Petros Family Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Bloomington, MN
CIK
0002004963
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 137 119,476 SPY, AAPL, MSFT, GOOG 13F-HR 10/17/2025 000200496325000006
Q2 2025 132 109,486 SPY, QGRO, AAPL, MSFT 13F-HR 7/22/2025 000200496325000005
Q1 2025 123 90,427 SPY, AAPL, UNH, MSFT 13F-HR 4/23/2025 000200496325000002
Q4 2024 130 92,707 SPY, AAPL, UNH, MSFT 13F-HR 2/13/2025 000200496325000001