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Portfolio (Quarterly) Guide ↗

Petros Family Wealth, LLC

· CIK 0002004963
13F Portfolio $164M AUM 421 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 59 Added 52 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 589.0 $680K 0.42% NEW $1154.29 -19.2%
2 FTRB FEDERATED HERMES ETF TRUST 27,082.0 $680K 0.42% NEW $25.09 -1.1%
3 PM PHILIP MORRIS INTL INC Consumer Defensive 2,239.0 $405K 0.25% NEW $180.91 +6.1%
4 PANW PALO ALTO NETWORKS INC Technology 1,103.0 $376K 0.23% NEW $341.02 +9.0%
5 ORCL ORACLE CORP Technology 2,319.0 $340K 0.21% NEW $146.55 +2.8%
6 NOW SERVICENOW INC Technology 3,163.0 $314K 0.19% NEW $99.28 +45.8%
7 AMAT APPLIED MATLS INC Technology 412.0 $298K 0.18% NEW $722.94 -36.1%
8 GRNY TIDAL TRUST I 10,225.0 $283K 0.17% NEW $27.65 +0.6%
9 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 280.0 $270K 0.17% NEW $965.00 -14.0%
10 CF CF INDUSTRIES HOLD Basic Materials 2,460.0 $266K 0.16% NEW $108.26 +16.2%
11 XLC SELECT SECTOR SPDR TR 2,065.0 $221K 0.14% NEW $107.13 +5.5%
12 LRCX LAM RESEARCH CORP Technology 497.0 $215K 0.13% NEW $433.33 -30.3%
13 TGT TARGET CORP Consumer Defensive 1,578.0 $206K 0.13% NEW $130.61 +24.9%
14 VGT VANGUARD WORLD FD 1,682.0 $201K 0.12% NEW $119.52 +0.5%
15 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 100.0 $96K 0.06% NEW $965.00 -14.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Financial Services 22.1%
Industrials 11.6%
Healthcare 9.5%
Consumer Cyclical 6.1%
Consumer Defensive 4.7%
Communication Services 4.3%
Utilities 2.5%
Energy 2.5%
Basic Materials 0.8%