13F Filings History of Petix & Botte Co

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$440,800,912
Signature - Title
Paul Botte - Chief Compliance Officer
Location
La Mesa, CA
Summary
This page shows a list of all the recent 13F filings made by Petix & Botte Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Petix & Botte Co reported 133 stock holdings with total value $440,800,912 as of Q4 2025. Top holdings included SPYM, GTO, IUSG, IEFA, and GOVI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 133 $440,800,912 +$27,604,013 -$21,968,901 +$5,635,112 SPYM, GTO, IUSG, IEFA, GOVI 13F-HR 04 Feb 2026, 18:28
Q3 2025 136 $433,394,774 +$20,275,991 -$15,921,064 +$4,354,927 SPLG, IUSG, GTO, IUSV, FVD 13F-HR 21 Nov 2025, 16:59
Q2 2025 130 $407,560,941 +$19,441,059 -$12,516,613 +$6,924,446 SPLG, IUSG, FVD, IUSV, GTO 13F-HR 08 Aug 2025, 12:15
Q1 2025 125 $379,717,237 +$29,922,104 -$24,883,237 +$5,038,867 SPLG, IUSG, IUSV, FVD, LMBS 13F-HR 13 May 2025, 14:18
Q4 2024 123 $380,249,736 +$73,376,600 -$66,875,400 +$6,501,200 IUSG, IUSV, FVD, SPLG, LMBS 13F-HR 21 Jan 2025, 17:29
Q3 2024 124 $375,597,308 +$9,462,347 -$5,535,932 +$3,926,415 IUSG, IUSV, FVD, LMBS, BND 13F-HR 18 Oct 2024, 13:52
Q2 2024 122 $353,035,553 +$145,947,223 -$197,334,777 -$51,387,554 IUSG, IUSV, FVD, LMBS, IJH 13F-HR 13 Aug 2024, 15:59
Q1 2024 141 $402,579,774 +$208,373,355 -$148,265,396 +$60,107,959 VUG, VTV, IJH, IEFA, IUSG 13F-HR 03 May 2024, 20:14
Q4 2023 122 $339,729,222 +$3,318,931 -$4,562,305 -$1,243,374 IUSG, IUSV, FVD, LMBS, BND 13F-HR 06 Feb 2024, 17:28
Q3 2023 117 $317,113,272 +$8,528,302 -$3,772,155 +$4,756,147 IUSG, IUSV, LMBS, FVD, FTGC 13F-HR 14 Nov 2023, 20:14
Q2 2023 117 $322,155,688 +$169,359,913 $0 +$169,359,913 IUSG, IUSV, LMBS, FVD, BND 13F-HR 14 Aug 2023, 12:49
Q1 2023 76 $148,387,609 +$8,560,383 -$2,583,822 +$5,976,561 IUSG, IUSV, LMBS, FVD, VCIT 13F-HR 15 May 2023, 16:12
Q3 2022 68 $131,392,000 +$3,412,370 -$1,307,254 +$2,105,116 LMBS, IUSG, FVD, IUSV, FTGC 13F-HR 14 Oct 2022, 17:18
Q2 2022 68 $135,793,000 +$904,209 -$154,318,818 -$153,414,609 LMBS, FVD, IUSG, IUSV, FTGC 13F-HR 03 Aug 2022, 17:47
Q1 2022 119 $324,317,000 +$172,578,161 -$1,325,617 +$171,252,544 IUSG, IUSV, FVD, LMBS, FTGC 13F-HR 26 Apr 2022, 17:04
Q4 2021 82 $157,214,000 +$6,071,145 -$159,337,570 -$153,266,425 IUSG, IUSV, FVD, LMBS, VCIT 13F-HR 11 Feb 2022, 16:46
Q3 2021 113 $295,217,000 +$158,748,472 -$6,015,000 +$152,733,472 IUSG, VCIT, IUSV, LMBS, BND 13F-HR 12 Nov 2021, 10:04
Q2 2021 77 $143,422,000 +$9,676,279 -$8,312,349 +$1,363,930 IUSG, VCIT, IUSV, BND, FVD 13F-HR 29 Jul 2021, 16:16
Q1 2021 75 $135,369,000 +$3,046,442 -$5,405,589 -$2,359,147 VCIT, IUSG, BND, IUSV, VUG Restatement 24 May 2021, 09:38
Q4 2020 81 $133,612,000 +$3,566,179 -$7,408,623 -$3,842,444 VCIT, BND, IUSG, VUG, IUSV 13F-HR 29 Jan 2021, 10:55
Q3 2020 82 $125,398,000 +$1,779,000 -$16,011 +$1,762,989 VCIT, BND, IUSG, VUG, IUSV 13F-HR 29 Oct 2020, 21:25
Q2 2020 83 $206,000 $0 $0 $0 QUAL 13F-HR 06 Aug 2020, 19:48
Q1 2020 69 $102,742,000 +$4,724,089 -$9,312,659 -$4,588,570 VCIT, BND, IUSG, VUG, TIP 13F-HR 29 Apr 2020, 14:14
Q4 2019 81 $127,072,000 $0 $0 $0 VCIT, BND, VUG, IUSG, IUSV 13F-HR 14 Feb 2020, 09:29