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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
Page 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMB ISHARES TR 2,354.0 $227K 0.14% -540.0 -18.7% $96.44 -1.6%
122 DVY ISHARES TR 1,446.0 $226K 0.14% -54.0 -3.6% $156.32 +4.8%
123 XLC SELECT SECTOR SPDR TR 2,065.0 $221K 0.14% NEW $107.13 +5.5%
124 FDL FIRST TR EXCHANGE-TRADED FD 4,477.0 $218K 0.13% $48.66 +9.2%
125 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,649.0 $217K 0.13% -93.0 -5.3% $131.56 +5.1%
126 LRCX LAM RESEARCH CORP Technology 497.0 $215K 0.13% NEW $433.33 -30.3%
127 FCN FTI CONSULTING INC Industrials 1,413.0 $211K 0.13% -314.0 -18.2% $149.01 +3.2%
128 MA MASTERCARD INCORPORATED Financial Services 403.0 $207K 0.13% -61.0 -13.2% $513.60 +15.9%
129 TGT TARGET CORP Consumer Defensive 1,578.0 $206K 0.13% NEW $130.61 +24.9%
130 EME EMCOR GROUP INC Industrials 248.0 $206K 0.13% -45.0 -15.4% $829.88 -10.8%
131 LIN LINDE PLC Basic Materials 390.0 $202K 0.12% -20.0 -4.9% $518.94 -5.7%
132 USHY ISHARES TR 5,451.0 $202K 0.12% -1K -19.0% $37.02 -0.4%
133 VGT VANGUARD WORLD FD 1,682.0 $201K 0.12% NEW $119.52 +0.5%
134 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 100.0 $96K 0.06% NEW $965.00 -14.0%
Page 7 of 7  ·  134 positions

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%