Petros Family Wealth, LLC - Portfolio Stock Holdings
Petros Family Wealth, LLC disclosed 144 stock positions in a recent SEC 13F filing. $163,415,853 of stock holdings were filed, with the largest holdings including SPY, AVDE, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $341,596,465 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
144Est. Stock Holding Value:
$163,415,853Top Stock Holdings By Sector
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Portfolio Stock Holdings - Petros Family Wealth, LLC
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Portfolio Options Holdings - Petros Family Wealth, LLC
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