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Pitti Group Wealth Management, LLC Top Holdings and 13F Report (2026)

About Pitti Group Wealth Management, LLC

Investment Activity

  • Pitti Group Wealth Management, LLC has $137.28 million in total holdings as of June 30, 2026.
  • Pitti Group Wealth Management, LLC owns shares of 84 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 3.89% of the portfolio was purchased this quarter.
  • About 0.92% of the portfolio was sold this quarter.
  • This quarter, Pitti Group Wealth Management, LLC has purchased 81 new stocks and bought additional shares in 37 stocks.
  • Pitti Group Wealth Management, LLC sold shares of 33 stocks and completely divested from 1 stock this quarter.

Largest Holdings

INNOVATOR ETFS TRUST
$12,827,822
FIRST TR EXCHNG TRADED FD VI
$12,305,250

Largest New Holdings this Quarter

219350105 - Corning
$341,069 Holding
595112103 - Micron Technology
$240,092 Holding
92189F676 - VanEck Semiconductor ETF
$229,633 Holding
33740F334 - FIRST TR EXCHNG TRADED FD VI
$201,145 Holding

Largest Purchases this Quarter

Vanguard Total International Stock ETF
5,830 shares (about $498.41K)
Vanguard Total Stock Market ETF
1,261 shares (about $466.62K)
Invesco Ultra Short Duration ETF
9,062 shares (about $454.46K)
Corning
1,335 shares (about $341.07K)
Vanguard Total Bond Market ETF
4,168 shares (about $305.97K)

