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 $140.3M across 131 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($8.1M, 5.75%), AAPL ($6.8M, 4.82%), AVDE ($6.7M, 4.74%), VEA ($5.4M, 3.84%), VO ($5.3M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $8.1M | 5.75% | 12,411 | Added |
| 2 | AAPL | APPLE INC | $6.8M | 4.82% | 26,655 | Trimmed |
| 3 | AVDE | AMERICAN CENTY ETF TR | $6.7M | 4.74% | 78,446 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $5.4M | 3.84% | 84,147 | Added |
| 5 | VO | VANGUARD INDEX FDS | $5.3M | 3.78% | 18,462 | Added |
| 6 | QGRO | AMERICAN CENTY ETF TR | $4.6M | 3.30% | 44,091 | Added |
| 7 | MSFT | MICROSOFT CORP | $3.6M | 2.56% | 9,703 | Trimmed |
| 8 | IJH | ISHARES TR | $3.5M | 2.50% | 51,941 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $3.5M | 2.47% | 19,904 | Trimmed |
| 10 | SHY | ISHARES TR | $3.3M | 2.38% | 40,428 | New |
| 11 | KLAC | KLA CORP | $3.3M | 2.36% | 2,249 | Trimmed |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $3.1M | 2.24% | 58,054 | Added |
| 13 | COWZ | PACER FDS TR | $3.1M | 2.22% | 49,883 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.56% | 7,456 | Trimmed |
| 15 | IVV | ISHARES TR | $2.1M | 1.48% | 3,174 | Trimmed |
| 16 | AMGN | AMGEN INC | $2.0M | 1.44% | 5,752 | Added |
| 17 | GOOG | ALPHABET INC | $2.0M | 1.42% | 6,933 | Trimmed |
| 18 | AVEM | AMERICAN CENTY ETF TR | $1.9M | 1.37% | 23,941 | Added |
| 19 | LHX | L3HARRIS TECHNOLOGIES INC | $1.9M | 1.35% | 5,472 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $1.8M | 1.26% | 1,778 | Trimmed |
| 21 | CSCO | CISCO SYS INC | $1.8M | 1.25% | 22,573 | Trimmed |
| 22 | UNH | UNITEDHEALTH GROUP INC | $1.8M | 1.25% | 6,476 | Added |
| 23 | AMZN | AMAZON COM INC | $1.7M | 1.24% | 8,334 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $1.6M | 1.17% | 5,729 | Trimmed |
| 25 | PSX | PHILLIPS 66 | $1.6M | 1.12% | 8,642 | Added |
Source: SEC Form 13F filings · as of 2026-03-31