Pitti Group Wealth Management, LLC
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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$17.1M175,562 shINNOVATOR ETFS TRUST
—Quality
$12.1M372,509 shFIRST TR EXCHNG TRADED FD VI
—Quality
$11.2M332,514 shVANGUARD INDEX FDS
—Quality
$8.0M24,887 sh- 72.8
Quality
$5.1M20,891 sh FIRST TR EXCHNG TRADED FD VI
—Quality
$3.9M110,923 sh- 80.9
Quality
$3.2M5,579 sh ISHARES TR
—Quality
$3.0M44,141 sh- 80.2
Quality
$2.7M9,243 sh SPDR SERIES TRUST
—Quality
$2.6M33,839 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $17.1M | 175,562 |
| INNOVATOR ETFS TRUST | — | $12.1M | 372,509 |
| FIRST TR EXCHNG TRADED FD VI | — | $11.2M | 332,514 |
| VANGUARD INDEX FDS | — | $8.0M | 24,887 |
| 72.8 | $5.1M | 20,891 | |
| FIRST TR EXCHNG TRADED FD VI | — | $3.9M | 110,923 |
| 80.9 | $3.2M | 5,579 | |
| ISHARES TR | — | $3.0M | 44,141 |
| 80.2 | $2.7M | 9,243 | |
| SPDR SERIES TRUST | — | $2.6M | 33,839 |
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.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $17.1M | 13.8% | +1% | — |
| 2 | — | INNOVATOR ETFS TRUST | $12.1M | 9.8% | +2% | — |
| 3 | — | FIRST TR EXCHNG TRADED FD VI | $11.2M | 9.1% | +2% | — |
| 4 | — | VANGUARD INDEX FDS | $8.0M | 6.5% | +3% | — |
| 5 | JOHNSON & JOHNSON | $5.1M | 4.2% | -0% | 72.8 | |
| 6 | — | FIRST TR EXCHNG TRADED FD VI | $3.9M | 3.2% | -18% | — |
| 7 | Meta Platforms, Inc. | $3.2M | 2.6% | +1% | 80.9 | |
| 8 | — | ISHARES TR | $3.0M | 2.4% | +6% | — |
| 9 | Alphabet Inc. | $2.7M | 2.2% | +1% | 80.2 | |
| 10 | — | SPDR SERIES TRUST | $2.6M | 2.1% | +3% | — |
| 11 | EXXON MOBIL CORP | $2.5M | 2.0% | +0% | 61.8 | |
| 12 | — | VANGUARD SPECIALIZED FUNDS | $2.4M | 2.0% | +5% | — |
| 13 | BOEING CO | $2.3M | 1.9% | +0% | 51.8 | |
| 14 | NETFLIX INC | $2.1M | 1.7% | +1% | 86.7 | |
| 15 | NVIDIA CORP | $2.1M | 1.7% | +3% | 90.2 | |
| 16 | AMAZON COM INC | $1.8M | 1.5% | +4% | 74.6 | |
| 17 | SPDR S&P 500 ETF TRUST | $1.8M | 1.4% | +4% | — | |
| 18 | — | FIRST TR EXCHANGE TRADED FD | $1.7M | 1.4% | +3% | — |
| 19 | — | VANGUARD STAR FDS | $1.7M | 1.4% | +9% | — |
| 20 | Invesco Ltd. | $1.6M | 1.3% | +10% | — | |
| 21 | Apple Inc. | $1.6M | 1.3% | +3% | 76.1 | |
| 22 | — | ISHARES TR | $1.6M | 1.3% | +7% | — |
| 23 | — | PROSHARES TR | $1.5M | 1.2% | +5% | — |
| 24 | — | ISHARES TR | $1.5M | 1.2% | +9% | — |
| 25 | ELI LILLY & Co | $1.4M | 1.1% | +0% | 89.3 | |
| 26 | — | ISHARES TR | $1.3M | 1.1% | +6% | — |
| 27 | MICROSOFT CORP | $1.3M | 1.0% | +2% | 83.7 | |
| 28 | — | VANGUARD BD INDEX FDS | $1.1M | 0.9% | +14% | — |
| 29 | — | INNOVATOR ETFS TRUST | $1.1M | 0.9% | +5% | — |
| 30 | BANK OF AMERICA CORP /DE/ | $1.0M | 0.8% | +1% | 68.4 | |
| 31 | — | INNOVATOR ETFS TRUST | $828,567 | 0.7% | +26% | — |
| 32 | LOWES COMPANIES INC | $825,704 | 0.7% | +4% | 63.5 | |
| 33 | — | FIRST TR EXCHNG TRADED FD VI | $800,348 | 0.7% | +11% | — |
| 34 | Medtronic plc | $757,375 | 0.6% | +1% | — | |
