Petros Family Wealth, LLC
RIA/Wealth
Petros Family Wealth, LLC is a RIA/Wealth based in Bloomington, MN led by Carl Robert Lymangood, reporting $274.5M in AUM as of Q3 2025 with SPY as the largest holding (6% allocation).
PresidentCarl Robert Lymangood
- Portfolio Value
- $119.4M
- Positions
- 134
- Top Holding
- SPY at 6.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Petros Family Wealth, LLC's portfolio (35.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $7.5M | 6.31% | +$32.6K Bought | — 11.3K shares | |
Consumer Electronics Technology | $5.6M | 4.72% | -$59.8K Sold | 0.00% 22.2K shares | |
Software - Infrastructure Technology | $4.8M | 4.05% | +$172.5K Bought | 0.00% 9.3K shares | |
Internet Content & Information Communication Services | $4.7M | 3.93% | +$1.1M Bought | 0.00% 19.3K shares | |
ETF ETF | $4.1M | 3.42% | -$863.8K Sold | — 35.7K shares | |
ETF ETF | $4.0M | 3.36% | +$191.3K Bought | — 50.8K shares | |
Semiconductors Technology | $3.7M | 3.07% | -$62.9K Sold | 0.00% 19.6K shares | |
ETF ETF | $2.7M | 2.25% | +$24.1K Bought | — 41.2K shares | |
Medical - Healthcare Plans Healthcare | $2.6M | 2.15% | -$355.3K Sold | 0.00% 7.4K shares | |
ETF ETF | $2.5M | 2.08% | +$61.8K Bought | — 43.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Petros Family Wealth, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Petros Family Wealth, LLC
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