Petros Family Wealth, LLC
•CIK: 2004963•Filing: Q4 2025
**Petros Family Wealth, LLC** manages $150M across a diversified portfolio of 141 positions. The strategy exhibits significant allocations to mega-cap technology and broad market exposure, notably holding $8.5M in AAPL and $7.9M in SPY. Further concentration is evident in semiconductor and technology names, including $5.8M in AVDE and $5.3M in MSFT. This structure suggests a core focus on established growth leaders and market indices.
Total AUM
$150.2M
QoQ Performance
+26.1%
Positions
123
Top 10 Concentration
34.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
SPY
AAPL5.7%
SPY5.2%
AVDE3.9%
MSFT3.5%
VO3.3%
NVDA3.2%
VEA3.1%
QGRO2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.3%
Technology21.5%
ETF7.0%
Financial6.4%
Consumer5.7%
Healthcare4.1%
Industrial2.2%
Communication1.1%
🚪 Exited Positionssold since Q3 2025
+27 more exited positions
Changes from Q3 2025
NEW39 new positions
↑63 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024