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Manager record

Petros Family Wealth, LLC

Bloomington, MN · CIK 2004963 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$170.87MReported 13F valueQ3 2026 · as filed
411Holdings listed
+4.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $109.5M$109.5MQ2 2025445 holdingsQ3 2025: $119.5M$119.5MQ3 2025429 holdingsQ4 2025: $150.2M$150.2MQ4 2025434 holdingsQ1 2026: $140.3M$140.3MQ1 2026398 holdingsQ2 2026: $163.5M$163.5MQ2 2026421 holdingsQ3 2026: $170.9M$170.9MQ3 2026411 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$170.87M · 411 holdings listed · View original SEC filing ↗
Jul 27 2026 13F-HR · period Q2 2026

$163.51M · 421 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$140.31M · 398 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$150.21M · 434 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$119.48M · 429 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$109.49M · 445 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology