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CARL LYMANGOOD

Petros Family Wealth, Llc

Assets Managed
$140.306M
Holdings
131
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-6.59%(2Q avg: 9.57%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Petros Family Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 131 positions.

Assets under management

The assets under management (AUM) of Petros Family Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 140.306M in assets, with a quarterly growth rate of -6.59% and a 2-quarter average growth rate of 9.57%. The portfolio is managed by CARL LYMANGOOD, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 7.63%
5.76%
$8.071M
12,411 shares@ $650.34 avg price
AAPL
Apple Inc
Recent Activity
Decreased -14.81%
4.83%
$6.765M
26,655 shares@ $253.79 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 10.63%
4.75%
$6.655M
78,446 shares@ $84.85 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 13.75%
3.85%
$5.392M
84,147 shares@ $64.08 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 9.23%
3.78%
$5.302M
18,462 shares@ $287.19 avg price
QGRO
American Century Us Quality
Recent Activity
Increased 22.2%
3.31%
$4.631M
44,091 shares@ $105.04 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -11.65%
2.56%
$3.592M
9,703 shares@ $370.18 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 9.06%
2.5%
$3.508M
51,941 shares@ $67.53 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -22.57%
2.48%
$3.471M
19,904 shares@ $174.41 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
New Position
2.38%
$3.338M
40,428 shares@ $82.57 avg price

1-10 of 131