Petros Family Wealth, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Petros Family Wealth, LLC opened 8 positions, added to 14, reduced 15, sold out of 6 and left 1 unchanged. The largest increase in value was SGOV (+$1,830,082); the largest decrease was EBIT (-$1,487,952).
- SGOV: Country of operation —; Class 0-3 MTH TREASURY; Shares 2026-03-31 0; Shares 2026-06-30 18,179.
- EBIT: Country of operation —; Class ALPH SM EARN ETF; Shares 2026-03-31 0; Shares 2026-06-30 45,360.
- XLK: Country of operation —; Class ST STR TECHN ETF; Shares 2026-03-31 0; Shares 2026-06-30 5,313.
- FTRB: Country of operation —; Class TOTA RETU BD ETF; Shares 2026-03-31 0; Shares 2026-06-30 27,082.
Two Form 13F-HR filings compared (SEC CIK 2004963): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-27). 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; share change is the position change.
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