Petros Family Wealth, LLC
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 140,306
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 80.69 K | 57.5% | 0 | 44.74 K | -44.74 K |
| ETFs | 58.26 K | 41.5% | 36 K | 0 | 36 K |
| Debt | 1.349 K | 1.0% | 526 | 0 | 526 |
| Other | 0 | 0.0% | 0 | 1.686 K | -1.686 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
140,306
Holdings
131
QoQ value change ($000)
-9,907
(-6.6%)
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.