Petros Family Wealth, LLC

CIK 0002004963 · Q2 2026

13F Equity AUM

$163.4M

+16.5% QoQ

Positions

133

+2 QoQ

AUM Rank

#6,880

Top 78%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 22.7%Top 10: 36.8%Top 20: 54.8%

SPY5.8%

AVDE4.9%

AAPL4.8%

VEA3.8%

KLAC3.4%

QGRO3.4%

VO3.3%

IJH2.6%

SHY2.5%

NVDA2.4%

Others (123)63.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services51.9%

Technology21.2%

Industrials6.9%

Healthcare5.7%

Communication Services4.0%

Consumer Cyclical3.6%

Consumer Defensive2.6%

Other4.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 133Median: 0.33%Avg: 0.75%

0–0.5%

78(18.0%)

0.5–1%

27(18.4%)

1–3%

21(34.4%)

3–5%

6(23.5%)

5%+

1(5.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 133vs 20 funds

0%Low

133

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New14Increased61Decreased56Exited12

New Positions

FTRB0.4%

+27K

MU0.4%

+589

4I10.3%

+2K

PANW0.2%

+1K

ORCL0.2%

+2K

NOW0.2%

+3K

AMAT0.2%

+412

STX0.2%

+280

GRNY0.2%

+10K

CF0.2%

+2K

Increased

VO3.3%

+48K(+258%)

KLAC3.4%

+16K(+724%)

SGOV1.1%

+11K(+156%)

AVDE4.9%

+11K(+14%)

SHY2.5%

+8K(+21%)

COWZ2.1%

+5K(+9%)

AVEM1.7%

+4K(+17%)

IBTP0.7%

+4K(+9%)

IJH2.6%

+3K(+6%)

EBIT1.1%

+3K(+7%)

Decreased

AGG0.6%

-4,907(-35%)

PHYL0.1%

-2,351(-25%)

ADI0.8%

-1,504(-31%)

VWO2.1%

-1,406(-2%)

USHY0.1%

-1,277(-19%)

IEFA0.7%

-1,230(-9%)

IUSB0.6%

-1,121(-5%)

IEMG0.3%

-993(-13%)

NUMG0.2%

-981(-15%)

TTC0.2%

-714(-18%)

Exited

CHV

-2,454

PPG

-2,513

AZN

-1,277

-750

IBP

-904

MDT

-2,708

JKHY

-1,451

-7,656

NUSC

-4,659

HON

-905

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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