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Petros Family Wealth, LLC Historic Quarter Change: USA ETF, New

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Petros Family Wealth, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Petros Family Wealth, LLC opened 43 positions, added to 57, reduced 46 and sold out of 18.

  • Q2 2026: Stock SGOV; Country of operation —; Class 0-3 MTH TREASURY; Shares before 0.
  • Q2 2026: Stock EBIT; Country of operation —; Class ALPH SM EARN ETF; Shares before 0.
  • Q2 2026: Stock XLK; Country of operation —; Class ST STR TECHN ETF; Shares before 0.
  • Q2 2026: Stock FTRB; Country of operation —; Class TOTA RETU BD ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2004963), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SGOV
ISHARES TR		0-3 MTH TREASURY018,179+18,179$0$1,830,082+$1,830,0822026-07-27
Q2 2026EBIT
HARBOR ETF TRUST		ALPH SM EARN ETF045,360+45,360$0$1,816,278+$1,816,2782026-07-27
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF05,313+5,313$0$1,012,234+$1,012,2342026-07-27
Q2 2026FTRB
FEDERATED HERMES ETF TRUST		TOTA RETU BD ETF027,082+27,082$0$679,623+$679,6232026-07-27
Q2 2026GRNY
TIDAL TRUST I		United StatesFUND GRAN US ETF010,225+10,225$0$282,721+$282,7212026-07-27
Q2 2026XLRE
SELECT SECTOR SPDR TR		ST STR REAL ETF05,974+5,974$0$263,030+$263,0302026-07-27
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF02,065+2,065$0$221,223+$221,2232026-07-27
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF01,682+1,682$0$201,033+$201,0332026-07-27
Q1 2026SHY
ISHARES TR		1 3 YR TREAS BD040,428+40,428$0$3,338,120+$3,338,1202026-04-24
Q1 2026SGOV
ISHARES TR		0-3 MNTH TREASRY07,105+7,105$0$715,152+$715,1522026-04-24
Q1 2026FDL
FIRST TR EXCHANGE-TRADED FD		SHS04,477+4,477$0$227,432+$227,4322026-04-24
Q1 2026NUSC
NUSHARES ETF TR		NUVEEN ESG SMLCP04,659+4,659$0$209,935+$209,9352026-04-24
Q4 2025VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT073,981+73,981$0$4,621,608+$4,621,6082026-01-14
Q4 2025VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF055,951+55,951$0$3,007,930+$3,007,9302026-01-14
Q4 2025IVV
ISHARES TR		CORE S&P500 ETF03,788+3,788$0$2,594,552+$2,594,5522026-01-14
Q4 2025AGG
ISHARES TR		CORE US AGGBD ET014,778+14,778$0$1,476,026+$1,476,0262026-01-14
Q4 2025PULS
PGIM ETF TR		PGIM ULTRA SH BD025,531+25,531$0$1,266,082+$1,266,0822026-01-14
Q4 2025GSLC
GOLDMAN SACHS ETF TR		ACTIVEBETA US LG08,338+8,338$0$1,103,701+$1,103,7012026-01-14
Q4 2025IUSB
ISHARES TR		CORE UNIVRSL USD023,351+23,351$0$1,086,756+$1,086,7562026-01-14
Q4 2025XLK
SELECT SECTOR SPDR TR		STATE STREET TEC05,150+5,150$0$741,446+$741,4462026-01-14
Q4 2025PHYL
PGIM ETF TR		ACTV HY BD ETF018,625+18,625$0$660,815+$660,8152026-01-14
Q4 2025IEMG
ISHARES INC		CORE MSCI EMKT09,766+9,766$0$656,470+$656,4702026-01-14
Q4 2025IJR
ISHARES TR		CORE S&P SCP ETF05,300+5,300$0$636,957+$636,9572026-01-14
Q4 2025EMB
ISHARES TR		JPMORGAN USD EMG03,405+3,405$0$327,833+$327,8332026-01-14
Q4 2025JBND
J P MORGAN EXCHANGE TRADED F		ACTIVE BOND ETF05,654+5,654$0$305,712+$305,7122026-01-14
Q4 2025USHY
ISHARES TR		BROAD USD HIGH07,235+7,235$0$270,553+$270,5532026-01-14
Q4 2025PDBC
INVESCO ACTVELY MNGD ETC FD		OPTIMUM YIELD018,400+18,400$0$243,801+$243,8012026-01-14
Q4 2025FTGC
FIRST TR EXCHANGE TRAD FD VI		FST TR GLB FD09,563+9,563$0$222,148+$222,1482026-01-14
Q4 2025XLRE
SELECT SECTOR SPDR TR		STATE STREET REA05,484+5,484$0$221,279+$221,2792026-01-14
Q4 2025GRNY
TIDAL TRUST I		United StatesFUNDSTRAT GRANNY08,636+8,636$0$213,827+$213,8272026-01-14
Q4 2025DVY
ISHARES TR		SELECT DIVID ETF01,500+1,500$0$211,740+$211,7402026-01-14
Q4 2025XLC
SELECT SECTOR SPDR TR		STATE STREET COM01,754+1,754$0$206,481+$206,4812026-01-14
Q3 2025SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD05,508+5,508$0$235,687+$235,6872025-10-17
Q2 2025AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF048,420+48,420$0$3,583,568+$3,583,5682025-07-22
Q2 2025AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT018,735+18,735$0$1,284,096+$1,284,0962025-07-22
Q2 2025EBIT
HARBOR ETF TRUST		HARBOR ALPHAEDGE036,747+36,747$0$1,151,563+$1,151,5632025-07-22
Q2 2025NUMG
NUSHARES ETF TR		NUVEEN ESG MIDCP08,056+8,056$0$390,313+$390,3132025-07-22
Q2 2025VO
VANGUARD INDEX FDS		MID CAP ETF01,234+1,234$0$345,346+$345,3462025-07-22
Q2 2025QQQ
INVESCO QQQ TR		UNIT SER 10456+456$0$251,548+$251,5482025-07-22
Q2 2025SPYG
SPDR SERIES TRUST		PRTFLO S&P500 GW02,328+2,328$0$221,905+$221,9052025-07-22
Q2 2025NUSC
NUSHARES ETF TR		NUVEEN ESG SMLCP05,332+5,332$0$217,226+$217,2262025-07-22
Q2 2025ESGD
ISHARES TR		ESG AW MSCI EAFE02,408+2,408$0$214,842+$214,8422025-07-22
Q1 2025IBTP
ISHARES TR		IBONDS DEC 2034013,250+13,250$0$340,128+$340,1282025-04-23

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