Petros Family Wealth, LLC 13F Holdings

CIK 0002004963 · BLOOMINGTON, MN

As of Sep 30, 2025, Petros Family Wealth, LLC reported 429 positions worth 15.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—11,304$7.5M6.51%
APPLE INCAAPLTechnology22,013$5.6M4.85%
MICROSOFT CORPMSFTTechnology9,255$4.8M4.14%
ALPHABET INCGOOGEquity18,966$4.6M3.99%
AMERICAN CENTY ETF TRQGRO—35,724$4.1M3.53%
AVANTIS INTERNATIONAL EQUITY ETFAVDEEquity50,845$4.0M3.47%
NVIDIA CORPNVDATechnology19,619$3.7M3.16%
ISHARES CORE S&P MID-CAP ETFIJH—41,197$2.7M2.32%
UNITEDHEALTH GROUP INCUNHHealthcare7,259$2.5M2.17%
PACER US CASH COWS 100 ETFCOWZ—43,263$2.5M2.15%
KLA CORPKLACTechnology2,110$2.3M1.97%
BLACKROCK INCBLKFinancial Services1,819$2.1M1.83%
AMAZON.COM INCAMZNEquity9,176$2.0M1.74%
CISCO SYSTEMS INCCSCOTechnology28,876$2.0M1.71%
ISHARES RUSSELL 2000 ETFIWM—7,778 .9M1.63%
JPMORGAN CHASE & COJPMFinancial Services5,354 .7M1.46%
STRYKER CORPSYKHealthcare4,494 .7M1.44%
AVANTIS EMERGING MARKETS EQUITY ETFAVEMEquity19,646 .5M1.28%
COSTCO WHOLESALE CORPCOSTConsumer Defensive1,532 .4M1.23%
TESLA INCTSLAConsumer Cyclical2,962 .3M1.14%
BROADCOM INCAVGOTechnology3,935 .3M1.12%
ALPHABET INCGOOGLEquity5,239 .3M1.10%
HARBOR ETF TRUSTEBIT—36,682 .2M1.08%
EMERSON ELECTRIC COEMRIndustrials9,463 .2M1.07%
CROWDSTRIKE HOLDINGS INCCRWDTechnology2,490 .2M1.06%