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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 $123.19 million in total holdings as of March 31, 2026.
  • Pitti Group Wealth Management, LLC owns shares of 81 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 3.63% of the portfolio was purchased this quarter.
  • About 0.72% of the portfolio was sold this quarter.
  • This quarter, Pitti Group Wealth Management, LLC has purchased 77 new stocks and bought additional shares in 57 stocks.
  • Pitti Group Wealth Management, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

INNOVATOR ETFS TRUST
$12,091,642
FIRST TR EXCHNG TRADED FD VI
$11,238,371

Largest New Holdings this Quarter

45784N429 - INNOVATOR ETFS TRUST
$393,618 Holding
45784N411 - INNOVATOR ETFS TRUST
$272,532 Holding
31428X106 - FedEx
$227,268 Holding
92826C839 - Visa
$211,607 Holding

Largest Purchases this Quarter

INNOVATOR ETFS TRUST
21,200 shares (about $393.62K)
INNOVATOR ETFS TRUST
14,600 shares (about $272.53K)
INNOVATOR ETFS TRUST
8,180 shares (about $265.52K)
FIRST TR EXCHNG TRADED FD VI
7,820 shares (about $264.30K)
FedEx
638 shares (about $227.27K)

Largest Sales this Quarter

FT Vest Laddered Nasdaq Buffer ETF
24,005 shares (about $847.86K)
Marriott International
63 shares (about $20.60K)
Johnson & Johnson
50 shares (about $12.22K)
Invesco QQQ
1 shares (about $577.22)
FIRST TR EXCHNG TRADED FD VI
3 shares (about $116.68)

