Petros Family Wealth, LLC filed its 13F report for Q4 2025 on January 14, 2026. The portfolio totaled 150.21 M reflecting a +25.73% change from the prior quarter, spanning 141 assets. The top 10 holdings comprised 34.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 37 new positions and 32 complete exits.
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Petros Family Wealth submitted their Form 13F-HR for the Q4 2025 period on 01/14/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Petros Family Wealth reported a managed portfolio value of 150.21 M, consisting of 434 individual positions.
This page displays the raw filing documents. To see which stocks Petros Family Wealth bought or sold during Q4 2025, please visit Petros Family Wealth's Portfolio Analysis page.