Pitti Group Wealth Management, Llc Portfolio Stock Holdings
Pitti Group Wealth Management, Llc disclosed 81 stock positions valued at approximately $123.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, INNOVATOR ETFS TRUST, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 81
- Portfolio Value
- $123.2M
Holdings by Sector
Pitti Group Wealth Management, Llc Portfolio Holdings in Q1 2026
72 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | EFA | Other | 13.84% | 175,562 | +1,178 | +0.68% | $17,052,307 |
| INNOVATOR ETFS TRUST | ZALT | Other | 9.82% | 372,509 | +8,180 | +2.25% | $12,091,642 |
| VANGUARD INDEX FDS | VTI | Other | 6.48% | 24,887 | +634 | +2.61% | $7,984,021 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 4.15% | 20,891 | -50 | -0.24% | $5,106,702 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 3.18% | 110,923 | -24,005 | -17.79% | $3,917,800 |
| META PLATFORMS INC | META | Communication Services | 2.59% | 5,579 | +35 | +0.63% | $3,191,934 |
| ISHARES TR | IJH | Other | 2.42% | 44,141 | +2,486 | +5.97% | $2,980,824 |
| ALPHABET INC | GOOGL | Communication Services | 2.16% | 9,243 | +127 | +1.39% | $2,657,782 |
| SPDR SERIES TRUST | SPLG | Other | 2.10% | 33,839 | +1,061 | +3.24% | $2,590,032 |
| EXXON MOBIL CORP | XOM | Energy | 2.05% | 14,857 | - | - | $2,520,684 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.96% | 11,232 | +487 | +4.53% | $2,415,603 |
| BOEING CO | BA | Industrials | 1.87% | 11,603 | +39 | +0.34% | $2,309,345 |
| NETFLIX INC. | NFLX | Communication Services | 1.74% | 22,343 | +183 | +0.83% | $2,148,279 |
| NVIDIA CORPORATION | NVDA | Technology | 1.67% | 11,805 | +341 | +2.97% | $2,058,718 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.47% | 8,670 | +316 | +3.78% | $1,805,597 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.45% | 2,751 | +117 | +4.44% | $1,788,824 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.37% | 24,785 | +756 | +3.15% | $1,692,353 |
| VANGUARD STAR FDS | VXUS | Other | 1.37% | 21,863 | +1,780 | +8.86% | $1,685,863 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 1.31% | 32,294 | +2,956 | +10.08% | $1,618,560 |
| APPLE INC | AAPL | Technology | 1.29% | 6,248 | +175 | +2.88% | $1,585,582 |
| ISHARES TR | IVV | Other | 1.26% | 2,377 | +147 | +6.59% | $1,552,922 |
| PROSHARES TR | ISPY | Other | 1.23% | 35,061 | +1,695 | +5.08% | $1,519,905 |
| ISHARES TR | IMCB | Other | 1.20% | 17,674 | +1,408 | +8.66% | $1,474,584 |
| ELI LILLY & CO | LLY | Healthcare | 1.12% | 1,505 | +4 | +0.27% | $1,384,331 |
| ISHARES TR | IWM | Other | 1.05% | 5,192 | +287 | +5.85% | $1,287,517 |
| MICROSOFT CORP | MSFT | Technology | 1.03% | 3,415 | +77 | +2.31% | $1,264,075 |
| VANGUARD BD INDEX FDS | BND | Other | 0.88% | 14,764 | +1,776 | +13.67% | $1,087,246 |
| BANK AMERICA CORP | BAC | Financial Services | 0.84% | 21,241 | +161 | +0.76% | $1,035,502 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.67% | 3,495 | +119 | +3.52% | $825,704 |
| FIRST TR EXCHNG TRADED FD VI | FNOV | Other | 0.65% | 14,989 | +1,480 | +10.96% | $800,348 |
| MEDTRONIC PLC | MDT | Other | 0.61% | 8,741 | +104 | +1.20% | $757,375 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.61% | 19,128 | +1,621 | +9.26% | $754,235 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.61% | 3,140 | +271 | +9.45% | $746,139 |
