account_balance
Investment manager · 13F filer · SEC CIK 2004963
Petros Family Wealth, LLC
Reported value$171Mas of Sep 30, 2026
Positions131 12 new, 14 sold out
Top 10 weight37.7%SPY alone is 6%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
5.8%Added +3%
AAPLApple Inc.
5.6%Added +5%
AVDEAmerican Centy ETF Tr
5.4%Added +15%
VEAVanguard Tax-Managed FDS
3.7%Added +4%
MSFTMicrosoft Corp
3.4%Added +13%
QGROAmerican Centy ETF Tr
3.2%
NVDANVIDIA Corp
2.7%Added +4%
SHYiShares Tr
2.7%Added +15%
VOVanguard Index FDS
2.6%Trimmed −15%
IJHiShares Tr
2.5%Added +8%
VWOVanguard Intl Equity Index F
2.0%Added +4%
COWZPacer FDS Tr
2.0%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
5.8%Added +3%
AAPLApple Inc.
5.6%Added +5%
AVDEAmerican Centy ETF Tr
5.4%Added +15%
VEAVanguard Tax-Managed FDS
3.7%Added +4%
MSFTMicrosoft Corp
3.4%+13%
QGROAmerican Centy ETF Tr
3.2%
NVDANVIDIA Corp
2.7%
SHYiShares Tr
2.7%
VOVanguard Index FDS
2.6%
IJH2.5%
VWO2.0%
COWZ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 5.8% Added +3%AAPL Apple Inc. 5.6% Added +5%
AVDE American Centy ETF Tr 5.4% Added +15%
VEA Vanguard Tax-Managed FDS 3.7% Added +4%
MSFT Microsoft Corp 3.4% Added +13%QGRO American Centy ETF Tr 3.2% Held
NVDA NVIDIA Corp 2.7% Added +4%SHY iShares Tr 2.7% Added +15%
VO Vanguard Index FDS 2.6% Trimmed −15%
IJH iShares Tr 2.5% Added +8%
VWO Vanguard Intl Equity Index F 2.0% Added +4%
COWZ Pacer FDS Tr 2.0% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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