Petros Family Wealth, LLC
132 holdingsFiling period: 2026-03-31Current AUM: $153.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 12.4K | $8.1M | $9.3M | 6.04% | +879 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 26.7K | $6.8M | $8.2M | 5.36% | -4,636 | 2026-03-31 |
| 3 | AVDE | AMERICAN CENTY ETF TR | 78.4K | $6.7M | $7.2M | 4.66% | +7.5K | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 84.1K | $5.4M | $5.9M | 3.87% | +10.2K | 2026-03-31 |
| 5 | VO | VANGUARD INDEX FDS | 18.5K | $5.3M | $6.0M | 3.89% | +1.6K | 2026-03-31 |
| 6 | QGRO | AMERICAN CENTY ETF TR | 44.1K | $4.6M | $5.0M | 3.29% | +8.0K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 9.7K | $3.6M | $4.5M | 2.94% | -1,280 | 2026-03-31 |
| 8 | IJH | ISHARES TR | 51.9K | $3.5M | $3.9M | 2.54% | +4.3K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 19.9K | $3.5M | $4.0M | 2.60% | -5,804 | 2026-03-31 |
| 10 | SHY | ISHARES TR | 40.4K | $3.3M | $3.3M | 2.16% | -- | 2026-03-31 |
| 11 | KLAC | KLA CORP | 2.2K | $3.3M | $411K | 0.27% | -253 | 2026-03-31 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | 58.1K | $3.1M | $3.4M | 2.22% | +2.1K | 2026-03-31 |
| 13 | COWZ | PACER FDS TR | 49.9K | $3.1M | $3.3M | 2.17% | +4.5K | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO | 7.5K | $2.2M | $2.6M | 1.71% | -641 | 2026-03-31 |
| 15 | IVV | ISHARES TR | 3.2K | $2.1M | $2.4M | 1.55% | -614 | 2026-03-31 |
| 16 | AMGN | AMGEN INC | 5.8K | $2.0M | $2.2M | 1.44% | +1.1K | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 6.9K | $2.0M | $2.5M | 1.61% | -2,402 | 2026-03-31 |
| 18 | AVEM | AMERICAN CENTY ETF TR | 23.9K | $1.9M | $2.1M | 1.39% | +2.6K | 2026-03-31 |
| 19 | LHX | L3HARRIS TECHNOLOGIES INC | 5.5K | $1.9M | $1.5M | 0.99% | +652 | 2026-03-31 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | 1.8K | $1.8M | $1.7M | 1.10% | -66 | 2026-03-31 |
| 21 | UNH | UNITEDHEALTH GROUP INC | 6.5K | $1.8M | $2.7M | 1.75% | +163 | 2026-03-31 |
| 22 | CSCO | CISCO SYS INC | 22.6K | $1.7M | $2.6M | 1.70% | -25 | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 8.3K | $1.7M | $2.3M | 1.47% | -2,478 | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 5.7K | $1.6M | $2.0M | 1.33% | -2,251 | 2026-03-31 |
| 25 | PSX | PHILLIPS 66 | 8.6K | $1.6M | $1.8M | 1.19% | +1.2K | 2026-03-31 |
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