Pitti Group Wealth Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$123.2M
Q ending 2026-03-31
Prior quarter
$121.6M
Q ending 2025-12-31
Change
+1.3% QoQ · +26.4% YoY
Positions
81
reported holdings

Largest positions

All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrEFAShares$17.1M176K
Innovator Etfs TrustZALTShares$12.1M373K
First Tr Exchng Traded Fd ViFHDGShares$11.2M333K
Vanguard Index FdsVTIShares$8.0M25K
Johnson & JohnsonJNJShares$5.1M21K
First Tr Exchng Traded Fd ViBUFQShares$3.9M111K
Meta Platforms IncMETAShares$3.2M6K
Ishares TrIJHShares$3.0M44K
Alphabet IncGOOGLShares$2.7M9K
Spdr Series TrustSPYMShares$2.6M34K
Exxon Mobil CorpXOMShares$2.5M15K
Vanguard Specialized FundsVIGShares$2.4M11K
Boeing CoBAShares$2.3M12K
Netflix Inc.NFLXShares$2.1M22K
Nvidia CorporationNVDAShares$2.1M12K
Amazon Com IncAMZNShares$1.8M9K
State Str Spdr S&P 500 Etf TSPYShares$1.8M3K
First Tr Exchange Traded FdRDVYShares$1.7M25K
Vanguard Star FdsVXUSShares$1.7M22K
Invesco Actively Managed ExcGSYShares$1.6M32K
Apple IncAAPLShares$1.6M6K
Ishares TrIVVShares$1.6M2K
Proshares TrISPYShares$1.5M35K
Ishares TrIMCBShares$1.5M18K
Eli Lilly & CoLLYShares$1.4M2K
Ishares TrIWMShares$1.3M5K
Microsoft CorpMSFTShares$1.3M3K
Vanguard Bd Index FdsBNDShares$1.1M15K
Innovator Etfs TrustDDTOShares$1.1M51K
Bank America CorpBACShares$1.0M21K
Innovator Etfs TrustIBUFShares$829K28K
Lowes Cos IncLOWShares$826K3K
First Tr Exchng Traded Fd ViFNOVShares$800K15K
Medtronic PlcShares$757K9K
First Tr Exchange Traded FdSDVYShares$754K19K
Invesco Exch Traded Fd Tr IiQQQMShares$746K3K
Alphabet IncGOOGShares$743K3K
Marriott Intl Inc NewMARShares$729K2K
American Centy Etf TrAVUVShares$694K6K
Jpmorgan Chase & CoJPMShares$658K2K
Invesco Qqq TrQQQShares$643K1K
Innovator Etfs TrustEBUFShares$626K21K
Innovator Etfs TrustXDSQShares$569K14K
First Tr Exchng Traded Fd ViFOCTShares$539K11K
First Tr Exchng Traded Fd ViXJUNShares$517K12K
Nextera Energy IncNEEShares$510K5K
Verizon Communications IncVZShares$503K10K
First Tr Exchng Traded Fd ViFDECShares$483K10K
Qualcomm IncQCOMShares$481K4K
Paypal Hldgs IncPYPLShares$465K10K
Tesla IncTSLAShares$428K1K
Vanguard Intl Equity Index FVWOShares$405K8K
Innovator Etfs TrustDDTJShares$394K21K
Paychex IncPAYXShares$391K4K
Home Depot IncHDShares$366K1K
Mastercard IncorporatedMAShares$292K585
Stryker CorporationSYKShares$290K884
Uber Technologies IncUBERShares$284K4K
Walmart IncWMTShares$282K2K
Innovator Etfs TrustQBUFShares$277K9K
Innovator Etfs TrustDDTFShares$273K15K
First Tr Exchng Traded Fd ViXJULShares$265K7K
First Tr Exchng Traded Fd ViFMARShares$263K5K
Vanguard World FdVCRShares$255K709
Block IncXYZShares$245K4K
Proshares TrIQQQShares$240K6K
Sherwin Williams CoSHWShares$240K748
Innovator Etfs TrustDDFOShares$239K11K
Vanguard World FdVGTShares$239K342
Hilton Worldwide Hldgs IncHLTShares$237K779
Abbvie IncABBVShares$234K1K
Shopify IncSHOPShares$231K2K
Fedex CorpFDXShares$227K638
Morgan StanleyMSShares$226K1K
Royal Caribbean GroupShares$225K819
First Tr Exchng Traded Fd ViXDECShares$222K6K
Visa IncVShares$212K700
Vanguard Index FdsVBShares$206K787
First Tr Exchng Traded Fd ViQDECShares$205K7K
Ford Mtr CoFShares$164K14K
Ultralife CorpULBIShares$133K20K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.