Pitti Group Wealth Management, LLC
Sector Allocation
- Other69.2%$95.0M
- Technology10.8%$14.8M
- Healthcare6.1%$8.3M
- Financials4.6%$6.4M
- Consumer Discretionary3.5%$4.9M
- Industrials1.8%$2.5M
- Communication Services1.5%$2.0M
- Energy1.5%$2.0M
- Materials0.4%$592,434
- Utilities0.3%$480,824
AUM History
13fpro.ai/research/fund/pitti-group-wealth-management-llc-1909664
Conviction and streaks
Stable · top 10 = 55.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$18.4M
- INNOVATOR$12.8M
- FIRST$12.3M
- VANGUARD$9.7M
JNJ
$5.3M- FIRST$4.4M
- ISHARES$3.7M
GOOGL
$3.2MMETA
$3.1M- SPDR$3.0M
- VANGUARD$2.6M
- VANGUARD$2.4M
NVDA
$2.3MSPY
$2.3MBA
$2.3MIVZ
$2.1MXOM.R34088
$2.0MAMZN
$2.0M- FIRST$2.0M
- PROSHARES$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pitti-group-wealth-management-llc-1909664
Pitti Group Wealth Management, LLC 13F holdings — Q2 2026
$137.3M portfolio (+11.4% QoQ) · 84 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio
- 1
ISHARES TR - MSCI EAFE ETF
$18.4M
13.4% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
INNOVATOR ETFS TRUST - U S EQ 10 BUFFER
$12.8M
9.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT
$12.3M
9.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - TOTAL STK MKT
$9.7M
7.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $5.3M
3.9% of stocks
+0.0%This quarter+2.1%Since filed10+ qtrsHeld- 6
FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF
$4.4M
3.2% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE S&P MCP ETF
$3.7M
2.7% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— $3.2M
2.4% of stocks
-2%This quarter-8.2%Since filed10+ qtrsHeld$3.1M
2.3% of stocks
-2%This quarter+8.9%Since filed10+ qtrsHeld- 10
SPDR SERIES TRUST - ST STR P500ETF
$3.0M
2.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - MSCI EAFE ETF | $18.4M | 13.4% | +0.6% | — | — | — | — | |
| 2 | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $12.8M | 9.3% | +2% | — | — | — | — | |
| 3 | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT | $12.3M | 9.0% | +2% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - TOTAL STK MKT | $9.7M | 7.0% | +5% | — | — | — | — | |
| 5 | $5.3M | 3.9% | +0.0% | +2.1% | 10+ qtrs | 69.2#265 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | $4.4M | 3.2% | +0.1% | — | — | — | — | |
| 7 | ISHARES TR - CORE S&P MCP ETF | $3.7M | 2.7% | +9% | — | — | — | — | |
| 8 | $3.2M | 2.4% | -2% | -8.2% | 10+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $3.1M | 2.3% | -2% | +8.9% | 10+ qtrs | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SPDR SERIES TRUST - ST STR P500ETF | $3.0M | 2.2% | +1% | — | — | — | — |
All holdings — Pitti Group Wealth Management, LLC (Q2 2026)
84 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $2.6M | 1.9% | 11K | -0.4% | — | — | 13F |
| 12 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $2.4M | 1.7% | 28K | +27% | — | — | 13F |
| 13 | NVIDIA CORP | Technology | $2.3M | 1.7% | 11K | -3% | 10+ qtrs | 86.0 | 13F | |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.3M | 1.6% | 3,029 | +10% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BOEING CO | Industrials | $2.3M | 1.6% | 10K | -10% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Invesco Ltd. | Financials | $2.1M | 1.5% | 41K | +28% | 10+ qtrsAdded 7 qtrs in a row | — | 13F | |
| 17 | EXXON MOBIL CORP | Energy | $2.0M | 1.5% | 15K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $2.0M | 1.5% | 8,436 | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $2.0M | 1.5% | 25K | +0.1% | — | — | 13F |
