Petros Family Wealth, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing details the firm’s investment positions across a diverse range of publicly traded companies.
The portfolio includes significant positions in technology and healthcare sectors. Notable holdings include Apple Inc., with 23,964 shares; Microsoft Corporation, with 19,633 shares; and Alphabet Inc., Class C shares, with 6,493 shares. In the healthcare space, Eli Lilly & Co. is held with 341 shares, while AbbVie Inc. appears with 551 shares.
The filing also lists substantial positions in industrial and financial firms. Caterpillar Inc. is held with 657 shares, while Deere & Co. holds 847 shares. Financial exposure includes JPMorgan Chase & Co. with 6,984 shares and Bank of America Corp. with 30,549 shares.
In addition to individual stocks, the firm holds various exchange-traded funds (ETFs). These include the iShares Core S&P 500 ETF, with 3,436 shares; the iShares Core S&P Mid Cap ETF, with 2,263 shares; and the iShares Core S&P Small Cap ETF, with 3,358 shares. The filing indicates the firm also holds cash equivalents, including U.S. Treasury bills and bonds, as well as an investment in the iShares Bitcoin Trust ETF.
