Petix & Botte Co

Institutional manager (13F) · CIK 1803255

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $403M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$48M	625,904
2	INVESCO ACTIVELY MANAGED EXC	$23M	489,736
3	ISHARES TR	$19M	213,146
4	ISHARES TR	$19M	121,619
5	INVESCO EXCH TRADED FD TR II	$18M	646,593
6	FIRST TR EXCHANGE-TRADED FD	$15M	324,767
7	ISHARES TR	$15M	144,214
8	FIRST TR EXCHANGE-TRADED FD	$13M	221,089
9	SPDR SERIES TRUST	$13M	134,560
10	INVESCO EXCH TRADED FD TR II	$13M	54,353
11	FIRST TR EXCHANGE TRADED FD	$12M	181,396
12	JANUS DETROIT STR TR	$12M	243,827
13	INVESCO EXCH TRADED FD TR II	$12M	102,976
14	FIRST TR EXCHANGE-TRADED FD	$11M	213,509
15	ISHARES TR	$10M	155,238
16	VANGUARD BD INDEX FDS	$10M	138,864
17	VANGUARD INDEX FDS	$10M	22,848
18	FIRST TR EXCHANGE TRAD FD VI	$10M	331,007
19	VANGUARD SCOTTSDALE FDS	$9M	106,006
20	VANGUARD INDEX FDS	$8M	26,327
21	INVESCO QQQ TR	$8M	13,993
22	COSTCO WHOLESALE CORPORATION	$8M	7,984
23	ISHARES TR	$7M	246,470
24	SPDR SERIES TRUST	$7M	71,092
25	FIRST TR EXCHANGE-TRADED FD	$6M	135,926
26	APPLE INC	$6M	23,353
27	INVESCO EXCH TRADED FD TR II	$4M	188,478
28	SSGA ACTIVE ETF TR	$4M	107,256
29	SELECT SECTOR SPDR TR	$4M	65,663
30	VANGUARD INDEX FDS	$4M	21,749
31	VANGUARD WHITEHALL FDS	$4M	25,429
32	VANGUARD INDEX FDS	$3M	13,360
33	ISHARES TR	$3M	35,310
34	VANGUARD CHARLOTTE FDS	$3M	63,562
35	FIRST TR EXCHANGE TRADED FD	$3M	50,250
36	QUANTA SVCS INC	$2M	4,224
37	ISHARES TR	$2M	4,838
38	VANGUARD INDEX FDS	$2M	22,920
39	SEMPRA	$2M	20,694
40	VANGUARD SPECIALIZED FUNDS	$2M	9,173
41	VANGUARD INDEX FDS	$2M	6,701
42	ISHARES TR	$2M	44,587
43	WORLD GOLD TR	$2M	20,454
44	MICROSOFT CORP	$2M	5,106
45	VANGUARD WORLD FD	$2M	6,674
46	NVIDIA CORPORATION	$2M	10,315
47	QUALCOMM INC	$2M	13,152
48	MCDONALDS CORP	$2M	5,018
49	PROSHARES TR	$1M	13,978
50	VANGUARD WORLD FD	$1M	9,700

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.