IE
Insider Edges

PETROS FAMILY WEALTH, LLC 13F portfolio summary

PETROS FAMILY WEALTH, LLC of PETROS FAMILY WEALTH, LLC has 130 current stock holdings with a reported portfolio value of $140.3M. The portfolio 1 year return is +17.17%. Top holdings include QQQ (0.00%), JBND (0.00%), IBTP (0.00%), AWK (0.00%), SPY (0.00%).

Back to investors

PETROS FAMILY WEALTH, LLC

PETROS FAMILY WEALTH, LLC
Latest filing: 2026-03-31

PETROS FAMILY WEALTH, LLC runs PETROS FAMILY WEALTH, LLC and currently holds 130 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $140.31M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PETROS FAMILY WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PETROS FAMILY WEALTH, LLC's portfolio at PETROS FAMILY WEALTH, LLC has delivered returns of +17.17%. Their 3-year annualized return is +12.86%. Looking at the 5-year horizon, PETROS FAMILY WEALTH, LLC has achieved +12.86% annualized returns at PETROS FAMILY WEALTH, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.17%
#0/1000
3 Year
+12.86%
#0/1000
5 Year
+12.86%
#0/1000

Portfolio Value

$140.31M

Alpha Score

12.2

#0 of 1000

Holdings

130

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change