Pitti Group Wealth Management, LLC
CIK 1909664 · View on SEC EDGAR ↗
- Portfolio value
- $137.3M
- Positions
- 84
- As of
- June 30, 2026
#7,661 of 9,443 by 13F value · top 81.1%
Portfolio value QoQ: +11.4% 13F does not disclose cash
- Top 10 holdings weight
- 55.26%
- Top 25 holdings weight
- 77.44%
- Positions above 1%
- 27
- Effective number of positions
- 20.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.97% Est. buys $5,344,688 · sells $1,257,855
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.2% still held
- New positions
- 4
- Increased
- 37
- Decreased
- 33
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Communication Services
6.4%
Healthcare
6.1%
Technology
4.6%
Industrials
2.5%
Retail
2.4%
Consumer Discretionary
1.7%
Energy
1.5%
Financials
1.3%
Financial Services
1.1%
Utilities
0.4%
Telecommunication
0.3%
Materials
0.2%
Other/Unmapped
71.5%
Full portfolio 84 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| EFA | $18,354,327 | 13.37% | 176,688 | $1,302,020 | Up ×3 | ||
| ZALT | $12,827,822 | 9.34% | 378,737 | $736,180 | Up ×2 | ||
| FHDG | $12,305,250 | 8.96% | 339,548 | $1,066,879 | Up ×5 | ||
| VTI | $9,675,706 | 7.05% | 26,148 | $1,691,685 | Up ×3 | ||
| JNJ Johnson & Johnson Common Stock | $5,305,886 | 3.87% | 20,892 | $199,184 | Up ×1 | ||
| BUFQ | $4,359,520 | 3.18% | 111,014 | $441,720 | Up ×1 | ||
| IJH | $3,707,318 | 2.70% | 48,078 | $726,494 | Up ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,226,240 | 2.35% | 9,028 | $568,458 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,088,246 | 2.25% | 5,483 | $-103,688 | Down ×1 | ||
| SPYM | $3,008,638 | 2.19% | 34,236 | $418,606 | Up ×2 | ||
| VIG | $2,647,460 | 1.93% | 11,189 | $231,857 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $2,367,468 | 1.72% | 27,693 | $681,605 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,291,662 | 1.67% | 11,453 | $232,944 | Down ×1 | ||
| SPY SPY | $2,261,663 | 1.65% | 3,029 | $472,839 | Up ×2 | ||
| BA Boeing Company (The) Common Stock | $2,251,721 | 1.64% | 10,402 | $-57,624 | Down ×1 | ||
| GSY | $2,074,011 | 1.51% | 41,356 | $455,451 | Up ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,030,814 | 1.48% | 14,854 | $-489,870 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,010,517 | 1.46% | 8,436 | $204,920 | Down ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $2,010,283 | 1.46% | 24,800 | $317,930 | Up ×3 | ||
| ISPY | $1,875,581 | 1.37% | 38,921 | $355,676 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1,806,469 | 1.32% | 1,506 | $422,138 | Up ×2 | ||
| IVV | $1,758,042 | 1.28% | 2,348 | $205,120 | Down ×1 | ||
| IMCB | $1,726,155 | 1.26% | 17,876 | $251,571 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $1,720,507 | 1.25% | 5,946 | $134,925 | Down ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $1,611,284 | 1.17% | 22,567 | $-536,995 | Up ×3 | ||
| IWM | $1,567,987 | 1.14% | 5,219 | $280,470 | Up ×3 | ||
| BND Vanguard Total Bond Market ETF | $1,389,795 | 1.01% | 18,932 | $302,549 | Up ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $1,266,840 | 0.92% | 3,396 | $2,765 | Down ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $1,228,968 | 0.90% | 4,056 | $482,829 | Up ×2 | ||
