Petros Family Wealth, LLC Top Holdings and 13F Report (2026) About Petros Family Wealth, LLCInvestment ActivityPetros Family Wealth, LLC has $163.51 million in total holdings as of June 30, 2026.Petros Family Wealth, LLC owns shares of 133 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 13.46% of the portfolio was purchased this quarter.About 4.20% of the portfolio was sold this quarter.This quarter, Petros Family Wealth, LLC has purchased 131 new stocks and bought additional shares in 61 stocks.Petros Family Wealth, LLC sold shares of 56 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $9,455,397Avantis International Equity ETF $7,970,507Apple $7,888,749Vanguard FTSE Developed Markets ETF $6,201,140KLA $5,591,794 Largest New Holdings this Quarter 595112103 - Micron Technology $679,877 Holding31423L404 - FEDERATED HERMES ETF TRUST $679,623 Holding718172109 - Philip Morris International $405,057 Holding697435105 - Palo Alto Networks $376,145 HoldingG7997R103 - Seagate Technology $366,700 Holding Largest Purchases this Quarter KLA 16,285 shares (about $4.91M)Vanguard Mid-Cap ETF 47,672 shares (about $3.84M)iShares 0-3 Month Treasury Bond ETF 11,074 shares (about $1.11M)UnitedHealth Group 2,455 shares (about $1.02M)Avantis International Equity ETF 10,909 shares (about $973.09K) Largest Sales this Quarter Analog Devices 1,504 shares (about $597.43K)iShares Core U.S. Aggregate Bond ETF 4,907 shares (about $485.69K)Advanced Micro Devices 582 shares (about $338.09K)Amgen 576 shares (about $208.56K)Alphabet 490 shares (about $175.11K) 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$9,455,397$187,435 â–²2.0%12,6625.8%FinanceAVDEAvantis International Equity ETF$7,970,507$973,088 â–²13.9%89,3554.9%ETFAAPLApple$7,888,749$175,929 â–²2.3%27,2634.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$6,201,140$205,698 â–²3.4%87,0343.8%ETFKLACKLA$5,591,794$4,913,260 â–²724.1%18,5343.4%Computer and TechnologyQGROAmerican Century U.S. Quality Growth ETF$5,484,721$279,778 â–²5.4%46,4613.4%ETFVOVanguard Mid-Cap ETF$5,328,376$3,840,904 â–²258.2%66,1343.3%ETFIJHiShares Core S&P Mid-Cap ETF$4,235,216$230,021 â–²5.7%54,9242.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$4,007,607$688,079 â–²20.7%48,8082.5%ManufacturingNVDANVIDIA$3,940,924$41,618 â–¼-1.0%19,6962.4%Computer and TechnologyUNHUnitedHealth Group$3,711,894$1,020,345 â–²37.9%8,9312.3%MedicalMSFTMicrosoft$3,706,783$87,289 â–²2.4%9,9372.3%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$3,383,844$281,142 â–²9.1%54,4032.1%ETFVWOVanguard FTSE Emerging Markets ETF$3,381,323$83,924 â–¼-2.4%56,6482.1%ETFAVEMAvantis Emerging Markets Equity ETF$2,707,504$397,442 â–²17.2%28,0601.7%ETFCSCOCisco Systems$2,696,085$44,635 â–²1.7%22,9531.6%Computer and TechnologyIVViShares Core S&P 500 ETF$2,521,513$144,536 â–²6.1%3,3671.5%ETFJPMJPMorgan Chase & Co.$2,476,566$36,006 â–²1.5%7,5661.5%FinanceGOOGAlphabet$2,419,969$29,680 â–¼-1.2%6,8491.5%Computer and TechnologyAMDAdvanced Micro Devices$2,360,819$338,090 â–¼-12.5%4,0641.4%Computer and TechnologyAMZNAmazon.com$2,013,497$27,171 â–²1.4%8,4481.2%Retail/WholesaleAMGNAmgen$1,874,184$208,565 â–¼-10.0%5,1761.1%MedicalGOOGLAlphabet$1,872,266$175,112 â–¼-8.6%5,2391.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$1,830,082$1,114,821 â–²155.9%18,1791.1%ETFHARBOR ETF TRUST$1,816,278$117,922 â–²6.9%45,3601.1%ALPH SM EARN ETFBACBank of America$1,810,345$13,789 â–²0.8%31,7721.1%FinanceCOSTCostco Wholesale$1,728,641$65,479 â–²3.9%1,8481.1%Retail/WholesaleLHXL3Harris Technologies$1,644,795$54,633 â–²3.4%5,6601.0%AerospaceBLACKROCK INC$1,540,749$2,885 â–²0.2%1,6020.9%COMPSXPhillips 66$1,507,631$46,659 â–²3.2%8,9180.9%EnergyRTXRTX$1,503,858$10,056 â–²0.7%7,9260.9%AerospaceEMREmerson Electric$1,481,751$60,696 â–²4.3%10,3510.9%IndustrialsPULSPGIM Ultra Short Bond ETF$1,380,095$47,072 â–²3.5%27,8530.8%ETFADIAnalog Devices$1,331,108$597,430 â–¼-31.0%3,3510.8%Computer and TechnologyTJXTJX Companies$1,252,532$263,898 â–²26.7%8,2680.8%Retail/WholesaleLOWLowe's Companies$1,201,263$45,643 â–²3.9%5,4480.7%Retail/WholesaleTXNTexas Instruments$1,190,165$1,490 â–²0.1%3,9930.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,173,737$118,793 â–¼-9.2%12,1530.7%ETFSYKStryker$1,147,053$25,819 â–²2.3%3,6430.7%MedicalISHARES TR$1,133,385$88,974 â–²8.5%44,6480.7%IBONDS DEC 2034IWMiShares Russell 2000 ETF$1,111,365$46,870 â–¼-4.0%3,6990.7%FinanceKOCocaCola$1,078,904$32,426 â–²3.1%13,2760.7%Consumer StaplesQQQInvesco QQQ$1,061,889$34,611 â–²3.4%1,4420.6%FinanceMETAMeta Platforms$1,015,632$37,178 â–²3.8%1,8030.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,012,234$98,689 â–²10.8%5,3130.6%ETFNEENextEra Energy$1,007,927$64,597 â–²6.8%11,4840.6%UtilitiesIUSBiShares Core Total USD Bond Market ETF$930,431$51,734 â–¼-5.3%20,1610.6%ManufacturingISRGIntuitive Surgical$916,653$188,103 â–²25.8%2,3050.6%MedicalAVGOBroadcom$913,399$33,620 â–¼-3.6%2,4180.6%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$896,561$485,695 â–¼-35.1%9,0580.5%FinanceTMUST-Mobile US$883,595$165,884 â–²23.1%5,2680.5%Computer and TechnologyICEIntercontinental Exchange$849,856$27,331 â–²3.3%6,9030.5%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$824,806$37,033 â–¼-4.3%5,8130.5%ETFCATCaterpillar$821,055$2,130 â–¼-0.3%7710.5%IndustrialsITOTiShares Core S&P Total U.S. Stock Market ETF$816,948$7,228 â–¼-0.9%4,9730.5%ETFWALMART INC$799,392$566 â–¼-0.1%7,0580.5%COMTSLATesla$702,401$421 â–¼-0.1%1,6700.4%Auto/Tires/TrucksLLYEli Lilly and Company$692,071$425,798 â–²159.9%5770.4%MedicalMUMicron Technology$679,877$679,877 â–²New Holding5890.4%Computer and TechnologyFEDERATED HERMES ETF TRUST$679,623$679,623 â–²New Holding27,0820.4%TOTA RETU BD ETFDEDeere & Company$623,546$70,411 â–²12.7%9830.4%IndustrialsIJRiShares Core S&P Small-Cap ETF$579,992$11,419 â–²2.0%3,9110.