Petros Family Wealth
Petros Family Wealth reported 131 stocks worth $171M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPY (5.8%), AAPL (5.6%) and AVDE (5.4%). Compared with Q2 2026, the fund opened new positions in XLV, INTC and BOXX, added to SPY, AAPL and AVDE, trimmed VO, COWZ and KLAC and sold out of AGG, AXP and PNC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $9.9M | 5.8% | 13K | +319 (+3%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $9.6M | 5.6% | 29K | +1,428 (+5%) | 8 of 8 | |
| 3 |  AVDE American Centy ETF TR | $9.2M | 5.4% | 102K | +13K (+15%) | 6 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $6.4M | 3.7% | 90K | +3,409 (+4%) | 4 of 8 | |
| 5 |  MSFT Microsoft Corp | $5.8M | 3.4% | 11K | +1,300 (+13%) | 8 of 8 | |
| 6 |  QGRO American Centy ETF TR | $5.5M | 3.2% | 47K | +558 (+1%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $4.7M | 2.7% | 20K | +786 (+4%) | 8 of 8 | |
| 8 |  SHY Ishares 1-3 Year Treasry | $4.6M | 2.7% | 56K | +7,360 (+15%) | 3 of 8 | |
| 9 |  VO Vanguard Index Fds | $4.4M | 2.6% | 57K | −9,600 (−15%) | 6 of 8 | |
| 10 |  IJH Ishares TR | $4.3M | 2.5% | 59K | +4,546 (+8%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AGG Ishares TR | $897K | 9,058 |
 AXP American Express Co | $548K | 1,621 |
 PNC PNC Finl Svcs Group Inc | $411K | 1,671 |
 APD Air Prods & Chems Inc | $350K | 1,195 |
 TPL Texas Pacific Land C | $323K | 739 |
🔒 Free account: see all 16.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 STX Seagate Technology Hldngs PL | Put | $92K | 100 | 0 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Petros Family Wealth 13F FAQ
What does Petros Family Wealth own?
Petros Family Wealth reported 131 stocks worth $171M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPY (5.8%), AAPL (5.6%) and AVDE (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Petros Family Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 79 added to, 33 trimmed and 16 sold out. New positions include XLV, INTC and BOXX. It sold all of AGG, AXP and PNC.
When will Petros Family Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Petros Family Wealth's portfolio worth?
The Q3 2026 filing reports $171M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.