Pitti Group Wealth Management, LLC
13F Reported Value
ⓘ$137.3M
Holdings
84
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$JNJ
$IVZ
$PAYXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - MSCI EAFE ETF
—Quality
$18.4M176,688 shINNOVATOR ETFS TRUST - U S EQ 10 BUFFER
—Quality
$12.8M378,737 shFIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT
—Quality
$12.3M339,548 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$9.7M26,148 sh- 69.0
Quality
$5.3M20,892 sh FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF
—Quality
$4.4M111,014 shISHARES TR - CORE S&P MCP ETF
—Quality
$3.7M48,078 sh- 78.2
Quality
$3.2M9,028 sh - 79.6
Quality
$3.1M5,483 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$3.0M34,236 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - MSCI EAFE ETF | — | $18.4M | 176,688 |
| INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | — | $12.8M | 378,737 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT | — | $12.3M | 339,548 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $9.7M | 26,148 |
| JOHNSON & JOHNSON$JNJ | 69.0 | $5.3M | 20,892 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | — | $4.4M | 111,014 |
| ISHARES TR - CORE S&P MCP ETF | — | $3.7M | 48,078 |
 Alphabet Inc.$GOOG | 78.2 | $3.2M | 9,028 |
 Meta Platforms, Inc.$META | 79.6 | $3.1M | 5,483 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $3.0M | 34,236 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pitti Group Wealth Management, LLC's 84 positions.
Showing top 10 of 84 holdings.
Sector Allocation
Other
$95.0M
Technology
$14.8M
Healthcare
$8.3M
Financials
$6.4M
Consumer Discretionary
$4.7M
Industrials
$3.2M
Communication Services
$2.0M
Energy
$2.0M
Full Holdings — Pitti Group Wealth Management, LLC (Q2 2026)
All 84 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 - MSCI EAFE ETF | $18.4M | 13.4% | +1% | — |
| 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 | $JNJ | JOHNSON & JOHNSON | $5.3M | 3.9% | +0% | 69 |
| 6 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | $4.4M | 3.2% | +0% | — |
| 7 | — | ISHARES TR - CORE S&P MCP ETF | $3.7M | 2.7% | +9% | — |
| 8 | $GOOG | Alphabet Inc. | $3.2M | 2.4% | -2% | 78.2 |
| 9 | $META | Meta Platforms, Inc. | $3.1M | 2.3% | -2% | 79.6 |
| 10 | — | SPDR SERIES TRUST - ST STR P500ETF | $3.0M | 2.2% | +1% | — |
| 11 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.6M | 1.9% | -0% | — |
| 12 | — | VANGUARD STAR FDS - VG TL INTL STK F | $2.4M | 1.7% | +27% | — |
| 13 |  $NVDA | NVIDIA CORP | $2.3M | 1.7% | -3% | 85.9 |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $2.3M | 1.6% | +10% | — |
| 15 |  $BA | BOEING CO | $2.3M | 1.6% | -10% | 61.6 |
| 16 | $IVZ | Invesco Ltd. | $2.1M | 1.5% | +28% | — |
| 17 |  $XOM.R34088 | EXXON MOBIL CORP | $2.0M | 1.5% | -0% | 57.9 |
| 18 |  $AMZN | AMAZON COM INC | $2.0M | 1.5% | -3% | 68.7 |
| 19 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $2.0M | 1.5% | +0% | — |
| 20 | — | PROSHARES TR - S&P 500 HIGH ETF | $1.9M | 1.4% | +11% | — |
| 21 |  $LLY | ELI LILLY & Co | $1.8M | 1.3% | +0% | 87.5 |
| 22 | — | ISHARES TR - CORE S&P500 ETF | $1.8M | 1.3% | -1% | — |
| 23 | — | ISHARES TR - MRGSTR MD CP ETF | $1.7M | 1.3% | +1% | — |
| 24 |  $AAPL | Apple Inc. | $1.7M | 1.3% | -5% | 76.4 |
| 25 |  $NFLX | NETFLIX INC | $1.6M | 1.2% | +1% | 78.8 |
| 26 | — | ISHARES TR - RUSSELL 2000 ETF | $1.6M | 1.1% | +1% | — |
| 27 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.4M | 1.0% | +28% | — |
| 28 |  $MSFT | MICROSOFT CORP | $1.3M | 0.9% | -1% | 79.8 |
| 29 | $IVZ | Invesco Ltd. | $1.2M | 0.9% | +29% | — |
| 30 | — | INNOVATOR ETFS TRUST - EQUI DUAL 10 OCT | $1.2M | 0.9% | +4% | — |
| 31 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.8% | -11% | 67.6 |
| 32 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $1.0M | 0.8% | +27% | — |
| 33 | — | INNOVATOR ETFS TRUST - INTL DVLPD 10 BU | $918,209 | 0.7% | +4% | — |
