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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 42.59% of Pitti Group Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VXUS, VTI, GSY, GLW, BND, IJH, VGT, QQQM, FHDG, MU.
Started 4 new stock positions in GLW, XNOV, MU, SMH.
Reduced shares in these 10 stocks: BA, , BAC, AAPL, GOOGL, NVDA, LOW, AMZN, META, MA.
Sold out of its position in FDX.
Pitti Group Wealth Management was a net buyer of stock by $4.1M.
Pitti Group Wealth Management has $137M in assets under management (AUM), dropping by 11.43%.
Central Index Key (CIK): 0001909664

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Portfolio Holdings for Pitti Group Wealth Management

Pitti Group Wealth Management holds 84 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Eafe Etf (EFA)	13.4	$18M		177k	103.88	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	9.3	$13M		379k	33.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG)	9.0	$12M	+2%	340k	36.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.0	$9.7M	+5%	26k	370.04	View chart
Johnson & Johnson (JNJ)	3.9	$5.3M		21k	253.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	3.2	$4.4M		111k	39.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.7	$3.7M	+8%	48k	77.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$3.2M	-2%	9.0k	357.36	View chart
Meta Platforms Cl A (META)	2.2	$3.1M		5.5k	563.24	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.2	$3.0M		34k	87.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$2.6M		11k	236.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.7	$2.4M	+26%	28k	85.49	View chart
NVIDIA Corporation (NVDA)	1.7	$2.3M	-2%	12k	200.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$2.3M	+10%	3.0k	746.67	View chart
Boeing Company (BA)	1.6	$2.3M	-10%	10k	216.47	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.5	$2.1M	+28%	41k	50.15	View chart
Exxon Mobil Corporation (XOM)	1.5	$2.0M		15k	136.72	View chart
Amazon (AMZN)	1.5	$2.0M	-2%	8.4k	238.33	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$2.0M		25k	81.06	View chart
Proshares Tr S&p 500 High Etf (ISPY)	1.4	$1.9M	+11%	39k	48.19	View chart
Eli Lilly & Co. (LLY)	1.3	$1.8M		1.5k	1199.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.8M		2.3k	748.74	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	1.3	$1.7M		18k	96.56	View chart
Apple (AAPL)	1.3	$1.7M	-4%	5.9k	289.36	View chart
Netflix (NFLX)	1.2	$1.6M		23k	71.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$1.6M		5.2k	300.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$1.4M	+28%	19k	73.41	View chart
Microsoft Corporation (MSFT)	0.9	$1.3M		3.4k	373.04	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$1.2M	+29%	4.1k	303.00	View chart
Innovator Etfs Trust Equi Dual 10 Oct (DDTO)	0.9	$1.2M	+3%	53k	22.94	View chart
Bank of America Corporation (BAC)	0.8	$1.1M	-10%	19k	56.98	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.8	$1.0M	+26%	24k	43.14	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	0.7	$918k	+3%	29k	31.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$907k		2.6k	353.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$887k	+13%	7.1k	124.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.6	$877k		15k	58.49	View chart
Marriott Intl Cl A (MAR)	0.6	$825k		2.2k	370.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$820k		1.1k	736.45	View chart
JPMorgan Chase & Co. (JPM)	0.5	$733k		2.2k	327.34	View chart
Innovator Etfs Trust Emerging Mrkt 10 (EBUF)	0.5	$711k	+5%	22k	31.85	View chart
Lowe's Companies (LOW)	0.5	$703k	-8%	3.2k	220.47	View chart
Medtronic SHS (MDT)	0.5	$683k		8.7k	78.23	View chart
Qualcomm (QCOM)	0.5	$645k	-6%	3.5k	184.77	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.4	$617k		14k	42.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.4	$582k		11k	52.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$582k	+29%	9.7k	59.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.4	$534k		12k	44.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.4	$529k		9.7k	54.47	View chart
Tesla Motors (TSLA)	0.4	$496k	+2%	1.2k	420.60	View chart
Nextera Energy (NEE)	0.4	$481k		5.5k	87.77	View chart
Paypal Holdings (PYPL)	0.3	$462k	+4%	11k	43.18	View chart
Verizon Communications (VZ)	0.3	$428k		10k	42.34	View chart
Innovator Etfs Trust Equi Dual 10 Jan (DDTJ)	0.3	$426k		21k	20.09	View chart
Paychex (PAYX)	0.3	$419k		4.3k	98.33	View chart
Home Depot (HD)	0.3	$381k	-2%	1.1k	352.70	View chart
Corning Incorporated (GLW)	0.2	$341k	NEW	1.3k	255.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$327k	+700%	2.7k	119.52	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	0.2	$326k	+11%	11k	30.77	View chart
Uber Technologies (UBER)	0.2	$303k	+6%	4.2k	72.16	View chart
Block Cl A (XYZ)	0.2	$303k		4.0k	76.00	View chart
Innovator Etfs Trust Equi Dual 10 Etf (DDTF)	0.2	$296k		15k	20.24	View chart
Morgan Stanley Com New (MS)	0.2	$287k		1.4k	209.01	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.2	$284k	-3%	5.6k	50.80	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$281k		709.00	396.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.2	$281k		5.4k	52.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.2	$278k		6.8k	40.72	View chart
Stryker Corporation (SYK)	0.2	$277k		881.00	314.85	View chart
Royal Caribbean Cruises (RCL)	0.2	$276k	+6%	869.00	317.48	View chart
Abbvie (ABBV)	0.2	$272k		1.1k	251.60	View chart
Hilton Worldwide Holdings (HLT)	0.2	$259k		784.00	330.46	View chart
Mastercard Incorporated Cl A (MA)	0.2	$254k	-15%	495.00	513.60	View chart
Wal-Mart Stores (WMT)	0.2	$252k		2.2k	113.27	View chart
Sherwin-Williams Company (SHW)	0.2	$251k	-2%	730.00	344.34	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	0.2	$251k		11k	22.51	View chart
Visa Com Cl A (V)	0.2	$240k		700.00	343.17	View chart
Micron Technology (MU)	0.2	$240k	NEW	208.00	1154.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$238k		786.00	303.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.2	$230k	-2%	5.4k	42.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$230k	NEW	350.00	656.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$222k	-4%	6.2k	35.61	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$215k	-3%	1.9k	114.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.1	$201k	NEW	5.1k	39.63	View chart
Ford Motor Company (F)	0.1	$186k	-6%	13k	13.90	View chart
Ultralife (ULBI)	0.1	$129k		20k	6.32	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 Q2 filed Aug. 12, 2026
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

View all past filings

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