| 20 | — | PROSHARES TR - S&P 500 HIGH ETFetf/fund | — | $1.9M | 1.4% | 39K | +11% | — | — | 13F |
| 21 | ELI LILLY & Co | Healthcare | $1.8M | 1.3% | 1,506 | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $1.8M | 1.3% | 2,348 | -1% | — | — | 13F |
| 23 | — | ISHARES TR - MRGSTR MD CP ETFetf/fund | — | $1.7M | 1.3% | 18K | +1% | — | — | 13F |
| 24 | Apple Inc. | Technology | $1.7M | 1.3% | 5,946 | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NETFLIX INC | Communication Services | $1.6M | 1.2% | 23K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.6M | 1.1% | 5,219 | +0.5% | |||
| 27 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.4M | 1.0% | 19K | +28% | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $1.3M | 0.9% | 3,396 | -0.6% | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.9% | 4,056 | +29% | |||
| 30 | — | INNOVATOR ETFS TRUST - EQUI DUAL 10 OCT | — | $1.2M | 0.9% | 53K | +4% | |||
| 31 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.8% | 19K | -11% | |||
| 32 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $1.0M | 0.8% | 24K | +27% | |||
| 33 | — | INNOVATOR ETFS TRUST - INTL DVLPD 10 BU | — | $918K | 0.7% | 29K | +4% | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $907K | 0.7% | 2,566 | -0.9% | |||
| 35 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $887K | 0.7% | 7,112 | +13% | |||
| 36 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $877K | 0.6% | 15K | — | |||
| 37 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $825K | 0.6% | 2,227 | -0.1% | |||
| 38 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $820K | 0.6% | 1,114 | — | |||
| 39 | $JPM | JPMORGAN CHASE & CO | Financials | $733K | 0.5% | 2,240 | +0.1% | |||
| 40 | — | INNOVATOR ETFS TRUST - EMERGING MRKT 10 | — | $711K | 0.5% | 22K | +5% | |||
| 41 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $703K | 0.5% | 3,188 | -9% | |||
| 42 | $MDT | Medtronic plc | Healthcare | $683K | 0.5% | 8,724 | -0.2% | |||
| 43 | $QCOM | QUALCOMM INC/DE | Technology | $644K | 0.5% | 3,488 | -7% | |||
| 44 | — | INNOVATOR ETFS TRUST - US EQUITY ACCELE | — | $617K | 0.5% | 14K | -0.0% | |||
| 45 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $582K | 0.4% | 11K | -2% | |||
| 46 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $582K | 0.4% | 9,747 | +30% | |||
| 47 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | — | $534K | 0.4% | 12K | — | |||
| 48 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | — | $529K | 0.4% | 9,718 | — | |||
| 49 | $TSLA | Tesla, Inc. | Consumer Discretionary | $496K | 0.4% | 1,180 | +2% | |||
| 50 | $NEE | NEXTERA ENERGY INC | Utilities | $481K | 0.3% | 5,478 | -0.2% | |||
| 51 | $PYPL | PayPal Holdings, Inc. | Financials | $462K | 0.3% | 11K | +4% | |||
| 52 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $428K | 0.3% | 10K | +0.9% | |||
| 53 | — | INNOVATOR ETFS TRUST - EQUI DUAL 10 JAN | — | $426K | 0.3% | 21K | — | |||
| 54 | $PAYX | PAYCHEX INC | Technology | $419K | 0.3% | 4,257 | +0.3% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $381K | 0.3% | 1,080 | -3% | |||
| 56 | $GLW | CORNING INC /NY | Materials | $341K | 0.3% | 1,335 | New | |||
| 57 | — | VANGUARD WORLD FD - INF TECH ETF | — | $327K | 0.2% | 2,736 | +700% | |||
| 58 | — | INNOVATOR ETFS TRUST - NASD 100 10 BUFF | — | $326K | 0.2% | 11K | +12% | |||
| 59 | $UBER | Uber Technologies, Inc | Technology | $303K | 0.2% | 4,201 | +6% | |||
| 60 | $XYZ | Block, Inc. | Technology | $303K | 0.2% | 3,987 | -2% | |||
