Petros Family Wealth, LLC - Portfolio overview
Petros Family Wealth, LLC has 175 reported holdings in this dataset, with the latest filing dated 2026-04-24.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- SPY - STATE STR SPDR S&P 500 ETF T, 10.65%
- AVDE - AMERICAN CENTY ETF TR, 8.78%
- AAPL - APPLE INC, 7.56%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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