Largest Sales this Quarter

Boeing
1,201 shares (about $259.98K)
Bank of America
2,234 shares (about $127.30K)
Apple
302 shares (about $87.39K)
Alphabet
215 shares (about $76.83K)
NVIDIA
352 shares (about $70.43K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPitti Group Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$18,354,327$116,969 0.6%176,68813.4%ETF
INNOVATOR ETFS TRUST
$12,827,822$210,942 1.7%378,7379.3%U S EQ 10 BUFFER
FIRST TR EXCHNG TRADED FD VI
$12,305,250$254,913 2.1%339,5489.0%FT VEST US EQUIT
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,675,706$466,616 5.1%26,1487.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,305,886$254 0.0%20,8923.9%Healthcare
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$4,359,520$3,574 0.1%111,0143.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,707,318$303,584 8.9%48,0782.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,226,240$76,832 -2.3%9,0282.4%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,088,246$54,071 -1.7%5,4832.2%Communication Services
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,008,638$34,888 1.2%34,2362.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,647,460$10,174 -0.4%11,1891.9%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,367,468$498,405 26.7%27,6931.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,291,662$70,433 -3.0%11,4531.7%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,261,663$207,574 10.1%3,0291.6%ETF
The Boeing Company stock logo
BA
Boeing
$2,251,721$259,980 -10.4%10,4021.6%Industrials
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$2,074,011$454,461 28.1%41,3561.5%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,030,814$410 0.0%14,8541.5%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,010,517$55,768 -2.7%8,4361.5%Consumer Discretionary
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$2,010,283$1,216 0.1%24,8001.5%ETF
PROSHARES TR
$1,875,581$186,011 11.0%38,9211.4%S&P 500 HIGH ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,806,469$1,200 0.1%1,5061.3%Healthcare
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,758,042$21,713 -1.2%2,3481.3%ETF
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$1,726,155$19,506 1.1%17,8761.3%ETF
Apple Inc. stock logo
AAPL
Apple
$1,720,507$87,385 -4.8%5,9461.3%Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,611,284$15,994 1.0%22,5671.2%Communication Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,567,987$8,112 0.5%5,2191.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,389,795$305,972 28.2%18,9321.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,266,840$7,088 -0.6%3,3960.9%Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,228,968$277,548 29.2%4,0560.9%ETF
INNOVATOR ETFS TRUST
$1,216,577$45,972 3.9%53,0330.9%EQUI DUAL 10 OCT
Bank of America Corporation stock logo
BAC
Bank of America
$1,083,039$127,296 -10.5%19,0070.8%Finance
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$1,044,835$219,666 26.6%24,2200.8%ETF
INNOVATOR ETFS TRUST
$918,209$34,628 3.9%29,1680.7%INTL DVLPD 10 BU
Alphabet Inc. stock logo
GOOG
Alphabet
$906,741$8,481 -0.9%2,5660.7%Communication Services
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$887,301$103,302 13.2%7,1120.6%ETF
FT Vest U.S. Equity Buffer ETF - November stock logo
FNOV
FT Vest U.S. Equity Buffer ETF - November
$876,7070.0%14,9890.6%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$825,222$1,112 -0.1%2,2270.6%Consumer Discretionary
Invesco QQQ stock logo
QQQ
Invesco QQQ
$820,4020.0%1,1140.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$733,238$655 0.1%2,2400.5%Finance
INNOVATOR ETFS TRUST
$711,402$35,035 5.2%22,3360.5%EMERGING MRKT 10
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$702,872$67,686 -8.8%3,1880.5%Consumer Discretionary
Medtronic PLC stock logo
MDT
Medtronic
$682,510$1,330 -0.2%8,7240.5%Healthcare
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$644,464$46,007 -6.7%3,4880.5%Technology
Innovator U.S. Equity Accelerated ETF - Quarterly stock logo
XDSQ
Innovator U.S. Equity Accelerated ETF - Quarterly
$617,139$129 0.0%14,3670.4%ETF
FT Vest U.S. Equity Buffer ETF - October stock logo
FOCT
FT Vest U.S. Equity Buffer ETF - October
$581,988$8,994 -1.5%11,1300.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$581,788$134,121 30.0%9,7470.4%ETF
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June stock logo
XJUN
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
$534,2710.0%12,0250.4%ETF
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$529,3130.0%9,7180.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$496,308$11,777 2.4%1,1800.4%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$480,824$966 -0.2%5,4780.4%Utilities
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$461,983$17,963 4.0%10,6990.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$427,873$3,641 0.9%10,1060.3%Communication Services
INNOVATOR ETFS TRUST
$425,8020.0%21,2000.3%EQUI DUAL 10 JAN
Paychex, Inc. stock logo
PAYX
Paychex
$418,593$1,180 0.3%4,2570.3%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$380,916$11,639 -3.0%1,0800.3%Consumer Discretionary
Corning Incorporated stock logo
GLW
Corning
$341,069$341,069 New Holding1,3350.2%Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$327,007$286,131 700.0%2,7360.2%ETF
INNOVATOR ETFS TRUST
$325,628$33,843 11.6%10,5840.2%NASD 100 10 BUFF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$303,144$17,896 6.3%4,2010.2%Industrials
BLOCK INC
$303,012$5,776 -1.9%3,9870.2%CL A
INNOVATOR ETFS TRUST
$295,5710.0%14,6000.2%EQUI DUAL 10 ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$286,766$418 0.1%1,3720.2%Finance
PROSHARES TR
$283,886$8,992 -3.1%5,5880.2%NASDAQ 100 HIGH
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$281,1960.0%7090.2%ETF
FT Vest U.S. Equity Buffer ETF - March stock logo
FMAR
FT Vest U.S. Equity Buffer ETF - March
$280,845$3,031 -1.1%5,3740.2%ETF
FIRST TR EXCHNG TRADED FD VI
$277,473$407 -0.1%6,8150.2%FT VEST U.S
Stryker Corporation stock logo
SYK
Stryker
$277,387$945 -0.3%8810.2%Healthcare
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$275,894$15,874 6.1%8690.2%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$271,980$1,258 0.5%1,0810.2%Healthcare
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$259,081$1,652 0.6%7840.2%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$254,232$46,224 -15.4%4950.2%Finance
WALMART INC
$252,256$4,984 -1.9%2,2270.2%COM
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$251,365$6,198 -2.4%7300.2%Materials
INNOVATOR ETFS TRUST
$250,9860.0%11,1500.2%EQUI DU DI OCTO
Visa Inc. stock logo
V
Visa
$240,2220.0%7000.2%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$240,092$240,092 New Holding2080.2%Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$238,330$303 -0.1%7860.2%ETF
XDEC
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
$229,981$6,083 -2.6%5,3690.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$229,633$229,633 New Holding3500.2%ETF
FT Vest Nasdaq-100 Buffer ETF - December stock logo
QDEC
FT Vest Nasdaq-100 Buffer ETF - December
$221,459$10,149 -4.4%6,2190.2%ETF
SHOPIFY INC
$214,658$7,993 -3.6%1,8800.2%CL A SUB VTG SHS
FIRST TR EXCHNG TRADED FD VI
$201,145$201,145 New Holding5,0760.1%FT VEST U.S.
Ford Motor Company stock logo
F
Ford Motor
$185,715$12,009 -6.1%13,3610.1%Consumer Discretionary
Ultralife Corporation stock logo
ULBI
Ultralife
$129,2000.0%20,4430.1%Industrials
FedEx Corporation stock logo
FDX
FedEx
$0$227,268 -100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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