PG

Pitti Group Wealth Management, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$123.2M

Reporting period: 2026-03-31 · Number of holdings: 81

Pitti Group Wealth Management, LLC disclosed 81 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $123.2M and a quarterly turnover rate of 7.6%.

Personality snowflake

Concentration
20.33
Portfolio Stability
7.6
Momentum/Contrarian
100
Sector conviction
49.42
Diversification
100
Sizing Uniformity
82.24

Recent moves

  • Trim BUFQ

    -17.8%　-$918.0K

  • Add JNJ

    -0.2%　$772.9K

  • Add XOM

    0.0%　$732.8K

  • Trim META

    +0.6%　-$467.3K

  • Trim MSFT

    +2.3%　-$350.0K

  • Trim LLY

    +0.3%　-$228.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1EFAIshares Msci Eafe ETFETF-Other13.84%+0.07%+0.68%
2ZALTInnovator US Eq 10 BufferETF-Other9.82%+0.06%+2.25%
3FHDGFtequity Qrtrly Dyn Buff ETFETF-Other9.12%+0.06%+2.41%
4VTIVanguard Total Stock Mkt ETFETF-Other6.48%-0.21%+2.61%
5JNJJohnson & JohnsonStock-Healthcare4.15%+0.59%-0.24%
6BUFQFt Vst Lad Nsdq Buf Etf-usdiETF-Other3.18%-0.80%-17.79%
7METAMeta Platforms Inc-class AStock-Comm Services2.59%-0.42%+0.63%
8IJHIshares Core S&p Midcap ETFETF-Other2.42%+0.16%+5.97%
9GOOGLAlphabet Inc-cl AStock-Comm Services2.16%-0.19%+1.39%
10SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth2.10%-0.06%+3.24%
11XOMExxon Mobil CORPStock-Energy2.05%+0.58%—
12VIGVanguard Dividend Apprec ETFETF-Other1.96%+0.02%+4.53%
13BABoeing Co/theStock-Industrials1.87%-0.19%+0.34%
14NFLXNetflix INCStock-Comm Services1.74%+0.03%+0.83%
15NVDANvidia CORPStock-Tech1.67%-0.09%+2.97%
16AMZNAmazon.com INCStock-Consumer Disc1.47%-0.12%+3.78%
17SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.45%—+4.44%
18RDVYFirst Trust Rising DividendETF-Other1.37%—+3.15%
19VXUSVanguard Total Intl StockETF-Other1.37%+0.12%+8.86%
20GSYInvesco Ultra Short DurationETF-Other1.31%+0.10%+10.08%
21AAPLApple INCStock-Tech1.29%-0.07%+2.88%
22IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.26%—+6.59%
23ISPYProshares S&p High Incom ETFETF-Other1.23%—+5.08%
24IMCBIshares Morningstar Mid-capETF-Other1.20%+0.09%+8.66%
25LLYEli Lilly & CoStock-Healthcare1.12%-0.21%+0.27%
26IWMIshares Russell 2000 ETFETF-Small Cap1.05%+0.06%+5.85%
27MSFTMicrosoft CORPStock-Tech1.03%-0.30%+2.31%
28BNDVanguard Total Bond MarketETF-Other0.88%+0.09%+13.67%
29DDTOInnovator Edd 10 Buff OctETF-Other0.88%+0.02%+5.23%
30BACBank Of America CORPStock-Financials0.84%-0.11%+0.76%
31IBUFInnv Id 10 Buffer ETF QurtlyETF-Other0.67%+0.14%+26.48%
32LOWLowe's Cos INCStock-Consumer Disc0.67%—+3.52%
33FNOVFt Vest US Equity Buffer ETFETF-Other0.65%+0.04%+10.96%
34MDTMedtronic plcStock-Healthcare0.61%-0.07%+1.20%
35SDVYFirst Trust Smid Cap RisingETF-Other0.61%+0.06%+9.26%
36QQQMInvesco Nasdaq 100 ETFETF-Tech0.61%—+9.45%
37GOOGAlphabet Inc-cl CStock-Comm Services0.60%-0.04%+4.99%
38MARMarriott International -cl AStock-Consumer Disc0.59%—-2.75%
39AVUVAvantis US Small Cap ValueETF-Small Cap0.56%+0.07%+8.05%
40JPMJpmorgan Chase & CoStock-Financials0.53%-0.05%+1.36%
41QQQInvesco Qqq Trust Series 1ETF-Tech0.52%-0.04%-0.09%
42EBUFInnovator Em 10 B ETF QuartETF-Other0.51%+0.14%+34.25%
43XDSQInnovator US Eqy Accl-quartETF-Other0.46%-0.03%—
44FOCTFt Vest U.s. Equity Buffer EETF-Other0.44%——
45XJUNFt Vest U.s. Equity EnhanceETF-Other0.42%——
46NEENextera Energy INCStock-Utilities0.41%+0.05%+2.04%
47VZVerizon Communications INCStock-Comm Services0.41%+0.08%+0.26%
48FDECFt Vest U.s. Equity Buffer EETF-Other0.39%—-0.02%
49QCOMQualcomm INCStock-Tech0.39%-0.12%+2.24%
50PYPLPaypal Holdings INCStock-Financials0.38%-0.10%+3.62%
1–50 of 81

Holding changes this quarter

Pitti Group Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Innovator Ed D10 Buff Jan (DDTJ); New buy: Invtr Ed Drnl 10 Bfr ETF Feb (DDTF); New buy: Fedex CORP (FDX); New buy: Visa Inc-class A Shares (V); Trim: Ft Vst Lad Nsdq Buf Etf-usdi (BUFQ) — shares -17.79%.

