Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Petix & Botte Co (CIK 1803255) reported $448.8M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($47.9M, 10.67%), GTO ($22.9M, 5.11%), IEFA ($19.3M, 4.30%), IUSG ($18.9M, 4.20%), GOVI ($17.6M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $47.9M | 10.67% | 625,904 | Added |
| 2 | GTO | INVESCO ACTIVELY MANAGED EXC | $22.9M | 5.11% | 489,736 | Added |
| 3 | IEFA | ISHARES TR | $19.3M | 4.30% | 213,146 | Added |
| 4 | IUSG | ISHARES TR | $18.9M | 4.20% | 121,619 | Trimmed |
| 5 | GOVI | INVESCO EXCH TRADED FD TR II | $17.6M | 3.93% | 646,593 | Added |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | $15.3M | 3.40% | 324,767 | Trimmed |
| 7 | IUSV | ISHARES TR | $14.7M | 3.29% | 144,214 | Trimmed |
| 8 | FTSM | FIRST TR EXCHANGE-TRADED FD | $13.2M | 2.94% | 221,089 | Trimmed |
| 9 | SPYG | SPDR SERIES TRUST | $13.2M | 2.94% | 134,560 | Added |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $12.9M | 2.88% | 54,353 | Added |
| 11 | RDVY | FIRST TR EXCHANGE TRADED FD | $12.4M | 2.76% | 181,396 | Added |
| 12 | JAAA | JANUS DETROIT STR TR | $12.3M | 2.74% | 243,827 | Added |
| 13 | RWL | INVESCO EXCH TRADED FD TR II | $11.8M | 2.64% | 102,976 | Added |
| 14 | LMBS | FIRST TR EXCHANGE-TRADED FD | $10.6M | 2.37% | 213,509 | Trimmed |
| 15 | IJH | ISHARES TR | $10.5M | 2.34% | 155,238 | Trimmed |
| 16 | BND | VANGUARD BD INDEX FDS | $10.2M | 2.28% | 138,864 | Trimmed |
| 17 | VUG | VANGUARD INDEX FDS | $10.0M | 2.22% | 22,848 | Trimmed |
| 18 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $9.5M | 2.12% | 331,007 | Trimmed |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $8.8M | 1.95% | 106,006 | Trimmed |
| 20 | VTI | VANGUARD INDEX FDS | $8.4M | 1.88% | 26,327 | Added |
| 21 | QQQ | INVESCO QQQ TR | $8.1M | 1.80% | 13,993 | Trimmed |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $8.0M | 1.77% | 7,984 | Added |
| 23 | FALN | ISHARES TR | $6.6M | 1.47% | 246,470 | Added |
| 24 | CWB | SPDR SERIES TRUST | $6.5M | 1.45% | 71,092 | Trimmed |
| 25 | FTSL | FIRST TR EXCHANGE-TRADED FD | $6.1M | 1.36% | 135,926 | Added |
Source: SEC Form 13F filings · as of 2026-03-31