Pitti Group Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1909664 · latest 13F-HR filed 2026-05-15
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.
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AUM
$123.2M
Long-equity book
Holdings
81
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+4 / −0 / ↑20 / ↓21
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$772.9K +17.8%
- EXXON MOBIL CORP$732.8K +41.0%
- ISHARES TR$231.6K +8.4%
- INNOVATOR ETFS TRUST$179.9K +27.7%
- INNOVATOR ETFS TRUST$172.3K +37.9%
Top Trims
- FIRST TR EXCHNG TRADED FD VI-$918.0K -19.0%
- META PLATFORMS INC-$467.3K -12.8%
- MICROSOFT CORP-$350.0K -21.7%
- ELI LILLY & CO-$228.8K -14.2%
- BOEING CO-$201.4K -8.0%
New Positions
- INNOVATOR ETFS TRUST$393.6K
- INNOVATOR ETFS TRUST$272.5K
- FEDEX CORP$227.3K
- VISA INC$211.6K
All Holdings
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 | $17.1M | 13.84% | 175,562 | SH |
| 2 | INNOVATOR ETFS TRUST | ZALT | 45783Y442 | $12.1M | 9.82% | 372,509 | SH |
| 3 | FIRST TR EXCHNG TRADED FD VI | FHDG | 33740U539 | $11.2M | 9.12% | 332,514 | SH |
| 4 | VANGUARD INDEX FDS | VTI | 922908769 | $8.0M | 6.48% | 24,887 | SH |
| 5 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.1M | 4.15% | 20,891 | SH |
| 6 | FIRST TR EXCHNG TRADED FD VI | BUFQ | 33740U752 | $3.9M | 3.18% | 110,923 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $3.2M | 2.59% | 5,579 | SH |
| 8 | ISHARES TR | IJH | 464287507 | $3.0M | 2.42% | 44,141 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $2.7M | 2.16% | 9,243 | SH |
| 10 | SPDR SERIES TRUST | SPYM | 78464A854 | $2.6M | 2.10% | 33,839 | SH |
| 11 | EXXON MOBIL CORP | XOM | 30231G102 | $2.5M | 2.05% | 14,857 | SH |
| 12 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.4M | 1.96% | 11,232 | SH |
| 13 | BOEING CO | BA | 097023105 | $2.3M | 1.87% | 11,603 | SH |
| 14 | NETFLIX INC. | NFLX | 64110L106 | $2.1M | 1.74% | 22,343 | SH |
| 15 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.1M | 1.67% | 11,805 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $1.8M | 1.47% | 8,670 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.8M | 1.45% | 2,751 | SH |
| 18 | FIRST TR EXCHANGE TRADED FD | RDVY | 33738R506 | $1.7M | 1.37% | 24,785 | SH |
| 19 | VANGUARD STAR FDS | VXUS | 921909768 | $1.7M | 1.37% | 21,863 | SH |
| 20 | INVESCO ACTIVELY MANAGED EXC | GSY | 46090A887 | $1.6M | 1.31% | 32,294 | SH |
| 21 | APPLE INC | AAPL | 037833100 | $1.6M | 1.29% | 6,248 | SH |
| 22 | ISHARES TR | IVV | 464287200 | $1.6M | 1.26% | 2,377 | SH |
| 23 | PROSHARES TR | ISPY | 74347G242 | $1.5M | 1.23% | 35,061 | SH |
| 24 | ISHARES TR | IMCB | 464288208 | $1.5M | 1.20% | 17,674 | SH |
| 25 | ELI LILLY & CO | LLY | 532457108 | $1.4M | 1.12% | 1,505 | SH |
| 26 | ISHARES TR | IWM | 464287655 | $1.3M | 1.05% | 5,192 | SH |
| 27 | MICROSOFT CORP | MSFT | 594918104 | $1.3M | 1.03% | 3,415 | SH |
| 28 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.1M | 0.88% | 14,764 | SH |
| 29 | INNOVATOR ETFS TRUST | DDTO | 45784N494 | $1.1M | 0.88% | 51,029 | SH |
| 30 | BANK AMERICA CORP | BAC | 060505104 | $1.0M | 0.84% | 21,241 | SH |
| 31 | INNOVATOR ETFS TRUST | IBUF | 45783Y178 | $828.6K | 0.67% | 28,068 | SH |
| 32 | LOWES COS INC | LOW | 548661107 | $825.7K | 0.67% | 3,495 | SH |
| 33 | FIRST TR EXCHNG TRADED FD VI | FNOV | 33740F847 | $800.3K | 0.65% | 14,989 | SH |
| 34 | MEDTRONIC PLC | MDT | G5960L103 | $757.4K | 0.61% | 8,741 | SH |
| 35 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $754.2K | 0.61% | 19,128 | SH |
| 36 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $746.1K | 0.61% | 3,140 | SH |
| 37 | ALPHABET INC | GOOG | 02079K107 | $743.0K | 0.60% | 2,590 | SH |
| 38 | MARRIOTT INTL INC NEW | MAR | 571903202 | $729.3K | 0.59% | 2,230 | SH |
| 39 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $694.2K | 0.56% | 6,284 | SH |
| 40 | JPMORGAN CHASE & CO | JPM | 46625H100 | $658.2K | 0.53% | 2,238 | SH |
| 41 | INVESCO QQQ TR | QQQ | 46090E103 | $643.0K | 0.52% | 1,114 | SH |
| 42 | INNOVATOR ETFS TRUST | EBUF | 45783Y210 | $626.5K | 0.51% | 21,236 | SH |
| 43 | INNOVATOR ETFS TRUST | XDSQ | 45783Y103 | $568.8K | 0.46% | 14,370 | SH |
| 44 | FIRST TR EXCHNG TRADED FD VI | FOCT | 33740F664 | $538.9K | 0.44% | 11,302 | SH |
| 45 | FIRST TR EXCHNG TRADED FD VI | XJUN | 33740U844 | $516.6K | 0.42% | 12,025 | SH |
| 46 | NEXTERA ENERGY INC | NEE | 65339F101 | $509.8K | 0.41% | 5,489 | SH |
| 47 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $503.0K | 0.41% | 10,020 | SH |
| 48 | FIRST TR EXCHNG TRADED FD VI | FDEC | 33740U505 | $483.2K | 0.39% | 9,718 | SH |
| 49 | QUALCOMM INC | QCOM | 747525103 | $481.2K | 0.39% | 3,737 | SH |
| 50 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $465.1K | 0.38% | 10,283 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |