Institutional
Pitti Group Wealth Management, LLC
CIK 0001909664
$123.2M
Reported AUM
81
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | $102.26 | -2.56% | 18.03% | 48.24% | $17.1M | 13.84% | +1,178 | +0.7% |
| 2 | ZALT | INNOVATOR ETFS TRUST | $33.73 | -0.12% | 9.98% | 27.96% | $12.1M | 9.82% | +8,180 | +2.2% |
| 3 | FHDG | FIRST TR EXCHNG TRADED FD VI | $35.90 | -1.02% | 14.64% | 16.99% | $11.2M | 9.12% | +7,820 | +2.4% |
| 4 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | 24.59% | 71.45% | $8.0M | 6.48% | +634 | +2.6% |
| 5 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $5.1M | 4.15% | −50 | −0.2% |
| 6 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $38.75 | -1.25% | 19.86% | 74.84% | $3.9M | 3.18% | −24,005 | −17.8% |
| 7 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $3.2M | 2.59% | +35 | +0.6% |
| 8 | IJH | ISHARES TR | $73.95 | -2.00% | 22.71% | 46.95% | $3.0M | 2.42% | +2,486 | +6.0% |
| 9 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $2.7M | 2.16% | +127 | +1.4% |
| 10 | SPYM | SPDR SERIES TRUST | $86.81 | -2.58% | 24.60% | 80.04% | $2.6M | 2.10% | +1,061 | +3.2% |
| 11 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | 48.36% | 212.97% | $2.5M | 2.05% | — | HELD |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $233.28 | -1.37% | 18.28% | 59.52% | $2.4M | 1.96% | +487 | +4.5% |
| 13 | BA | BOEING CO | $215.45 | -0.91% | 2.21% | -4.87% | $2.3M | 1.87% | +39 | +0.3% |
| 14 | NFLX | NETFLIX INC. | $82.18 | 0.76% | -33.80% | 58.78% | $2.1M | 1.74% | +183 | +0.8% |
| 15 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $2.1M | 1.67% | +341 | +3.0% |
| 16 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $1.8M | 1.47% | +316 | +3.8% |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $1.8M | 1.45% | +117 | +4.4% |
| 18 | RDVY | FIRST TR EXCHANGE TRADED FD | $75.55 | -1.82% | 24.22% | 70.51% | $1.7M | 1.37% | +756 | +3.1% |
| 19 | VXUS | VANGUARD STAR FDS | $83.03 | -3.73% | 25.97% | 48.87% | $1.7M | 1.37% | +1,780 | +8.9% |
| 20 | GSY | INVESCO ACTIVELY MANAGED EXC | $50.16 | -0.06% | 4.47% | 19.53% | $1.6M | 1.31% | +2,956 | +10.1% |
| 21 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $1.6M | 1.29% | +175 | +2.9% |
| 22 | IVV | ISHARES TR | $740.91 | -2.62% | 24.60% | 80.03% | $1.6M | 1.26% | +147 | +6.6% |
| 23 | ISPY | PROSHARES TR | $47.49 | -2.84% | 22.77% | 45.34% | $1.5M | 1.23% | +1,695 | +5.1% |
| 24 | IMCB | ISHARES TR | $93.13 | -2.28% | 20.76% | 48.27% | $1.5M | 1.20% | +1,408 | +8.7% |
| 25 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | 48.00% | 387.10% | $1.4M | 1.12% | +4 | +0.3% |
