First seen by DFX
Sep 13, 2026
date not stated
Petros Family Wealth, LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (Petros Family Wealth describes itself as a fee-only RIA serving families and businesses; the family word is branding.)
First seen by DFX
Sep 12, 2026
date not stated
Petros Family Wealth, LLC found on the SEC adviser roster (name)
Petros Family Wealth, LLC reported $140,305,781 across 398 13(f) positions for the quarter ended 2026-03-31
Petros Family Wealth, LLC reduced Alphabet Inc 7,980 -> 5,729 shares ($2,497,683 -> $1,647,409)
Petros Family Wealth, LLC opened a $3,338,120 position in Ishares Tr (40,428 shares)
Petros Family Wealth, LLC reduced Alphabet Inc 9,335 -> 6,933 shares ($2,929,216 -> $1,988,791)
Petros Family Wealth, LLC reported $150,212,763 across 434 13(f) positions for the quarter ended 2025-12-31
Petros Family Wealth, LLC opened a $2,594,552 position in Ishares Tr (3,788 shares)
Petros Family Wealth, LLC opened a $4,621,608 position in Vanguard Tax-Managed Fds (73,981 shares)
Petros Family Wealth, LLC opened a $3,007,930 position in Vanguard Intl Equity Index F (55,951 shares)
Petros Family Wealth, LLC reduced Alphabet Inc 19,290 -> 9,335 shares ($4,698,022 -> $2,929,216)
Petros Family Wealth, LLC increased Jpmorgan Chase & Co. 5,696 -> 8,097 shares ($1,796,712 -> $2,609,106)
Petros Family Wealth, LLC increased Nvidia Corporation 19,619 -> 25,708 shares ($3,660,514 -> $4,794,461)
Petros Family Wealth, LLC increased Vanguard Index Fds 715 -> 16,902 shares ($210,064 -> $4,905,280)
Petros Family Wealth, LLC increased Alphabet Inc 5,339 -> 7,980 shares ($1,297,832 -> $2,497,683)
Petros Family Wealth, LLC increased American Centy Etf Tr 50,845 -> 70,910 shares ($4,011,674 -> $5,837,289)
Petros Family Wealth, LLC increased Apple Inc 22,153 -> 31,291 shares ($5,640,717 -> $8,506,546)
Petros Family Wealth, LLC reported $119,476,990 across 429 13(f) positions for the quarter ended 2025-09-30
Petros Family Wealth, LLC increased Alphabet Inc 14,805 -> 19,290 shares ($2,626,288 -> $4,698,022)
Petros Family Wealth, LLC reported $109,486,993 across 445 13(f) positions for the quarter ended 2025-06-30
Petros Family Wealth, LLC increased Amazon Com Inc 7,323 -> 9,161 shares ($1,393,275 -> $2,009,833)
Petros Family Wealth, LLC increased American Centy Etf Tr 33,271 -> 43,275 shares ($3,116,494 -> $4,722,168)
Petros Family Wealth, LLC opened a $3,583,568 position in American Centy Etf Tr (48,420 shares)
Petros Family Wealth, LLC reported $90,427,139 across 426 13(f) positions for the quarter ended 2025-03-31
Petros Family Wealth, LLC increased American Centy Etf Tr 24,520 -> 33,271 shares ($2,444,644 -> $3,116,494)
Petros Family Wealth, LLC reported $92,707,579 across 454 13(f) positions for the quarter ended 2024-12-31