Petros Family Wealth, LLC Top Holdings and 13F Report (2026) About Petros Family Wealth, LLCInvestment ActivityPetros Family Wealth, LLC has $140.31 million in total holdings as of March 31, 2026.Petros Family Wealth, LLC owns shares of 131 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 11.30% of the portfolio was purchased this quarter.About 16.32% of the portfolio was sold this quarter.This quarter, Petros Family Wealth, LLC has purchased 141 new stocks and bought additional shares in 42 stocks.Petros Family Wealth, LLC sold shares of 71 stocks and completely divested from 26 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $8,071,278Apple $6,764,710Avantis International Equity ETF $6,655,366Vanguard FTSE Developed Markets ETF $5,392,109Vanguard Mid-Cap ETF $5,302,025 Largest New Holdings this Quarter 464287457 - iShares 1-3 Year Treasury Bond ETF $3,338,120 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $715,152 Holding166764100 - Chevron $507,733 Holding695156109 - Packaging Corporation of America $355,044 Holding907818108 - Union Pacific $341,366 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 40,428 shares (about $3.34M)American Century U.S. Quality Growth ETF 8,009 shares (about $841.19K)iShares 0-3 Month Treasury Bond ETF 7,105 shares (about $715.15K)Vanguard FTSE Developed Markets ETF 10,166 shares (about $651.43K)CocaCola 8,536 shares (about $649.14K) Largest Sales this Quarter Apple 4,636 shares (about $1.18M)NVIDIA 5,804 shares (about $1.01M)Alphabet 2,402 shares (about $689.03K)Alphabet 2,251 shares (about $647.29K)Amazon.com 2,478 shares (about $516.09K) 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$8,071,278$571,642 â–²7.6%12,4115.8%FinanceAAPLApple$6,764,710$1,176,560 â–¼-14.8%26,6554.8%Computer and TechnologyAVDEAvantis International Equity ETF$6,655,366$639,355 â–²10.6%78,4464.7%ETFVEAVanguard FTSE Developed Markets ETF$5,392,109$651,434 â–²13.7%84,1473.8%ETFVOVanguard Mid-Cap ETF$5,302,025$448,010 â–²9.2%18,4623.8%ETFQGROAmerican Century U.S. Quality Growth ETF$4,630,878$841,185 â–²22.2%44,0913.3%ETFMSFTMicrosoft$3,591,780$473,820 â–¼-11.7%9,7032.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,507,558$291,323 â–²9.1%51,9412.5%ETFNVDANVIDIA$3,471,302$1,012,231 â–¼-22.6%19,9042.5%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$3,338,120$3,338,120 â–²New Holding40,4282.4%ManufacturingKLACKLA$3,311,624$372,539 â–¼-10.1%2,2492.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,137,793$113,666 â–²3.8%58,0542.2%ETFCOWZPacer US Cash Cows 100 ETF$3,120,662$281,080 â–²9.9%49,8832.2%ETFJPMJPMorgan Chase & Co.$2,193,118$188,545 â–¼-7.9%7,4561.6%FinanceIVViShares Core S&P 500 ETF$2,073,288$401,071 â–¼-16.2%3,1741.5%ETFAMGNAmgen$2,023,856$379,297 â–²23.1%5,7521.4%MedicalGOOGAlphabet$1,988,791$689,034 â–¼-25.7%6,9331.4%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$1,929,127$207,892 â–²12.1%23,9411.4%ETFLHXL3Harris Technologies$1,888,575$225,028 â–²13.5%5,4721.3%AerospaceCOSTCostco Wholesale$1,771,500$65,759 â–¼-3.6%1,7781.3%Retail/WholesaleUNHUnitedHealth Group$1,752,215$44,103 â–²2.6%6,4761.2%MedicalCSCOCisco Systems$1,751,414$1,940 â–¼-0.1%22,5731.2%Computer and TechnologyAMZNAmazon.com$1,735,722$516,093 â–¼-22.9%8,3341.2%Retail/WholesaleGOOGLAlphabet$1,647,409$647,289 â–¼-28.2%5,7291.2%Computer and TechnologyPSXPhillips 66$1,574,459$223,361 â–²16.5%8,6421.1%EnergyADIAnalog Devices$1,544,662$6,681 â–²0.4%4,8551.1%Computer and TechnologyBLACKROCK INC$1,537,965$150,045 â–²10.8%1,5991.1%COMBACBank of America$1,537,095$101,888 â–²7.1%31,5301.1%FinanceRTXRTX$1,518,636$142,547 â–²10.4%7,8731.1%AerospaceHARBOR ETF TRUST$1,487,952$179,052 â–²13.7%42,4151.1%HARBOR ALPHAEDGEAGGiShares Core U.S. Aggregate Bond ETF$1,386,306$80,707 â–¼-5.5%13,9651.0%FinancePULSPGIM Ultra Short Bond ETF$1,331,699$67,914 â–²5.4%26,9030.9%ETFEMREmerson Electric$1,300,697$305,684 â–¼-19.0%9,9270.9%IndustrialsLOWLowe's Companies$1,238,280$113,881 â–²10.1%5,2410.9%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,211,563$180,245 â–¼-13.0%13,3830.9%ETFSYKStryker$1,170,163$62,764 â–²5.7%3,5610.8%MedicalISHARES TR$1,054,495$540,742 â–²105.3%41,1430.8%IBONDS DEC 2034ICEIntercontinental Exchange$1,050,733$102,384 