Pitti Group Wealth Management, LLC
Reported holdings as of Q2 2026, from 19 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | EFA | $18.4M | 176,688 | -0.47pp | 19q | +0.6%+$117.0K | |
| INNOVATOR ETFS TRUST | ZALT | $12.8M | 378,737 | -0.47pp | 7q | +1.7%+$210.9K | |
| FIRST TR EXCHNG TRADED FD VI | FHDG | $12.3M | 339,548 | -0.16pp | 6q | +2.1%+$254.9K | |
| VANGUARD INDEX FDS | VTI | $9.7M | 26,148 | +0.57pp | 19q | +5.1%+$466.6K | |
| JOHNSON & JOHNSON | JNJ | $5.3M | 20,892 | -0.28pp | 19q | HELD | |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | $4.4M | 111,014 | flat | 7q | HELD | |
| ISHARES TR | IJH | $3.7M | 48,078 | +0.28pp | 19q | +8.9%+$303.6K | |
| ALPHABET INC | GOOGL | $3.2M | 9,028 | +0.19pp | 19q | -2.3%-$76.8K | |
| META PLATFORMS INC | META | $3.1M | 5,483 | -0.34pp | 19q | -1.7%-$54.1K | |
| SPDR SERIES TRUST | SPYM | $3.0M | 34,236 | +0.09pp | 6q | +1.2%+$34.9K | |
| VANGUARD SPECIALIZED FUNDS | VIG | $2.6M | 11,189 | -0.03pp | 19q | HELD | |
| VANGUARD STAR FDS | VXUS | $2.4M | 27,693 | +0.36pp | 19q | +26.7%+$498.4K | |
| NVIDIA CORPORATION | NVDA | $2.3M | 11,453 | flat | 19q | -3.0%-$70.4K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $2.3M | 3,029 | +0.20pp | 19q | +10.1%+$207.6K | |
| BOEING CO | BA | $2.3M | 10,402 | -0.23pp | 19q | -10.4%-$260.0K | |
| INVESCO ACTIVELY MANAGED EXC | GSY | $2.1M | 41,356 | +0.20pp | 19q | +28.1%+$454.5K | |
| EXXON MOBIL CORP | XOMXXXX | $2.0M | 14,854 | -0.57pp | 19q | HELD | |
| AMAZON COM INC | AMZN | $2.0M | 8,436 | flat | 19q | -2.7%-$55.8K | |
| FIRST TR EXCHANGE-TRADED FD | RDVY | $2.0M | 24,800 | +0.09pp | 19q | HELD | |
| PROSHARES TR | ISPY | $1.9M | 38,921 | +0.13pp | 7q | +11.0%+$186.0K | |
| ELI LILLY & CO | LLY | $1.8M | 1,506 | +0.19pp | 12q | HELD | |
| ISHARES TR | IVV | $1.8M | 2,348 | +0.02pp | 19q | -1.2%-$21.7K | |
| ISHARES TR | IMCB | $1.7M | 17,876 | +0.06pp | 19q | +1.1%+$19.5K | |
| APPLE INC | AAPL | $1.7M | 5,946 | -0.03pp | 19q | -4.8%-$87.4K | |
| NETFLIX INC | NFLX | $1.6M | 22,567 | -0.57pp | 15q | +1.0%+$16.0K | |
| ISHARES TR | IWM | $1.6M | 5,219 | +0.10pp | 17q | +0.5%+$8.1K | |
| VANGUARD BD INDEX FDS | BND | $1.4M | 18,932 | +0.13pp | 15q | +28.2%+$306.0K | |
| MICROSOFT CORP | MSFT | $1.3M | 3,396 | -0.10pp | 19q | -0.6%-$7.1K | |
| INVESCO EXCH TRADED FD TR II | QQQM | $1.2M | 4,056 | +0.29pp | 17q | +29.2%+$277.5K | |
| INNOVATOR ETFS TRUST | DDTO | $1.2M | 53,033 | +0.01pp | 3q | +3.9%+$46.0K | |
| BANK OF AMER CORP | BAC | $1.1M | 19,007 | -0.05pp | 19q | -10.5%-$127.3K | |
| FIRST TR EXCHANGE-TRADED FD | SDVY | $1.0M | 24,220 | +0.15pp | 14q | +26.6%+$219.7K | |
| INNOVATOR ETFS TRUST | IBUF | $918.2K | 29,168 | flat | 5q | +3.9%+$34.6K | |
