§ 13F · FUND PROFILE
Petros Family Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109M (13F)Positions · 445Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 12K | $8M | 5.8% | +8% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 78K | $7M | 4.7% | +11% |
| 3 | AAPL | APPLE INC | 23K | $6M | 4.1% | −15% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 84K | $5M | 3.8% | +14% |
| 5 | VO | VANGUARD INDEX FDS | 18K | $5M | 3.8% | +9% |
| 6 | QGRO | AMERICAN CENTY ETF TR | 44K | $5M | 3.3% | +22% |
| 7 | IJH | ISHARES TR | 52K | $4M | 2.5% | +9% |
| 8 | SHY | ISHARES TR | 40K | $3M | 2.3% | NEW |
| 9 | KLAC | KLA CORP | 2K | $3M | 2.3% | −10% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 58K | $3M | 2.2% | +4% |
§ 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 $109 million in assets. The fund runs a broad portfolio of 445 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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