Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Petros Family Wealth, LLC (CIK 2004963) reported $163.5M across 133 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($9.5M, 5.78%), AVDE ($8.0M, 4.87%), AAPL ($7.9M, 4.82%), VEA ($6.2M, 3.79%), KLAC ($5.6M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $9.5M | 5.78% | 12,662 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $8.0M | 4.87% | 89,355 | Added |
| 3 | AAPL | APPLE INC | $7.9M | 4.82% | 27,263 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $6.2M | 3.79% | 87,034 | Added |
| 5 | KLAC | KLA CORP | $5.6M | 3.42% | 18,534 | Added |
| 6 | QGRO | AMERICAN CENTY ETF TR | $5.5M | 3.35% | 46,461 | Added |
| 7 | VO | VANGUARD INDEX FDS | $5.3M | 3.26% | 66,134 | Added |
| 8 | IJH | ISHARES TR | $4.2M | 2.59% | 54,924 | Added |
| 9 | SHY | ISHARES TR | $4.0M | 2.45% | 48,808 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $3.9M | 2.41% | 19,696 | Trimmed |
| 11 | UNH | UNITEDHEALTH GROUP INC | $3.7M | 2.27% | 8,931 | Added |
| 12 | MSFT | MICROSOFT CORP | $3.7M | 2.27% | 9,937 | Added |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $3.4M | 2.07% | 56,648 | Trimmed |
| 14 | COWZ | PACER FDS TR | $3.4M | 2.07% | 54,403 | Added |
| 15 | AVEM | AMERICAN CENTY ETF TR | $2.7M | 1.66% | 28,060 | Added |
| 16 | CSCO | CISCO SYS INC | $2.7M | 1.65% | 22,953 | Added |
| 17 | IVV | ISHARES TR | $2.5M | 1.54% | 3,367 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.51% | 7,566 | Added |
| 19 | GOOG | ALPHABET INC | $2.4M | 1.48% | 6,849 | Trimmed |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $2.4M | 1.44% | 4,064 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $2.0M | 1.23% | 8,448 | Added |
| 22 | AMGN | AMGEN INC | $1.9M | 1.15% | 5,176 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $1.9M | 1.15% | 5,239 | Trimmed |
| 24 | SGOV | ISHARES TR | $1.8M | 1.12% | 18,179 | Added |
| 25 | BAC | BANK OF AMER CORP | $1.8M | 1.11% | 31,772 | Added |
Source: SEC Form 13F filings · as of 2026-06-30