StockDriftsStockDriftsTop 50 Petros Family Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.79% | 12.7K | $9.5M | +2.02%(+251) | $590.68(+30.96%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.88% | 89.4K | $8.0M | +13.91%(+10.91K) | $75.87(+23.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.83% | 27.3K | $7.9M | +2.28%(+608) | $241.97(+26.74%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.79% | 87.0K | $6.2M | +3.43%(+2.89K) | $61.62(+18.45%) | 2026-06-30 | |
| KLAC | KLA CORP | 3.42% | 18.5K | $5.6M | -17.59%(-3.96K) | $78.27(+160.27%) | 2026-06-30 | |
| QGRO | AMERICAN CENTY ETF TR | 3.36% | 46.5K | $5.5M | +5.38%(+2.37K) | $100.00(+18.71%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.26% | 66.1K | $5.3M | -10.45%(-7.71K) | $72.70(+14.21%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.59% | 54.9K | $4.2M | +5.74%(+2.98K) | $63.43(+22.84%) | 2026-06-30 | |
| SHY | ISHARES TR | 2.45% | 48.8K | $4.0M | +20.73%(+8.38K) | $82.63(-0.89%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.41% | 19.7K | $3.9M | -1.05%(-208) | $142.07(+55.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.84% |
Petros Family Wealth, LLC reports $163.51M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are SPY (5.8%), AVDE (4.9%) and AAPL (4.8%). The top 20 holdings account for 54.75% of reported assets. Its disclosed equity book has returned +22.47% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Petros Family Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2004963). View Petros Family Wealth, LLC’s 13F filings on SEC