Petros Family Wealth, LLC

Petros Family Wealth, LLC reported 421 holdings worth US$164M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Petros Family Wealth, LLC reported 421 holdings worth US$164M as of Jun 30, 2026. Largest: Apple Inc, Kla Corporation and Alphabet Inc (google) Class C. Filed Jul 27, 2026 (Form 13F).

Holdings
421
Value as reported
US$164M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc27,263US$7.89M4.8%
Kla Corporation18,534US$5.59M3.4%
Alphabet Inc (google) Class C12,011US$4.29M2.6%
Nvidia Corporation19,696US$3.94M2.4%
Unitedhealth Group Incorporated8,931US$3.71M2.3%
Microsoft Corp.9,937US$3.71M2.3%
Cisco Systems, Inc.22,953US$2.7M1.6%
Jp Morgan Chase & Co.7,566US$2.48M1.5%
Advanced Micro Devices Inc4,064US$2.36M1.4%
Amazon.com, Inc.8,448US$2.01M1.2%
Amgen Inc.5,176US$1.87M1.1%
Bank Of America Corporation31,772US$1.81M1.1%
Costco Wholesale Corporation1,848US$1.73M1.1%
L3harris Technologies, Inc.5,660US$1.64M1.0%
Blackrock, Inc.1,602US$1.54M0.94%
Phillips 668,918US$1.51M0.92%
Rtx Corporation7,926US$1.5M0.92%
Emerson Electric Company10,351US$1.48M0.91%
Analog Devices, Inc.3,351US$1.33M0.81%
Tjx Companies, Inc. (the)8,268US$1.25M0.77%
Lowe's Companies, Inc.5,448US$1.2M0.73%
Texas Instruments Incorporated3,993US$1.19M0.73%
Stryker Corporation3,643US$1.15M0.70%
Coca-cola Company (the)13,276US$1.08M0.66%
Meta Platforms, Inc.1,803US$1.02M0.62%
Nextera Energy, Inc.11,484US$1.01M0.62%
Intuitive Surgical, Inc.2,305US$917K0.56%
Broadcom Inc.2,418US$913K0.56%
T-mobile Us, Inc.5,268US$884K0.54%
Intercontinental Exchange Inc.6,903US$850K0.52%
Caterpillar, Inc.771US$821K0.50%
Walmart Inc.7,058US$799K0.49%
Tesla, Inc.1,670US$702K0.43%
Eli Lilly And Company577US$692K0.42%
Micron Technology, Inc.589US$680K0.42%
Deere & Company983US$624K0.38%
Ge Vernova Inc.472US$555K0.34%
American Express Company1,621US$548K0.34%
Ge Aerospace1,452US$543K0.33%
General Dynamics Corporation1,453US$515K0.31%
Arista Networks, Inc.2,996US$509K0.31%
International Business Machines Corporation1,795US$505K0.31%
Berkshire Hathaway Inc.968US$484K0.30%
Robinhood Markets, Inc.4,759US$477K0.29%
Goldman Sachs Group, Inc. (the)460US$465K0.28%
American Tower Corporation (reit)2,778US$454K0.28%
Asml Holding Nv226US$450K0.27%
The Bank Of New York Mellon Corporation3,072US$444K0.27%
Packaging Corporation Of America1,833US$437K0.27%
Visa Inc.1,236US$424K0.26%
Quanta Services, Inc.587US$423K0.26%
Wells Fargo & Company5,037US$416K0.25%
Pnc Financial Services Group, Inc. (the)1,671US$411K0.25%
Union Pacific Corporation1,506US$410K0.25%
Philip Morris International Inc2,239US$405K0.25%
Monster Beverage Corporation4,130US$397K0.24%
Netflix, Inc.5,546US$396K0.24%
Watts Water Technologies, Inc.1,007US$394K0.24%
Graco Inc.5,127US$388K0.24%
Simpson Manufacturing Company, Inc.1,850US$387K0.24%
Cadence Design Systems, Inc.1,028US$386K0.24%
Xcel Energy Inc.4,720US$379K0.23%
Palantir Technologies Inc.3,241US$378K0.23%
Palo Alto Networks, Inc.1,103US$376K0.23%
Air Products And Chemicals, Inc.1,195US$350K0.21%
Acushnet Holdings Corp.2,944US$349K0.21%
Oracle Corporation2,319US$340K0.21%
Vistra Corp.2,089US$331K0.20%
Primerica, Inc.1,156US$329K0.20%
Abbvie Inc.1,295US$326K0.20%
Texas Pacific Land Corporation739US$323K0.20%
Blackstone Inc.2,725US$321K0.20%
Oneok, Inc.3,684US$320K0.20%
Servicenow, Inc.3,163US$314K0.19%
Toro Company (the)3,222US$314K0.19%
Northrop Grumman Corporation616US$314K0.19%
Exxon Mobil Corporation2,279US$312K0.19%
Johnson & Johnson1,208US$307K0.19%
S&p Global Inc.750US$305K0.19%
Taiwan Semiconductor Manufacturing Co., Ltd.634US$303K0.19%
Applied Materials, Inc.412US$298K0.18%
Rbc Bearings Incorporated461US$297K0.18%
Landstar System, Inc.1,311US$271K0.17%
Cf Industries Holdings, Inc.2,460US$266K0.16%
Merck & Company, Inc.2,025US$260K0.16%
American Water Works Company, Inc.1,649US$217K0.13%
Lam Research Corporation497US$215K0.13%
Fti Consulting, Inc.1,413US$211K0.13%
Mastercard Incorporated403US$207K0.13%
Target Corporation1,578US$206K0.13%
Emcor Group, Inc.248US$206K0.13%
At&t Inc.0US$00.00%
Banco Santander, S.a.0US$00.00%
Chevron Corporation0US$00.00%
Jack Henry & Associates, Inc.0US$00.00%
Home Depot, Inc. (the)0US$00.00%
Honeywell International Inc.0US$00.00%
Installed Building Products, Inc.0US$00.00%
Ppg Industries, Inc.0US$00.00%

Source

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