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$563,477$82,260 â–¼-12.7%6,8020.3%ETFGE VERNOVA INC$554,534$55,218 â–¼-9.1%4720.3%COMAXPAmerican Express$548,308$48,370 â–²9.7%1,6210.3%FinanceGEGE Aerospace$542,656$44,474 â–²8.9%1,4520.3%AerospaceETNEaton$542,024$17,045 â–²3.2%1,2720.3%IndustrialsGDGeneral Dynamics$514,723$14,878 â–²3.0%1,4530.3%AerospaceARISTA NETWORKS INC$508,960$55,381 â–¼-9.8%2,9960.3%COM SHSIBMInternational Business Machines$504,772$40,213 â–¼-7.4%1,7950.3%Computer and TechnologyBRK.BBerkshire Hathaway$484,378$23,018 â–¼-4.5%9680.3%FinanceHOODRobinhood Markets$477,233$42,318 â–²9.7%4,7590.3%FinanceGSThe Goldman Sachs Group$465,230$12,136 â–¼-2.5%4600.3%FinanceAMTAmerican Tower$454,390$1,963 â–¼-0.4%2,7780.3%FinanceASMLASML$449,613$77,588 â–¼-14.7%2260.3%Computer and TechnologyBANK OF NY MELLON CORP$444,242$26,464 â–¼-5.6%3,0720.3%COMPKGPackaging Corporation of America$436,767$38,125 â–²9.6%1,8330.3%IndustrialsVVisa$424,060$25,732 â–¼-5.7%1,2360.3%Business ServicesPWRQuanta Services$422,663$54,003 â–¼-11.3%5870.3%ConstructionWFCWells Fargo & Company$416,257$26,114 â–¼-5.9%5,0370.3%FinancePNCThe PNC Financial Services Group$411,434$31,024 â–²8.2%1,6710.3%FinanceUNPUnion Pacific$409,632$26,928 â–²7.0%1,5060.3%TransportationPMPhilip Morris International$405,057$405,057 â–²New Holding2,2390.2%Consumer StaplesMNSTMonster Beverage$396,976$6,440 â–²1.6%4,1300.2%Consumer StaplesNFLXNetflix$395,985$20,635 â–¼-5.0%5,5460.2%Consumer DiscretionaryWTSWatts Water Technologies$394,190$83,770 â–¼-17.5%1,0070.2%Computer and TechnologyGGGGraco$387,671$32,589 â–¼-7.8%5,1270.2%IndustrialsSSDSimpson Manufacturing$387,298$82,903 â–¼-17.6%1,8500.2%ConstructionCDNSCadence Design Systems$385,829$54,421 â–¼-12.4%1,0280.2%Computer and TechnologyXELXcel Energy$379,0160.0%4,7200.2%UtilitiesPALANTIR TECHNOLOGIES INC$378,127$7,934 â–²2.1%3,2410.2%CL APANWPalo Alto Networks$376,145$376,145 â–²New Holding1,1030.2%Computer and TechnologySTXSeagate Technology$366,700$366,700 â–²New Holding3800.2%Computer and TechnologyAPDAir Products and Chemicals$350,350$19,936 â–²6.0%1,1950.2%Basic MaterialsGOLFAcushnet$348,952$74,081 â–¼-17.5%2,9440.2%Consumer DiscretionaryORCLOracle$339,849$339,849 â–²New Holding2,3190.2%Computer and TechnologyVSTVistra$331,378$35,057 â–²11.8%2,0890.2%UtilitiesPRIPrimerica$328,535$70,766 â–¼-17.7%1,1560.2%FinanceABBVAbbVie$325,843$44,788 â–²15.9%1,2950.2%MedicalTPLTexas Pacific Land$323,416$49,453 â–²18.1%7390.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
