Pitti Group Wealth Management, LLC

CIK 0001909664 · VICTOR, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Pitti Group Wealth Management, LLC reported 84 positions worth $137.3M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: EFA (13.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$137.3M
2026 Q2
Positions
84
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.3%
Est. Net Flow (Q)
2026 Q2
10 / 84 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1EFAISHARES TRSH$18.4M13.37%176,688
2ZALTINNOVATOR ETFS TRUSTSH$12.8M9.34%378,737
3FHDGFIRST TR EXCHNG TRADED FD VISH$12.3M8.96%339,548
4VTIVANGUARD INDEX FDSSH$9.7M7.05%26,148
5JNJJOHNSON & JOHNSONSH$5.3M3.87%20,892
6BUFQFIRST TR EXCHNG TRADED FD VISH$4.4M3.18%111,014
7IJHISHARES TRSH$3.7M2.70%48,078
8GOOGLALPHABET INCSH$3.2M2.35%9,028
9METAMETA PLATFORMS INCSH$3.1M2.25%5,483
10SPYMSPDR SERIES TRUSTSH$3.0M2.19%34,236

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pitti Group Wealth Management, LLC hold as of Q2 2026?

Pitti Group Wealth Management, LLC reported 84 positions worth $137.3M in its Q2 2026 13F filing. Largest positions: EFA (13.4%), ZALT (9.3%), FHDG (9.0%), VTI (7.0%) and JNJ (3.9%).

What did Pitti Group Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pitti Group Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.