DOSSIER · 13F-HR · Q2 2026

Petros Family Wealth, LLC

$164M in tracked AUM across 421 positions as of Q2 2026.

PF
CIK 0002004963 · last filed Jun 30, 2026
Total AUM
$164M
as of Q2 2026
Holdings
421
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Petros Family Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$9M13K5.8%
02
AVDE
AMERICAN CENTY ETF TR
$8M89K4.9%
03
AAPL
APPLE INC
$8M27K4.8%
04
VEA
VANGUARD TAX-MANAGED FDS
$6M87K3.8%
05
KLAC
KLA CORP
$6M19K3.4%
06
QGRO
AMERICAN CENTY ETF TR
$5M46K3.4%
07
VO
VANGUARD INDEX FDS
$5M66K3.3%
08
IJH
ISHARES TR
$4M55K2.6%
09
SHY
ISHARES TR
$4M49K2.5%
10
NVDA
NVIDIA CORPORATION
$4M20K2.4%

Filing history

2026Q2Jun 30
$164M 16.5%
421 positionsView →
2026Q1Mar 31
$140M 6.6%
396 positionsView →
2025Q4Dec 31
$150M 25.7%
434 positionsView →
2025Q3Sep 30
$119M 9.1%
429 positionsView →
2025Q2Jun 30
$109M 21.1%
445 positionsLocked
2025Q1Mar 31
$90M 2.5%
426 positionsLocked
2024Q4Dec 31
$93M
454 positionsLocked