MondegarAI
Pitti Group Wealth Management, LLC

Q1 2026 · 13F-HR

Pitti Group Wealth Management, LLCholdings as filed

Filed 2026-05-15 · accession 0001951757-26-000883

$123.2M
Reported value
81
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Pitti Group Wealth Management, LLC · Q1 2026

AI · grounded in 13F

Pitti Group Wealth Management, LLC established a new position in DDTJ with a $393,618 investment. The fund also opened new positions in DDTF for $272,532 and FDX for $227,268. Additionally, the manager increased its holdings in IJH by 5.97% and EFA by 0.68%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287465EFAISHARES TR$17.1M13.8%175,562CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$12.1M9.82%372,509CommonNONE
33740U539FHDGFIRST TR EXCHNG TRADED FD VI$11.2M9.12%332,514CommonNONE
922908769VTIVANGUARD INDEX FDS$8.0M6.48%24,887CommonNONE
478160104JNJJOHNSON & JOHNSON$5.1M4.15%20,891CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$3.9M3.18%110,923CommonNONE
30303M102METAMETA PLATFORMS INC$3.2M2.59%5,579CommonNONE
464287507IJHISHARES TR$3.0M2.42%44,141CommonNONE
02079K305GOOGLALPHABET INC$2.7M2.16%9,243CommonNONE
78464A854SPYMSPDR SERIES TRUST$2.6M2.10%33,839CommonNONE
30231G102XOMEXXON MOBIL CORP$2.5M2.05%14,857CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.4M1.96%11,232CommonNONE
097023105BABOEING CO$2.3M1.87%11,603CommonNONE
64110L106NFLXNETFLIX INC.$2.1M1.74%22,343CommonNONE
67066G104NVDANVIDIA CORPORATION$2.1M1.67%11,805CommonNONE
023135106AMZNAMAZON COM INC$1.8M1.47%8,670CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.8M1.45%2,751CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.7M1.37%24,785CommonNONE
921909768VXUSVANGUARD STAR FDS$1.7M1.37%21,863CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$1.6M1.31%32,294CommonNONE
037833100AAPLAPPLE INC$1.6M1.29%6,248CommonNONE
464287200IVVISHARES TR$1.6M1.26%2,377CommonNONE
74347G242ISPYPROSHARES TR$1.5M1.23%35,061CommonNONE
464288208IMCBISHARES TR$1.5M1.20%17,674CommonNONE
532457108LLYELI LILLY & CO$1.4M1.12%1,505CommonNONE
464287655IWMISHARES TR$1.3M1.05%5,192CommonNONE
594918104MSFTMICROSOFT CORP$1.3M1.03%3,415CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.1M0.88%14,764CommonNONE
45784N494DDTOINNOVATOR ETFS TRUST$1.1M0.88%51,029CommonNONE
060505104BACBANK AMERICA CORP$1.0M0.84%21,241CommonNONE
45783Y178IBUFINNOVATOR ETFS TRUST$828,5670.67%28,068CommonNONE
548661107LOWLOWES COS INC$825,7040.67%3,495CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$800,3480.65%14,989CommonNONE
G5960L103MDTMEDTRONIC PLC$757,3750.61%8,741CommonNONE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$754,2350.61%19,128CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$746,1390.61%3,140CommonNONE
02079K107GOOGALPHABET INC$743,0030.60%2,590CommonNONE
571903202MARMARRIOTT INTL INC NEW$729,2780.59%2,230CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$694,2490.56%6,284CommonNONE
46625H100JPMJPMORGAN CHASE & CO$658,1870.53%2,238CommonNONE
46090E103QQQINVESCO QQQ TR$643,0190.52%1,114CommonNONE
45783Y210EBUFINNOVATOR ETFS TRUST$626,4980.51%21,236CommonNONE
45783Y103XDSQINNOVATOR ETFS TRUST$568,8210.46%14,370CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$538,8790.44%11,302CommonNONE
33740U844XJUNFIRST TR EXCHNG TRADED FD VI$516,6230.42%12,025CommonNONE
65339F101NEENEXTERA ENERGY INC$509,8400.41%5,489CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$503,0120.41%10,020CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$483,1790.39%9,718CommonNONE
747525103QCOMQUALCOMM INC$481,2240.39%3,737CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$465,1000.38%10,283CommonNONE
88160R101TSLATESLA INC$428,2560.35%1,152CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$405,3800.33%7,500CommonNONE
45784N429DDTJINNOVATOR ETFS TRUST$393,6180.32%21,200CommonNONE
704326107PAYXPAYCHEX INC$391,0460.32%4,245CommonNONE
437076102HDHOME DEPOT INC$366,0750.30%1,113CommonNONE
57636Q104MAMASTERCARD INCORPORATED$292,3010.24%585CommonNONE
863667101SYKSTRYKER CORPORATION$290,4870.24%884CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$284,3390.23%3,953CommonNONE
931142103WMTWALMART INC$282,2620.23%2,271CommonNONE
45783Y160QBUFINNOVATOR ETFS TRUST$277,0280.22%9,484CommonNONE
45784N411DDTFINNOVATOR ETFS TRUST$272,5320.22%14,600CommonNONE
33740F425XJULFIRST TR EXCHNG TRADED FD VI$265,4390.22%6,825CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$263,3980.21%5,432CommonNONE
92204A108VCRVANGUARD WORLD FD$254,5520.21%709CommonNONE
852234103XYZBLOCK INC$244,5110.20%4,063CommonNONE
74347G234IQQQPROSHARES TR$240,3660.20%5,765CommonNONE
824348106SHWSHERWIN WILLIAMS CO$239,7820.19%748CommonNONE
45784N528DDFOINNOVATOR ETFS TRUST$239,1850.19%11,150CommonNONE
92204A702VGTVANGUARD WORLD FD$238,6200.19%342CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$236,8780.19%779CommonNONE
00287Y109ABBVABBVIE INC$233,9980.19%1,076CommonNONE
82509L107SHOPSHOPIFY INC$231,3090.19%1,950CommonNONE
31428X106FDXFEDEX CORP$227,2680.18%638CommonNONE
617446448MSMORGAN STANLEY$225,5410.18%1,370CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$225,2480.18%819CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$222,1570.18%5,511CommonNONE
92826C839VVISA INC$211,6070.17%700CommonNONE
922908751VBVANGUARD INDEX FDS$206,1980.17%787CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$204,6160.17%6,504CommonNONE
345370860FFORD MTR CO$164,1530.13%14,225CommonNONE
903899102ULBIULTRALIFE CORP$133,2880.11%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.