Petros Family Wealth, LLC: 13F holdings
CIK 20049632026Q2
| Positions | 133 |
|---|
| Reported value | $163.5m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 133 (+2 vs prior quarter) |
|---|
| Reported value | $163.5m (+16.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 12,662 | $9.5m | 5.8% |
| AVDE AMERICAN CENTY ETF TR | 89,355 | $8.0m | 4.9% |
| AAPL APPLE INC | 27,263 | $7.9m | 4.8% |
| VEA VANGUARD TAX-MANAGED FDS | 87,034 | $6.2m | 3.8% |
| KLAC KLA CORP | 18,534 | $5.6m | 3.4% |
| IWF AMERICAN CENTY ETF TR | 46,461 | $5.5m | 3.4% |
| VO VANGUARD INDEX FDS | 66,134 | $5.3m | 3.3% |
| IJH ISHARES TR | 54,924 | $4.2m | 2.6% |
| SHY ISHARES TR | 48,808 | $4.0m | 2.5% |
| NVDA NVIDIA CORPORATION | 19,696 | $3.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2004963")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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