Petros Family Wealth, LLC Portfolio Holdings

Petros Family Wealth, LLC

  • $150 Billion
  • Q4 2025

Petros Family Wealth, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 434 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.51B, Spdr S&P 500 ETF Trust with a value of $7.86B, American Centy ETF Tr Avantis with a value of $5.84B, Microsoft Corp with a value of $5.31B, and Vanguard Mid Cap ETF with a value of $4.91B.

Examining the 13F form we can see an increase of $30.7B in the current position value, from $119B to 150B.

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 $150 Billion
ETFs: $54.9 Billion
Technology: $33.5 Billion
Financial Services: $12.7 Billion
Industrials: $10.5 Billion
Healthcare: $8.62 Billion
Communication Services: $8.41 Billion
Consumer Cyclical: $7.88 Billion
Consumer Defensive: $4.06 Billion
Other: $3.76 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$8.51 Billion 5.66% of portfolio
31,291
Q4 2025 Added 41.25%
$0
$7.86 Billion 5.24% of portfolio
11,532
Q4 2025 Added 2.02%
$0
$5.84 Billion 3.89% of portfolio
70,910
Q4 2025 Added 39.46%
$3.78T
$5.31 Billion 3.54% of portfolio
10,983
Q4 2025 Added 17.67%
$0
$4.91 Billion 3.27% of portfolio
16,902
Q4 2025 Added 2,263.92%
$465B
$4.79 Billion 3.19% of portfolio
25,708
Q4 2025 Added 31.04%
$0
$4.62 Billion 3.08% of portfolio
73,981
Q4 2025 New
$0
$4.13 Billion 2.75% of portfolio
36,082
Q4 2025 Added 1.0%
$0
$3.14 Billion 2.09% of portfolio
47,627
Q4 2025 Added 15.46%
$161B
$3.04 Billion 2.02% of portfolio
2,502
Q4 2025 Added 17.41%
$0
$3.01 Billion 2.0% of portfolio
55,951
Q4 2025 New
$1.74T
$2.93 Billion 1.95% of portfolio
9,335
Q4 2025 Reduced 51.61%
$0
$2.73 Billion 1.82% of portfolio
45,390
Q4 2025 Added 4.92%
$881B
$2.61 Billion 1.74% of portfolio
8,097
Q4 2025 Added 42.15%
$0
$2.59 Billion 1.73% of portfolio
3,788
Q4 2025 New
$2.39T
$2.5 Billion 1.66% of portfolio
10,812
Q4 2025 Added 16.25%
$300B
$2.08 Billion 1.39% of portfolio
6,313
Q4 2025 Reduced 15.19%
$319B
$1.74 Billion 1.16% of portfolio
22,598
Q4 2025 Reduced 24.93%
$0
$1.65 Billion 1.1% of portfolio
21,361
Q4 2025 Added 8.41%
$75.4B
$1.63 Billion 1.08% of portfolio
12,260
Q4 2025 Added 27.83%
$413B
$1.62 Billion 1.08% of portfolio
29,440
Q4 2025 Added 46.29%
$404B
$1.59 Billion 1.06% of portfolio
1,844
Q4 2025 Added 14.89%
Blackrock Inc
-
$1.54 Billion 1.03% of portfolio
-
Q4 2025 Reduced 22.38%
$183B
$1.53 Billion 1.02% of portfolio
4,674
Q4 2025 Added 38.61%
$0
$1.48 Billion 0.98% of portfolio
14,778
Q4 2025 New
$55.4B
$1.42 Billion 0.94% of portfolio
4,820
Q4 2025 Added 41.51%
$0
$1.38 Billion 0.92% of portfolio
15,374
Q4 2025 Added 320.86%
$1.37T
$1.37 Billion 0.91% of portfolio
2,076
Q4 2025 Added 20.28%
$118B
$1.31 Billion 0.87% of portfolio
4,834
Q4 2025 Added 37.92%
$258B
$1.31 Billion 0.87% of portfolio
7,134
Q4 2025 Added 4.68%
$0
$1.27 Billion 0.84% of portfolio
25,531
Q4 2025 New
Harbor ETF Trust
-
$1.25 Billion 0.83% of portfolio
-
Q4 2025 Added 1.71%
$0
$1.24 Billion 0.82% of portfolio
8,308
Q4 2025 Added 375.01%
$1.29T
$1.23 Billion 0.82% of portfolio
2,725
Q4 2025 Reduced 13.85%
$388B
$1.21 Billion 0.8% of portfolio
5,627
Q4 2025 Added 69.54%
$136B
$1.18 Billion 0.79% of portfolio
3,370
Q4 2025 Reduced 28.51%
$139B
$1.18 Billion 0.79% of portfolio
3,412
Q4 2025 Reduced 17.7%
$140B
$1.15 Billion 0.76% of portfolio
4,759
Q4 2025 Added 29.11%
$0
$1.1 Billion 0.73% of portfolio
8,338
Q4 2025 New
$193B
$1.09 Billion 0.72% of portfolio
1,916
Q4 2025 Reduced 9.37%
$0
$1.09 Billion 0.72% of portfolio
23,351
Q4 2025 New
$279B
$1.07 Billion 0.71% of portfolio
9,591
Q4 2025 Added 63.28%
$0
$1.04 Billion 0.69% of portfolio
4,214
Q4 2025 Reduced 45.82%
$170B
$1.02 Billion 0.68% of portfolio
6,636
Q4 2025 Added 63.89%
$84.9B
$977 Million 0.65% of portfolio
6,030
Q4 2025 Added 4.94%
$68.5B
$957 Million 0.64% of portfolio
7,416
Q4 2025 Added 36.05%
$266B
$931 Million 0.62% of portfolio
3,145
Q4 2025 Reduced 26.54%
$0
$850 Million 0.57% of portfolio
1,384
Q4 2025 Added 203.51%
$159B
$784 Million 0.52% of portfolio
1,501
Q4 2025 Added 37.45%

Summary

  • Portfolio
  • No. of Stocks 434
  • Current Value $150 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 39 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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