| 26 | IWM | ISHARES TR | $281.65 | -3.55% | 34.35% | 35.27% | $1.3M | 1.05% | +287 | +5.9% |
| 27 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $1.3M | 1.03% | +77 | +2.3% |
| 28 | BND | VANGUARD BD INDEX FDS | $72.83 | -0.45% | 5.24% | -1.47% | $1.1M | 0.88% | +1,776 | +13.7% |
| 29 | DDTO | INNOVATOR ETFS TRUST | $22.72 | -0.81% | 6.87% | 6.06% | $1.1M | 0.88% | +2,538 | +5.2% |
| 30 | BAC | BANK AMERICA CORP | $53.83 | -0.63% | 23.03% | 58.61% | $1.0M | 0.84% | +161 | +0.8% |
| 31 | IBUF | INNOVATOR ETFS TRUST | $30.49 | -1.46% | — | — | $829K | 0.67% | +5,877 | +26.5% |
| 32 | LOW | LOWES COS INC | $210.74 | 1.55% | — | — | $826K | 0.67% | +119 | +3.5% |
| 33 | FNOV | FIRST TR EXCHNG TRADED FD VI | $57.85 | -1.04% | — | — | $800K | 0.65% | +1,480 | +11.0% |
| 34 | MDT | MEDTRONIC PLC | $81.67 | -0.32% | — | — | $757K | 0.61% | +104 | +1.2% |
| 35 | SDVY | FIRST TR EXCHANGE TRADED FD | — | — | — | — | $754K | 0.61% | +1,621 | +9.3% |
| 36 | QQQM | INVESCO EXCH TRADED FD TR II | $290.35 | -4.78% | — | — | $746K | 0.61% | +271 | +9.4% |
| 37 | GOOG | ALPHABET INC | $365.76 | -0.95% | — | — | $743K | 0.60% | +123 | +5.0% |
| 38 | MAR | MARRIOTT INTL INC NEW | $392.51 | 1.87% | — | — | $729K | 0.59% | −63 | −2.7% |
| 39 | AVUV | AMERICAN CENTY ETF TR | $119.70 | -1.44% | — | — | $694K | 0.56% | +468 | +8.0% |
| 40 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | — | — | $658K | 0.53% | +30 | +1.4% |
| 41 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | — | — | $643K | 0.52% | −1 | −0.1% |
| 42 | EBUF | INNOVATOR ETFS TRUST | $31.25 | -1.04% | — | — | $626K | 0.51% | +5,418 | +34.3% |
| 43 | XDSQ | INNOVATOR ETFS TRUST | $42.67 | -0.30% | — | — | $569K | 0.46% | — | HELD |
| 44 | FOCT | FIRST TR EXCHNG TRADED FD VI | $51.78 | -1.05% | — | — | $539K | 0.44% | — | HELD |
| 45 | XJUN | FIRST TR EXCHNG TRADED FD VI | $44.25 | -0.08% | — | — | $517K | 0.42% | — | HELD |
| 46 | NEE | NEXTERA ENERGY INC | $85.84 | 0.19% | — | — | $510K | 0.41% | +110 | +2.0% |
| 47 | VZ | VERIZON COMMUNICATIONS INC | $45.37 | 1.11% | — | — | $503K | 0.41% | +26 | +0.3% |
| 48 | FDEC | FIRST TR EXCHNG TRADED FD VI | $53.91 | -1.12% | — | — | $483K | 0.39% | −2 | −0.0% |
| 49 | QCOM | QUALCOMM INC | $215.94 | -10.98% | — | — | $481K | 0.39% | +82 | +2.2% |
| 50 | PYPL | PAYPAL HLDGS INC | $41.29 | -3.42% | — | — | $465K | 0.38% | +359 | +3.6% |
| 51 | TSLA | TESLA INC | $391.00 | -6.56% | — | — | $428K | 0.35% | +5 | +0.4% |
| 52 | VWO | VANGUARD INTL EQUITY INDEX F | $58.03 | -3.78% | — | — | $405K | 0.33% | +452 | +6.4% |
| 53 | DDTJ | INNOVATOR ETFS TRUST | $19.90 | -0.97% | — | — | $394K | 0.32% | +21,200 | NEW |
