Petros Family Wealth, LLC

Q1 2026 13F-HR Detailed Holdings

Location
Bloomington, MN
Holdings as of
3/31/2026
Value ($000)
$140,305,781
Num holdings
398
Date filed
4/24/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
4/24/2026
 Price As-Of
3/31/2026
 Price Now
6/23/2026

Other Managers

Num Name File Number
1 WELLS FARGO & COMPANY/MN 028-00165
2 Atria Investments, Inc 028-14921
3 NATIXIS ADVISORS, LLC 028-05788
4 GOLDMAN SACHS GROUP INC 028-04981