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Pitti Group Wealth Management, LLC

Q4 2025 · 13F-HR

Pitti Group Wealth Management, LLCholdings as filed

Filed 2026-02-13 · accession 0001951757-26-000440

$121.6M
Reported value
77
Positions
2025-12-31
Period end
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The Brief · Pitti Group Wealth Management, LLC · Q4 2025

AI · grounded in 13F

Pitti Group Wealth Management, LLC closed its position in BP for a reduction of $859,605. The fund established new positions in DDTO and [[stock:EBUF], valued at $1,049,733 and $454,201 respectively. Other notable activity includes closing its position in FMC for $499,036 and trimming its holding in ZALT by 45.36%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287465EFAISHARES TR$16.7M13.8%174,384CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$11.9M9.76%364,329CommonNONE
33740U539FHDGFIRST TR EXCHNG TRADED FD VI$11.0M9.06%324,694CommonNONE
922908769VTIVANGUARD INDEX FDS$8.1M6.69%24,253CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$4.8M3.98%134,928CommonNONE
478160104JNJJOHNSON & JOHNSON$4.3M3.56%20,941CommonNONE
30303M102METAMETA PLATFORMS INC$3.7M3.01%5,544CommonNONE
02079K305GOOGLALPHABET INC$2.9M2.35%9,116CommonNONE
464287507IJHISHARES TR$2.7M2.26%41,655CommonNONE
78464A854SPYMSPDR SERIES TRUST$2.6M2.16%32,778CommonNONE
097023105BABOEING CO$2.5M2.06%11,564CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.4M1.94%10,745CommonNONE
67066G104NVDANVIDIA CORPORATION$2.1M1.76%11,464CommonNONE
64110L106NFLXNETFLIX INC$2.1M1.71%22,160CommonNONE
023135106AMZNAMAZON COM INC$1.9M1.59%8,354CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.8M1.48%2,634CommonNONE
30231G102XOMEXXON MOBIL CORP$1.8M1.47%14,857CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.7M1.37%24,029CommonNONE
037833100AAPLAPPLE INC$1.7M1.36%6,073CommonNONE
594918104MSFTMICROSOFT CORP$1.6M1.33%3,338CommonNONE
532457108LLYELI LILLY & CO$1.6M1.33%1,501CommonNONE
464287200IVVISHARES TR$1.5M1.26%2,230CommonNONE
74347G242ISPYPROSHARES TR$1.5M1.25%33,366CommonNONE
921909768VXUSVANGUARD STAR FDS$1.5M1.25%20,083CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$1.5M1.21%29,338CommonNONE
464288208IMCBISHARES TR$1.3M1.11%16,266CommonNONE
464287655IWMISHARES TR$1.2M0.99%4,905CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.95%21,080CommonNONE
45784N494DDTOINNOVATOR ETFS TRUST$1.0M0.86%48,491CommonNONE
921937835BNDVANGUARD BD INDEX FDS$962,0320.79%12,988CommonNONE
G5960L103MDTMEDTRONIC PLC$829,6640.68%8,637CommonNONE
548661107LOWLOWES COS INC$814,1640.67%3,376CommonNONE
02079K107GOOGALPHABET INC$774,1300.64%2,467CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$740,6980.61%13,509CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$725,6360.60%2,869CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$711,4510.58%2,208CommonNONE
571903202MARMARRIOTT INTL INC NEW$711,2800.58%2,293CommonNONE
46090E103QQQINVESCO QQQ TR$684,9990.56%1,115CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$670,8770.55%17,507CommonNONE
45783Y178IBUFINNOVATOR ETFS TRUST$648,6430.53%22,191CommonNONE
747525103QCOMQUALCOMM INC$625,1540.51%3,655CommonNONE
45783Y103XDSQINNOVATOR ETFS TRUST$598,0790.49%14,370CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$593,0650.49%5,816CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$579,3630.48%9,924CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$553,6850.46%11,302CommonNONE
33740U844XJUNFIRST TR EXCHNG TRADED FD VI$516,4670.42%12,025CommonNONE
88160R101TSLATESLA INC$515,8290.42%1,147CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$497,4970.41%9,720CommonNONE
704326107PAYXPAYCHEX INC$474,9510.39%4,234CommonNONE
45783Y210EBUFINNOVATOR ETFS TRUST$454,2010.37%15,818CommonNONE
65339F101NEENEXTERA ENERGY INC$431,8450.36%5,379CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$407,0510.33%9,994CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$378,9060.31%7,048CommonNONE
437076102HDHOME DEPOT INC$376,4660.31%1,094CommonNONE
82509L107SHOPSHOPIFY INC$313,8920.26%1,950CommonNONE
863667101SYKSTRYKER CORPORATION$296,6550.24%844CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$285,0860.23%3,489CommonNONE
57636Q104MAMASTERCARD INCORPORATED$282,5860.23%495CommonNONE
92204A108VCRVANGUARD WORLD FD$279,2890.23%709CommonNONE
33740F425XJULFIRST TR EXCHNG TRADED FD VI$266,8840.22%6,828CommonNONE
852234103XYZBLOCK INC$262,8330.22%4,038CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$257,8300.21%5,432CommonNONE
92204A702VGTVANGUARD WORLD FD$257,7930.21%342CommonNONE
931142103WMTWALMART INC$252,9710.21%2,271CommonNONE
74347G234IQQQPROSHARES TR$246,9960.20%5,553CommonNONE
00287Y109ABBVABBVIE INC$244,8130.20%1,071CommonNONE
617446448MSMORGAN STANLEY$243,0280.20%1,369CommonNONE
45784N528DDFOINNOVATOR ETFS TRUST$241,0080.20%11,150CommonNONE
824348106SHWSHERWIN WILLIAMS CO$232,9880.19%719CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$228,2480.19%818CommonNONE
45783Y160QBUFINNOVATOR ETFS TRUST$228,1800.19%7,784CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$225,5220.19%5,511CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$219,7460.18%765CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$211,5750.17%6,504CommonNONE
922908751VBVANGUARD INDEX FDS$203,0720.17%787CommonNONE
345370860FFORD MTR CO$186,3330.15%14,202CommonNONE
903899102ULBIULTRALIFE CORP$116,9340.10%20,443CommonNONE

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.