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CIK: 0001909664
Total reported value
$137.3M
$137.3M
75 檔
39.5%
According to the latest 13F quarterly dataset, Pitti Group Wealth Management, LLC managed an equity portfolio of $137.3M at the end of Q3 2025, spanning 75 distinct U.S. exchange-listed positions.
In Q3 2025, Pitti Group Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 18.10% | -0.48% | +1.07% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 13.85% | -0.47% | -1.78% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.74% | +0.57% | -2.27% | |
| 4 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.08% | — | -2.01% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.39% | -0.34% | -13.85% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.29% | -0.28% | -0.14% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.30% | +0.28% | +2.98% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 2.25% | -0.57% | -11.01% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.21% | +0.09% | -1.50% | |
| 10 | BA | Boeing Co/the | Stock-Industrials | 2.11% | -0.23% | -5.14% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.95% | +0.19% | -15.00% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.95% | -0.03% | -2.22% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | — | -18.13% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.78% | -0.57% | -0.67% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | -0.01% | -20.55% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | +0.20% | -6.33% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.11% | -11.84% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.36% | +0.09% | -2.78% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.33% | -0.04% | -7.70% | |
| 20 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 1.31% | +0.14% | +6.17% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.29% | +0.35% | +18.66% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.02% | -7.68% | |
| 23 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.20% | +0.20% | +18.08% | |
| 24 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.13% | +0.06% | -2.90% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | +0.20% | -4.08% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.00% | +0.09% | -2.17% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | -0.05% | -4.24% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.81% | +0.13% | +19.41% | |
| 29 | BP | Bp Plc-spons Adr | Stock-Energy | 0.73% | — | -0.02% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.16% | -20.10% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.11% | -3.22% | |
| 32 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.62% | +0.29% | +18.86% | |
| 33 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.61% | -0.01% | -12.89% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | — | -12.76% | |
| 35 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.59% | +0.15% | +21.30% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.08% | -15.40% | |
| 37 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.56% | -0.04% | -4.33% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.52% | +0.08% | -6.24% | |
| 39 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.51% | +0.01% | -5.15% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.06% | -31.80% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.49% | +0.09% | -1.95% | |
| 42 | XDSQ | Innovator US Eqy Accl-quart | ETF-Other | 0.49% | -0.01% | -12.21% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.44% | -0.02% | +0.15% | |
| 44 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.44% | -0.02% | -7.19% | |
| 45 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.43% | -0.03% | — | |
| 46 | FMC | Fmc CORP | Stock-Materials | 0.42% | — | — | |
| 47 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.41% | — | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.01% | -9.01% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.02% | -18.03% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.35% | -0.06% | -6.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +6% | -1.78% | Add |
| 2 | ZALT | Innovator US Eq 10 Buffer | +4.9% | +1.07% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -15.00% | Trim |
| 4 | VXUS | Vanguard Total Intl Stock | +0.2% | +18.66% | Add |
| 5 | NVDA | Nvidia CORP | +0.1% | -18.13% | Trim |
| 6 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +18.86% | Add |
| 7 | SDVY | First Trust Smid Cap Rising | +0.1% | +21.30% | Add |
| 8 | BND | Vanguard Total Bond Market | +0.1% | +19.41% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +18.90% | Add |
| 10 | FHDG | Ftequity Qrtrly Dyn Buff ETF | 0% | +21.28% | Add |
| 11 | BA | Boeing Co/the | 0% | -5.14% | Trim |
| 12 | SHOP | Shopify Inc - Class A | 0% | -12.81% | Trim |
| 13 | TSLA | Tesla Inc | 0% | -9.01% | Trim |
| 14 | XYZ | Block Inc | 0% | -5.08% | Trim |
| 15 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.98% | Add |
| 16 | ISPY | Proshares S&p High Incom ETF | 0% | +6.17% | Add |
| 17 | GSY | Invesco Ultra Short Duration | 0% | +18.08% | Add |
| 18 | VCR | Vanguard Consumer Discre ETF | — | — | Unchanged |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -1.50% | Add |
| 20 | FDEC | Ft Vest U.s. Equity Buffer E | 0% | — | Trim |
| 21 | RCL | Royal Caribbean Cruises Ltd. | 0% | -25.79% | Trim |
| 22 | ABBV | Abbvie Inc | 0% | — | Add |
| 23 | ULBI | Ultralife CORP | 0% | +20.03% | Trim |
| 24 | BAC | Bank Of America CORP | 0% | -4.24% | Trim |
| 25 | AVUV | Avantis US Small Cap Value | 0% | -1.95% | Trim |
| 26 | XDEC | Ft Vest US Equity Enhance & | 0% | -1.85% | Trim |
| 27 | IQQQ | Proshares Ndx High Incom ETF | 0% | -9.39% | Trim |
| 28 | MSFT | Microsoft CORP | 0% | -11.84% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -12.76% | Trim |
| 30 | XJUN | Ft Vest U.s. Equity Enhance | 0% | — | Unchanged |
| 31 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 32 | AAPL | Apple Inc | -0.1% | -7.70% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -15.40% | Trim |
| 34 | SYK | Stryker CORP | -0.1% | -1.97% | Add |
| 35 | RDVY | First Trust Rising Dividend | -0.1% | -2.78% | Add |
| 36 | FOCT | Ft Vest U.s. Equity Buffer E | -0.1% | -7.19% | Trim |
| 37 | SHW | Sherwin-williams Co/the | -0.1% | -11.41% | Trim |
| 38 | FMAR | Ft Vest US Equity Buffer ETF | -0.1% | -13.96% | Trim |
| 39 | NEE | Nextera Energy Inc | -0.1% | -6.22% | Trim |
| 40 | IWM | Ishares Russell 2000 ETF | -0.1% | -2.17% | Trim |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.1% | -7.68% | Trim |
| 42 | XDSQ | Innovator US Eqy Accl-quart | -0.1% | -12.21% | Trim |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -2.22% | Add |
| 44 | WMT | Walmart Inc | -0.1% | -34.89% | Trim |
| 45 | MAR | Marriott International -cl A | -0.1% | -5.15% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | -0.1% | -31.80% | Trim |
| 47 | JKHY | Jack Henry & Associates Inc | -0.1% | — | Unchanged |
| 48 | MDT | Medtronic plc | -0.1% | -3.22% | Trim |
| 49 | QCOM | Qualcomm Inc | -0.1% | -6.24% | Trim |
| 50 | HD | Home Depot Inc | -0.1% | -18.03% | Trim |
According to official SEC Form 13F filings, Pitti Group Wealth Management, LLC reported a total U.S. public equity portfolio value of $137.3M across 75 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ZALT, EFA, VTI) accounted for 39.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
FMC
市值: $499.0K
Top Position Liquidated / Trimmed
PFE
前期市值: $384.8K
During Q3 2025, Pitti Group Wealth Management, LLC's top holdings by market value included ZALT (18.1%)、EFA (13.8%)、VTI (6.7%). The largest single position, ZALT, represented 18.1% of total portfolio value.
In Q3 2025, Pitti Group Wealth Management, LLC made 76 total portfolio adjustments, initiating 7 new buys, adding to 18 positions, trimming 46 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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