Portfolio (Quarterly) Guide ↗

Petros Family Wealth, LLC

· CIK 0002004963

13F Portfolio $140M AUM 398 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 16 New 41 Added 70 Reduced 26 Exited

Page 2 of 2 · 26 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	APH	AMPHENOL CORP NEW	Technology	1,528	$206K	0.14%	SOLD
22	XLC	SELECT SECTOR SPDR TR	—	1,754	$206K	0.14%	SOLD
23	ABT	ABBOTT LABS	Healthcare	1,628	$204K	0.14%	SOLD
24	RLI	RLI CORP	Financial Services	3,133	$200K	0.13%	SOLD
25	—	NATWEST GROUP PLC	—	10,374	$182K	0.12%	SOLD
26	ORN	ORION GROUP HLDGS INC	Industrials	12,084	$120K	0.08%	SOLD

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Sector Allocation

Technology 29.8%

Financial Services 22.6%

Industrials 12.8%

Healthcare 8.5%

Communication Services 7.4%

Consumer Cyclical 6.5%

Consumer Defensive 4.6%

Energy 3.6%

Utilities 2.7%

Basic Materials 0.9%