| ALPHABET INC | GOOG | $906.7K | 2,566 | +0.06pp | 19q | -0.9%-$8.5K | |
| AMERICAN CENTY ETF TR | AVUV | $887.3K | 7,112 | +0.08pp | 7q | +13.2%+$103.3K | |
| FIRST TR EXCHNG TRADED FD VI | FNOV | $876.7K | 14,989 | -0.01pp | 19q | HELD | |
| MARRIOTT INTL INC NEW | MAR | $825.2K | 2,227 | +0.01pp | 17q | HELD | |
| INVESCO QQQ TR | QQQ | $820.4K | 1,114 | +0.08pp | 19q | HELD | |
| JPMORGAN CHASE & CO | JPM | $733.2K | 2,240 | flat | 19q | HELD | |
| INNOVATOR ETFS TRUST | EBUF | $711.4K | 22,336 | +0.01pp | 3q | +5.2%+$35.0K | |
| LOWES COS INC | LOW | $702.9K | 3,188 | -0.16pp | 17q | -8.8%-$67.7K | |
| MEDTRONIC PLC | MDT | $682.5K | 8,724 | -0.12pp | 15q | HELD | |
| QUALCOMM INC | QCOM | $644.5K | 3,488 | +0.08pp | 19q | -6.7%-$46.0K | |
| INNOVATOR ETFS TRUST | XDSQ | $617.1K | 14,367 | -0.01pp | 6q | HELD | |
| FIRST TR EXCHNG TRADED FD VI | FOCT | $582.0K | 11,130 | -0.01pp | 19q | -1.5%-$9.0K | |
| VANGUARD INTL EQUITY INDEX F | VWO | $581.8K | 9,747 | +0.09pp | 7q | +30.0%+$134.1K | |
| FIRST TR EXCHNG TRADED FD VI | XJUN | $534.3K | 12,025 | -0.03pp | 7q | HELD | |
| FIRST TR EXCHNG TRADED FD VI | FDEC | $529.3K | 9,718 | -0.01pp | 14q | HELD | |
| TESLA INC | TSLA | $496.3K | 1,180 | +0.01pp | 19q | +2.4%+$11.8K | |
| NEXTERA ENERGY INC | NEE | $480.8K | 5,478 | -0.06pp | 6q | HELD | |
| PAYPAL HLDGS INC | PYPL | $462.0K | 10,699 | -0.04pp | 19q | +4.0%+$18.0K | |
| VERIZON COMMUNICATIONS INC | VZ | $427.9K | 10,106 | -0.10pp | 19q | +0.9%+$3.6K | |
| INNOVATOR ETFS TRUST | DDTJ | $425.8K | 21,200 | -0.01pp | 2q | HELD | |
| PAYCHEX INC | PAYX | $418.6K | 4,257 | -0.01pp | 19q | HELD | |
| HOME DEPOT INC | HD | $380.9K | 1,080 | -0.02pp | 15q | -3.0%-$11.6K | |
| CORNING INC | GLW | $341.1K | 1,335 | - | new | NEW | |
| VANGUARD WORLD FD | VGT | $327.0K | 2,736 | +0.04pp | 5q | +700.0%+$286.1K | |
| INNOVATOR ETFS TRUST | QBUF | $325.6K | 10,584 | +0.01pp | 3q | +11.6%+$33.8K | |
| UBER TECHNOLOGIES INC | UBER | $303.1K | 4,201 | -0.01pp | 3q | +6.3%+$17.9K | |
| BLOCK INC | XYZ | $303.0K | 3,987 | +0.02pp | 15q | -1.9%-$5.8K | |
| INNOVATOR ETFS TRUST | DDTF | $295.6K | 14,600 | -0.01pp | 2q | HELD | |
| MORGAN STANLEY | MS | $286.8K | 1,372 | +0.03pp | 4q | HELD | |
| PROSHARES TR | IQQQ | $283.9K | 5,588 | +0.01pp | 7q | -3.1%-$9.0K | |
| VANGUARD WORLD FD | VCR | $281.2K | 709 | flat | 7q | HELD | |
| FIRST TR EXCHNG TRADED FD VI | FMAR | $280.8K | 5,374 | -0.01pp | 7q | -1.1%-$3.0K | |
| FIRST TR EXCHNG TRADED FD VI | XJUL | $277.5K | 6,815 | -0.01pp | 7q | HELD | |
| STRYKER CORPORATION | SYK | $277.4K | 881 | -0.03pp | 19q | HELD | |
| ROYAL CARIBBEAN GROUP | RCL | $275.9K | 869 | +0.02pp | 15q | +6.1%+$15.9K | |
