SEC Form 13F

Petros Family Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$163,512,152
Positions134

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$9,455,39712,662
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$7,970,50789,355
APPLE INCAAPLCOM$7,888,74927,263
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$6,201,14087,034
KLA CORPKLACCOM NEW$5,591,79418,534
AMERICAN CENTY ETF TRQGROUS QUALITY GROW$5,484,72146,461
VANGUARD INDEX FDSVOMID CAP ETF$5,328,37666,134
ISHARES TRIJHCORE S&P MCP ETF$4,235,21654,924
ISHARES TRSHY1 3 YR TREAS BD$4,007,60748,808
NVIDIA CORPORATIONNVDACOM$3,940,92419,696

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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