Petros Family Wealth, LLC
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 163,512
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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):
97
(0.1% of total reported value)
· QoQ Δ:
+97
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.66 K | 57.3% | 12.97 K | 0 | 12.97 K |
| ETFs | 68.35 K | 41.8% | 10.09 K | 0 | 10.09 K |
| Debt | 1.402 K | 0.9% | 53 | 0 | 53 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
163,512
Holdings
134
QoQ value change ($000)
23,206
(16.5%)
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.