Pitti Group Wealth Management, LLC
Filing Date
Global Rank
#7,266
/ 8,700
▲ 236
Top Industry
Drug Manufacturers - General
19.0%
Period ended 2 months ago
Filed Aug 12, 2026 · 32d
19 quarters · since Dec 2021
Portfolio Concentration
44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.2%
−8.6 pts
Top 5
37.1%
−21.8 pts
Top 10
60.0%
−10.4 pts
HHI
484
Diversified−432
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 19.6% | $9,260,670 |
| Healthcare | 17.6% | $8,344,156 |
| Unclassified | 17.6% | $8,335,582 |
| Technology | 16.4% | $7,743,981 |
| Consumer Cyclical | 10.9% | $5,136,793 |
| Financial Services | 6.5% | $3,059,416 |
| Industrials | 5.0% | $2,380,919 |
| Energy | 4.3% | $2,030,838 |
| Utilities | 1.0% | $480,804 |
| Consumer Defensive | 0.5% | $252,230 |
| Basic Materials | 0.5% | $251,353 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | +5,830 | 27,693 | $2,367,474 | |
| PYPL | PayPal Holdings, Inc. | +416 | 10,699 | $461,982 | |
| SPY | Spdr S&P 500 ETF Trust | +278 | 3,029 | $2,261,966 | |
| UBER | Uber Technologies, Inc | +248 | 4,201 | $303,144 | |
| NFLX | Netflix Inc | +224 | 22,567 | $1,611,283 | |
| VZ | Verizon Communications Inc | +86 | 10,106 | $427,888 | |
| RCL | Royal Caribbean Cruises Ltd | +50 | 869 | $275,933 | |
| TSLA | Tesla, Inc. | +28 | 1,180 | $496,308 | |
| PAYX | Paychex Inc | +12 | 4,257 | $418,590 | |
| ABBV | AbbVie Inc. | +5 | 1,081 | $272,022 | |
| HLT | Hilton Worldwide Holdings Inc. | +5 | 784 | $259,080 | |
| JPM | Jpmorgan Chase & Co | +2 | 2,240 | $733,219 | |
| MS | Morgan Stanley | +2 | 1,372 | $286,802 | |
| LLY | ELI LILLY & Co | +1 | 1,506 | $1,806,341 | |
| JNJ | Johnson & Johnson | +1 | 20,892 | $5,305,941 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | −24,888 | 786 | $238,252 | |
| BAC | Bank Of America Corp /De/ | −2,234 | 19,007 | $1,083,018 | |
| BA | Boeing Co | −1,201 | 10,402 | $2,251,720 | |
| F | Ford Motor Co | −864 | 13,361 | $185,717 | |
| NVDA | Nvidia Corp | −352 | 11,453 | $2,291,630 | |
| LOW | Lowes Companies Inc | −307 | 3,188 | $702,922 | |
| AAPL | Apple Inc. | −302 | 5,946 | $1,720,534 | |
| QCOM | Qualcomm Inc/De | −249 | 3,488 | $644,547 | |
| GOOGL | Alphabet Inc. | −239 | 11,594 | $4,132,980 | |
| AMZN | Amazon Com Inc | −234 | 8,436 | $2,010,636 | |
| META | Meta Platforms, Inc. | −96 | 5,483 | $3,088,519 | |
| MA | Mastercard Inc | −90 | 495 | $254,232 | |
| XYZ | Block, Inc. | −76 | 3,987 | $303,012 | |
| SHOP | Shopify Inc. | −70 | 1,880 | $214,658 | |
| WMT | Walmart Inc. | −44 | 2,227 | $252,230 | |
| VIG | Vanguard Dividend Appreciation ETF | −43 | 11,189 | $2,647,541 | |
| HD | Home Depot, Inc. | −33 | 1,080 | $380,894 | |
| MSFT | Microsoft Corp | −19 | 3,396 | $1,266,775 | |
| SHW | Sherwin Williams Co | −18 | 730 | $251,353 | |
| MDT | Medtronic plc | −17 | 8,724 | $682,478 | |
| NEE | Nextera Energy Inc | −11 | 5,478 | $480,804 | |
| SYK | Stryker Corp | −3 | 881 | $277,374 | |
| MAR | Marriott International Inc /Md/ | −3 | 2,227 | $825,303 | |
| XOM | ExxonMobil Holdings Corp | −3 | 14,854 | $2,030,838 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 244,946 | $24,348,015 | |
| AFGR | First Trust Active Factor Large Cap Growth ETF | 515,743 | $18,450,743 | |
| AAPR | Innovator Equity Defined Protection ETF - 2 Yr to April 2028 | 543,646 | $16,380,227 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 33,839 | $2,590,037 | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 43,913 | $2,446,536 | |
| ANEW | ProShares MSCI Transformational Changes ETF | 40,826 | $1,760,248 | |
| DVVY | Invesco Diversified Dividend Opportunities ETF | 32,294 | $1,618,575 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 14,764 | $1,087,220 | |
| IVZ | Invesco Ltd. | 3,140 | $746,126 | |
