Q3 2025 · 13F-HR
Pitti Group Wealth Management, LLCholdings as filed
Filed 2025-11-07 · accession 0001951757-25-001334
$117.5M
Reported value
75
Positions
2025-09-30
Period end
The Brief · Pitti Group Wealth Management, LLC · Q3 2025
AI · grounded in 13F
Pitti Group Wealth Management, LLC established a new position in ZALT valued at $21.26M. The fund also initiated new stakes in EFA for $16.26M and VTI for $7.91M. Other new additions include BUFQ, META, and JNJ.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45783Y442 | ZALT | INNOVATOR ETFS TRUST | $21.3M | 18.1% | 666,832 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $16.3M | 13.8% | 174,179 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $7.9M | 6.74% | 24,115 | Common | NONE |
| 33740U752 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $4.8M | 4.08% | 137,632 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $4.0M | 3.39% | 5,416 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.9M | 3.29% | 20,850 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $2.7M | 2.30% | 41,417 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $2.6M | 2.25% | 2,207 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $2.6M | 2.21% | 33,120 | Common | NONE |
| 097023105 | BA | BOEING CO | $2.5M | 2.11% | 11,499 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.3M | 1.95% | 9,438 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $2.3M | 1.95% | 10,605 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.2M | 1.90% | 11,954 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $2.1M | 1.78% | 18,539 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.8M | 1.55% | 8,312 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.8M | 1.50% | 2,648 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.7M | 1.45% | 3,285 | Common | NONE |
| 33738R506 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.6M | 1.36% | 23,789 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1.6M | 1.33% | 6,147 | Common | NONE |
| 74347G242 | ISPY | PROSHARES TR | $1.5M | 1.31% | 34,122 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $1.5M | 1.29% | 20,681 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.4M | 1.23% | 2,163 | Common | NONE |
| 46090A887 | GSY | INVESCO ACTIVELY MANAGED EXC | $1.4M | 1.20% | 28,146 | Common | NONE |
| 464288208 | IMCB | ISHARES TR | $1.3M | 1.13% | 16,028 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1.2M | 1.01% | 1,550 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $1.2M | 1.00% | 4,877 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $1.1M | 0.94% | 21,427 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $950,786 | 0.81% | 12,785 | Common | NONE |
| 055622104 | BP | BP PLC | $859,605 | 0.73% | 24,945 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $846,804 | 0.72% | 3,370 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $835,372 | 0.71% | 8,771 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $731,977 | 0.62% | 2,962 | Common | NONE |
| 33740F847 | FNOV | FIRST TR EXCHNG TRADED FD VI | $722,266 | 0.61% | 13,656 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $694,713 | 0.59% | 2,202 | Common | NONE |
| 33741X102 | SDVY | FIRST TR EXCHANGE-TRADED FD | $688,197 | 0.59% | 18,101 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $669,455 | 0.57% | 1,115 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $656,517 | 0.56% | 9,790 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $612,053 | 0.52% | 3,679 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $604,123 | 0.51% | 2,320 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $592,265 | 0.50% | 2,432 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $575,333 | 0.49% | 5,780 | Common | NONE |
| 45783Y103 | XDSQ | INNOVATOR ETFS TRUST | $572,946 | 0.49% | 14,374 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $517,690 | 0.44% | 4,084 | Common | NONE |
| 33740F664 | FOCT | FIRST TR EXCHNG TRADED FD VI | $513,203 | 0.44% | 10,802 | Common | NONE |
| 33740U844 | XJUN | FIRST TR EXCHNG TRADED FD VI | $505,193 | 0.43% | 11,971 | Common | NONE |
| 302491303 | FMC | FMC CORP | $499,036 | 0.42% | 14,839 | Common | NONE |
| 33740U505 | FDEC | FIRST TR EXCHNG TRADED FD VI | $478,613 | 0.41% | 9,720 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $471,403 | 0.40% | 1,060 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $428,918 | 0.37% | 1,059 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $411,061 | 0.35% | 5,445 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $392,334 | 0.33% | 7,241 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $370,458 | 0.32% | 8,429 | Common | NONE |
| 33740U539 | FHDG | FIRST TR EXCHNG TRADED FD VI | $319,479 | 0.27% | 9,690 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $313,567 | 0.27% | 2,110 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $312,017 | 0.27% | 844 | Common | NONE |
| 852234103 | XYZ | BLOCK INC | $290,092 | 0.25% | 4,014 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $280,474 | 0.24% | 708 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $279,286 | 0.24% | 491 | Common | NONE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $272,822 | 0.23% | 843 | Common | NONE |
| 426281101 | JKHY | HENRY JACK & ASSOC INC | $268,074 | 0.23% | 1,800 | Common | NONE |
| 33740F425 | XJUL | FIRST TR EXCHNG TRADED FD VI | $262,685 | 0.22% | 6,847 | Common | NONE |
| 45783Y178 | IBUF | INNOVATOR ETFS TRUST | $256,410 | 0.22% | 9,000 | Common | NONE |
| 33740F599 | FMAR | FIRST TR EXCHNG TRADED FD VI | $252,222 | 0.21% | 5,437 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $247,241 | 0.21% | 714 | Common | NONE |
| 74347G234 | IQQQ | PROSHARES TR | $244,478 | 0.21% | 5,550 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $237,381 | 0.20% | 1,025 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $236,682 | 0.20% | 317 | Common | NONE |
| 931142103 | WMT | WALMART INC | $234,011 | 0.20% | 2,271 | Common | NONE |
| 33740U786 | XDEC | FIRST TR EXCHNG TRADED FD VI | $220,988 | 0.19% | 5,511 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $217,357 | 0.19% | 1,367 | Common | NONE |
| 345370860 | F | FORD MTR CO | $209,464 | 0.18% | 17,514 | Common | NONE |
| 33740F649 | QDEC | FIRST TR EXCHNG TRADED FD VI | $207,356 | 0.18% | 6,664 | Common | NONE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $201,325 | 0.17% | 776 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $200,183 | 0.17% | 787 | Common | NONE |
| 903899102 | ULBI | ULTRALIFE CORP | $122,630 | 0.10% | 17,981 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.