Petros Family Wealth, LLC Top Holdings and 13F Report (2026) About Petros Family Wealth, LLCInvestment ActivityPetros Family Wealth, LLC has $170.87 million in total holdings as of September 30, 2026.Petros Family Wealth, LLC owns shares of 131 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 9.41% of the portfolio was purchased this quarter.About 4.97% of the portfolio was sold this quarter.This quarter, Petros Family Wealth, LLC has purchased 133 new stocks and bought additional shares in 79 stocks.Petros Family Wealth, LLC sold shares of 35 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $9,899,439Apple $9,554,411Avantis International Equity ETF $9,235,745Vanguard FTSE Developed Markets ETF $6,386,208Microsoft $5,763,553 Largest New Holdings this Quarter 81369Y209 - Health Care Select Sector SPDR Fund $709,775 Holding458140100 - Intel $579,269 Holding02072L565 - Alpha Architect 1-3 Month Box ETF $513,694 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $382,300 Holding35671D857 - Freeport-McMoRan $377,510 Holding Largest Purchases this Quarter Avantis International Equity ETF 13,139 shares (about $1.18M)FEDERATED HERMES ETF TRUST 38,712 shares (about $927.15K)Health Care Select Sector SPDR Fund 4,214 shares (about $709.78K)Microsoft 1,300 shares (about $666.78K)iShares 1-3 Year Treasury Bond ETF 7,360 shares (about $597.63K) Largest Sales this Quarter Vanguard Mid-Cap ETF 9,600 shares (about $752.84K)KLA 1,720 shares (about $335.28K)Meta Platforms 384 shares (about $278.48K)Broadcom 790 shares (about $277.44K)iShares Core S&P Total U.S. Stock Market ETF 1,400 shares (about $232.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPetros Family Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$9,899,439$243,273 ▲2.5%12,9815.8%ETFAAPLApple$9,554,411$475,539 ▲5.2%28,6915.6%TechnologyAVDEAvantis International Equity ETF$9,235,745$1,183,957 ▲14.7%102,4945.4%ETFVEAVanguard FTSE Developed Markets ETF$6,386,208$240,711 ▲3.9%90,4433.7%ETFMSFTMicrosoft$5,763,553$666,781 ▲13.1%11,2373.4%TechnologyQGROAmerican Century U.S. Quality Growth ETF$5,512,037$65,414 ▲1.2%47,0193.2%ETFNVDANVIDIA$4,677,679$179,507 ▲4.0%20,4822.7%TechnologySHYiShares 1-3 Year Treasury Bond ETF$4,560,819$597,629 ▲15.1%56,1682.7%ETFVOVanguard Mid-Cap ETF$4,433,422$752,836 ▼-14.5%56,5342.6%ETFIJHiShares Core S&P Mid-Cap ETF$4,278,855$327,084 ▲8.3%59,4702.5%ETFVWOVanguard FTSE Emerging Markets ETF$3,483,241$123,425 ▲3.7%58,7292.0%ETFCOWZPacer US Cash Cows 100 ETF$3,474,831$157,085 ▼-4.3%52,0502.0%ETFUNHUnitedHealth Group$3,422,250$143,894 ▲4.4%9,3232.0%HealthcareKLACKLA$3,277,535$335,278 ▼-9.3%16,8141.9%TechnologyAVEMAvantis Emerging Markets Equity ETF$3,216,443$578,226 ▲21.9%34,2101.9%ETFIVViShares Core S&P 500 ETF$2,659,797$81,180 ▲3.1%3,4731.6%ETFCSCOCisco Systems$2,619,303$148,853 ▲6.0%24,3361.5%TechnologyJPMJPMorgan Chase & Co.