| DDTO | $1,216,577 | 0.89% | 53,033 | $134,313 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $1,083,039 | 0.79% | 19,007 | $47,537 | Down ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1,044,835 | 0.76% | 24,220 | $290,600 | Up ×2 | ||
| IBUF | $918,209 | 0.67% | 29,168 | $89,642 | Up ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $906,741 | 0.66% | 2,566 | $163,738 | Down ×1 | ||
| AVUV | $887,301 | 0.65% | 7,112 | $193,052 | Up ×3 | ||
| FNOV | $876,707 | 0.64% | 14,989 | $76,359 | |||
| MAR Marriott International - Class A Common Stock | $825,222 | 0.60% | 2,227 | $95,944 | Down ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $820,402 | 0.60% | 1,114 | $177,383 | |||
| JPM JP Morgan Chase & Co. Common Stock | $733,238 | 0.53% | 2,240 | $75,051 | Up ×3 | ||
| EBUF | $711,402 | 0.52% | 22,336 | $84,904 | Up ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $702,872 | 0.51% | 3,188 | $-122,832 | Down ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $682,510 | 0.50% | 8,724 | $-74,865 | Down ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $644,464 | 0.47% | 3,488 | $163,240 | Down ×1 | ||
| XDSQ | $617,139 | 0.45% | 14,367 | $48,318 | Down ×1 | ||
| FOCT | $581,988 | 0.42% | 11,130 | $43,109 | Down ×1 | ||
| VWO | $581,788 | 0.42% | 9,747 | $176,408 | Up ×2 | ||
| XJUN | $534,271 | 0.39% | 12,025 | $17,648 | |||
| FDEC | $529,313 | 0.39% | 9,718 | $46,134 | |||
| TSLA Tesla, Inc. - Common Stock | $496,308 | 0.36% | 1,180 | $68,052 | Up ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $480,824 | 0.35% | 5,478 | $-29,016 | Down ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $461,983 | 0.34% | 10,699 | $-3,117 | Up ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $427,873 | 0.31% | 10,106 | $-75,139 | Up ×3 | ||
| DDTJ | $425,802 | 0.31% | 21,200 | $32,184 | |||
| PAYX Paychex, Inc. - Common Stock | $418,593 | 0.30% | 4,257 | $27,547 | Up ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $380,916 | 0.28% | 1,080 | $14,841 | Down ×1 | ||
| GLW Corning Incorporated Common Stock | $341,069 | 0.25% | 1,335 | Up ×1 | |||
| VGT | $327,007 | 0.24% | 2,736 | $88,387 | Up ×1 | ||
| QBUF Innovator Nasdaq-100 10 Buffer ETF Quarterly | $325,628 | 0.24% | 10,584 | $48,600 | Up ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $303,144 | 0.22% | 4,201 | $18,805 | Up ×2 | ||
| XYZ Block, Inc. Class A Common Stock, | $303,012 | 0.22% | 3,987 | $58,501 | Down ×1 | ||
| DDTF | $295,571 | 0.22% | 14,600 | $23,039 | |||
| MS Morgan Stanley Common Stock | $286,766 | 0.21% | 1,372 | $61,225 | Up ×3 | ||
| IQQQ ProShares Nasdaq-100 High Income ETF | $283,886 | 0.21% | 5,588 | $43,520 | Down ×1 | ||
| VCR | $281,196 | 0.20% | 709 | $26,644 | |||
| FMAR | $280,845 | 0.20% | 5,374 | $17,447 | Down ×1 | ||
| XJUL | $277,473 | 0.20% | 6,815 | $12,034 | Down ×3 | ||
| SYK Stryker Corporation Common Stock | $277,387 | 0.20% | 881 | $-13,100 | Down ×1 | ||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $275,894 | 0.20% | 869 | $50,646 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $271,980 | 0.20% | 1,081 | $37,982 | Up ×3 | ||
