Pitti Group Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1909664 · latest 13F-HR filed 2026-08-12
Pitti Group Wealth Management, LLC manages $137.3M in 13F-reported U.S. long-equity assets across 84 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EFA (13.37%), ZALT (9.34%), FHDG (8.96%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 57, and trimmed 9.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 110
VICTOR, NY 14564
$137.3M
Long-equity book
84
Distinct positions
2026-06-30
Filed 2026-08-12
+4 / −1 / ↑57 / ↓9
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$1.7M +21.2%
- ISHARES TR$1.3M +7.6%
- FIRST TR EXCHNG TRADED FD VI$1.1M +9.5%
- INNOVATOR ETFS TRUST$736.2K +6.1%
- ISHARES TR$726.5K +24.4%
Top Trims
- NETFLIX INC.-$537.0K -25.0%
- EXXON MOBIL CORP-$489.9K -19.4%
- LOWES COS INC-$122.8K -14.9%
- VERIZON COMMUNICATIONS INC-$75.1K -14.9%
- MEDTRONIC PLC-$74.9K -9.9%
New Positions
- CORNING INC$341.1K
- MICRON TECHNOLOGY INC$240.1K
- VANECK ETF TRUST$229.6K
- FIRST TR EXCHNG TRADED FD VI$201.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | EFA | 464287465 | $18.4M | 13.37% | 176,688 | SH |
| 2 | INNOVATOR ETFS TRUST | ZALT | 45783Y442 | $12.8M | 9.34% | 378,737 | SH |
| 3 | FIRST TR EXCHNG TRADED FD VI | FHDG | 33740U539 | $12.3M | 8.96% | 339,548 | SH |
| 4 | VANGUARD INDEX FDS | VTI | 922908769 | $9.7M | 7.05% | 26,148 | SH |
| 5 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.3M | 3.87% | 20,892 | SH |
| 6 | FIRST TR EXCHNG TRADED FD VI | BUFQ | 33740U752 | $4.4M | 3.18% | 111,014 | SH |
| 7 | ISHARES TR | IJH | 464287507 | $3.7M | 2.70% | 48,078 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $3.2M | 2.35% | 9,028 | SH |
| 9 | META PLATFORMS INC | META | 30303M102 | $3.1M | 2.25% | 5,483 | SH |
| 10 | SPDR SERIES TRUST | SPYM | 78464A854 | $3.0M | 2.19% | 34,236 | SH |
| 11 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.6M | 1.93% | 11,189 | SH |
| 12 | VANGUARD STAR FDS | VXUS | 921909768 | $2.4M | 1.72% | 27,693 | SH |
| 13 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.3M | 1.67% | 11,453 | SH |
| 14 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.3M | 1.65% | 3,029 | SH |
| 15 | BOEING CO | BA | 097023105 | $2.3M | 1.64% | 10,402 | SH |
| 16 | INVESCO ACTIVELY MANAGED EXC | GSY | 46090A887 | $2.1M | 1.51% | 41,356 | SH |
| 17 | EXXON MOBIL CORP | XOM | 30231G102 | $2.0M | 1.48% | 14,854 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $2.0M | 1.46% | 8,436 | SH |
| 19 | FIRST TR EXCHANGE TRADED FD | RDVY | 33738R506 | $2.0M | 1.46% | 24,800 | SH |
| 20 | PROSHARES TR | ISPY | 74347G242 | $1.9M | 1.37% | 38,921 | SH |
| 21 | ELI LILLY & CO | LLY | 532457108 | $1.8M | 1.32% | 1,506 | SH |
| 22 | ISHARES TR | IVV | 464287200 | $1.8M | 1.28% | 2,348 | SH |
| 23 | ISHARES TR | IMCB | 464288208 | $1.7M | 1.26% | 17,876 | SH |
| 24 | APPLE INC | AAPL | 037833100 | $1.7M | 1.25% | 5,946 | SH |
| 25 | NETFLIX INC. | NFLX | 64110L106 | $1.6M | 1.17% | 22,567 | SH |
| 26 | ISHARES TR | IWM | 464287655 | $1.6M | 1.14% | 5,219 | SH |
| 27 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.4M | 1.01% | 18,932 | SH |
| 28 | MICROSOFT CORP | MSFT | 594918104 | $1.3M | 0.92% | 3,396 | SH |
| 29 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $1.2M | 0.90% | 4,056 | SH |
| 30 | INNOVATOR ETFS TRUST | DDTO | 45784N494 | $1.2M | 0.89% | 53,033 | SH |
| 31 | BANK OF AMER CORP | BAC | 060505104 | $1.1M | 0.79% | 19,007 | SH |
| 32 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $1.0M | 0.76% | 24,220 | SH |
| 33 | INNOVATOR ETFS TRUST | IBUF | 45783Y178 | $918.2K | 0.67% | 29,168 | SH |
| 34 | ALPHABET INC | GOOG | 02079K107 | $906.7K | 0.66% | 2,566 | SH |
| 35 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $887.3K | 0.65% | 7,112 | SH |
| 36 | FIRST TR EXCHNG TRADED FD VI | FNOV | 33740F847 | $876.7K | 0.64% | 14,989 | SH |
| 37 | MARRIOTT INTL INC NEW | MAR | 571903202 | $825.2K | 0.60% | 2,227 | SH |
| 38 | INVESCO QQQ TR | QQQ | 46090E103 | $820.4K | 0.60% | 1,114 | SH |
| 39 | JPMORGAN CHASE & CO | JPM | 46625H100 | $733.2K | 0.53% | 2,240 | SH |
| 40 | INNOVATOR ETFS TRUST | EBUF | 45783Y210 | $711.4K | 0.52% | 22,336 | SH |
| 41 | LOWES COS INC | LOW | 548661107 | $702.9K | 0.51% | 3,188 | SH |
| 42 | MEDTRONIC PLC | MDT | G5960L103 | $682.5K | 0.50% | 8,724 | SH |
| 43 | QUALCOMM INC | QCOM | 747525103 | $644.5K | 0.47% | 3,488 | SH |
| 44 | INNOVATOR ETFS TRUST | XDSQ | 45783Y103 | $617.1K | 0.45% | 14,367 | SH |
| 45 | FIRST TR EXCHNG TRADED FD VI | FOCT | 33740F664 | $582.0K | 0.42% | 11,130 | SH |
| 46 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $581.8K | 0.42% | 9,747 | SH |
| 47 | FIRST TR EXCHNG TRADED FD VI | XJUN | 33740U844 | $534.3K | 0.39% | 12,025 | SH |
| 48 | FIRST TR EXCHNG TRADED FD VI | FDEC | 33740U505 | $529.3K | 0.39% | 9,718 | SH |
| 49 | TESLA INC | TSLA | 88160R101 | $496.3K | 0.36% | 1,180 | SH |
| 50 | NEXTERA ENERGY INC | NEE | 65339F101 | $480.8K | 0.35% | 5,478 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $137.3M | 84 | 0001951757-26-001247 |
| 2026-03-31 | 2026-05-15 | $123.2M | 81 | 0001951757-26-000883 |
| 2025-12-31 | 2026-02-13 | $121.6M | 77 | 0001951757-26-000440 |
| 2025-09-30 | 2025-11-07 | $117.5M | 75 | 0001951757-25-001334 |