$2,613,970$110,832 ▲4.4%7,9011.5%FinanceGOOGAlphabet$2,533,438$199,676 ▲8.6%7,4351.5%Communication ServicesAMDAdvanced Micro Devices$2,484,970$1,224 ▼0.0%4,0621.5%TechnologyAMGNAmgen$2,337,144$155,529 ▲7.1%5,5451.4%HealthcareAMZNAmazon.com$2,248,828$144,009 ▲6.8%9,0261.3%Consumer DiscretionaryPSXPhillips 66$2,107,552$169,268 ▼-7.4%8,2551.2%EnergyGOOGLAlphabet$1,968,509$165,849 ▲9.2%5,7211.2%Communication ServicesBLACKROCK INC$1,859,919$164,079 ▲9.7%1,7571.1%COMCOSTCostco Wholesale$1,859,508$177,486 ▲10.6%2,0431.1%Consumer StaplesBACBank of America$1,840,247$110,875 ▲6.4%33,8091.1%FinanceISHARES TR$1,811,837$18,424 ▼-1.0%17,9961.1%0-3 MTH TREASURYEMREmerson Electric$1,731,943$126,557 ▲7.9%11,1671.0%IndustrialsHARBOR ETF TRUST$1,722,078$20,334 ▲1.2%45,9021.0%SMALL CAP EARNERFEDERATED HERMES ETF TRUST$1,575,766$927,152 ▲142.9%65,7940.9%TOTA RETU BD ETFPULSPGIM Ultra Short Bond ETF$1,573,682$196,061 ▲14.2%31,8170.9%ETFRTXRTX$1,573,362$101,920 ▲6.9%8,4750.9%IndustrialsLHXL3Harris Technologies$1,467,718$127,617 ▲9.5%6,1990.9%IndustrialsISHARES TR$1,366,222$292,956 ▲27.3%56,8350.8%IBONDS DEC 2034ADIAnalog Devices$1,339,885$10,316 ▲0.8%3,3770.8%TechnologyTJXTJX Companies$1,335,262$241,332 ▲22.1%10,0920.8%Consumer DiscretionaryTXNTexas Instruments$1,228,001$109,523 ▲9.8%4,3840.7%TechnologyKOCoca-Cola$1,214,366$71,535 ▲6.3%14,1070.7%Consumer StaplesICEIntercontinental Exchange$1,142,916$93,495 ▲8.9%7,5180.7%FinanceIWMiShares Russell 2000 ETF$1,105,169$77,253 ▲7.5%3,9770.6%ETFMUMicron Technology$1,089,609$462,258 ▲73.7%1,0230.6%TechnologySYKStryker$1,089,561$86,206 ▲8.6%3,9560.6%HealthcareLOWLowe's Companies$1,086,683$82,740 ▲8.2%5,8970.6%Consumer DiscretionaryISRGIntuitive Surgical$1,064,151$126,869 ▲13.5%2,6170.6%HealthcareMETAMeta Platforms$1,029,059$278,477 ▼-21.3%1,4190.6%Communication ServicesQQQInvesco QQQ$997,210$69,538 ▼-6.5%1,3480.6%ETFIEFAiShares Core MSCI EAFE ETF$995,151$182,231 ▼-15.5%10,2720.6%ETFXLKTechnology Select Sector SPDR Fund$978,751$61,270 ▼-5.9%5,0000.6%ETFNEENextEra Energy$962,254$92,476 ▲10.6%12,7050.6%UtilitiesTMUST-Mobile US$942,686$83,653 ▲9.7%5,7810.6%Communication ServicesTSLATesla$779,518$186,985 ▲31.6%2,1970.5%Consumer DiscretionaryIUSBiShares Core Total USD Bond Market ETF$761,346$127,552 ▼-14.3%17,2680.4%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$757,979$85,138 ▼-10.1%5,2260.4%ETFWALMART INC$753,734$20,264 ▲2.8%7,2530.4%COMXLVHealth Care Select Sector SPDR Fund$709,775$709,775 ▲New Holding4,2140.4%ETFLLYEli Lilly and Company$695,405$27,770 ▲4.2%6010.4%HealthcareCATCaterpillar$693,239$68,108 ▲10.9%8550.4%IndustrialsDEDeere & Company$656,776$3,358 ▼-0.5%9780.4%IndustrialsETNEaton$641,987$95,396 ▲17.5%1,4940.4%IndustrialsITOTiShares Core S&P Total U.S. Stock Market ETF$594,160$232,808 ▼-28.2%3,5730.3%ETFPALANTIR TECHNOLOGIES INC$592,948$13,281 ▼-2.2%3,1700.3%CL AINTCIntel$579,269$579,269 ▲New Holding4,8180.3%TechnologyARISTA NETWORKS INC$575,549$34,407 ▼-5.6%2,8270.3%COM SHSAVGOBroadcom$571,737$277,440 ▼-32.7%1,6280.3%TechnologyGDGeneral Dynamics$531,271$49,112 ▲10.2%1,6010.3%IndustrialsBOXXAlpha Architect 1-3 Month Box ETF$513,694$513,694 ▲New Holding4,3390.3%ETFAMTAmerican Tower$496,238$41,571 ▲9.1%3,0320.3%Real EstateBRK.BBerkshire Hathaway$495,958$13,943 ▲2.9%9960.3%FinancePMPhilip Morris International$490,980$63,734 ▲14.9%2,5730.3%Consumer StaplesGE VERNOVA INC$489,503$40,871 ▲9.1%5150.3%COMIJRiShares Core S&P Small-Cap ETF$470,976$61,083 ▼-11.5%3,4620.3%ETFVVisa$457,788$13,655 ▲3.1%1,2740.3%FinanceGEGE Aerospace$453,134$312 ▼-0.1%1,4510.3%IndustrialsNFLXNetflix$447,191$61,300 ▲15.9%6,4270.3%Communication ServicesORCLOracle$441,421$123,021 ▲38.6%3,2150.3%TechnologyPANWPalo Alto Networks$438,2330.0%1,1030.3%TechnologyHOODRobinhood Markets$431,101$104,288 ▼-19.5%3,8320.3%FinanceNOWServiceNow$429,101$5,226 ▲1.2%3,2020.3%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$428,200$123,850 ▼-22.4%5,2760.3%ETFBANK OF NY MELLON CORP$426,080$18,223 ▼-4.1%2,9460.2%COMPWRQuanta Services$425,342$48,188 ▲12.8%6620.2%IndustrialsGSThe Goldman Sachs Group$423,170$9,004 ▲2.2%4700.2%FinanceASMLASML$420,308$10,870 ▲2.7%2320.2%TechnologyPKGPackaging Corporation of America$416,565$3,668 ▼-0.9%1,8170.2%MaterialsCDNSCadence Design Systems$411,410$71,980 ▲21.2%1,2460.2%TechnologyWFCWells Fargo & Company$404,573$1,361 ▲0.3%5,0540.2%FinanceUNPUnion Pacific$403,024$6,803 ▼-1.7%1,4810.2%IndustrialsIBMInternational Business Machines$386,416$8,357 ▼-2.1%1,7570.2%TechnologyEXXONMOBIL HOLDINGS CORP$382,300$382,300 ▲New Holding2,3490.2%COM SHSFCXFreeport-McMoRan$377,510$377,510 ▲New Holding5,3930.2%MaterialsGGGGraco$375,306$18,673 ▼-4.7%4,8840.2%IndustrialsLMTLockheed Martin$370,735$370,735 ▲New Holding7280.2%IndustrialsWTSWatts Water Technologies$364,451$7,792 ▲2.2%1,0290.2%IndustrialsVSTVistra$363,999$74,986 ▲25.9%2,6310.2%UtilitiesSTXSeagate Technology$344,955$5,534 ▼-1.6%3740.2%TechnologyABBVAbbVie$341,866$3,139 ▲0.9%1,3070.2%HealthcareMNSTMonster Beverage$338,078$166,188 ▲96.7%8,1230.2%Consumer StaplesTIDAL TRUST I$335,852$51,291 ▲18.0%12,0680.2%FUND GRAN US ETFONEOK INC NEW$331,785$331,785 ▲New Holding3,8910.2%COMShowing largest 100 holdings. 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