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Home > Institutional Investor > Petros Family Wealth, Llc > Profile

Instuitional Investor - Petros Family Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Petros Family Wealth, Llc
Portfolio Value $140,305,781
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 12,411 $8,071,278 5.75%
2.
Apple Inc.
 AAPL 26,655 $6,764,710 4.82%
3.
American Centy Etf Tr - INTL EQT ETF
 78,446 $6,655,366 4.74%
4.
Vanguard Tax-Managed Fds
 84,147 $5,392,109 3.84%
5.
Vanguard Index Fds - MID CAP ETF
 18,462 $5,302,025 3.78%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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