| 34 |  $GOOGL | Alphabet Inc. | $906,741 | 0.7% | -1% | 78.2 |
| 35 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $887,301 | 0.7% | +13% | — |
| 36 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $876,707 | 0.6% | +0% | — |
| 37 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $825,222 | 0.6% | -0% | 61.7 |
| 38 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $820,402 | 0.6% | +0% | — |
| 39 |  $JPM | JPMORGAN CHASE & CO | $733,238 | 0.5% | +0% | 70.7 |
| 40 | — | INNOVATOR ETFS TRUST - EMERGING MRKT 10 | $711,402 | 0.5% | +5% | — |
| 41 |  $LOW | LOWES COMPANIES INC | $702,872 | 0.5% | -9% | 60.8 |
| 42 |  $MDT | Medtronic plc | $682,510 | 0.5% | -0% | 68.7 |
| 43 |  $QCOM | QUALCOMM INC/DE | $644,464 | 0.5% | -7% | 70.5 |
| 44 | — | INNOVATOR ETFS TRUST - US EQUITY ACCELE | $617,139 | 0.5% | -0% | — |
| 45 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $581,988 | 0.4% | -2% | — |
| 46 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $581,788 | 0.4% | +30% | — |
| 47 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $534,271 | 0.4% | +0% | — |
| 48 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | $529,313 | 0.4% | +0% | — |
| 49 |  $TSLA | Tesla, Inc. | $496,308 | 0.4% | +2% | 53.9 |
| 50 |  $NEE | NEXTERA ENERGY INC | $480,824 | 0.3% | -0% | 64.6 |
| 51 |  $PYPL | PayPal Holdings, Inc. | $461,983 | 0.3% | +4% | 64.1 |
| 52 |  $VZ | VERIZON COMMUNICATIONS INC | $427,873 | 0.3% | +1% | 65.8 |
| 53 | — | INNOVATOR ETFS TRUST - EQUI DUAL 10 JAN | $425,802 | 0.3% | +0% | — |
| 54 | $PAYX | PAYCHEX INC | $418,593 | 0.3% | +0% | 74.6 |
| 55 |  $HD | HOME DEPOT, INC. | $380,916 | 0.3% | -3% | 60.3 |
| 56 |  $GLW | CORNING INC /NY | $341,069 | 0.3% | NEW | 73.7 |
| 57 | — | VANGUARD WORLD FD - INF TECH ETF | $327,007 | 0.2% | +700% | — |
| 58 | — | INNOVATOR ETFS TRUST - NASD 100 10 BUFF | $325,628 | 0.2% | +12% | — |
| 59 |  $UBER | Uber Technologies, Inc | $303,144 | 0.2% | +6% | 73.5 |
| 60 |  $XYZ | Block, Inc. | $303,012 | 0.2% | -2% | 51.8 |
| 61 | — | INNOVATOR ETFS TRUST - EQUI DUAL 10 ETF | $295,571 | 0.2% | +0% | — |
| 62 |  $MS | MORGAN STANLEY | $286,766 | 0.2% | +0% | 75.8 |
| 63 | — | PROSHARES TR - NASDAQ 100 HIGH | $283,886 | 0.2% | -3% | — |
| 64 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $281,196 | 0.2% | +0% | — |
| 65 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $280,845 | 0.2% | -1% | — |
| 66 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $277,473 | 0.2% | -0% | — |
| 67 |  $SYK | STRYKER CORP | $277,387 | 0.2% | -0% | 72.1 |
| 68 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $275,894 | 0.2% | +6% | — |
| 69 |  $ABBV | AbbVie Inc. | $271,980 | 0.2% | +0% | 72.6 |
| 70 |  $HLT | Hilton Worldwide Holdings Inc. | $259,081 | 0.2% | +1% | 63.3 |
| 71 |  $MA | Mastercard Inc | $254,232 | 0.2% | -15% | 85.1 |
| 72 |  $WMT | Walmart Inc. | $252,256 | 0.2% | -2% | 60.2 |
| 73 |  $SHW | SHERWIN WILLIAMS CO | $251,365 | 0.2% | -2% | 61.3 |
| 74 | — | INNOVATOR ETFS TRUST - EQUI DU DI OCTO | $250,986 | 0.2% | +0% | — |
| 75 |  $V | VISA INC. | $240,222 | 0.2% | +0% | 82.9 |
| 76 |  $MU | MICRON TECHNOLOGY INC | $240,092 | 0.2% | NEW | 86.2 |
| 77 | — | VANGUARD INDEX FDS - SMALL CP ETF | $238,330 | 0.2% | -0% | — |
| 78 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $229,981 | 0.2% | -3% | — |
| 79 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $229,633 | 0.2% | NEW | — |
| 80 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $221,459 | 0.2% | -4% | — |
| 81 |  $SHOP | SHOPIFY INC. | $214,658 | 0.2% | -4% | 64.9 |
| 82 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $201,145 | 0.1% | NEW | — |
| 83 |  $F | FORD MOTOR CO | $185,715 | 0.1% | -6% | 54.9 |
| 84 |  $ULBI | ULTRALIFE CORP | $129,200 | 0.1% | +0% | 33.2 |
New Positions (4)
Exited Positions (1)
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