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CIK: 0002004963
Total reported value
$163.5M
$163.5M
141 檔
19.8%
As reported in its official Q4 2025 Form 13F filing, Petros Family Wealth, LLC's tracked investment portfolio stood at $163.5M with 141 total positions.
In Q4 2025, Petros Family Wealth, LLC displayed an active expansion posture, initiating 39 new positions and adding to 63 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.66% | — | +41.25% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.24% | +0.03% | +2.02% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 3.89% | +0.13% | +39.46% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.29% | +17.67% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.27% | -0.52% | +2263.92% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.19% | -0.06% | +31.04% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.08% | -0.05% | — | |
| 8 | QGRO | American Century US Quality | ETF-Other | 2.75% | +0.05% | +1.00% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.09% | +0.09% | +15.46% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 2.02% | +1.06% | +17.41% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.00% | -0.17% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | +0.06% | -51.61% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.82% | -0.15% | +4.92% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.05% | +42.15% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | +0.06% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | -0.03% | +49.47% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.01% | +16.25% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.39% | +1.02% | -16.32% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.16% | +0.40% | -24.93% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.10% | +0.29% | +8.41% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.08% | -0.02% | +27.83% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.08% | +0.01% | +46.29% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.20% | +14.89% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.03% | -0.16% | -22.38% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.02% | -0.29% | +38.61% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.98% | -0.44% | — | |
| 27 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.94% | -0.34% | +41.52% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.92% | -0.14% | +320.86% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.09% | +20.28% | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 0.87% | -0.29% | +37.92% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.16% | +4.68% | |
| 32 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.84% | -0.11% | — | |
| 33 | EBIT | Harbor Alphaedge Sm Cap Earn | ETF-Other | 0.83% | +0.05% | +1.71% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.82% | -0.01% | +375.01% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.01% | -13.85% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.80% | +0.77% | +69.54% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.79% | -0.13% | -28.51% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.01% | -17.70% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.76% | -0.15% | +29.11% | |
| 40 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.73% | -0.04% | — | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.72% | -0.13% | — | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.72% | -0.04% | -9.37% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.14% | +63.28% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | — | -45.82% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | +0.03% | +63.89% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.65% | -0.23% | +4.94% | |
| 47 | PSX | Phillips 66 | Stock-Energy | 0.64% | -0.20% | +36.05% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | -0.02% | -26.54% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.08% | +203.51% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.52% | -0.04% | +37.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +3.1% | +2263.92% | Add |
| 2 | AAPL | Apple Inc | +0.9% | +41.25% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +320.86% | Add |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.6% | +375.01% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +49.47% | Add |
| 6 | AVDE | Avantis International Equity | +0.5% | +39.46% | Add |
| 7 | AMD | Advanced Micro Devices | +0.4% | +69.54% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +203.51% | Add |
| 9 | XLK | Ss Technology Select Sector | +0.3% | +406.89% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +42.15% | Add |
| 11 | AMGN | Amgen Inc | +0.2% | +38.61% | Add |
| 12 | BAC | Bank Of America CORP | +0.2% | +46.29% | Add |
| 13 | WMT | Walmart Inc | +0.2% | +63.28% | Add |
| 14 | TJX | Tjx Companies Inc | +0.2% | +63.89% | Add |
| 15 | ADI | Analog Devices Inc | +0.2% | +37.92% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | +72.27% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +31.04% | Add |
| 18 | KLAC | Kla CORP | +0.1% | +17.41% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +27.71% | Add |
| 20 | SPGI | S&p Global Inc | +0.1% | +37.45% | Add |
| 21 | XEL | Xcel Energy Inc | +0.1% | +90.41% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +40.52% | Add |
| 23 | LHX | L3harris Technologies Inc | +0.1% | +41.52% | Add |
| 24 | MDT | Medtronic plc | 0% | +47.70% | Add |
| 25 | EMR | Emerson Electric Co | 0% | +27.83% | Add |
| 26 | SBUX | Starbucks CORP | 0% | +45.81% | Add |
| 27 | PSX | Phillips 66 | 0% | +36.05% | Add |
| 28 | WFC | Wells Fargo & Co | 0% | +14.21% | Add |
| 29 | RBC | RBC Bearings Inc | — | +8.85% | Add |
| 30 | TMO | Thermo Fisher Scientific Inc | — | +3.87% | Add |
| 31 | NWG | Natwest Group PLC -spon Adr | — | — | Unchanged |
| 32 | ORN | Orion Group Holdings Inc | — | — | Unchanged |
| 33 | EXPE | Expedia Group Inc | 0% | -9.83% | Trim |
| 34 | SAN | Banco Santander Sa-spon Adr | 0% | — | Unchanged |
| 35 | LOW | Lowe's Cos Inc | 0% | +29.11% | Add |
| 36 | MNST | Monster Beverage CORP | 0% | -0.77% | Trim |
| 37 | FCN | Fti Consulting Inc | 0% | — | Unchanged |
| 38 | IBP | Installed Building Products | 0% | +1.65% | Add |
| 39 | BNY | Bank Of New York Mellon CORP | 0% | +5.55% | Add |
| 40 | TTC | Toro Co | 0% | +0.35% | Add |
| 41 | AMZN | Amazon.com Inc | -0.1% | +16.25% | Add |
| 42 | AXP | American Express Co | -0.1% | +1.34% | Add |
| 43 | IBTP | Ishares Ibonds Dec 2034 ETF | -0.1% | +12.89% | Add |
| 44 | AXON | Axon Enterprise Inc | -0.1% | +35.40% | Add |
| 45 | NEE | Nextera Energy Inc | -0.1% | +5.16% | Add |
| 46 | GS | Goldman Sachs Group Inc | -0.1% | +0.65% | Add |
| 47 | GEV | GE Vernova Inc | -0.1% | +3.04% | Add |
| 48 | MC | Moelis & Co - Class A | -0.1% | -10.20% | Trim |
| 49 | GOLF | Acushnet Holdings CORP | -0.1% | -8.27% | Trim |
| 50 | BR | Broadridge Financial Solutio | -0.1% | -0.08% | Trim |
According to official SEC Form 13F filings, Petros Family Wealth, LLC reported a total U.S. public equity portfolio value of $163.5M across 141 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, AVDE) accounted for 19.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
VEA
市值: $4.6M
Top Position Liquidated / Trimmed
MMM
前期市值: $1.0M
During Q4 2025, Petros Family Wealth, LLC's top holdings by market value included AAPL (5.7%)、SPY (5.2%)、AVDE (3.9%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q4 2025, Petros Family Wealth, LLC made 169 total portfolio adjustments, initiating 39 new buys, adding to 63 positions, trimming 35 holdings, and fully liquidating 32 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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