Pitti Group Wealth Management, LLC
CIK: 0001909664Latest portfolio: $121.6M · Q4 2025
Holdings
77
Total Value
$121.6M
New Positions
5
Closed Positions
3
Top Holdings
View All 77 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | EFAISHARES TR | 174,384 | $16.7M | 13.77% | +205 | |
| 2 | ZALTINNOVATOR ETFS TRUST | 364,329 | $11.9M | 9.76% | -302,503 | |
| 3 | FHDGFIRST TR EXCHNG TRADED FD VI | 324,694 | $11.0M | 9.06% | +315K | |
| 4 | VTIVANGUARD INDEX FDS | 24,253 | $8.1M | 6.69% | +138 | |
| 5 | BUFQFIRST TR EXCHNG TRADED FD VI | 134,928 | $4.8M | 3.98% | -2,704 | |
| 6 | JNJJOHNSON & JOHNSON | 20,941 | $4.3M | 3.56% | +91 | |
| 7 | METAMETA PLATFORMS INC | 5,544 | $3.7M | 3.01% | +128 | |
| 8 | GOOGLALPHABET INC | 9,116 | $2.9M | 2.35% | -322 | |
| 9 | IJHISHARES TR | 41,655 | $2.7M | 2.26% | +238 | |
| 10 | SPYMSPDR SERIES TRUST | 32,778 | $2.6M | 2.16% | -342 | |
| 11 | BABOEING CO | 11,564 | $2.5M | 2.06% | +65 | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 10,745 | $2.4M | 1.94% | +140 | |
| 13 | NVDANVIDIA CORPORATION | 11,464 | $2.1M | 1.76% | -490 | |
| 14 | NFLXNETFLIX INC | 22,160 | $2.1M | 1.71% | +20K | |
| 15 | AMZNAMAZON COM INC | 8,354 | $1.9M | 1.59% | +42 | |
| 16 | SPYSPDR S&P 500 ETF TR | 2,634 | $1.8M | 1.48% | -14 | |
| 17 | XOMEXXON MOBIL CORP | 14,857 | $1.8M | 1.47% | -3,682 | |
| 18 | RDVYFIRST TR EXCHANGE TRADED FD | 24,029 | $1.7M | 1.37% | +240 | |
| 19 | AAPLAPPLE INC | 6,073 | $1.7M | 1.36% | -74 | |
| 20 | MSFTMICROSOFT CORP | 3,338 | $1.6M | 1.33% | +53 | |
| 21 | LLYELI LILLY & CO | 1,501 | $1.6M | 1.33% | -49 | |
| 22 | IVVISHARES TR | 2,230 | $1.5M | 1.26% | +67 | |
| 23 | ISPYPROSHARES TR | 33,366 | $1.5M | 1.25% | -756 | |
| 24 | VXUSVANGUARD STAR FDS | 20,083 | $1.5M | 1.25% | -598 | |
| 25 | GSYINVESCO ACTIVELY MANAGED EXC | 29,338 | $1.5M | 1.21% | +1K |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.6746118661101583e+130T)
Consumer Cyclical0.0% ($1928814711515376.3T)
Technology0.0% ($213716511614625.3T)
Unknown0.0% ($1049684454.3T)
Healthcare0.0% ($43331613.8T)
Communication Services0.0% ($365928.5T)
Industrials0.0% ($2.5T)
Energy0.0% ($1.8M)
Utilities0.0% ($431K)
Consumer Defensive0.0% ($252K)
Basic Materials0.0% ($232K)
Filing History
Fund Information
Pitti Group Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $121.6M across 77 holdings. The largest position is ISHARES TR (EFA), representing 13.8% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.