| ABBVIE INC | ABBV | $272.0K | 1,081 | +0.01pp | 4q | HELD | |
| HILTON WORLDWIDE HLDGS INC | HLT | $259.1K | 784 | flat | 5q | +0.6%+$1.7K | |
| MASTERCARD INCORPORATED | MA | $254.2K | 495 | -0.05pp | 19q | -15.4%-$46.2K | |
| WALMART INC | WMT | $252.3K | 2,227 | -0.05pp | 7q | -1.9%-$5.0K | |
| SHERWIN WILLIAMS CO | SHW | $251.4K | 730 | -0.01pp | 19q | -2.4%-$6.2K | |
| INNOVATOR ETFS TRUST | DDFO | $251.0K | 11,150 | -0.01pp | 3q | HELD | |
| VISA INC | V | $240.2K | 700 | flat | 2q | HELD | |
| MICRON TECHNOLOGY INC | MU | $240.1K | 208 | - | new | NEW | |
| VANGUARD INDEX FDS | VB | $238.3K | 786 | +0.01pp | 4q | HELD | |
| FIRST TR EXCHNG TRADED FD VI | XDEC | $230.0K | 5,369 | -0.01pp | 7q | -2.6%-$6.1K | |
| VANECK ETF TRUST | SMH | $229.6K | 350 | - | new | NEW | |
| FIRST TR EXCHNG TRADED FD VI | QDEC | $221.5K | 6,219 | flat | 4q | -4.4%-$10.1K | |
| SHOPIFY INC | SHOP | $214.7K | 1,880 | -0.03pp | 7q | -3.6%-$8.0K | |
| FIRST TR EXCHNG TRADED FD VI | XNOV | $201.1K | 5,076 | - | new | NEW | |
| FORD MTR CO | F | $185.7K | 13,361 | flat | 15q | -6.1%-$12.0K | |
| ULTRALIFE CORP | ULBI | $129.2K | 20,443 | -0.01pp | 15q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $9.0M | 6.6% |
| Biotech & Pharma | $7.4M | 5.4% |
| Retail & Consumer | $3.6M | 2.6% |
| Semiconductors & Electronics | $3.3M | 2.4% |
| Funds & ETFs | $3.1M | 2.2% |
| Autos & Aerospace | $2.9M | 2.1% |
| Business Services | $2.8M | 2.0% |
| Other sectors | $7.9M | 5.8% |
| Not classified | $97.3M | 70.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $137.3M | 84 | 4 | 29 | 24 | 1 | 55.3% | 43 |
| Q1 2026 | $123.2M | 81 | 4 | 48 | 2 | 0 | 55.9% | 45 |
| Q4 2025 | $121.6M | 77 | 5 | 30 | 25 | 3 | 56.6% | 44 |
| Q3 2025 | $117.5M | 75 | 5 | 13 | 48 | 8 | 58.3% | 38 |
| Q2 2025 | $115.9M | 78 | 6 | 38 | 20 | 1 | 57.8% | 15 |
| Q1 2025 | $97.5M | 73 | 6 | 30 | 24 | 6 | 53.0% | 11 |
| Q4 2024 | $98.7M | 73 | 18 | 22 | 31 | 5 | 49.3% | 41 |
| Q3 2024 | $91.9M | 60 | 0 | 0 | 0 | 0 | 57.7% | 29 |
| Q2 2024 | $91.9M | 60 | 3 | 29 | 15 | 4 | 57.7% | 40 |
| Q1 2024 | $89.5M | 61 | 4 | 15 | 29 | 3 | 56.5% | 24 |
| Q4 2023 | $91.9M | 60 | 1 | 9 | 45 | 6 | 57.7% | 36 |
| Q3 2023 | $87.4M | 65 | 6 | 21 | 28 | 3 | 54.5% | 32 |
| Q2 2023 | $89.3M | 62 | 2 | 21 | 21 | 9 | 55.3% | 32 |
| Q1 2023 | $89.6M | 69 | 5 | 15 | 28 | 3 | 53.7% | 32 |
| Q4 2022 | $83.8M | 67 | 12 | 33 | 12 | 5 | 55.1% | 24 |
| Q3 2022 | $72.5M | 60 | 2 | 27 | 13 | 3 | 58.1% | 24 |
| Q2 2022 | $73.3M | 61 | 7 | 15 | 24 | 9 | 58.3% | 18 |
| Q1 2022 | $85.8M | 63 | 2 | 42 | 8 | 10 | 55.0% | 28 |
| Q4 2021 | $89.6M | 71 | 0 | 0 | 0 | 0 | 48.7% | 40 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.