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Pitti Group Wealth Management

Latest statistics and disclosures from Pitti Group Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are EFA, ZALT, FHDG, VTI, JNJ, and represent 43.41% of Pitti Group Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DDTJ, DDTF, ZALT, FHDG, FDX, V, VTI, IBUF, IJH, EBUF.
Started 4 new stock positions in DDTJ, V, DDTF, FDX.
Reduced shares in these 6 stocks: BUFQ, MAR, JNJ, QQQ, XJUL, FDEC.
Pitti Group Wealth Management was a net buyer of stock by $3.6M.
Pitti Group Wealth Management has $123M in assets under management (AUM), dropping by 1.29%.
Central Index Key (CIK): 0001909664

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Portfolio Holdings for Pitti Group Wealth Management

Pitti Group Wealth Management holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Eafe Etf (EFA)	13.8	$17M		176k	97.13	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	9.8	$12M	+2%	373k	32.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG)	9.1	$11M	+2%	333k	33.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.5	$8.0M	+2%	25k	320.81	View chart
Johnson & Johnson (JNJ)	4.1	$5.1M		21k	244.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	3.2	$3.9M	-17%	111k	35.32	View chart
Meta Platforms Cl A (META)	2.6	$3.2M		5.6k	572.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$3.0M	+5%	44k	67.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$2.7M		9.2k	287.55	View chart
Spdr Series Trust State Street Spd (SPYM)	2.1	$2.6M	+3%	34k	76.54	View chart
Exxon Mobil Corporation (XOM)	2.0	$2.5M		15k	169.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$2.4M	+4%	11k	215.06	View chart
Boeing Company (BA)	1.9	$2.3M		12k	199.03	View chart
Netflix (NFLX)	1.7	$2.1M		22k	96.15	View chart
NVIDIA Corporation (NVDA)	1.7	$2.1M	+2%	12k	174.39	View chart
Amazon (AMZN)	1.5	$1.8M	+3%	8.7k	208.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$1.8M	+4%	2.8k	650.25	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.4	$1.7M	+3%	25k	68.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$1.7M	+8%	22k	77.11	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.3	$1.6M	+10%	32k	50.12	View chart
Apple (AAPL)	1.3	$1.6M	+2%	6.2k	253.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.6M	+6%	2.4k	653.31	View chart
Proshares Tr S&p 500 High Inc (ISPY)	1.2	$1.5M	+5%	35k	43.35	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	1.2	$1.5M	+8%	18k	83.43	View chart
Eli Lilly & Co. (LLY)	1.1	$1.4M		1.5k	919.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$1.3M	+5%	5.2k	247.98	View chart
Microsoft Corporation (MSFT)	1.0	$1.3M	+2%	3.4k	370.15	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$1.1M	+13%	15k	73.64	View chart
Innovator Etfs Trust Equity Dual Dire (DDTO)	0.9	$1.1M	+5%	51k	21.21	View chart
Bank of America Corporation (BAC)	0.8	$1.0M		21k	48.75	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	0.7	$829k	+26%	28k	29.52	View chart
Lowe's Companies (LOW)	0.7	$826k	+3%	3.5k	236.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.6	$800k	+10%	15k	53.40	View chart
Medtronic SHS (MDT)	0.6	$757k		8.7k	86.65	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$754k	+9%	19k	39.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$746k	+9%	3.1k	237.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$743k	+4%	2.6k	286.87	View chart
Marriott Intl Cl A (MAR)	0.6	$729k	-2%	2.2k	327.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$694k	+8%	6.3k	110.48	View chart
JPMorgan Chase & Co. (JPM)	0.5	$658k		2.2k	294.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$643k		1.1k	577.22	View chart
Innovator Etfs Trust Emerging Mrkt 10 (EBUF)	0.5	$627k	+34%	21k	29.50	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.5	$569k		14k	39.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.4	$539k		11k	47.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.4	$517k		12k	42.96	View chart
Nextera Energy (NEE)	0.4	$510k	+2%	5.5k	92.88	View chart
Verizon Communications (VZ)	0.4	$503k		10k	50.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.4	$483k		9.7k	49.72	View chart
Qualcomm (QCOM)	0.4	$481k	+2%	3.7k	128.77	View chart
Paypal Holdings (PYPL)	0.4	$465k	+3%	10k	45.23	View chart
Tesla Motors (TSLA)	0.3	$428k		1.2k	371.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$405k	+6%	7.5k	54.05	View chart
Innovator Etfs Trust Equity Dual Dire (DDTJ)	0.3	$394k	NEW	21k	18.57	View chart
Paychex (PAYX)	0.3	$391k		4.2k	92.12	View chart
Home Depot (HD)	0.3	$366k		1.1k	328.91	View chart
Mastercard Incorporated Cl A (MA)	0.2	$292k	+18%	585.00	499.66	View chart
Stryker Corporation (SYK)	0.2	$291k	+4%	884.00	328.61	View chart
Uber Technologies (UBER)	0.2	$284k	+13%	4.0k	71.93	View chart
Wal-Mart Stores (WMT)	0.2	$282k		2.3k	124.29	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.2	$277k	+21%	9.5k	29.21	View chart
Innovator Etfs Trust Equity Dual Dire (DDTF)	0.2	$273k	NEW	15k	18.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.2	$265k		6.8k	38.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.2	$263k		5.4k	48.49	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$255k		709.00	359.03	View chart
Block Cl A (XYZ)	0.2	$245k		4.1k	60.18	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.2	$240k	+3%	5.8k	41.69	View chart
Sherwin-Williams Company (SHW)	0.2	$240k	+4%	748.00	320.56	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.2	$239k		11k	21.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$239k		342.00	697.72	View chart
Hilton Worldwide Holdings (HLT)	0.2	$237k		779.00	304.08	View chart
Abbvie (ABBV)	0.2	$234k		1.1k	217.47	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$231k		2.0k	118.62	View chart
FedEx Corporation (FDX)	0.2	$227k	NEW	638.00	356.22	View chart
Morgan Stanley Com New (MS)	0.2	$226k		1.4k	164.63	View chart
Royal Caribbean Cruises (RCL)	0.2	$225k		819.00	275.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.2	$222k		5.5k	40.31	View chart
Visa Com Cl A (V)	0.2	$212k	NEW	700.00	302.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$206k		787.00	262.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$205k		6.5k	31.46	View chart
Ford Motor Company (F)	0.1	$164k		14k	11.54	View chart
Ultralife (ULBI)	0.1	$133k		20k	6.52	View chart

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 2026 Q1 filed May 15, 2026
Pitti Group Wealth Management 2025 Q4 filed Feb. 13, 2026
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

View all past filings

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