Pitti Group Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Pitti Group Wealth Management, Llc disclosed 84 stock positions valued at approximately $137.28M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, INNOVATOR ETFS TRUST, and FIRST TR EXCHNG TRADED FD VI.
- Report Period
- June 30, 2026
- No. of Stocks
- 84
- Portfolio Value
- $137.28M
Holdings by Sector
Pitti Group Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | EFA | Other | 13.37% | 176,688 | +1,126 | +0.64% | $18,354,327 |
| INNOVATOR ETFS TRUST | ZALT | Other | 9.34% | 378,737 | +6,228 | +1.67% | $12,827,822 |
| FIRST TR EXCHNG TRADED FD VI | FHDG | Other | 8.96% | 339,548 | +7,034 | +2.12% | $12,305,250 |
| VANGUARD INDEX FDS | VTI | Other | 7.05% | 26,148 | +1,261 | +5.07% | $9,675,706 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.87% | 20,892 | +1 | +0.00% | $5,305,886 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 3.18% | 111,014 | +91 | +0.08% | $4,359,520 |
| ISHARES TR | IJH | Other | 2.70% | 48,078 | +3,937 | +8.92% | $3,707,318 |
| ALPHABET INC | GOOGL | Communication Services | 2.35% | 9,028 | -215 | -2.33% | $3,226,240 |
| META PLATFORMS INC | META | Communication Services | 2.25% | 5,483 | -96 | -1.72% | $3,088,246 |
| SPDR SERIES TRUST | SPLG | Other | 2.19% | 34,236 | +397 | +1.17% | $3,008,638 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.93% | 11,189 | -43 | -0.38% | $2,647,460 |
| VANGUARD STAR FDS | VXUS | Other | 1.72% | 27,693 | +5,830 | +26.67% | $2,367,468 |
| NVIDIA CORPORATION | NVDA | Technology | 1.67% | 11,453 | -352 | -2.98% | $2,291,662 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.65% | 3,029 | +278 | +10.11% | $2,261,663 |
| BOEING CO | BA | Industrials | 1.64% | 10,402 | -1,201 | -10.35% | $2,251,721 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 1.51% | 41,356 | +9,062 | +28.06% | $2,074,011 |
| EXXON MOBIL CORP | XOM | Energy | 1.48% | 14,854 | -3 | -0.02% | $2,030,814 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.46% | 8,436 | -234 | -2.70% | $2,010,517 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.46% | 24,800 | +15 | +0.06% | $2,010,283 |
| PROSHARES TR | ISPY | Other | 1.37% | 38,921 | +3,860 | +11.01% | $1,875,581 |
| ELI LILLY & CO | LLY | Healthcare | 1.32% | 1,506 | +1 | +0.07% | $1,806,469 |
| ISHARES TR | IVV | Other | 1.28% | 2,348 | -29 | -1.22% | $1,758,042 |
| ISHARES TR | IMCB | Other | 1.26% | 17,876 | +202 | +1.14% | $1,726,155 |
| APPLE INC | AAPL | Technology | 1.25% | 5,946 | -302 | -4.83% | $1,720,507 |
| NETFLIX INC. | NFLX | Communication Services | 1.17% | 22,567 | +224 | +1.00% | $1,611,284 |
| ISHARES TR | IWM | Other | 1.14% | 5,219 | +27 | +0.52% | $1,567,987 |
| VANGUARD BD INDEX FDS | BND | Other | 1.01% | 18,932 | +4,168 | +28.23% | $1,389,795 |
| MICROSOFT CORP | MSFT | Technology | 0.92% | 3,396 | -19 | -0.56% | $1,266,840 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.90% | 4,056 | +916 | +29.17% | $1,228,968 |
| INNOVATOR ETFS TRUST | DDTO | Other | 0.89% | 53,033 | +2,004 | +3.93% | $1,216,577 |
Showing 30 of 84 holdings in the latest reporting period.