13F Insight
DOSSIER · 13F-HR · Q2 2026

Petix & Botte Co

$497M in tracked AUM across 144 positions as of Q2 2026.

P&
CIK 0001803255 · last filed Jun 30, 2026
Total AUM
$497M
as of Q2 2026
Holdings
144
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Petix & Botte Co filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$60M680K12.0%02
GTO
INVESCO ACTIVELY MANAGED EXC
$24M510K4.8%03
IEFA
ISHARES TR
$22M227K4.4%04
IUSG
ISHARES TR
$20M105K4.0%05
SPYG
SPDR SERIES TRUST
$18M155K3.7%06
QQQM
INVESCO EXCH TRADED FD TR II
$18M60K3.7%07
GOVI
INVESCO EXCH TRADED FD TR II
$18M658K3.6%08
RDVY
FIRST TR EXCHANGE TRADED FD
$16M194K3.2%09
FTSM
FIRST TR EXCHANGE-TRADED FD
$15M244K2.9%10
IUSV
ISHARES TR
$14M129K2.9%

Filing history

2026Q2Jun 30
$497M▲ 10.7%
144 positionsView →2026Q1Mar 31
$449M▲ 1.8%
272 positionsView →2025Q4Dec 31
$441M▲ 1.7%
133 positionsView →2025Q3Sep 30
$433M▲ 6.3%
136 positionsView →2025Q2Jun 30
$408M▲ 7.3%
130 positionsLocked2025Q1Mar 31
$380M▼ 0.1%
133 positionsLocked2024Q4Dec 31
$380M▲ 1.2%
123 positionsLocked2024Q3Sep 30
$376M▲ 6.4%
124 positionsLocked2024Q2Jun 30
$353M▼ 12.3%
122 positionsLocked2024Q1Mar 31
$403M▲ 18.5%
141 positionsLocked2023Q4Dec 31
$340M▲ 7.1%
122 positionsLocked2023Q3Sep 30
$317M▼ 1.6%
117 positionsLocked
Showing 12 of 26