Pitti Group Wealth Management
Latest statistics and disclosures from Pitti Group Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ZALT, EFA, VTI, BUFQ, META, and represent 46.15% of Pitti Group Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FMC, VXUS, ABBV, ZALT, MS, GSY, QDEC, VB, BND, SDVY.
- Started 5 new stock positions in VB, MS, FMC, ABBV, QDEC.
- Reduced shares in these 10 stocks: META, NVDA, AMZN, GOOGL, PFE, , NFLX, EFA, GOOG, SNPS.
- Sold out of its positions in COST, XOCT, BUFR, GS, PFE, DIA, SNPS, ETN.
- Pitti Group Wealth Management was a net seller of stock by $-5.2M.
- Pitti Group Wealth Management has $118M in assets under management (AUM), dropping by 1.38%.
- Central Index Key (CIK): 0001909664
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Portfolio Holdings for Pitti Group Wealth Management
Pitti Group Wealth Management holds 75 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 18.1 | $21M | 667k | 31.88 |
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| Ishares Tr Msci Eafe Etf (EFA) | 13.8 | $16M | 174k | 93.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.7 | $7.9M | -2% | 24k | 328.17 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 4.1 | $4.8M | -2% | 138k | 34.84 |
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| Meta Platforms Cl A (META) | 3.4 | $4.0M | -13% | 5.4k | 734.40 |
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| Johnson & Johnson (JNJ) | 3.3 | $3.9M | 21k | 185.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $2.7M | +2% | 41k | 65.26 |
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| Netflix (NFLX) | 2.3 | $2.6M | -11% | 2.2k | 1198.92 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 2.2 | $2.6M | 33k | 78.34 |
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| Boeing Company (BA) | 2.1 | $2.5M | -5% | 12k | 215.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $2.3M | -14% | 9.4k | 243.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $2.3M | -2% | 11k | 215.79 |
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| NVIDIA Corporation (NVDA) | 1.9 | $2.2M | -18% | 12k | 186.57 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $2.1M | 19k | 112.75 |
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| Amazon (AMZN) | 1.6 | $1.8M | -20% | 8.3k | 219.58 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $1.8M | -6% | 2.6k | 666.26 |
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| Microsoft Corporation (MSFT) | 1.4 | $1.7M | -11% | 3.3k | 517.95 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 1.4 | $1.6M | -2% | 24k | 67.26 |
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| Apple (AAPL) | 1.3 | $1.6M | -7% | 6.1k | 254.63 |
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| Proshares Tr S&p 500 High Inc (ISPY) | 1.3 | $1.5M | +6% | 34k | 45.11 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.3 | $1.5M | +18% | 21k | 73.46 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $1.4M | -7% | 2.2k | 669.35 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 1.2 | $1.4M | +18% | 28k | 50.23 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 1.1 | $1.3M | -2% | 16k | 83.05 |
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| Eli Lilly & Co. (LLY) | 1.0 | $1.2M | -4% | 1.6k | 762.84 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $1.2M | -2% | 4.9k | 241.96 |
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| Bank of America Corporation (BAC) | 0.9 | $1.1M | -4% | 21k | 51.59 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $951k | +19% | 13k | 74.37 |
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| BP Sponsored Adr (BP) | 0.7 | $860k | 25k | 34.46 |
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| Lowe's Companies (LOW) | 0.7 | $847k | -20% | 3.4k | 251.28 |
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| Medtronic SHS (MDT) | 0.7 | $835k | -3% | 8.8k | 95.24 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $732k | +18% | 3.0k | 247.12 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.6 | $722k | -12% | 14k | 52.89 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $695k | -12% | 2.2k | 315.49 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.6 | $688k | +21% | 18k | 38.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $670k | -15% | 1.1k | 600.41 |
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| Paypal Holdings (PYPL) | 0.6 | $657k | -4% | 9.8k | 67.06 |
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| Qualcomm (QCOM) | 0.5 | $612k | -6% | 3.7k | 166.36 |
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| Marriott Intl Cl A (MAR) | 0.5 | $604k | -5% | 2.3k | 260.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $592k | -31% | 2.4k | 243.53 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $575k | 5.8k | 99.54 |
