Q2 2026 13F · SEC CIK 1909664

Pitti Group Wealth Management, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $137.3M
Reported positions: 84
Top holdings a year, 3 yrs: +15.3%
Assets under management: $374.3M

Pitti Group Wealth Management, LLC is a wealth manager that reported 84 positions worth $137.3M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were iShs MSCI EAFE (EFA, 13.4%), Innovator Etfs Trust (ZALT, 9.3%), First Tr Exchng Traded Fd Vi (FHDG, 9.0%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Pitti Group Wealth Management, LLC holdings largest 50 of 84 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pitti Group Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
EFAiShs MSCI EAFE	13.4%	13.8%	176,688	+0.6%	$18.4M
ZALTInnovator Etfs Trust	9.3%	9.8%	378,737	+1.7%	$12.8M
FHDGFirst Tr Exchng Traded Fd Vi	9.0%	9.1%	339,548	+2.1%	$12.3M
VTIVanguard Index Fds	7.0%	6.5%	26,148	+5.1%	$9.7M
JNJJohnson & Johnson	3.9%	4.1%	20,892	+0.0%	$5.3M
BUFQFirst Tr Exchng Traded Fd Vi	3.2%	3.2%	111,014	+0.1%	$4.4M
IJHIshares Tr	2.7%	2.4%	48,078	+8.9%	$3.7M
GOOGLAlphabet Inc	2.4%	2.2%	9,028	-2.3%	$3.2M
METAMeta Platforms Inc Class A	2.3%	2.6%	5,483	-1.7%	$3.1M
SPLGSpdr Series Trust	2.2%	2.1%	34,236	+1.2%	$3.0M
VIGVanguard Dividend Appreciation ETF	1.9%	2.0%	11,189	-0.4%	$2.6M
VXUSVanguard Star Fds Vanguard Total Intl St	1.7%	1.4%	27,693	+26.7%	$2.4M
NVDANvidia Corporation Com	1.7%	1.7%	11,453	-3.0%	$2.3M
SPYSpdr S&p 500 ETF Tr	1.6%	1.5%	3,029	+10.1%	$2.3M
BABoeing Co	1.6%	1.9%	10,402	-10.4%	$2.3M
GSYInvesco Actively Managed Exc	1.5%	1.3%	41,356	+28.1%	$2.1M
XOMExxon Mobil Corp	1.5%	2.0%	14,854	-0.0%	$2.0M
AMZNAmazon Com Inc Com	1.5%	1.5%	8,436	-2.7%	$2.0M
RDVYFirst Trust Rising Dividend Achievers Et	1.5%	1.4%	24,800	+0.1%	$2.0M
ISPYProshares Tr	1.4%	1.2%	38,921	+11.0%	$1.9M
LLYLilly Eli & Co	1.3%	1.1%	1,506	+0.1%	$1.8M
IVVIshares Core S&p 500 ETF	1.3%	1.3%	2,348	-1.2%	$1.8M
JKGIshares Tr	1.3%	1.2%	17,876	+1.1%	$1.7M
AAPLApple Inc	1.3%	1.3%	5,946	-4.8%	$1.7M
NFLXNetflix Inc Total	1.2%	1.7%	22,567	+1.0%	$1.6M
IWMIshares	1.1%	1.0%	5,219	+0.5%	$1.6M
BNDVanguard Total Bond Market ETF	1.0%	0.9%	18,932	+28.2%	$1.4M
MSFTMicrosoft Corp	0.9%	1.0%	3,396	-0.6%	$1.3M
QQQMInvesco Nasdaq 100 ETF	0.9%	0.6%	4,056	+29.2%	$1.2M
DDTOInnovator Etfs Trust	0.9%	0.9%	53,033	+3.9%	$1.2M
BACBank of Amer Corp	0.8%	0.8%	19,007	-10.5%	$1.1M
SDVYFirst Tr Exchange-Traded Fd	0.8%	0.6%	24,220	+26.6%	$1.0M
IBUFInnovator Etfs Trust	0.7%	0.7%	29,168	+3.9%	$918K
GOOGAlphabet Inc	0.7%	0.6%	2,566	-0.9%	$907K
AVUVAvantis US Small Cap Value ETF	0.6%	0.6%	7,112	+13.2%	$887K
FNOVFirst Tr Exchng Traded Fd Vi	0.6%	0.7%	14,989	+0.0%	$877K
MARMarriott Intl Inc New Cl A	0.6%	0.6%	2,227	-0.1%	$825K
QQQInvesco Qqq Tr	0.6%	0.5%	1,114	+0.0%	$820K
JPMJpmorgan Chase & Co	0.5%	0.5%	2,240	+0.1%	$733K
EBUFInnovator Etfs Trust	0.5%	0.5%	22,336	+5.2%	$711K
LOWLowes Cos Inc	0.5%	0.7%	3,188	-8.8%	$703K
MDTMedtronic PLC	0.5%	0.6%	8,724	-0.2%	$683K
QCOMQualcomm Inc	0.5%	0.4%	3,488	-6.7%	$644K
XDSQInnovator Etfs Trust	0.5%	0.5%	14,367	-0.0%	$617K
FOCTFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	11,130	-1.5%	$582K
VWOVanguard Intl Equity Index F	0.4%	—	9,747	—	$582K
XJUNFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	12,025	+0.0%	$534K
FDECFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	9,718	+0.0%	$529K
TSLATesla Inc Com	0.4%	—	1,180	—	$496K
NEENextera Energy Inc Com	0.3%	0.4%	5,478	-0.2%	$481K

What Pitti Group Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.2% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +10.0% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$137.3M	84
Q1 2026	$123.2M	81
Q4 2025	$121.6M	77
Q3 2025	$117.5M	75
Q2 2025	$115.9M	78
Q1 2025	$97.5M	73
Q4 2024	$98.7M	73
Q3 2024	$91.9M	60
Q2 2024	$91.9M	60
Q1 2024	$89.5M	61
Q4 2023	$91.9M	60
Q3 2023	$87.4M	65

Questions about Pitti Group Wealth Management, LLC's portfolio

What stocks does Pitti Group Wealth Management, LLC own?

Pitti Group Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 84 positions worth $137.3M. The largest are iShs MSCI EAFE (EFA) at 13.4%, Innovator Etfs Trust (ZALT) at 9.3%, First Tr Exchng Traded Fd Vi (FHDG) at 9.0%, Vanguard Index Fds (VTI) at 7.0% and Johnson & Johnson (JNJ) at 3.9%.

What did Pitti Group Wealth Management, LLC buy last quarter?

In Q2 2026, Pitti Group Wealth Management, LLC added Invesco Nasdaq 100 ETF (QQQM) (+29.2% shares), Vanguard Total Bond Market ETF (BND) (+28.2% shares) and Invesco Actively Managed Exc (GSY) (+28.1% shares), compared with its Q1 2026 filing.

What did Pitti Group Wealth Management, LLC sell last quarter?

In Q2 2026, Pitti Group Wealth Management, LLC cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Paypal Hldgs Inc (PYPL), Bank of Amer Corp (BAC) (-10.5% shares), Boeing Co (BA) (-10.4% shares) and Lowes Cos Inc (LOW) (-8.8% shares), compared with its Q1 2026 filing.

How has Pitti Group Wealth Management, LLC's portfolio performed?

A portfolio copying Pitti Group Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.2% against +20.1%. Over 5 years: +10.0% a year against +13.0%.

When is Pitti Group Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pitti Group Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pitti Group Wealth Management, LLC manage?

Pitti Group Wealth Management, LLC reported $374.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $137.3M.