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
$17,052,307$114,419 â–²0.7%175,56213.8%Finance
INNOVATOR ETFS TRUST
$12,091,642$265,523 â–²2.2%372,5099.8%U S EQ 10 BUFFER
FIRST TR EXCHNG TRADED FD VI
$11,238,371$264,302 â–²2.4%332,5149.1%FT VEST US EQUIT
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,984,021$203,394 â–²2.6%24,8876.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,106,702$12,222 â–¼-0.2%20,8914.1%Medical
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$3,917,800$847,857 â–¼-17.8%110,9233.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,191,934$20,025 â–²0.6%5,5792.6%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,980,824$167,879 â–²6.0%44,1412.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,657,782$36,518 â–²1.4%9,2432.2%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,590,032$81,209 â–²3.2%33,8392.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,520,6840.0%14,8572.0%Energy
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,415,603$104,736 â–²4.5%11,2322.0%ETF
The Boeing Company stock logo
BA
Boeing
$2,309,345$7,762 â–²0.3%11,6031.9%Aerospace
Netflix, Inc. stock logo
NFLX
Netflix
$2,148,279$17,595 â–²0.8%22,3431.7%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,058,718$59,468 â–²3.0%11,8051.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,805,597$65,810 â–²3.8%8,6701.5%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,788,824$76,079 â–²4.4%2,7511.5%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,692,353$51,621 â–²3.1%24,7851.4%Manufacturing
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,685,863$137,256 â–²8.9%21,8631.4%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$1,618,560$148,153 â–²10.1%32,2941.3%ETF
Apple Inc. stock logo
AAPL
Apple
$1,585,582$44,411 â–²2.9%6,2481.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,552,922$96,037 â–²6.6%2,3771.3%ETF
PROSHARES TR
$1,519,905$73,479 â–²5.1%35,0611.2%S&P 500 HIGH INC
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$1,474,584$117,473 â–²8.7%17,6741.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,384,331$3,679 â–²0.3%1,5051.1%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,287,517$71,171 â–²5.9%5,1921.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$1,264,075$28,502 â–²2.3%3,4151.0%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,087,246$130,788 â–²13.7%14,7640.9%ETF
INNOVATOR ETFS TRUST
$1,082,264$53,828 â–²5.2%51,0290.9%EQUITY DUAL DIRE
Bank of America Corporation stock logo
BAC
Bank of America
$1,035,502$7,849 â–²0.8%21,2410.8%Finance
INNOVATOR ETFS TRUST
$828,567$173,489 â–²26.5%28,0680.7%INTL DVLPD 10 BU
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$825,704$28,114 â–²3.5%3,4950.7%Retail/Wholesale
FT Vest U.S. Equity Buffer ETF - November stock logo
FNOV
FT Vest U.S. Equity Buffer ETF - November
$800,348$79,026 â–²11.0%14,9890.6%ETF
Medtronic PLC stock logo
MDT
Medtronic
$757,375$9,011 â–²1.2%8,7410.6%Medical
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$754,235$63,918 â–²9.3%19,1280.6%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$746,139$64,396 â–²9.4%3,1400.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$743,003$35,285 â–²5.0%2,5900.6%Computer and Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$729,278$20,603 â–¼-2.7%2,2300.6%Consumer Discretionary
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$694,249$51,704 â–²8.0%6,2840.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$658,187$8,823 â–²1.4%2,2380.5%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$643,019$577 â–¼-0.1%1,1140.5%Finance
INNOVATOR ETFS TRUST
$626,498$159,840 â–²34.3%21,2360.5%EMERGING MRKT 10
Innovator U.S. Equity Accelerated ETF - Quarterly stock logo
XDSQ
Innovator U.S. Equity Accelerated ETF - Quarterly
$568,8210.0%14,3700.5%ETF
FT Vest U.S. Equity Buffer ETF - October stock logo
FOCT
FT Vest U.S. Equity Buffer ETF - October
$538,8790.0%11,3020.4%ETF
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June stock logo
XJUN
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
$516,6230.0%12,0250.4%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$509,840$10,217 â–²2.0%5,4890.4%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$503,012$1,305 â–²0.3%10,0200.4%Computer and Technology
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$483,179$99 â–¼0.0%9,7180.4%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$481,224$10,559 â–²2.2%3,7370.4%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$465,100$16,238 â–²3.6%10,2830.4%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$428,256$1,859 â–²0.4%1,1520.3%Auto/Tires/Trucks
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$405,380$24,431 â–²6.4%7,5000.3%ETF
INNOVATOR ETFS TRUST
$393,618$393,618 â–²New Holding21,2000.3%EQUITY DUAL DIRE
Paychex, Inc. stock logo
PAYX
Paychex
$391,046$1,013 â–²0.3%4,2450.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$366,075$6,249 â–²1.7%1,1130.3%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$292,301$44,969 â–²18.2%5850.2%Business Services
Stryker Corporation stock logo
SYK
Stryker
$290,487$13,144 â–²4.7%8840.2%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$284,339$33,375 â–²13.3%3,9530.2%Computer and Technology
WALMART INC
$282,2620.0%2,2710.2%COM
INNOVATOR ETFS TRUST
$277,028$49,657 â–²21.8%9,4840.2%NASDAQ-100 10 BU
INNOVATOR ETFS TRUST
$272,532$272,532 â–²New Holding14,6000.2%EQUITY DUAL DIRE
FIRST TR EXCHNG TRADED FD VI
$265,439$117 â–¼0.0%6,8250.2%FT VEST U.S
FT Vest U.S. Equity Buffer ETF - March stock logo
FMAR
FT Vest U.S. Equity Buffer ETF - March
$263,3980.0%5,4320.2%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$254,5520.0%7090.2%ETF
BLOCK INC
$244,511$1,504 â–²0.6%4,0630.2%CL A
PROSHARES TR
$240,366$8,839 â–²3.8%5,7650.2%NASDAQ 100 HIGH
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$239,782$9,296 â–²4.0%7480.2%Basic Materials
INNOVATOR ETFS TRUST
$239,1850.0%11,1500.2%EQUITY DUAL DIRE
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$238,6200.0%3420.2%ETF
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$236,878$4,257 â–²1.8%7790.2%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$233,998$1,087 â–²0.5%1,0760.2%Medical
SHOPIFY INC
$231,3090.0%1,9500.2%CL A SUB VTG SHS
FedEx Corporation stock logo
FDX
FedEx
$227,268$227,268 â–²New Holding6380.2%Transportation
Morgan Stanley stock logo
MS
Morgan Stanley
$225,541$165 â–²0.1%1,3700.2%Finance
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$225,248$275 â–²0.1%8190.2%Consumer Discretionary
XDEC
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
$222,1570.0%5,5110.2%ETF
Visa Inc. stock logo
V
Visa
$211,607$211,607 â–²New Holding7000.2%Business Services
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$206,1980.0%7870.2%ETF
FT Vest Nasdaq-100 Buffer ETF - December stock logo
QDEC
FT Vest Nasdaq-100 Buffer ETF - December
$204,6160.0%6,5040.2%ETF
Ford Motor Company stock logo
F
Ford Motor
$164,153$265 â–²0.2%14,2250.1%Auto/Tires/Trucks
Ultralife Corporation stock logo
ULBI
Ultralife
$133,2880.0%20,4430.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data