Petros Family Wealth, LLC Portfolio Holdings

Petros Family Wealth, LLC

  • $119 Billion
  • Q3 2025

Petros Family Wealth, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 429 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.53B, Apple Inc. with a value of $5.64B, Microsoft Corp with a value of $4.83B, Alphabet Inc. with a value of $4.7B, and American Centy ETF Tr Stoxx Us with a value of $4.09B.

Examining the 13F form we can see an increase of $9.99B in the current position value, from $109B to 119B.

Petros Family Wealth, LLC is based out at Bloomington, MN

Below you can find more details about Petros Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion
Technology: $31.4 Billion
ETFs: $27 Billion
Financial Services: $10.4 Billion
Healthcare: $9.79 Billion
Industrials: $9.51 Billion
Communication Services: $9.32 Billion
Consumer Cyclical: $7.63 Billion
Consumer Defensive: $3.49 Billion
Other: $4.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$636 Million 0.53% of portfolio
1,569
Q3 2025 Added 3.02%
$84B
$635 Million 0.53% of portfolio
3,303
Q3 2025 Added 9.08%
$141B
$616 Million 0.52% of portfolio
24,158
Q3 2025 Reduced 8.51%
$328B
$621 Million 0.52% of portfolio
2,064
Q3 2025 Reduced 1.71%
$279B
$605 Million 0.51% of portfolio
5,874
Q3 2025 Reduced 4.13%
$265B
$612 Million 0.51% of portfolio
768
Q3 2025 Reduced 7.69%
$204B
$608 Million 0.51% of portfolio
4,331
Q3 2025 Added 3.29%
$170B
$585 Million 0.49% of portfolio
4,049
Q3 2025 Added 1.02%
$140B
$591 Million 0.49% of portfolio
1,578
Q3 2025 Added 4.99%
Lam Research Corp
-
$584 Million 0.49% of portfolio
-
Q3 2025 New
$522B
$554 Million 0.46% of portfolio
2,986
Q3 2025 Added 20.21%
Ge Vernova Inc
-
$546 Million 0.46% of portfolio
-
Q3 2025 Reduced 15.27%
$388B
$537 Million 0.45% of portfolio
3,319
Q3 2025 Reduced 16.88%
$102B
$528 Million 0.44% of portfolio
3,686
Q3 2025 Reduced 38.66%
$159B
$531 Million 0.44% of portfolio
1,092
Q3 2025 Added 4.9%
$187B
$522 Million 0.44% of portfolio
3,136
Q3 2025 Reduced 3.8%
$26.1B
$492 Million 0.41% of portfolio
2,603
Q3 2025 Added 5.26%
$317B
$483 Million 0.4% of portfolio
5,758
Q3 2025 Added 0.07%
Ishares Tr
-
$460 Million 0.39% of portfolio
-
Q3 2025 Added 8.85%
$86.4B
$453 Million 0.38% of portfolio
1,290
Q3 2025 Added 1.02%
$89.3B
$452 Million 0.38% of portfolio
4,146
Q3 2025 Reduced 2.7%
$37.2B
$460 Million 0.38% of portfolio
1,868
Q3 2025 Reduced 0.21%
$61.4B
$456 Million 0.38% of portfolio
1,101
Q3 2025 Added 2.23%
$418B
$442 Million 0.37% of portfolio
2,472
Q3 2025 New
$37.6B
$420 Million 0.35% of portfolio
6,239
Q3 2025 Added 6.65%
$39.4B
$418 Million 0.35% of portfolio
582
Q3 2025 Added 0.34%
$34.9B
$419 Million 0.35% of portfolio
1,214
Q3 2025 New
$533B
$412 Million 0.35% of portfolio
1,208
Q3 2025 Reduced 1.47%
$24.1B
$403 Million 0.34% of portfolio
9,520
Q3 2025 Added 12.8%
$111B
$404 Million 0.34% of portfolio
1,227
Q3 2025 Added 28.35%
$40.2B
$400 Million 0.33% of portfolio
1,872
Q3 2025 New
$31.2B
$377 Million 0.32% of portfolio
2,306
Q3 2025 New
$512B
$377 Million 0.32% of portfolio
662
Q3 2025 Reduced 3.36%
$12.4B
$371 Million 0.31% of portfolio
15,010
Q3 2025 Reduced 6.25%
$72.7B
$372 Million 0.31% of portfolio
1,901
Q3 2025 New
$9.51B
$369 Million 0.31% of portfolio
1,329
Q3 2025 Reduced 8.91%
$67.6B
$374 Million 0.31% of portfolio
7,739
Q3 2025 Added 0.38%
$0
$370 Million 0.31% of portfolio
7,603
Q3 2025 Reduced 5.62%
$7.09B
$356 Million 0.3% of portfolio
2,126
Q3 2025 Reduced 9.42%
$99.5B
$362 Million 0.3% of portfolio
8,028
Q3 2025 Reduced 8.92%
Linde PLC
-
$351 Million 0.29% of portfolio
-
Q2 2025 Reduced 3.15%
$132B
$349 Million 0.29% of portfolio
1,657
Q3 2025 Reduced 4.66%
$7.37B
$321 Million 0.27% of portfolio
1,151
Q3 2025 Reduced 9.23%
$3.16B
$322 Million 0.27% of portfolio
16,206
Q3 2025 Added 27.6%
$0
$319 Million 0.27% of portfolio
3,653
Q3 2025 Reduced 9.04%
$98.6B
$309 Million 0.26% of portfolio
3,264
Q3 2025 Added 0.34%
$97.3B
$293 Million 0.25% of portfolio
3,469
Q3 2025 Reduced 2.45%
$24.1B
$295 Million 0.25% of portfolio
2,109
Q3 2025 New
$51.8B
$301 Million 0.25% of portfolio
1,324
Q3 2025 Reduced 9.13%

Summary

  • Portfolio
  • No. of Stocks 429
  • Current Value $119 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
Track This Portfolio

Track Petros Family Wealth, LLC Portfolio

Follow Petros Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Petros Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Petros Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email