â–²10.8%6,6810.7%FinanceTJXTJX Companies$1,042,246$17,568 â–¼-1.7%6,5260.7%Retail/WholesaleNEENextEra Energy$998,245$140,895 â–²16.4%10,7480.7%UtilitiesMETAMeta Platforms$993,800$193,954 â–¼-16.3%1,7370.7%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$983,016$95,567 â–¼-8.9%21,2820.7%ManufacturingKOCocaCola$979,267$649,144 â–²196.6%12,8770.7%Consumer StaplesIWMiShares Russell 2000 ETF$956,040$89,032 â–¼-8.5%3,8550.7%FinanceAMDAdvanced Micro Devices$945,136$199,565 â–¼-17.4%4,6460.7%Computer and TechnologyTMUST-Mobile US$898,802$187,364 â–²26.3%4,2790.6%Computer and TechnologyWALMART INC$877,790$314,180 â–¼-26.4%7,0630.6%COMISRGIntuitive Surgical$844,534$38,723 â–¼-4.4%1,8320.6%MedicalQQQInvesco QQQ$805,166$6,349 â–²0.8%1,3950.6%FinanceAVGOBroadcom$775,942$280,107 â–¼-26.5%2,5070.6%Computer and TechnologyTXNTexas Instruments$774,134$60,564 â–²8.5%3,9880.6%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$760,040$283,294 â–¼-27.2%6,0740.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$715,152$715,152 â–²New Holding7,1050.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$714,594$468,752 â–¼-39.6%5,0170.5%ETFXLKTechnology Select Sector SPDR Fund$637,256$47,180 â–¼-6.9%4,7950.5%ETFTSLATesla$621,195$391,825 â–¼-38.7%1,6710.4%Auto/Tires/TrucksNFLXNetflix$561,036$109,611 â–¼-16.3%5,8350.4%Consumer DiscretionaryCATCaterpillar$547,651$388,244 â–¼-41.5%7730.4%IndustrialsIEMGiShares Core MSCI Emerging Markets ETF$543,702$137,477 â–¼-20.2%7,7950.4%ETFCVXChevron$507,733$507,733 â–²New Holding2,4540.4%EnergyDEDeere & Company$491,197$243,345 â–¼-33.1%8720.4%IndustrialsBRK.BBerkshire Hathaway$485,909$223,786 â–¼-31.5%1,0140.3%FinanceGDGeneral Dynamics$484,290$11,670 â–¼-2.4%1,4110.3%AerospaceAMTAmerican Tower$481,561$72,666 â–²17.8%2,7900.3%FinanceIJRiShares Core S&P Small-Cap ETF$476,653$182,257 â–¼-27.7%3,8340.3%ETFGGGGraco$470,506$35,809 â–¼-7.1%5,5580.3%IndustrialsIBMInternational Business Machines$469,751$292,564 â–¼-38.4%1,9380.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$464,147$119,803 â–¼-20.5%3,1730.3%CL AGE VERNOVA INC$453,035$345,668 â–¼-43.3%5190.3%COMAXPAmerican Express$447,069$149,426 â–¼-25.1%1,4780.3%FinanceETNEaton$440,650$133,411 â–¼-23.2%1,2320.3%IndustrialsWFCWells Fargo & Company$426,153$97,363 â–¼-18.6%5,3530.3%FinanceARISTA NETWORKS INC$407,875$103,626 â–¼-20.3%3,3220.3%COM SHSXOMExxonMobil$402,641$6,108 â–¼-1.5%2,3730.3%EnergyGSThe Goldman Sachs Group$399,307$254,643 â–¼-38.9%4720.3%FinanceVVisa$396,236$232,724 â–¼-37.0%1,3110.3%Business ServicesBXBlackstone$394,460$12,992 â–¼-3.2%3,4310.3%FinanceBKBNY$386,140$132,984 â–¼-25.6%3,2550.3%FinanceSSDSimpson Manufacturing$385,459$18,535 â–²5.1%2,2460.3%ConstructionGEGE Aerospace$378,266$218,219 â–¼-36.6%1,3330.3%AerospaceXELXcel Energy$374,956$79,440 â–¼-17.5%4,7200.3%UtilitiesTTCToro$367,780$16,913 â–²4.8%3,9360.3%Consumer DiscretionaryPWRQuanta Services$363,451$217,961 â–¼-37.5%6620.3%ConstructionPKGPackaging Corporation of America$355,044$355,044 â–²New Holding1,6730.3%IndustrialsWTSWatts Water Technologies$354,444$18,579 â–²5.5%1,2210.3%Computer and TechnologyPRIPrimerica$351,923$17,534 â–²5.2%1,4050.3%FinanceASMLASML$350,020$33,021 â–¼-8.6%2650.2%Computer and TechnologyUNPUnion Pacific$341,366$341,366 â–²New Holding1,4070.2%TransportationNOCNorthrop Grumman$337,026$337,026 â–²New Holding4940.2%AerospaceGOLFAcushnet$333,630$17,387 â–²5.5%3,5690.2%Consumer DiscretionaryPHYLPGIM Active High Yield Bond ETF$329,920$315,064 â–¼-48.8%9,5270.2%ETFOKEONEOK$328,296$328,296 â–²New Holding3,6320.2%EnergyAPDAir Products and Chemicals$327,382$327,382 â–²New Holding1,1270.2%Basic MaterialsSPGIS&P Global$327,088$311,350 â–¼-48.8%7690.2%FinanceCDNSCadence Design Systems$325,942$66,967 â–¼-17.0%1,1730.2%Computer and TechnologyPNCThe PNC Financial Services Group$321,499$188,738 â–¼-37.0%1,5450.2%FinanceFCNFTI Consulting$305,282$16,263 â–²5.6%1,7270.2%Business ServicesRBCRBC Bearings$301,432$12,492 â–¼-4.0%5550.2%IndustrialsHOODRobinhood Markets$300,554$39,501 â–²15.1%4,3370.2%FinanceTPLTexas Pacific Land$297,075$297,075 â–²New Holding6260.2%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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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