	Q4 2024
AXPAmerican Express Co	$646K	0.54%	0.00%	+4.3%	Q4 2024
HDHome Depot, Inc.	$636K	0.53%	0.00%	+3.0%	Q4 2024
AMTAmerican Tower Corp	$635K	0.53%	0.00%	+9.1%	Q4 2024
GEGeneral Electric Co	$621K	0.52%	0.00%	-1.7%	Q2 2025
PFEPfizer Inc	$616K	0.52%	0.00%	-8.5%	Q4 2024
GSGoldman Sachs Group Inc	$612K	0.51%	0.00%	-7.7%	Q4 2024
PEPPepsico Inc	$608K	0.51%	0.00%	+3.3%	Q4 2024
WMTWalmart Inc.	$605K	0.51%	0.00%	-4.1%	Q4 2024

Premium opens every quarter this fund has filed