Position changes disclosed by Pitti Group Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1JNJJohnson & Johnson+0.6%-0.24%Trim
2XOMExxon Mobil CORP+0.6%—Unchanged
3IJHIshares Core S&p Midcap ETF+0.2%+5.97%Add
4IBUFInnv Id 10 Buffer ETF Qurtly+0.1%+26.48%Add
5EBUFInnovator Em 10 B ETF Quart+0.1%+34.25%Add
6VXUSVanguard Total Intl Stock+0.1%+8.86%Add
7GSYInvesco Ultra Short Duration+0.1%+10.08%Add
8IMCBIshares Morningstar Mid-cap+0.1%+8.66%Add
9BNDVanguard Total Bond Market+0.1%+13.67%Add
10VZVerizon Communications INC+0.1%+0.26%Add
11EFAIshares Msci Eafe ETF+0.1%+0.68%Add
12AVUVAvantis US Small Cap Value+0.1%+8.05%Add
13ZALTInnovator US Eq 10 Buffer+0.1%+2.25%Add
14FHDGFtequity Qrtrly Dyn Buff ETF+0.1%+2.41%Add
15SDVYFirst Trust Smid Cap Rising+0.1%+9.26%Add
16IWMIshares Russell 2000 ETF+0.1%+5.85%Add
17NEENextera Energy INC+0.1%+2.04%Add
18FNOVFt Vest US Equity Buffer ETF0%+10.96%Add
19NFLXNetflix INC0%+0.83%Add
20QBUFInnv Nasdaq -100 10 B - Qrt0%+21.84%Add
21VIGVanguard Dividend Apprec ETF0%+4.53%Add
22DDTOInnovator Edd 10 Buff Oct0%+5.23%Add
23WMTWalmart INC0%—Unchanged
24VWOVanguard Ftse Emerging Marke0%+6.41%Add
25XDSQInnovator US Eqy Accl-quart0%—Unchanged
26QQQInvesco Qqq Trust Series 10%-0.09%Trim
27GOOGAlphabet Inc-cl C0%+4.99%Add
28JPMJpmorgan Chase & Co-0.1%+1.36%Add
29SPYMSte Str Spdr Pt S&p 500 ETF-0.1%+3.24%Add
30TSLATesla INC-0.1%+0.44%Add
31PAYXPaychex INC-0.1%+0.26%Add
32SHOPShopify INC - Class A-0.1%—Unchanged
33MDTMedtronic plc-0.1%+1.20%Add
34AAPLApple INC-0.1%+2.88%Add
35NVDANvidia CORP-0.1%+2.97%Add
36PYPLPaypal Holdings INC-0.1%+3.62%Add
37BACBank Of America CORP-0.1%+0.76%Add
38QCOMQualcomm INC-0.1%+2.24%Add
39AMZNAmazon.com INC-0.1%+3.78%Add
40BABoeing Co/the-0.2%+0.34%Add
41GOOGLAlphabet Inc-cl A-0.2%+1.39%Add
42LLYEli Lilly & Co-0.2%+0.27%Add
43VTIVanguard Total Stock Mkt ETF-0.2%+2.61%Add
44MSFTMicrosoft CORP-0.3%+2.31%Add
45METAMeta Platforms Inc-class A-0.4%+0.63%Add
46BUFQFt Vst Lad Nsdq Buf Etf-usdi-0.8%-17.79%Trim
47DDTJInnovator Ed D10 Buff Jan—NEWNew buy
48DDTFInvtr Ed Drnl 10 Bfr ETF Feb—NEWNew buy
49FDXFedex CORP—NEWNew buy
50VVisa Inc-class A Shares—NEWNew buy

FAQ

What is Pitti Group Wealth Management, LLC and what type of investor is it?
Pitti Group Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $123.2M, spread across 81 disclosed positions.
What are Pitti Group Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Pitti Group Wealth Management, LLC's top holdings by market value are: 1. Ishares Msci Eafe ETF (EFA) — $17.1M (13.8%) 2. Innovator US Eq 10 Buffer (ZALT) — $12.1M (9.8%) 3. Ftequity Qrtrly Dyn Buff ETF (FHDG) — $11.2M (9.1%) 4. Vanguard Total Stock Mkt ETF (VTI) — $8.0M (6.5%) 5. Johnson & Johnson (JNJ) — $5.1M (4.2%)
What changes did Pitti Group Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Pitti Group Wealth Management, LLC made 46 notable position adjustments: 4 new positions were initiated, 39 existing holdings were added to, 3 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Innovator Ed D10 Buff Jan (DDTJ); New buy: Invtr Ed Drnl 10 Bfr ETF Feb (DDTF); New buy: Fedex CORP (FDX); New buy: Visa Inc-class A Shares (V); Trim: Ft Vst Lad Nsdq Buf Etf-usdi (BUFQ) — shares -17.79%
What sectors does Pitti Group Wealth Management, LLC focus on?
Pitti Group Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 24.8% • Health Care: 20.8% • Information Technology: 16.1% • Consumer Discretionary: 12.8% • Financials: 8.4% • Industrials: 7.6%