13F Filings History of Petros Family Wealth, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$150,212,763
Signature - Title
Carl Lymangood - CHIEF COMPLIANCE OFFICER
Location
Bloomington, MN
Summary
This page shows a list of all the recent 13F filings made by Petros Family Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Petros Family Wealth, LLC reported 141 stock holdings with total value $150,212,763 as of Q4 2025. Top holdings included AAPL, SPY, AVDE, MSFT, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 141 $150,212,763 +$49,487,616 -$21,047,363 +$28,440,253 AAPL, SPY, AVDE, MSFT, VO 13F-HR 14 Jan 2026, 08:54
Q3 2025 134 $119,409,502 +$9,357,805 -$8,350,801 +$1,007,004 SPY, AAPL, MSFT, GOOG, QGRO 13F-HR 17 Oct 2025, 15:29
Q2 2025 130 $109,437,208 +$16,362,909 -$4,676,353 +$11,686,556 SPY, QGRO, AAPL, MSFT, AVDE 13F-HR 22 Jul 2025, 14:36
Q1 2025 121 $90,273,451 +$7,255,025 -$6,122,102 +$1,132,923 SPY, AAPL, UNH, MSFT, QGRO 13F-HR 23 Apr 2025, 07:39
Q4 2024 129 $92,548,399 $0 $0 $0 SPY, AAPL, UNH, MSFT, NVDA 13F-HR 13 Feb 2025, 14:04