Petros Family Wealth, LLC — 13F holdings

Petros Family Wealth, LLC reported 421 holdings worth $164M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $9.46M (5.8%)
  2. AVDE AMERICAN CENTY ETF TR — $7.97M (4.9%)
  3. AAPL APPLE INC — $7.89M (4.8%)
  4. VEA VANGUARD TAX-MANAGED FDS — $6.20M (3.8%)
  5. KLAC KLA CORP — $5.59M (3.4%)
  6. QGRO AMERICAN CENTY ETF TR — $5.48M (3.4%)
  7. VO VANGUARD INDEX FDS — $5.33M (3.3%)
  8. IJH ISHARES TR — $4.24M (2.6%)
  9. SHY ISHARES TR — $4.01M (2.5%)
  10. NVDA NVIDIA CORPORATION — $3.94M (2.4%)