| HLT Hilton Worldwide Holdings Inc. Common Stock | $259,081 | 0.19% | 784 | $22,203 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $254,232 | 0.19% | 495 | $-38,069 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $252,256 | 0.18% | 2,227 | $-30,006 | Down ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $251,365 | 0.18% | 730 | $11,583 | Down ×1 | ||
| DDFO | $250,986 | 0.18% | 11,150 | $11,801 | |||
| V Visa Inc. | $240,222 | 0.17% | 700 | $28,615 | |||
| MU Micron Technology, Inc. - Common Stock | $240,092 | 0.17% | 208 | Up ×1 | |||
| VB | $238,330 | 0.17% | 786 | $32,132 | Down ×1 | ||
| XDEC | $229,981 | 0.17% | 5,369 | $7,824 | Down ×1 | ||
| SMH SMH | $229,633 | 0.17% | 350 | Up ×1 | |||
| QDEC | $221,459 | 0.16% | 6,219 | $16,843 | Down ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $214,658 | 0.16% | 1,880 | $-16,651 | Down ×1 | ||
| XNOV | $201,145 | 0.15% | 5,076 | Up ×1 | |||
| F Ford Motor Company Common Stock | $185,715 | 0.14% | 13,361 | $21,562 | Down ×1 | ||
| ULBI Ultralife Corporation - Common Stock | $129,200 | 0.09% | 20,443 | $-4,088 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| EFA | $18,354,327 | 13.37% | up ×3 |
| FHDG | $12,305,250 | 8.96% | up ×5 |
| VTI | $9,675,706 | 7.05% | up ×3 |
| IJH | $3,707,318 | 2.70% | up ×6 |
| GSY | $2,074,011 | 1.51% | up ×6 |
| RDVY | $2,010,283 | 1.46% | up ×3 |
| IMCB | $1,726,155 | 1.26% | up ×3 |
| NFLX | $1,611,284 | 1.17% | up ×3 |
| IWM | $1,567,987 | 1.14% | up ×3 |
| BND | $1,389,795 | 1.01% | up ×5 |
| IBUF | $918,209 | 0.67% | up ×4 |
| AVUV | $887,301 | 0.65% | up ×3 |
| JPM | $733,238 | 0.53% | up ×3 |
| TSLA | $496,308 | 0.36% | up ×3 |
| PYPL | $461,983 | 0.34% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VTI | Bought more | +1K | +$1.7M |
| EFA | Bought more | +1K | +$1.3M |
| FHDG | Bought more | +7K | +$1.1M |
| ZALT | Bought more | +6K | +$736K |
| IJH | Bought more | +4K | +$726K |
| VXUS | Bought more | +6K | +$682K |
| GOOGL | Trimmed | -215 | +$568K |
| NFLX | Bought more | +224 | -$537K |
| XOM | Trimmed | -3 | -$490K |
| QQQM | Bought more | +916 | +$483K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BUFG | March 31, 2025 | 52,844 | $1,294,678 | No longer tracked |
| BP | Dec. 31, 2025 | 24,945 | $859,605 | 30.2% |
| FMC | Dec. 31, 2025 | 14,839 | $499,036 | -21.1% |
| PFE | Sept. 30, 2025 | 15,928 | $386,093 | 10.1% |
| DIA | Sept. 30, 2025 | 804 | $354,142 | No longer tracked |
| AAPR | March 31, 2025 | 11,516 | $303,562 | No longer tracked |
| SNPS | Sept. 30, 2025 | 535 | $274,284 | -19.3% |
| STZ | March 31, 2025 | 1,225 | $270,751 | -26.8% |
| JKHY | Dec. 31, 2025 | 1,800 | $268,074 | -10.1% |
| BUFR | Sept. 30, 2025 | 7,703 | $244,955 | No longer tracked |
| ETN | Sept. 30, 2025 | 675 | $240,963 | 12.4% |
| FDX | June 30, 2026 | 638 | $227,268 | 5.2% |
| COST | Sept. 30, 2025 | 221 | $218,947 | 1.9% |
| GS | Sept. 30, 2025 | 302 | $213,538 | 28.6% |
| FJAN | March 31, 2025 | 4,651 | $213,482 | No longer tracked |
| ABBV | June 30, 2025 | 1,018 | $213,302 | 42.1% |
| HLT | March 31, 2025 | 846 | $209,097 | 45.3% |
| FEP | March 31, 2025 | 5,687 | $203,666 | |
| XOCT | Sept. 30, 2025 | 5,696 | $203,618 | No longer tracked |