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Disclosery

13F-HR filed by Petros Family Wealth, LLC

Petros Family Wealth, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-17, with 137 holding rows worth $119,476,990.

Accession
0002004963-25-000006
Filer
CIK 2004963
Filed
2025-10-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 429 entries on the cover page, a total value of $119,476,990 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,476,990 with VALUE read as dollars as filed, 13F file number 028-25055. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS11,304$7,530,792dollars as filed
Apple Inc037833100COM22,153$5,640,717dollars as filed
Microsoft Corp594918104COM9,334$4,834,407dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM19,290$4,698,022dollars as filed
AMERICAN CENTY ETF TR025072307US QUALITY GROW35,724$4,086,826dollars as filed
Avantis International Equity ETF025072703SHS50,845$4,011,674dollars as filed
NVIDIA Corp67066G104COM19,619$3,660,514dollars as filed
IJH464287507COM41,249$2,691,889dollars as filed
UnitedHealth Group Inc91324P102COM7,444$2,570,339dollars as filed
PACER FDS TR69374H881US CASH COWS 10043,263$2,486,339dollars as filed
KLA CORP482480100COM2,131$2,298,539dollars as filed
BlackRock,Inc.09290D101COM1,859$2,167,420dollars as filed
Cisco Systems,Inc.17275R102COM30,101$2,059,496dollars as filed
Amazon.com, Inc023135106COM9,301$2,042,220dollars as filed
iShares Russell 2000 ETF464287655SHS7,778$1,881,993dollars as filed
JPMorgan Chase & Co46625H100COM5,696$1,796,712dollars as filed
Stryker Corporation863667101COM4,714$1,742,539dollars as filed
Costco Wholesale Corporation22160K105COM1,605$1,485,640dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS19,704$1,479,967dollars as filed
Tesla Motors, Inc88160R101COM3,163$1,406,650dollars as filed
Broadcom Inc.11135F101COM4,146$1,367,807dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,339$1,297,832dollars as filed
META PLATFORMS INC CL A30303M102COM1,726$1,267,540dollars as filed
EMERSON ELEC CO COM291011104Stock9,591$1,258,176dollars as filed
HARBOR ETF TRUST41151J786ALPH SM EARN ETF36,682$1,245,717dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,523$1,237,229dollars as filed
International Business Machines Corporation459200101COM4,281$1,207,895dollars as filed
Raytheon Technologies Corporation75513E101COM6,815$1,140,400dollars as filed
PALO ALTO NETWORKS INC697435105COM5,507$1,121,335dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock3,406$1,040,271dollars as filed
Bank of America Corp060505104COM20,124$1,038,182dollars as filed
3M CO COM88579Y101Stock6,671$1,035,188dollars as filed
ARISTA NETWORKS INC040413205COM6,877$1,002,048dollars as filed
Intercontinental Exchange,Inc.45866F104COM5,746$968,104dollars as filed
Amgen Inc.031162100COM3,372$951,587dollars as filed
Intuitive Surgical,Inc.46120E602COM2,114$945,444dollars as filed
Lowes Companies,Inc.548661107COM3,686$926,349dollars as filed
Analog Devices,Inc.032654105COM3,505$861,205dollars as filed
Netflix, Inc64110L106COM701$840,444dollars as filed
T-Mobile US,Inc.872590104COM3,486$834,503dollars as filed
Oracle Corporation68389X105COM2,902$816,158dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,204$766,893dollars as filed
Berkshire Hathaway Inc084670702COM1,503$755,617dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,200dollars as filed
PHILLIPS 66 COM718546104Stock5,451$741,493dollars as filed
AbbVie,Inc.00287Y109COM3,186$737,732dollars as filed
Caterpillar Inc.149123101COM1,481$706,667dollars as filed
Texas Instruments Incorporated882508104COM3,795$697,279dollars as filed
NextEra Energy,Inc.65339F101COM8,778$662,645dollars as filed
American Express Company025816109COM1,946$646,388dollars as filed
Home Depot, Inc437076102COM1,569$635,764dollars as filed
American Tower Corporation03027X100COM3,303$635,165dollars as filed
General Electric Company369604301COM2,064$620,894dollars as filed
Pfizer Inc.717081103COM24,158$615,553dollars as filed
Goldman Sachs Group,Inc.38141G104COM768$611,597dollars as filed
PepsiCo,Inc.713448108COM4,331$608,205dollars as filed
Walmart Inc.931142103COM5,874$605,375dollars as filed
Eaton Corp. PlcG29183103COM1,578$590,567dollars as filed
TJX Companies Inc872540109COM4,049$585,258dollars as filed
Lam Research Corporation512807306COM4,365$584,474dollars as filed
Johnson & Johnson478160104COM2,986$553,586dollars as filed
GE Vernova Inc.36828A101COM888$546,032dollars as filed
Advanced Micro Devices,Inc.007903107COM3,319$536,981dollars as filed
S&P Global,Inc.78409V104COM1,092$531,487dollars as filed
ROBINHOOD MKTS INC770700102COM3,686$527,761dollars as filed
