Petros Family Wealth, LLC
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 170,866
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 132 | 170,866 | 13F-HR | Petros Family Wealth, LLC |
| Q2 2026 | 7/27/2026 | 134 | 163,512 | 13F-HR | Petros Family Wealth, LLC |
| Q1 2026 | 4/24/2026 | 131 | 140,306 | 13F-HR | Petros Family Wealth, LLC |
| Q4 2025 | 1/14/2026 | 141 | 150,213 | 13F-HR | Petros Family Wealth, LLC |
| Q3 2025 | 10/17/2025 | 137 | 119,477 | 13F-HR | Petros Family Wealth, LLC |
| Q2 2025 | 7/22/2025 | 132 | 109,487 | 13F-HR | Petros Family Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
92
(0.1% of total reported value)
· QoQ Δ:
-5
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.5 K | 57.7% | 4.832 K | 0 | 4.832 K |
| ETFs | 70.66 K | 41.4% | 2.31 K | 0 | 2.31 K |
| Debt | 1.616 K | 0.9% | 214 | 0 | 214 |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
170,866
Holdings
132
QoQ value change ($000)
7,354
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.