CIK: 0001909664
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%.
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Pitti Group Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.051 — mathematically equivalent to about 20 equally-sized positions, well below its 81 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.78), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 30% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 13.84% | +0.07% | +0.68% | |
| 2 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 9.82% | +0.06% | +2.25% | |
| 3 | FHDG | Ftequity Qrtrly Dyn Buff ETF | ETF-Other | 9.12% | +0.06% | +2.41% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.48% | -0.21% | +2.61% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.15% | +0.59% | -0.24% | |
| 6 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 3.18% | -0.80% | -17.79% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.59% | -0.42% | +0.63% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.42% | +0.16% | +5.97% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | -0.19% | +1.39% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | -0.06% | +3.24% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.05% | +0.58% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.96% | +0.02% | +4.53% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 1.87% | -0.19% | +0.34% | |
| 14 | NFLX | Netflix INC | Stock-Comm Services | 1.74% | +0.03% | +0.83% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | -0.09% | +2.97% | |
| 16 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.47% | -0.12% | +3.78% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | — | +4.44% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.37% | — | +3.15% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.37% | +0.12% | +8.86% | |
| 20 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.31% | +0.10% | +10.08% | |
| 21 | AAPL | Apple INC | Stock-Tech | 1.29% | -0.07% | +2.88% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | — | +6.59% | |
| 23 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 1.23% | — | +5.08% | |
| 24 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.20% | +0.09% | +8.66% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | -0.21% | +0.27% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.05% | +0.06% | +5.85% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.30% | +2.31% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.88% | +0.09% | +13.67% | |
| 29 | DDTO | Innovator Edd 10 Buff Oct | ETF-Other | 0.88% | +0.02% | +5.23% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | -0.11% | +0.76% | |
| 31 | IBUF | Innv Id 10 Buffer ETF Qurtly | ETF-Other | 0.67% | +0.14% | +26.48% | |
| 32 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.67% | — | +3.52% | |
| 33 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.65% | +0.04% | +10.96% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.61% | -0.07% | +1.20% | |
| 35 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.61% | +0.06% | +9.26% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.61% | — | +9.45% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.04% | +4.99% | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.59% | — | -2.75% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.56% | +0.07% | +8.05% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.05% | +1.36% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | -0.04% | -0.09% | |
| 42 | EBUF | Innovator Em 10 B ETF Quart | ETF-Other | 0.51% | +0.14% | +34.25% | |
| 43 | XDSQ | Innovator US Eqy Accl-quart | ETF-Other | 0.46% | -0.03% | — | |
| 44 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.44% | — | — | |
| 45 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.42% | — | — | |
| 46 | NEE | Nextera Energy INC | Stock-Utilities | 0.41% | +0.05% | +2.04% | |
| 47 | VZ | Verizon Communications INC | Stock-Comm Services | 0.41% | +0.08% | +0.26% | |
| 48 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.39% | — | -0.02% | |
| 49 | QCOM | Qualcomm INC | Stock-Tech | 0.39% | -0.12% | +2.24% | |
| 50 | PYPL | Paypal Holdings INC | Stock-Financials | 0.38% | -0.10% | +3.62% |
Performance for Q3 2026
+1%
Performance Last 4 Quarters
+14.2%
Based on 57% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 81 | $123.2M | 8 | |
| 2025-12-31 | 77 | $121.6M | 25 | |
| 2025-09-30 | 75 | $117.5M | 32 | |
