# Pitti Group Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1909664. Source: https://holderbook.com/funds/1909664-pitti-group-wealth-management-llc/

- Reported value: $137.3M
- Positions: 84
- Weight of the ten largest: 55.3%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $18.4M | 176,688 | 13.4% | 19 |
| INNOVATOR ETFS TRUST | [ZALT](https://holderbook.com/stocks/ZALT/) | $12.8M | 378,737 | 9.3% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [FHDG](https://holderbook.com/stocks/FHDG/) | $12.3M | 339,548 | 9.0% | 6 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $9.7M | 26,148 | 7.0% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.3M | 20,892 | 3.9% | 19 |
| FIRST TR EXCHNG TRADED FD VI | [BUFQ](https://holderbook.com/stocks/BUFQ/) | $4.4M | 111,014 | 3.2% | 7 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $3.7M | 48,078 | 2.7% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $3.2M | 9,028 | 2.4% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.1M | 5,483 | 2.2% | 19 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $3.0M | 34,236 | 2.2% | 6 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $2.6M | 11,189 | 1.9% | 19 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $2.4M | 27,693 | 1.7% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.3M | 11,453 | 1.7% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.3M | 3,029 | 1.6% | 19 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $2.3M | 10,402 | 1.6% | 19 |
| INVESCO ACTIVELY MANAGED EXC | [GSY](https://holderbook.com/stocks/GSY/) | $2.1M | 41,356 | 1.5% | 19 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.0M | 14,854 | 1.5% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.0M | 8,436 | 1.5% | 19 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $2.0M | 24,800 | 1.5% | 19 |
| PROSHARES TR | [ISPY](https://holderbook.com/stocks/ISPY/) | $1.9M | 38,921 | 1.4% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.8M | 1,506 | 1.3% | 12 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.8M | 2,348 | 1.3% | 19 |
| ISHARES TR | [IMCB](https://holderbook.com/stocks/IMCB/) | $1.7M | 17,876 | 1.3% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.7M | 5,946 | 1.3% | 19 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.6M | 22,567 | 1.2% | 15 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.6M | 5,219 | 1.1% | 17 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.4M | 18,932 | 1.0% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.3M | 3,396 | 0.9% | 19 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $1.2M | 4,056 | 0.9% | 17 |
| INNOVATOR ETFS TRUST | [DDTO](https://holderbook.com/stocks/DDTO/) | $1.2M | 53,033 | 0.9% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.1M | 19,007 | 0.8% | 19 |
| FIRST TR EXCHANGE-TRADED FD | [SDVY](https://holderbook.com/stocks/SDVY/) | $1.0M | 24,220 | 0.8% | 14 |
| INNOVATOR ETFS TRUST | [IBUF](https://holderbook.com/stocks/IBUF/) | $918.2K | 29,168 | 0.7% | 5 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $906.7K | 2,566 | 0.7% | 19 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $887.3K | 7,112 | 0.6% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [FNOV](https://holderbook.com/stocks/FNOV/) | $876.7K | 14,989 | 0.6% | 19 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $825.2K | 2,227 | 0.6% | 17 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $820.4K | 1,114 | 0.6% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $733.2K | 2,240 | 0.5% | 19 |
| INNOVATOR ETFS TRUST | [EBUF](https://holderbook.com/stocks/EBUF/) | $711.4K | 22,336 | 0.5% | 3 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $702.9K | 3,188 | 0.5% | 17 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $682.5K | 8,724 | 0.5% | 15 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $644.5K | 3,488 | 0.5% | 19 |
| INNOVATOR ETFS TRUST | [XDSQ](https://holderbook.com/stocks/XDSQ/) | $617.1K | 14,367 | 0.4% | 6 |