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| Innovator Etfs Trust Us Equity Accele (XDSQ) | 0.5 | $573k | -12% | 14k | 39.86 |
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| Paychex (PAYX) | 0.4 | $518k | 4.1k | 126.76 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.4 | $513k | -7% | 11k | 47.51 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.4 | $505k | 12k | 42.20 |
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| Fmc Corp Com New (FMC) | 0.4 | $499k | NEW | 15k | 33.63 |
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| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) | 0.4 | $479k | 9.7k | 49.24 |
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| Tesla Motors (TSLA) | 0.4 | $471k | -9% | 1.1k | 444.72 |
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| Home Depot (HD) | 0.4 | $429k | -18% | 1.1k | 405.02 |
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| Nextera Energy (NEE) | 0.3 | $411k | -6% | 5.4k | 75.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $392k | +18% | 7.2k | 54.18 |
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| Verizon Communications (VZ) | 0.3 | $371k | -5% | 8.4k | 43.95 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG) | 0.3 | $320k | +21% | 9.7k | 32.97 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $314k | -12% | 2.1k | 148.61 |
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| Stryker Corporation (SYK) | 0.3 | $312k | 844.00 | 369.69 |
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| Block Cl A (XYZ) | 0.2 | $290k | -5% | 4.0k | 72.27 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $281k | 708.00 | 396.15 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $279k | 491.00 | 568.81 |
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| Royal Caribbean Cruises (RCL) | 0.2 | $273k | -25% | 843.00 | 323.63 |
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| Jack Henry & Associates (JKHY) | 0.2 | $268k | 1.8k | 148.93 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) | 0.2 | $263k | +2% | 6.8k | 38.37 |
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| Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF) | 0.2 | $256k | +12% | 9.0k | 28.49 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) | 0.2 | $252k | -13% | 5.4k | 46.39 |
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| Sherwin-Williams Company (SHW) | 0.2 | $247k | -11% | 714.00 | 346.28 |
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| Proshares Tr Nasdaq 100 High (IQQQ) | 0.2 | $245k | -9% | 5.6k | 44.05 |
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| Abbvie (ABBV) | 0.2 | $237k | NEW | 1.0k | 231.59 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $237k | 317.00 | 746.63 |
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| Wal-Mart Stores (WMT) | 0.2 | $234k | -34% | 2.3k | 103.04 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) | 0.2 | $221k | 5.5k | 40.10 |
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| Morgan Stanley Com New (MS) | 0.2 | $217k | NEW | 1.4k | 159.00 |
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| Ford Motor Company (F) | 0.2 | $210k | -45% | 18k | 11.96 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.2 | $207k | NEW | 6.7k | 31.12 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $201k | 776.00 | 259.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $200k | NEW | 787.00 | 254.36 |
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| Ultralife (ULBI) | 0.1 | $123k | +20% | 18k | 6.82 |
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Past Filings by Pitti Group Wealth Management
SEC 13F filings are viewable for Pitti Group Wealth Management going back to 2021
- Pitti Group Wealth Management 2025 Q3 filed Nov. 7, 2025
- Pitti Group Wealth Management 2025 Q2 filed July 15, 2025
- Pitti Group Wealth Management 2025 Q1 filed April 11, 2025
- Pitti Group Wealth Management 2024 Q4 filed Feb. 10, 2025
- Pitti Group Wealth Management 2024 Q3 filed Oct. 29, 2024
- Pitti Group Wealth Management 2024 Q2 filed Aug. 9, 2024
- Pitti Group Wealth Management 2024 Q1 filed April 24, 2024
- Pitti Group Wealth Management 2023 Q4 filed Feb. 5, 2024
- Pitti Group Wealth Management 2023 Q3 filed Nov. 1, 2023
- Pitti Group Wealth Management 2023 Q2 filed Aug. 1, 2023
- Pitti Group Wealth Management 2023 Q1 filed May 2, 2023
- Pitti Group Wealth Management 2022 Q4 filed Jan. 24, 2023
- Pitti Group Wealth Management 2022 Q3 filed Oct. 24, 2022
- Pitti Group Wealth Management 2022 Q2 filed July 18, 2022
- Pitti Group Wealth Management 2022 Q1 filed April 28, 2022
- Pitti Group Wealth Management 2021 Q4 filed Feb. 9, 2022