Pitti Group Wealth Management, LLC
CIK: 0001909664SEC EDGAR →
Portfolio Value
$121.6M
Holdings
77
As of
Q4 2025
New Positions
5
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 174,384 | $16.7M | 13.77% |
| 2 | INNOVATOR ETFS TRUST | 364,329 | $11.9M | 9.76% |
| 3 | FIRST TR EXCHNG TRADED FD VI | 324,694 | $11.0M | 9.06% |
| 4 | VANGUARD INDEX FDS | 24,253 | $8.1M | 6.69% |
| 5 | FIRST TR EXCHNG TRADED FD VI | 134,928 | $4.8M | 3.98% |
| 6 | JOHNSON & JOHNSON | 20,941 | $4.3M | 3.56% |
| 7 | META PLATFORMS INC | 5,544 | $3.7M | 3.01% |
| 8 | ALPHABET INC | 9,116 | $2.9M | 2.35% |
| 9 | ISHARES TR | 41,655 | $2.7M | 2.26% |
| 10 | SPDR SERIES TRUST | 32,778 | $2.6M | 2.16% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $84.3M | 69.3% |
| Communication Services | 4 | $9.4M | 7.7% |
| Healthcare | 5 | $7.3M | 6.0% |
| Technology | 7 | $6.9M | 5.7% |
| Consumer Cyclical | 8 | $5.0M | 4.1% |
| Industrials | 3 | $3.1M | 2.5% |
| Unknown | 6 | $2.9M | 2.4% |
| Energy | 1 | $1.8M | 1.5% |
| Utilities | 1 | $431K | 0.4% |
| Consumer Defensive | 1 | $252K | 0.2% |
| Basic Materials | 1 | $232K | 0.2% |