| ALPHABET INC | GOOG | Communication Services | 0.60% | 2,590 | +123 | +4.99% | $743,003 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.59% | 2,230 | -63 | -2.75% | $729,278 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.56% | 6,284 | +468 | +8.05% | $694,249 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.53% | 2,238 | +30 | +1.36% | $658,187 |
| INVESCO QQQ TR | QQQ | Other | 0.52% | 1,114 | -1 | -0.09% | $643,019 |
| INNOVATOR ETFS TRUST | XDSQ | Other | 0.46% | 14,370 | - | - | $568,821 |
| FIRST TR EXCHNG TRADED FD VI | FOCT | Other | 0.44% | 11,302 | - | - | $538,879 |
| FIRST TR EXCHNG TRADED FD VI | XJUN | Other | 0.42% | 12,025 | - | - | $516,623 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.41% | 5,489 | +110 | +2.04% | $509,840 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.41% | 10,020 | +26 | +0.26% | $503,012 |
| FIRST TR EXCHNG TRADED FD VI | FDEC | Other | 0.39% | 9,718 | -2 | -0.02% | $483,179 |
| QUALCOMM INC | QCOM | Technology | 0.39% | 3,737 | +82 | +2.24% | $481,224 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.38% | 10,283 | +359 | +3.62% | $465,100 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 1,152 | +5 | +0.44% | $428,256 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.33% | 7,500 | +452 | +6.41% | $405,380 |
| PAYCHEX INC | PAYX | Technology | 0.32% | 4,245 | +11 | +0.26% | $391,046 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.30% | 1,113 | +19 | +1.74% | $366,075 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.24% | 585 | +90 | +18.18% | $292,301 |
| STRYKER CORPORATION | SYK | Healthcare | 0.24% | 884 | +40 | +4.74% | $290,487 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.23% | 3,953 | +464 | +13.30% | $284,339 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 2,271 | - | - | $282,262 |
| FIRST TR EXCHNG TRADED FD VI | XJUL | Other | 0.22% | 6,825 | -3 | -0.04% | $265,439 |
| FIRST TR EXCHNG TRADED FD VI | FMAR | Other | 0.21% | 5,432 | - | - | $263,398 |
| VANGUARD WORLD FD | VCR | Other | 0.21% | 709 | - | - | $254,552 |
| BLOCK INC | SQ | Technology | 0.20% | 4,063 | +25 | +0.62% | $244,511 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.19% | 748 | +29 | +4.03% | $239,782 |
| VANGUARD WORLD FD | VGT | Other | 0.19% | 342 | - | - | $238,620 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.19% | 779 | +14 | +1.83% | $236,878 |
| ABBVIE INC | ABBV | Healthcare | 0.19% | 1,076 | +5 | +0.47% | $233,998 |
| SHOPIFY INC | SHOP | Technology | 0.19% | 1,950 | - | - | $231,309 |
| FEDEX CORP | FDX | Industrials | 0.18% | 638 | +638 | +100.00% | $227,268 |
| MORGAN STANLEY | MS | Financial Services | 0.18% | 1,370 | +1 | +0.07% | $225,541 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.18% | 819 | +1 | +0.12% | $225,248 |
| FIRST TR EXCHNG TRADED FD VI | XDEC | Other | 0.18% | 5,511 | - | - | $222,157 |
| VISA INC | V | Financial Services | 0.17% | 700 | +700 | +100.00% | $211,607 |
| VANGUARD INDEX FDS | VB | Other | 0.17% | 787 | - | - | $206,198 |
| FIRST TR EXCHNG TRADED FD VI | QDEC | Other | 0.17% | 6,504 | - | - | $204,616 |
| FORD MTR CO | F | Consumer Cyclical | 0.13% | 14,225 | +23 | +0.16% | $164,153 |
| ULTRALIFE CORP | ULBI | Industrials | 0.11% | 20,443 | - | - | $133,288 |