Pitti Group Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1909664
Institutional-grade research for retail investors

13F Reported Value

$123.2M

Holdings

81

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Pitti Group Wealth Management, LLC disclosed 81 positions worth $123.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $FDX. The portfolio is most concentrated in Other (67.7% of disclosed assets). All figures are sourced directly from Pitti Group Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1909664.

Sector Allocation

OtherTechnologyHealthcareFinancialsConsumer DiscretionaryIndustrials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • ISHARES TR

    Quality

    $17.1M175,562 sh
  • INNOVATOR ETFS TRUST

    Quality

    $12.1M372,509 sh
  • FIRST TR EXCHNG TRADED FD VI

    Quality

    $11.2M332,514 sh
  • VANGUARD INDEX FDS

    Quality

    $8.0M24,887 sh
  • $5.1M20,891 sh
  • FIRST TR EXCHNG TRADED FD VI

    Quality

    $3.9M110,923 sh
  • $3.2M5,579 sh
  • ISHARES TR

    Quality

    $3.0M44,141 sh
  • $2.7M9,243 sh
  • SPDR SERIES TRUST

    Quality

    $2.6M33,839 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Pitti Group Wealth Management, LLC's 81 positions.

Showing top 10 of 81 holdings.

Sector Allocation

Other

$83.4M

Technology

$13.3M

Healthcare

$7.8M

Financials

$5.3M

Consumer Discretionary

$4.5M

Industrials

$3.4M

Communication Services

$2.7M

Energy

$2.5M

Full Holdings — Pitti Group Wealth Management, LLC (Q1 2026)

