Holdings

Petros Family Wealth, LLC

As of Jun 30, 2026, Petros Family Wealth, LLC reported 91 positions worth US$89M. Largest: Apple Inc, Kla Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc27,263US$7.89M+608Jun 30, 2026
Kla Corporation18,534US$5.59M+16,285Jun 30, 2026
Alphabet Inc (google) Class C12,011US$4.29M−635Jun 30, 2026
Nvidia Corporation19,696US$3.94M−208Jun 30, 2026
Unitedhealth Group Incorporated8,931US$3.71M+2,455Jun 30, 2026
Microsoft Corp.9,937US$3.71M+234Jun 30, 2026
Cisco Systems, Inc.22,953US$2.7M+380Jun 30, 2026
Jp Morgan Chase & Co.7,566US$2.48M+110Jun 30, 2026
Advanced Micro Devices Inc4,064US$2.36M−582Jun 30, 2026
Amazon.com, Inc.8,448US$2.01M+114Jun 30, 2026