| FIRST TR EXCHNG TRADED FD VI | [FOCT](https://holderbook.com/stocks/FOCT/) | $582.0K | 11,130 | 0.4% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $581.8K | 9,747 | 0.4% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [XJUN](https://holderbook.com/stocks/XJUN/) | $534.3K | 12,025 | 0.4% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [FDEC](https://holderbook.com/stocks/FDEC/) | $529.3K | 9,718 | 0.4% | 14 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $496.3K | 1,180 | 0.4% | 19 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $480.8K | 5,478 | 0.4% | 6 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $462.0K | 10,699 | 0.3% | 19 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $427.9K | 10,106 | 0.3% | 19 |
| INNOVATOR ETFS TRUST | [DDTJ](https://holderbook.com/stocks/DDTJ/) | $425.8K | 21,200 | 0.3% | 2 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $418.6K | 4,257 | 0.3% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $380.9K | 1,080 | 0.3% | 15 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $341.1K | 1,335 | 0.2% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $327.0K | 2,736 | 0.2% | 5 |
| INNOVATOR ETFS TRUST | [QBUF](https://holderbook.com/stocks/QBUF/) | $325.6K | 10,584 | 0.2% | 3 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $303.1K | 4,201 | 0.2% | 3 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $303.0K | 3,987 | 0.2% | 15 |
| INNOVATOR ETFS TRUST | [DDTF](https://holderbook.com/stocks/DDTF/) | $295.6K | 14,600 | 0.2% | 2 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $286.8K | 1,372 | 0.2% | 4 |
| PROSHARES TR | [IQQQ](https://holderbook.com/stocks/IQQQ/) | $283.9K | 5,588 | 0.2% | 7 |
| VANGUARD WORLD FD | [VCR](https://holderbook.com/stocks/VCR/) | $281.2K | 709 | 0.2% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [FMAR](https://holderbook.com/stocks/FMAR/) | $280.8K | 5,374 | 0.2% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [XJUL](https://holderbook.com/stocks/XJUL/) | $277.5K | 6,815 | 0.2% | 7 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $277.4K | 881 | 0.2% | 19 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $275.9K | 869 | 0.2% | 15 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $272.0K | 1,081 | 0.2% | 4 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $259.1K | 784 | 0.2% | 5 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $254.2K | 495 | 0.2% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $252.3K | 2,227 | 0.2% | 7 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $251.4K | 730 | 0.2% | 19 |
| INNOVATOR ETFS TRUST | [DDFO](https://holderbook.com/stocks/DDFO/) | $251.0K | 11,150 | 0.2% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $240.2K | 700 | 0.2% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $240.1K | 208 | 0.2% | 1 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $238.3K | 786 | 0.2% | 4 |
| FIRST TR EXCHNG TRADED FD VI | [XDEC](https://holderbook.com/stocks/XDEC/) | $230.0K | 5,369 | 0.2% | 7 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $229.6K | 350 | 0.2% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [QDEC](https://holderbook.com/stocks/QDEC/) | $221.5K | 6,219 | 0.2% | 4 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $214.7K | 1,880 | 0.2% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [XNOV](https://holderbook.com/stocks/XNOV/) | $201.1K | 5,076 | 0.1% | 1 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $185.7K | 13,361 | 0.1% | 15 |
| ULTRALIFE CORP | [ULBI](https://holderbook.com/stocks/ULBI/) | $129.2K | 20,443 | 0.1% | 15 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.3% | +14.8% | -6.5% | 100% |
| Q1 2026 | -1.7% | -4.6% | +3.0% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.2% | 100% |
| Q3 2025 | +5.9% | +7.8% | -1.9% | 100% |
| Q2 2025 | +9.0% | +10.5% | -1.4% | 100% |
| Q1 2025 | -2.5% | -4.6% | +2.1% | 100% |
| Q4 2024 | +1.0% | +2.1% | -1.2% | 110% |
| Q3 2024 | +4.2% | +5.4% | -1.2% | 106% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $137.3M | 84 |
| Q1 2026 | $123.2M | 81 |
| Q4 2025 | $121.6M | 77 |
| Q3 2025 | $117.5M | 75 |
| Q2 2025 | $115.9M | 78 |
| Q1 2025 | $97.5M | 73 |
| Q4 2024 | $98.7M | 73 |
| Q3 2024 | $91.9M | 60 |
| Q2 2024 | $91.9M | 60 |
| Q1 2024 | $89.5M | 61 |
| Q4 2023 | $91.9M | 60 |
| Q3 2023 | $87.4M | 65 |