All 81 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ISHARES TR$17.1M13.8%+1%
2INNOVATOR ETFS TRUST$12.1M9.8%+2%
3FIRST TR EXCHNG TRADED FD VI$11.2M9.1%+2%
4VANGUARD INDEX FDS$8.0M6.5%+3%
5JNJ$JNJJOHNSON & JOHNSON$5.1M4.2%-0%72.8
6FIRST TR EXCHNG TRADED FD VI$3.9M3.2%-18%
7META$METAMeta Platforms, Inc.$3.2M2.6%+1%80.9
8ISHARES TR$3.0M2.4%+6%
9GOOG$GOOGAlphabet Inc.$2.7M2.2%+1%80.2
10SPDR SERIES TRUST$2.6M2.1%+3%
11XOM$XOMEXXON MOBIL CORP$2.5M2.0%+0%61.8
12VANGUARD SPECIALIZED FUNDS$2.4M2.0%+5%
13BA$BABOEING CO$2.3M1.9%+0%51.8
14NFLX$NFLXNETFLIX INC$2.1M1.7%+1%86.7
15NVDA$NVDANVIDIA CORP$2.1M1.7%+3%90.2
16AMZN$AMZNAMAZON COM INC$1.8M1.5%+4%74.6
17SPY$SPYSPDR S&P 500 ETF TRUST$1.8M1.4%+4%
18FIRST TR EXCHANGE TRADED FD$1.7M1.4%+3%
19VANGUARD STAR FDS$1.7M1.4%+9%
20IVZ$IVZInvesco Ltd.$1.6M1.3%+10%
21AAPL$AAPLApple Inc.$1.6M1.3%+3%76.1
22ISHARES TR$1.6M1.3%+7%
23PROSHARES TR$1.5M1.2%+5%
24ISHARES TR$1.5M1.2%+9%
25LLY$LLYELI LILLY & Co$1.4M1.1%+0%89.3
26ISHARES TR$1.3M1.1%+6%
27MSFT$MSFTMICROSOFT CORP$1.3M1.0%+2%83.7
28VANGUARD BD INDEX FDS$1.1M0.9%+14%
29INNOVATOR ETFS TRUST$1.1M0.9%+5%
30BAC$BACBANK OF AMERICA CORP /DE/$1.0M0.8%+1%68.4
31INNOVATOR ETFS TRUST$828,5670.7%+26%
32LOW$LOWLOWES COMPANIES INC$825,7040.7%+4%63.5
33FIRST TR EXCHNG TRADED FD VI$800,3480.7%+11%
34MDT$MDTMedtronic plc$757,3750.6%+1%
35FIRST TR EXCHANGE TRADED FD$754,2350.6%+9%
36IVZ$IVZInvesco Ltd.$746,1390.6%+9%
37GOOGL$GOOGLAlphabet Inc.$743,0030.6%+5%80.2
38MAR$MARMARRIOTT INTERNATIONAL INC /MD/$729,2780.6%-3%65.9
39AMERICAN CENTY ETF TR$694,2490.6%+8%
40JPM$JPMJPMORGAN CHASE & CO$658,1870.5%+1%35.6
41QQQ$QQQINVESCO QQQ TRUST, SERIES 1$643,0190.5%-0%
42INNOVATOR ETFS TRUST$626,4980.5%+34%
43INNOVATOR ETFS TRUST$568,8210.5%+0%
44FIRST TR EXCHNG TRADED FD VI$538,8790.4%+0%
45FIRST TR EXCHNG TRADED FD VI$516,6230.4%+0%
46NEE$NEENEXTERA ENERGY INC$509,8400.4%+2%71.7
47VZ$VZVERIZON COMMUNICATIONS INC$503,0120.4%+0%71.6
48FIRST TR EXCHNG TRADED FD VI$483,1790.4%-0%
49QCOM$QCOMQUALCOMM INC/DE$481,2240.4%+2%81.9
50PYPL$PYPLPayPal Holdings, Inc.$465,1000.4%+4%70.5
51TSLA$TSLATesla, Inc.$428,2560.3%+0%50.1
52VANGUARD INTL EQUITY INDEX F$405,3800.3%+6%
53INNOVATOR ETFS TRUST$393,6180.3%-94%
54PAYX$PAYXPAYCHEX INC$391,0460.3%+0%75.1
55HD$HDHOME DEPOT, INC.$366,0750.3%+2%69.2
56MA$MAMastercard Inc$292,3010.2%+18%81.7
57SYK$SYKSTRYKER CORP$290,4870.2%+5%69.8
58UBER$UBERUber Technologies, Inc$284,3390.2%+13%79.3
59WMT$WMTWalmart Inc.$282,2620.2%+0%63.2
60INNOVATOR ETFS TRUST$277,0280.2%+22%
61INNOVATOR ETFS TRUST$272,5320.2%-96%
62FIRST TR EXCHNG TRADED FD VI$265,4390.2%-0%
63FIRST TR EXCHNG TRADED FD VI$263,3980.2%+0%
64VANGUARD WORLD FD$254,5520.2%+0%
65XYZ$XYZBlock, Inc.$244,5110.2%+1%60.3
66PROSHARES TR$240,3660.2%+4%
67SHW$SHWSHERWIN WILLIAMS CO$239,7820.2%+4%65.3
68INNOVATOR ETFS TRUST$239,1850.2%+0%
69VANGUARD WORLD FD$238,6200.2%+0%
70HLT$HLTHilton Worldwide Holdings Inc.$236,8780.2%+2%73.1
71ABBV$ABBVAbbVie Inc.$233,9980.2%+0%59.3
72SHOP$SHOPSHOPIFY INC.$231,3090.2%+0%
73FDX$FDXFEDEX CORP$227,2680.2%NEW60.3
74MS$MSMORGAN STANLEY$225,5410.2%+0%
75RCL$RCLROYAL CARIBBEAN CRUISES LTD$225,2480.2%+0%
76FIRST TR EXCHNG TRADED FD VI$222,1570.2%+0%
77V$VVISA INC.$211,6070.2%NEW83.5
78VANGUARD INDEX FDS$206,1980.2%+0%
79FIRST TR EXCHNG TRADED FD VI$204,6160.2%+0%
80F$FFORD MOTOR CO$164,1530.1%+0%58.5
81ULBI$ULBIULTRALIFE CORP$133,2880.1%+0%40.8

New Positions (2)

FDX$FDX FEDEX CORP$227,268
V$V VISA INC.$211,607

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