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Pitti Group Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1909664 · latest 13F-HR filed 2026-08-12

Backtest portfolio

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 and exited 1; 57 existing positions rose in reported value and 9 fell.

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
$137.3M

Long-equity book

Holdings
84

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+4 / −1 / ↑57 / ↓9

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
EFA13.4% · +1%ZALT9.3% · +2%FHDG9.0% · +2%VTI7.0% · +5%JNJ3.9% · 0%BUFQ3.2% · +0%IJH2.7% · +9%GOOGL2.4% · -2%META2.2% · -2%SPYM2.2% · +1%VIG1.9% · -0%VXUS1.7% · +27%NVDA1.7% · -3%SPY1.6% · +10%BA1.6% · -10%GSY1.5% · +28%XOM1.5% · -0%AMZN1.5% · -3%RDVY1.5% · +0%ISPY1.4% · +11%LLY1.3% · +0%IVV1.3% · -1%IMCB1.3% · +1%AAPL1.3% · -5%NFLX1.2% · +1%IWM1.1% · +0%BND1.0% · +28%MSFT0.9% · -1%QQQM0.9% · +29%DDTO0.9% · +4%BAC0.8% · -10%SDVY0.8% · +27%IBUF0.7% · +4%GOOG0.7% · -1%AVUV0.6% · +13%FNOV0.6% · 0%MAR0.6% · -0%QQQ0.6% · 0%JPM0.5% · +0%EBUF0.5% · +5%LOW0.5% · -9%MDT0.5% · -0%QCOM0.5% · -7%XDSQ0.5% · -0%FOCT0.4% · -2%VWO0.4% · +30%XJUN0.4% · 0%FDEC0.4% · 0%TSLA0.4% · +2%NEE0.3% · -0%PYPL0.3% · +4%VZ0.3% · +1%DDTJ0.3% · 0%PAYX0.3% · +0%HD0.3% · -3%GLW0.2% · newVGT0.2% · +700%QBUF0.2% · +12%UBER0.2% · +6%XYZ0.2% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 55.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 15, 2026.

Assets Under Management
$374.3M
Discretionary
$263.1M
Employees
6
Accounts
1,320
Address
590 FISHERS STATION DRIVE
SUITE 110
VICTOR, NY 14564
Phone
(585) 337-4000
Website
Name Title / Status Ownership Type
PITTI, MATTHEW, SALVATORE ControlSENIOR VICE PRESIDENT / INVESTMENT ADVISOR REPRESENTATIVE / CHIEF COMPLIANCE OFFICER
since May 2021
25–50%Individual
PITTI, SALVATORE, JOSEPH ControlMANAGING MEMBER
since May 2021
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Jun 1, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 11, 2025 filing
  • ChangedPITTI, MATTHEW, SALVATORE · title MEMBER / SENIOR VICE PRESIDENT → SENIOR VICE PRESIDENT / INVESTMENT ADVISOR REPRESENTATIVE / CHIEF COMPLIANCE OFFICER
  • ChangedPITTI, SALVATORE, JOSEPH · title MANAGING MEMBER / PRESIDENT AND CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Jun 1, 2021 filing (earliest on record)
  • ListedPITTI, MATTHEW, SALVATORE · MEMBER / SENIOR VICE PRESIDENT · 25–50% · control person
  • ListedPITTI, SALVATORE, JOSEPH · MANAGING MEMBER / PRESIDENT AND CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 57 →

Top Trims

Show all 9 →

New Positions

Show all 4 →

Exited Positions

Show all 1 →

Pitti Group Wealth Management, LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
590 FISHERS STATION DRIVE
SUITE 110
VICTOR, NY 14564
Phone
(585) 337-4000
Filing Manager
Pitti Group Wealth Management, LLC
VICTOR, NY
Signatory
Matthew Pitti
Chief Compliance Officer