| 35 | — | FIRST TR EXCHANGE TRADED FD | $754,235 | 0.6% | +9% | — |
| 36 | Invesco Ltd. | $746,139 | 0.6% | +9% | — | |
| 37 | Alphabet Inc. | $743,003 | 0.6% | +5% | 80.2 | |
| 38 | MARRIOTT INTERNATIONAL INC /MD/ | $729,278 | 0.6% | -3% | 65.9 | |
| 39 | — | AMERICAN CENTY ETF TR | $694,249 | 0.6% | +8% | — |
| 40 | JPMORGAN CHASE & CO | $658,187 | 0.5% | +1% | 35.6 | |
| 41 | INVESCO QQQ TRUST, SERIES 1 | $643,019 | 0.5% | -0% | — | |
| 42 | — | INNOVATOR ETFS TRUST | $626,498 | 0.5% | +34% | — |
| 43 | — | INNOVATOR ETFS TRUST | $568,821 | 0.5% | +0% | — |
| 44 | — | FIRST TR EXCHNG TRADED FD VI | $538,879 | 0.4% | +0% | — |
| 45 | — | FIRST TR EXCHNG TRADED FD VI | $516,623 | 0.4% | +0% | — |
| 46 | NEXTERA ENERGY INC | $509,840 | 0.4% | +2% | 71.7 | |
| 47 | VERIZON COMMUNICATIONS INC | $503,012 | 0.4% | +0% | 71.6 | |
| 48 | — | FIRST TR EXCHNG TRADED FD VI | $483,179 | 0.4% | -0% | — |
| 49 | QUALCOMM INC/DE | $481,224 | 0.4% | +2% | 81.9 | |
| 50 | PayPal Holdings, Inc. | $465,100 | 0.4% | +4% | 70.5 | |
| 51 | Tesla, Inc. | $428,256 | 0.3% | +0% | 50.1 | |
| 52 | — | VANGUARD INTL EQUITY INDEX F | $405,380 | 0.3% | +6% | — |
| 53 | — | INNOVATOR ETFS TRUST | $393,618 | 0.3% | -94% | — |
| 54 | PAYCHEX INC | $391,046 | 0.3% | +0% | 75.1 | |
| 55 | HOME DEPOT, INC. | $366,075 | 0.3% | +2% | 69.2 | |
| 56 | Mastercard Inc | $292,301 | 0.2% | +18% | 81.7 | |
| 57 | STRYKER CORP | $290,487 | 0.2% | +5% | 69.8 | |
| 58 | Uber Technologies, Inc | $284,339 | 0.2% | +13% | 79.3 | |
| 59 | Walmart Inc. | $282,262 | 0.2% | +0% | 63.2 | |
| 60 | — | INNOVATOR ETFS TRUST | $277,028 | 0.2% | +22% | — |
| 61 | — | INNOVATOR ETFS TRUST | $272,532 | 0.2% | -96% | — |
| 62 | — | FIRST TR EXCHNG TRADED FD VI | $265,439 | 0.2% | -0% | — |
| 63 | — | FIRST TR EXCHNG TRADED FD VI | $263,398 | 0.2% | +0% | — |
| 64 | — | VANGUARD WORLD FD | $254,552 | 0.2% | +0% | — |
| 65 | Block, Inc. | $244,511 | 0.2% | +1% | 60.3 | |
| 66 | — | PROSHARES TR | $240,366 | 0.2% | +4% | — |
| 67 | SHERWIN WILLIAMS CO | $239,782 | 0.2% | +4% | 65.3 | |
| 68 | — | INNOVATOR ETFS TRUST | $239,185 | 0.2% | +0% | — |
| 69 | — | VANGUARD WORLD FD | $238,620 | 0.2% | +0% | — |
| 70 | Hilton Worldwide Holdings Inc. | $236,878 | 0.2% | +2% | 73.1 | |
| 71 | AbbVie Inc. | $233,998 | 0.2% | +0% | 59.3 | |
| 72 | SHOPIFY INC. | $231,309 | 0.2% | +0% | — | |
| 73 | FEDEX CORP | $227,268 | 0.2% | NEW | 60.3 | |
| 74 | MORGAN STANLEY | $225,541 | 0.2% | +0% | — | |
| 75 | ROYAL CARIBBEAN CRUISES LTD | $225,248 | 0.2% | +0% | — | |
| 76 | — | FIRST TR EXCHNG TRADED FD VI | $222,157 | 0.2% | +0% | — |
| 77 | VISA INC. | $211,607 | 0.2% | NEW | 83.5 | |
| 78 | — | VANGUARD INDEX FDS | $206,198 | 0.2% | +0% | — |
| 79 | — | FIRST TR EXCHNG TRADED FD VI | $204,616 | 0.2% | +0% | — |
| 80 | FORD MOTOR CO | $164,153 | 0.1% | +0% | 58.5 | |
| 81 | ULTRALIFE CORP | $133,288 | 0.1% | +0% | 40.8 |
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