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| Happy Holidays!! thanks for using AUM13F!! |
| Petros Family Wealth LLC
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| CRD # | 324059 |
| SEC # | 801-126983 |
| CIK # | 0002004963 |
| AUM | $274.5 M (2025-02-24) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 612-643-9995 |
| Address | 8500 Normandale Lake Blvd Bloomington, MN 55437 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002004963 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| Nvidia Corp | 3.2 | ||
| UnitedHealth Group Inc | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| Cisco Systems Inc | 2.0 | ||
| Amazon Com Inc | 2.0 | ||
| BlackRock Inc | 1.9 | ||
| KLA Tencor Corp | 1.9 | ||
| Stryker Corp | 1.8 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| Intuitive Surgical Inc | 1.3 | ||
| Facebook Inc | 1.3 | ||
| Emerson Electric Co | 1.2 | ||
| International Business Machines Corp | 1.2 | ||
| CrowdStrike Holdings Inc | 1.2 | ||
| 3M Co | 1.0 | ||
| Intercontinentalexchange Group Inc | 1.0 | ||
| United Technologies Corp /DE/ | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 79.9 |
| (b) Individuals (high net worth individuals) | 63 | 187.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,356 | 274.5 |
| By Discretionary | ||
| Discretionary | 1,261 | 261.0 |
| Non-Discretionary | 95 | 13.4 |
| Total | 1,356 | 274.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.5 | |
| Total | 1,356 | 274.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002004963] |
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|---|---|---|
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GBC Investment Group LLC
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0.3 | |
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Galapagos Advisory LLC
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FL | 0.3 |
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Synergy Financial Group Ltd
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0.3 | |
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Auspicious Financial Planning LLC
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CA | 0.3 |
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MC Byrd Wealth Management LLC
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TX | 0.3 |
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Financially in TUNE LLC
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MA | 0.3 |
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Abbot Financial Management Inc
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MA | 0.3 |
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Seneschal Advisors LLC
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|
WA | 0.3 |
|
Focus Wealth Advisors LLC
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|
TX | 0.3 |
|
Windward Private Wealth Management Inc
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|
KS | 0.3 |