| 54 | PAYX | PAYCHEX INC | $100.53 | 1.06% | — | — | $391K | 0.32% | +11 | +0.3% |
| 55 | HD | HOME DEPOT INC | $310.78 | 0.27% | — | — | $366K | 0.30% | +19 | +1.7% |
| 56 | MA | MASTERCARD INCORPORATED | $491.08 | 1.93% | — | — | $292K | 0.24% | +90 | +18.2% |
| 57 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | — | — | $290K | 0.24% | +40 | +4.7% |
| 58 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | — | — | $284K | 0.23% | +464 | +13.3% |
| 59 | WMT | WALMART INC | $118.88 | 0.97% | — | — | $282K | 0.23% | — | HELD |
| 60 | QBUF | INNOVATOR ETFS TRUST | $30.62 | -0.27% | — | — | $277K | 0.22% | +1,700 | +21.8% |
| 61 | DDTF | INNOVATOR ETFS TRUST | $20.00 | -1.28% | — | — | $273K | 0.22% | +14,600 | NEW |
| 62 | XJUL | FIRST TR EXCHNG TRADED FD VI | $40.49 | -0.18% | — | — | $265K | 0.22% | −3 | −0.0% |
| 63 | FMAR | FIRST TR EXCHNG TRADED FD VI | $51.83 | -0.85% | — | — | $263K | 0.21% | — | HELD |
| 64 | VCR | VANGUARD WORLD FD | $383.54 | -1.98% | — | — | $255K | 0.21% | — | HELD |
| 65 | XYZ | BLOCK INC | $68.15 | -3.87% | — | — | $245K | 0.20% | +25 | +0.6% |
| 66 | IQQQ | PROSHARES TR | $48.73 | -4.73% | — | — | $240K | 0.20% | +212 | +3.8% |
| 67 | SHW | SHERWIN WILLIAMS CO | $305.30 | 1.74% | — | — | $240K | 0.19% | +29 | +4.0% |
| 68 | DDFO | INNOVATOR ETFS TRUST | $22.33 | -0.40% | — | — | $239K | 0.19% | — | HELD |
| 69 | VGT | VANGUARD WORLD FD | $115.28 | -6.14% | — | — | $239K | 0.19% | — | HELD |
| 70 | HLT | HILTON WORLDWIDE HLDGS INC | $343.10 | 1.46% | — | — | $237K | 0.19% | +14 | +1.8% |
| 71 | ABBV | ABBVIE INC | $227.23 | 1.02% | — | — | $234K | 0.19% | +5 | +0.5% |
| 72 | SHOP | SHOPIFY INC | $109.54 | -5.60% | — | — | $231K | 0.19% | — | HELD |
| 73 | FDX | FEDEX CORP | $331.00 | 0.91% | — | — | $227K | 0.18% | +638 | NEW |
| 74 | MS | MORGAN STANLEY | $211.93 | -2.90% | — | — | $226K | 0.18% | +1 | +0.1% |
| 75 | RCL | ROYAL CARIBBEAN GROUP | $280.00 | -4.53% | — | — | $225K | 0.18% | +1 | +0.1% |
| 76 | XDEC | FIRST TR EXCHNG TRADED FD VI | $42.51 | -0.55% | — | — | $222K | 0.18% | — | HELD |
| 77 | V | VISA INC | $323.57 | 1.06% | — | — | $212K | 0.17% | +700 | NEW |
| 78 | VB | VANGUARD INDEX FDS | $288.20 | -2.44% | — | — | $206K | 0.17% | — | HELD |
| 79 | QDEC | FIRST TR EXCHNG TRADED FD VI | $35.03 | -1.68% | — | — | $205K | 0.17% | — | HELD |
| 80 | F | FORD MTR CO | $14.90 | -2.87% | — | — | $164K | 0.13% | +23 | +0.2% |
| 81 | ULBI | ULTRALIFE CORP | $6.69 | -3.60% | — | — | $133K | 0.11% | — | HELD |
Source: SEC EDGAR · accession 0001951757-26-000883. 13F discloses long positions only — shorts, foreign equities, and options are excluded.