| 2025-06-30 | 78 | $115.9M | 0 | |
| 2025-03-31 | 73 | $97.5M | 0 | |
| 2024-12-31 | 73 | $98.7M | 0 | |
| 2024-09-30 | 60 | $91.9M | 0 | |
| 2024-06-30 | 60 | $91.9M | 0 | |
| 2024-03-31 | 61 | $89.5M | 0 | |
| 2023-12-31 | 60 | $91.9M | 0 | |
| 2023-09-30 | 65 | $87.4M | 0 | |
| 2023-06-30 | 62 | $89.3M | 0 | |
| 2023-03-31 | 69 | $89.6M | 0 | |
| 2022-12-31 | 67 | $83.8M | 0 | |
| 2022-09-30 | 60 | $72.5M | 0 | |
| 2022-06-30 | 62 | $73.3M | 0 | |
| 2022-03-31 | 63 | $85.8M | 0 | |
| 2021-12-31 | 71 | $89.6M | 0 |
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%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.6% | -0.24% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.6% | — | Unchanged |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +5.97% | Add |
| 4 | IBUF | Innv Id 10 Buffer ETF Qurtly | +0.1% | +26.48% | Add |
| 5 | EBUF | Innovator Em 10 B ETF Quart | +0.1% | +34.25% | Add |
| 6 | VXUS | Vanguard Total Intl Stock | +0.1% | +8.86% | Add |
| 7 | GSY | Invesco Ultra Short Duration | +0.1% | +10.08% | Add |
| 8 | IMCB | Ishares Morningstar Mid-cap | +0.1% | +8.66% | Add |
| 9 | BND | Vanguard Total Bond Market | +0.1% | +13.67% | Add |
| 10 | VZ | Verizon Communications INC | +0.1% | +0.26% | Add |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.68% | Add |
| 12 | AVUV | Avantis US Small Cap Value | +0.1% | +8.05% | Add |
| 13 | ZALT | Innovator US Eq 10 Buffer | +0.1% | +2.25% | Add |
| 14 | FHDG | Ftequity Qrtrly Dyn Buff ETF | +0.1% | +2.41% | Add |
| 15 | SDVY | First Trust Smid Cap Rising | +0.1% | +9.26% | Add |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | +5.85% | Add |
| 17 | NEE | Nextera Energy INC | +0.1% | +2.04% | Add |
| 18 | FNOV | Ft Vest US Equity Buffer ETF | 0% | +10.96% | Add |
| 19 | NFLX | Netflix INC | 0% | +0.83% | Add |
| 20 | QBUF | Innv Nasdaq -100 10 B - Qrt | 0% | +21.84% | Add |
| 21 | VIG | Vanguard Dividend Apprec ETF | 0% | +4.53% | Add |
| 22 | DDTO | Innovator Edd 10 Buff Oct | 0% | +5.23% | Add |
| 23 | WMT | Walmart INC | 0% | — | Unchanged |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +6.41% | Add |
| 25 | XDSQ | Innovator US Eqy Accl-quart | 0% | — | Unchanged |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.09% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +4.99% | Add |
| 28 | JPM | Jpmorgan Chase & Co | -0.1% | +1.36% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +3.24% | Add |
| 30 | TSLA | Tesla INC | -0.1% | +0.44% | Add |
| 31 | PAYX | Paychex INC | -0.1% | +0.26% | Add |
| 32 | SHOP | Shopify INC - Class A | -0.1% | — | Unchanged |
| 33 | MDT | Medtronic plc | -0.1% | +1.20% | Add |
| 34 | AAPL | Apple INC | -0.1% | +2.88% | Add |
| 35 | NVDA | Nvidia CORP | -0.1% | +2.97% | Add |
| 36 | PYPL | Paypal Holdings INC | -0.1% | +3.62% | Add |
| 37 | BAC | Bank Of America CORP | -0.1% | +0.76% | Add |
| 38 | QCOM | Qualcomm INC | -0.1% | +2.24% | Add |
| 39 | AMZN | Amazon.com INC | -0.1% | +3.78% | Add |
| 40 | BA | Boeing Co/the | -0.2% | +0.34% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.39% | Add |
| 42 | LLY | Eli Lilly & Co | -0.2% | +0.27% | Add |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +2.61% | Add |
| 44 | MSFT | Microsoft CORP | -0.3% | +2.31% | Add |
| 45 | META | Meta Platforms Inc-class A | -0.4% | +0.63% | Add |
| 46 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | -0.8% | -17.79% | Trim |
| 47 | DDTJ | Innovator Ed D10 Buff Jan | — | NEW | New buy |
| 48 | DDTF | Invtr Ed Drnl 10 Bfr ETF Feb | — | NEW | New buy |
| 49 | FDX | Fedex CORP | — | NEW | New buy |
| 50 | V | Visa Inc-class A Shares | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-15 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-11 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-29 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-24 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-05 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-01 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-01 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-02 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-24 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-24 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-18 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-28 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
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