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Petros Family Wealth - Q2 2026 13F Filings

PE

Petros Family Wealth, LLC

CIK: 0002004963
Address: Minnesota Bloomington 8500 Normandale Lake Blvd Suite 850
$163.51 M
Portfolio Value
134
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$3.84 M
2. SGOV Ishares 0-3 Month Treasury Bond Etf
+$1.11 M
3. UNH Unitedhealth Group Incorporated
+$1.02 M
4. AVDE Avantis International Equity Etf
+$973,087.81
5. SHY Ishares 1-3 Year Treasury Bond Etf
+$688,078.73

Top Sells

Q2 2026
1. KLAC Kla Corporation
−$1.19 M
2. ADI Analog Devices
−$597,429.55
3. CVX Chevron Corporation
−$507,733
4. AGG Ishares Core Us Aggregate Bond Etf
−$485,694.95
5. AMD Advanced Micro Devices
−$338,089.73

Asset Allocation

Stocks/ETFs
+16.47%
$163.42 M 99.94%
Options
+100.00%
$96,500 0.06%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Petros Family Wealth Q2 2026 Filing Summary

Petros Family Wealth, LLC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 163.51 M reflecting a +16.54% change from the prior quarter, spanning 134 assets. The top 10 holdings comprised 36.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 12 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Petros Family Wealth’s Q2 2026 Filing

Petros Family Wealth submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Petros Family Wealth reported a managed portfolio value of 163.51 M, consisting of 421 individual positions.

This page displays the raw filing documents. To see which stocks Petros Family Wealth bought or sold during Q2 2026, please visit Petros Family Wealth's Portfolio Analysis page.