0002004963-26-000002.txt : 20260424 0002004963-26-000002.hdr.sgml : 20260424 20260424161710 ACCESSION NUMBER: 0002004963-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Petros Family Wealth, LLC CENTRAL INDEX KEY: 0002004963 ORGANIZATION NAME: EIN: 920608678 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25055 FILM NUMBER: 26894290 BUSINESS ADDRESS: STREET 1: 8500 NORMANDALE LAKE BLVD STREET 2: SUITE 850 CITY: BLOOMINGTON STATE: MN ZIP: 55437 BUSINESS PHONE: 6126439909 MAIL ADDRESS: STREET 1: 8500 NORMANDALE LAKE BLVD STREET 2: SUITE 850 CITY: BLOOMINGTON STATE: MN ZIP: 55437 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002004963 XXXXXXXX 03-31-2026 03-31-2026 Petros Family Wealth, LLC

8500 NORMANDALE LAKE BLVD SUITE 850 BLOOMINGTON MN 55437

13F COMBINATION REPORT 028-25055 000324059 801-126983 0001167557 028-10120 000111883 801-55543 AQR CAPITAL MANAGEMENT LLC N CARL LYMANGOOD 612-643-9909 CARL LYMANGOOD BLOOMINGTON MN 04-24-2026 4 398 140305781 false 1 0000072971 028-00165 WELLS FARGO & COMPANY/MN 2 0001535865 028-14921 Atria Investments, Inc 3 0001018331 028-05788 NATIXIS ADVISORS, LLC 4 0000886982 028-04981 GOLDMAN SACHS GROUP INC INFORMATION TABLE 2 petrosq1.xml ABBVIE INC COM 00287Y109 9352 43 SH OTR 2 0 43 0 ABBVIE INC COM 00287Y109 26534 122 SH OTR 4 0 122 0 ABBVIE INC COM 00287Y109 87404 402 SH SOLE 401 0 0 ABBVIE INC COM 00287Y109 119620 550 SH OTR 3 0 550 0 ACUSHNET HLDGS CORP COM 005098108 935 10 SH OTR 4 0 10 0 ACUSHNET HLDGS CORP COM 005098108 332695 3559 SH OTR 2 0 3559 0 ADVANCED MICRO DEVICES INC COM 007903107 6510 32 SH OTR 2 0 32 0 ADVANCED MICRO DEVICES INC COM 007903107 30718 151 SH OTR 4 0 151 0 ADVANCED MICRO DEVICES INC COM 007903107 61436 302 SH OTR 3 0 302 0 ADVANCED MICRO DEVICES INC COM 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SH SOLE 7116 0 0 S&P GLOBAL INC COM 78409V104 3828 9 SH OTR 1 0 9 0 S&P GLOBAL INC COM 78409V104 8932 21 SH OTR 4 0 21 0 S&P GLOBAL INC COM 78409V104 45937 108 SH OTR 3 0 108 0 S&P GLOBAL INC COM 78409V104 84643 199 SH OTR 2 0 199 0 S&P GLOBAL INC COM 78409V104 183748 432 SH SOLE 432 0 0 SIMPSON MFG INC COM 829073105 385459 2246 SH OTR 2 0 2246 0 SELECT SECTOR SPDR TR STATE STREET REA 81369Y860 236917 5803 SH SOLE 5802 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8071278 12411 SH SOLE 12410 0 0 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 532 4 SH OTR 1 0 4 0 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 636724 4791 SH SOLE 4791 0 0 STRYKER CORPORATION COM 863667101 10186 31 SH OTR 4 0 31 0 STRYKER CORPORATION COM 863667101 14129 43 SH OTR 3 0 43 0 STRYKER CORPORATION COM 863667101 77219 235 SH OTR 2 0 235 0 STRYKER CORPORATION COM 863667101 1068629 3252 SH SOLE 3252 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 69618 206 SH SOLE 206 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 193307 572 SH OTR 2 0 572 0 TESLA INC COM 88160R101 27138 73 SH OTR 2 0 73 0 TESLA INC COM 88160R101 84759 228 SH OTR 4 0 228 0 TESLA INC COM 88160R101 94425 254 SH OTR 3 0 254 0 TESLA INC COM 88160R101 414873 1116 SH SOLE 1116 0 0 TEXAS INSTRS INC COM 882508104 5824 30 SH OTR 2 0 30 0 TEXAS INSTRS INC COM 882508104 56106 289 SH OTR 3 0 289 0 TEXAS INSTRS INC COM 882508104 712204 3669 SH SOLE 3668 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 297075 626 SH SOLE 626 0 0 TJX COS INC NEW COM 872540109 15491 97 SH OTR 2 0 97 0 TJX COS INC NEW COM 872540109 16928 106 SH OTR 4 0 106 0 TJX COS INC NEW COM 872540109 77934 488 SH OTR 3 0 488 0 TJX COS INC NEW COM 872540109 931893 5835 SH SOLE 5835 0 0 T-MOBILE US INC COM 872590104 13862 66 SH OTR 4 0 66 0 T-MOBILE US INC COM 872590104 15962 76 SH OTR 3 0 76 0 T-MOBILE US INC COM 872590104 21423 102 SH OTR 2 0 102 0 T-MOBILE US INC COM 872590104 847555 4035 SH SOLE 4035 0 0 TORO CO COM 891092108 367780 3936 SH 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CAP ETF 922908629 18667 65 SH OTR 1 0 65 0 VANGUARD INDEX FDS MID CAP ETF 922908629 5283358 18397 SH SOLE 18397 0 0 VISA INC COM CL A 92826C839 38989 129 SH OTR 3 0 129 0 VISA INC COM CL A 92826C839 41709 138 SH OTR 4 0 138 0 VISA INC COM CL A 92826C839 93694 310 SH OTR 2 0 310 0 VISA INC COM CL A 92826C839 221844 734 SH SOLE 734 0 0 VISTRA CORP COM 92840M102 451 3 SH OTR 3 0 3 0 VISTRA CORP COM 92840M102 2405 16 SH OTR 4 0 16 0 VISTRA CORP COM 92840M102 277960 1849 SH SOLE 1849 0 0 WALMART INC COM 931142103 9570 77 SH OTR 1 0 77 0 WALMART INC COM 931142103 56299 453 SH OTR 4 0 453 0 WALMART INC COM 931142103 56423 454 SH OTR 3 0 454 0 WALMART INC COM 931142103 130618 1051 SH OTR 2 0 1051 0 WALMART INC COM 931142103 624880 5028 SH SOLE 5028 0 0 WATTS WATER TECHNOLOGIES INC CL A 942749102 290 1 SH SOLE 1 0 0 WATTS WATER TECHNOLOGIES INC CL A 942749102 354154 1220 SH OTR 2 0 1220 0 WELLS FARGO & CO COM 949746101 5175 65 SH OTR 4 0 65 0 WELLS FARGO & CO COM 949746101 11066 139 SH OTR 2 0 139 0 WELLS FARGO & CO COM 949746101 112091 1408 SH OTR 3 0 1408 0 WELLS FARGO & CO COM 949746101 297821 3741 SH SOLE 3741 0 0 XCEL ENERGY INC COM 98389B100 397 5 SH OTR 4 0 5 0 XCEL ENERGY INC COM 98389B100 1112 14 SH OTR 3 0 14 0 XCEL ENERGY INC COM 98389B100 373447 4701 SH SOLE 4701 0 0