| ACSG | American Century Small Cap Growth Insights ETF | 6,284 | $694,193 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 7,500 | $405,375 | |
| EDV | Vanguard World Funds Extended Duration ETF | 1,051 | $284,379 | |
| FDX | Fedex Corp | 638 | $227,242 | |
| No positions match the current search. | ||||
44 tracked positions ·
$47,276,742 total
· filing declares
84 positions · $137,275,710
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 20,892 | $5,305,941 | 11.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,594 | $4,132,980 | 8.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,483 | $3,088,519 | 6.53% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 11,189 | $2,647,541 | 5.60% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 27,693 | $2,367,474 | 5.01% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 11,453 | $2,291,630 | 4.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,029 | $2,261,966 | 4.78% | |
| BA |
Boeing Co
Industrials
|
Reduced | 10,402 | $2,251,720 | 4.76% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 14,854 | $2,030,838 | 4.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 8,436 | $2,010,636 | 4.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,506 | $1,806,341 | 3.82% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,946 | $1,720,534 | 3.64% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 22,567 | $1,611,283 | 3.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,396 | $1,266,775 | 2.68% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 19,007 | $1,083,018 | 2.29% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 2,227 | $825,303 | 1.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,114 | $820,349 | 1.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,240 | $733,219 | 1.55% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 3,188 | $702,922 | 1.49% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 8,724 | $682,478 | 1.44% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 3,488 | $644,547 | 1.36% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,180 | $496,308 | 1.05% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 5,478 | $480,804 | 1.02% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 10,699 | $461,982 | 0.98% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 10,106 | $427,888 | 0.91% | |
| PAYX |
Paychex Inc
Technology
|
Added | 4,257 | $418,590 | 0.89% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,080 | $380,894 | 0.81% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,335 | $340,999 | 0.72% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 4,201 | $303,144 | 0.64% | |
| XYZ |
Block, Inc.
Technology
|
Reduced | 3,987 | $303,012 | 0.64% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 1,372 | $286,802 | 0.61% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 881 | $277,374 | 0.59% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Added | 869 | $275,933 | 0.58% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,081 | $272,022 | 0.58% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Added | 784 | $259,080 | 0.55% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 495 | $254,232 | 0.54% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,227 | $252,230 | 0.53% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 730 | $251,353 | 0.53% | |
| V |
Visa Inc.
Financial Services
|
Held | 700 | $240,163 | 0.51% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 208 | $240,092 | 0.51% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 786 | $238,252 | 0.50% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 1,880 | $214,658 | 0.45% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 13,361 | $185,717 | 0.39% | |
| ULBI |
Ultralife Corp
Industrials
|
Held | 20,443 | $129,199 | 0.27% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.