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

Petix & Botte Co

$449M in tracked AUM across 272 positions as of Q1 2026.

P&
CIK 0001803255 · last filed Mar 31, 2026
Total AUM
$449M
as of Q1 2026
Holdings
272
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$322M▲ 117.1%
117 positionsLocked
Showing 12 of 25