| 61 | — | INNOVATOR ETFS TRUST - EQUI DUAL 10 ETF | — | $296K | 0.2% | 15K | — | |||
| 62 | $MS | MORGAN STANLEY | Financials | $287K | 0.2% | 1,372 | +0.1% | |||
| 63 | — | PROSHARES TR - NASDAQ 100 HIGH | — | $284K | 0.2% | 5,588 | -3% | |||
| 64 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $281K | 0.2% | 709 | — | |||
| 65 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $281K | 0.2% | 5,374 | -1% | |||
| 66 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | — | $277K | 0.2% | 6,815 | -0.1% | |||
| 67 | $SYK | STRYKER CORP | Healthcare | $277K | 0.2% | 881 | -0.3% | |||
| 68 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $276K | 0.2% | 869 | +6% | |||
| 69 | $ABBV | AbbVie Inc. | Healthcare | $272K | 0.2% | 1,081 | +0.5% | |||
| 70 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $259K | 0.2% | 784 | +0.6% | |||
| 71 | $MA | Mastercard Inc | Financials | $254K | 0.2% | 495 | -15% | |||
| 72 | $WMT | Walmart Inc. | Consumer Staples | $252K | 0.2% | 2,227 | -2% | |||
| 73 | $SHW | SHERWIN WILLIAMS CO | Materials | $251K | 0.2% | 730 | -2% | |||
| 74 | — | INNOVATOR ETFS TRUST - EQUI DU DI OCTO | — | $251K | 0.2% | 11K | — | |||
| 75 | $V | VISA INC. | Financials | $240K | 0.2% | 700 | — | |||
| 76 | $MU | MICRON TECHNOLOGY INC | Technology | $240K | 0.2% | 208 | New | |||
| 77 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $238K | 0.2% | 786 | -0.1% | |||
| 78 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | — | $230K | 0.2% | 5,369 | -3% | |||
| 79 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $230K | 0.2% | 350 | New | |||
| 80 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $221K | 0.2% | 6,219 | -4% | |||
| 81 | $SHOP | SHOPIFY INC. | Technology | $215K | 0.2% | 1,880 | -4% | |||
| 82 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | — | $201K | 0.1% | 5,076 | New | |||
| 83 | $F | FORD MOTOR CO | Consumer Discretionary | $186K | 0.1% | 13K | -6% | |||
| 84 | $ULBI | ULTRALIFE CORP | Technology | $129K | 0.1% | 20K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 37 added to, 33 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (37)
- VANGUARD STAR FDS - VG TL INTL STK F+27%
now $2.4M
- VANGUARD INDEX FDS - TOTAL STK MKT+5%
now $9.7M
now $2.1M · held 10+ qtrs, 7 adds in a row
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+28%
now $1.4M
- ISHARES TR - CORE S&P MCP ETF+9%
now $3.7M
- VANGUARD WORLD FD - INF TECH ETF+700%
now $327K
+31 more in the Excel export
Trimmed (33)
now $2.3M · held 10+ qtrs
$BACBANK OF AMERICA CORP /DE/-11%
now $1.1M · held 10+ qtrs
$AAPLApple Inc.-5%
now $1.7M · held 10+ qtrs
now $3.2M · held 10+ qtrs
now $2.3M · held 10+ qtrs
$LOWLOWES COMPANIES INC-9%
now $703K · held 10+ qtrs
+27 more in the Excel export
Sold out (1)
$FDXFEDEX CORPwas $227K
held 1 qtr
Holdings by quarter
Every 13F Pitti Group Wealth Management, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Pitti Group Wealth Management?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pitti Group Wealth Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-3.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 15% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Pitti Group Wealth Management, LLC disclosed 84 positions worth $137.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $GLW and a full exit from $FDX. The portfolio is most concentrated in Other (69.2% 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.
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