§ 13F · FUND PROFILE
Petros Family Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109.5T (13F)Positions · 445Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$150.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 12K | $7.9T | 5.2% | NEW |
| 2 | AAPL | APPLE INC | 23K | $6.2T | 4.1% | NEW |
| 3 | AVDE | AMERICAN CENTY ETF TR | 71K | $5.8T | 3.9% | NEW |
| 4 | VO | VANGUARD INDEX FDS | 17K | $4.8T | 3.2% | NEW |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 74K | $4.6T | 3.1% | NEW |
| 6 | QGRO | AMERICAN CENTY ETF TR | 36K | $4.1T | 2.8% | NEW |
| 7 | MSFT | MICROSOFT CORP | 7K | $3.6T | 2.4% | NEW |
| 8 | IJH | ISHARES TR | 48K | $3.1T | 2.1% | NEW |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 56K | $3.0T | 2.0% | NEW |
| 10 | KLAC | KLA CORP | 2K | $2.9T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETROS SIGNAL
AC read
Petros Family Wealth, LLC is a Other fund managing $109487.0 trillion in assets. The fund runs a broad portfolio of 445 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed