Long-term investor
Petros Family Wealth, LLC @petrosfamilywealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002004963).
Record
- Tracked since 2025-06-30 (477 days), 226 trades recorded
- Returns: week n/a · month n/a · 90 days -1.2% · 6 months +3.2% · 1 year +2.1% · all +2.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 5.8% · long · since 2025-06-30
- 025072703 · 4.9% · long · since 2025-06-30
- AAPL · 4.8% · long · since 2025-06-30
- 921943858 · 3.8% · long · since 2025-12-31
- KLAC · 3.4% · long · since 2025-06-30
- 025072307 · 3.4% · long · since 2025-06-30
- 922908629 · 3.3% · long · since 2025-06-30
- 464287507 · 2.6% · long · since 2025-06-30
- 464287457 · 2.5% · long · since 2026-03-31
- NVDA · 2.4% · long · since 2025-06-30
- UNH · 2.3% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30