§ 13F · FUND PROFILE
Petros Family Wealth, LLC.
AUM · $164M (13F)Positions · 421Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 13K | $9M | 5.8% | +2% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 89K | $8M | 4.9% | +14% |
| 3 | AAPL | APPLE INC | 23K | $7M | 4.0% | +2% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 87K | $6M | 3.8% | +3% |
| 5 | QGRO | AMERICAN CENTY ETF TR | 46K | $5M | 3.4% | +5% |
| 6 | VO | VANGUARD INDEX FDS | 66K | $5M | 3.2% | +258% |
| 7 | KLAC | KLA CORP | 18K | $5M | 3.2% | +724% |
| 8 | IJH | ISHARES TR | 55K | $4M | 2.6% | +6% |
| 9 | SHY | ISHARES TR | 48K | $4M | 2.4% | +21% |
| 10 | UNH | UNITEDHEALTH GROUP INC | 9K | $4M | 2.2% | +38% |
§ 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 $164 million in assets. The fund runs a broad portfolio of 421 positions.
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