13F Insight
DOSSIER · 13F-HR · Q1 2026

Petix & Botte Co

Petix & Botte's family office based in Omaha, NE — $449M in tracked AUM across 272 positions as of Q1 2026.

P&
Petix & Botte·Omaha, NE·Family Office
CIK 0001803255 · last filed Mar 31, 2026
Total AUM
$449M
▲ 3.7%
vs prior
Holdings
272
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Petix & Botte Co filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$48M626K10.7%
02
GTO
INVESCO ACTIVELY MANAGED EXC
$23M490K5.1%
03
IEFA
ISHARES TR
$19M213K4.3%
04
IUSG
ISHARES TR
$19M122K4.2%
05
GOVI
INVESCO EXCH TRADED FD TR II
$18M647K3.9%
06
FVD
FIRST TR EXCHANGE-TRADED FD
$15M325K3.4%
07
IUSV
ISHARES TR
$15M144K3.3%
08
FTSM
FIRST TR EXCHANGE-TRADED FD
$13M221K2.9%
09
SPYG
SPDR SERIES TRUST
$13M135K2.9%
10
QQQM
INVESCO EXCH TRADED FD TR II
$13M54K2.9%

Filing history

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