Qualcomm Incorporated747525103COM3,136$521,752dollars as filed
GRACO INC COM384109104Stock6,046$513,689dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock2,603$491,890dollars as filed
Wells Fargo & Company949746101COM5,758$482,636dollars as filed
ISHARES TR46438G646IBONDS DEC 203417,756$460,058dollars as filed
GARMIN LTD SHSH2906T109Stock1,868$459,952dollars as filed
QUANTA SVCS INC74762E102COM1,101$456,276dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock1,290$453,126dollars as filed
BANK OF NY MELLON CORP COM064058100Stock4,146$451,748dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS2,472$441,775dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock6,239$419,947dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock1,214$419,376dollars as filed
AXONENTERPRISEINC05464C101STOK582$417,667dollars as filed
Visa Inc92826C839COM1,208$412,386dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock1,227$403,773dollars as filed
iShares Silver Trust46428Q109COM9,520$403,362dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock1,872$400,140dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock2,306$376,800dollars as filed
MasterCard, Inc57636Q104COM662$376,553dollars as filed
USBANCORPDEL902973304COM NEW7,739$374,026dollars as filed
VISTRA CORP COM92840M102Stock1,901$372,444dollars as filed
HORMEL FOODS CORP COM440452100Stock15,010$371,347dollars as filed
NUSHARES ETF TR67092P409NUVEEN ESG MIDCP7,603$370,114dollars as filed
PRIMERICA INC74164M108COM1,329$368,918dollars as filed
Bristol-Myers Squibb Company110122108COM8,028$362,075dollars as filed
SIMPSON MFG INC829073105COM2,126$356,020dollars as filed
Linde plcG54950103COM738$350,550dollars as filed
Honeywell Technologies438516106COM1,657$348,799dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock16,206$322,013dollars as filed
WATTS WATER TECHNOLOGIES INC CL A942749102Stock1,151$321,451dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS3,653$318,944dollars as filed
Southern Company842587107COM3,264$309,329dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,324$301,431dollars as filed
iShares Russell Midcap ETF464287499SHS3,096$298,919dollars as filed
BIOGEN INC COM09062X103Stock2,109$295,429dollars as filed
Starbucks Corporation855244109COM3,469$293,497dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,222$291,045dollars as filed
ACUSHNET HLDGS CORP005098108COM3,688$289,471dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,016$286,370dollars as filed
TORO CO891092108COM3,742$285,140dollars as filed
ENBRIDGE INC COM29250N105Stock5,494$277,227dollars as filed
INVESCO QQQ TR46090E103COM456$273,769dollars as filed
Eli Lilly and Company532457108COM350$267,050dollars as filed
FTI CONSULTING INC302941109COM1,635$264,298dollars as filed
ECOLAB INC COM278865100Stock934$255,880dollars as filed
MOELIS & CO60786M105CL A3,587$255,826dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS1,749$254,750dollars as filed
APPLOVIN CORP COM CL A03831W108Stock346$248,615dollars as filed
XCELENERGY INC98389B100COM3,004$242,272dollars as filed
SPDW78463X889COM5,508$235,687dollars as filed
Merck & Co.,Inc.58933Y105COM2,601$218,301dollars as filed
SAP SE SPON ADR803054204ADR800$213,768dollars as filed
Thermo Fisher Scientific Inc.883556102COM439$212,924dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock2,913$212,658dollars as filed
Vanguard Mid-Cap ETF922908629SHS715$210,064dollars as filed
INSTALLED BLDG PRODS INC45780R101COM851$209,907dollars as filed
SEA LTD81141R100SPONSORD ADS1,174$209,829dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP4,752$209,563dollars as filed
Medtronic PlcG5960L103COM2,193$208,861dollars as filed
SONY GROUP CORP SPONSORED ADR835699307ADR7,229$208,123dollars as filed
RBC BEARINGS INC COM75524B104Stock531$207,244dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock491$207,182dollars as filed
D-WAVE QUANTUM INC26740W109COM8,140$201,139dollars as filed
HANESBRANDS INC410345102COM28,645$188,770dollars as filed
NATWEST GROUP PLC SPONS ADR639057207ADR10,374$146,792dollars as filed
BANCO SANTANDER SA ADR05964H105ADR12,781$133,945dollars as filed
ORION GROUP HOLDINGS INC68628V308COMMON STOCK12,084$100,539dollars as filed
TILRAY INC88688T100COM CL 221,723$37,581dollars as filed
UnitedHealth Group Inc91324P102COM100$34,530dollars as filedcall
BIOGEN INC COM09062X103Stock200$28,016dollars as filedcall
XTANT MED HLDGS INC98420P308COM NEW20,000$12,978dollars as filed
D-WAVE QUANTUM INC26740W109COM200$4,942dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002004963-25-000006this filing2025-10-17acceptance time not in the bulk data set