Pitti Group Wealth Management, LLC

CIK

1909664

Location

VICTOR, NY

Portfolio Value

Small $137,276,486

Diversification

Diversified

Filing Date

Global Rank

#7,694 / 8,827 ▼ 77

Top Industry

Drug Manufacturers - General 18.4%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 70.1% of the book (60%+)

Turnover

Low turnover

14.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.2 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 74.5%; sector active share 57.8% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

84 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.8%

−0.0 pts

Top 5

58.5%

−0.3 pts

Top 10

70.1%

−0.2 pts

HHI

902

Diversified−11

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.7%	$97,106,480	43
Communication Services	6.7%	$9,260,670	5
Healthcare	6.1%	$8,344,156	5
Technology	5.6%	$7,743,981	10
Consumer Cyclical	3.7%	$5,136,793	8
Financial Services	3.1%	$4,288,262	7
Industrials	1.7%	$2,380,919	2
Energy	1.5%	$2,030,838	1
Utilities	0.4%	$480,804	1
Consumer Defensive	0.2%	$252,230	1
Basic Materials	0.2%	$251,353	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSY	Invesco Ultra Short Duration ETF	+9,062	41,356	$2,074,003
FHDG	FT Vest U.S. Equity Quarterly Dynamic Buffer ETF	+7,034	339,548	$12,305,219
ZALT		+6,228	378,737	$12,827,822
VXUS	Vanguard Total International Stock ETF	+5,830	27,693	$2,367,474
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	+5,092	24,220	$1,044,850
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+4,168	18,932	$1,389,798
IJH	iShares Core S&P Mid-Cap ETF	+3,937	48,078	$3,707,294
ISPY	ProShares S&P 500 High Income ETF	+3,860	38,921	$1,875,602
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,394	2,736	$327,006
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+2,247	9,747	$581,798
DDTO		+2,004	53,033	$1,216,577
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,261	26,148	$9,675,805
EFA	iShares MSCI EAFE ETF	+1,126	176,688	$18,354,349
QBUF		+1,100	10,584	$325,627
EBUF		+1,100	22,336	$711,401
IBUF		+1,100	29,168	$918,208
QQQM	Invesco Ltd.	+916	4,056	$1,228,846
AVUV	Avantis U.S. Small Cap Value ETF	+828	7,112	$887,293
PYPL	PayPal Holdings, Inc.	+416	10,699	$461,982
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+397	34,236	$3,008,659
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
IMCB	iShares Morningstar Mid-Cap ETF	+202	17,876	$1,726,106
BUFQ	FT Vest Laddered Nasdaq Buffer ETF	+91	111,014	$4,359,519
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp	−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
QDEC	FT Vest Nasdaq-100 Buffer ETF - December	−285	6,219	$221,458
QCOM	Qualcomm Inc	−249	3,488	$644,547
AMZN	Amazon Com Inc	−234	8,436	$2,010,636
GOOGL	Alphabet Inc.	−215	9,028	$3,226,336
IQQQ	ProShares Nasdaq-100 High Income ETF	−177	5,588	$283,875
FOCT	FT Vest U.S. Equity Buffer ETF - October	−172	11,130	$581,987
XDEC	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December	−142	5,369	$229,981
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
FMAR	FT Vest U.S. Equity Buffer ETF - March	−58	5,374	$280,845
WMT	Walmart Inc.	−44	2,227	$252,230
VIG	Vanguard Specialized Funds	−43	11,189	$2,647,541
HD	Home Depot, Inc.	−33	1,080	$380,894
IVV	iShares Core S&P 500 ETF	−29	2,348	$1,758,393
GOOG	Alphabet Inc.	−24	2,566	$906,644
MSFT	Microsoft Corp	−19	3,396	$1,266,775
SHW	Sherwin Williams Co	−18	730	$251,353
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
GLW	Corning Inc	1,335	$340,999
MU	Micron Technology Inc	208	$240,092
SMH	VanEck Semiconductor ETF	350	$229,561
XNOV	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November	5,076	$201,146
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
FDX	Fedex Corp	638	$227,242
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 tracked positions · $137,276,486 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

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
EFA	iShares MSCI EAFE ETF	Added	176,688	+1,126	$18,354,349	+7.6%	19	before history	13.37%
ZALT		Added	378,737	+6,228	$12,827,822	+6.1%	7	$30.00	9.34%
FHDG	FT Vest U.S. Equity Quarterly Dynamic Buffer ETF	Added	339,548	+7,034	$12,305,219	+9.5%	6	unpriced	8.96%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	26,148	+1,261	$9,675,805	+21.2%	19	before history	7.05%
JNJ	Johnson & Johnson Healthcare	Added	20,892	+1	$5,305,941	+3.9%	19	before history	3.87%
BUFQ	FT Vest Laddered Nasdaq Buffer ETF	Added	111,014	+91	$4,359,519	+11.3%	7	unpriced	3.18%
IJH	iShares Core S&P Mid-Cap ETF	Added	48,078	+3,937	$3,707,294	+24.4%	19	before history	2.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,028	-215	$3,226,336	+21.4%	19	before history	2.35%
META	Meta Platforms, Inc. Communication Services	Reduced	5,483	-96	$3,088,519	−3.2%	19	before history	2.25%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	34,236	+397	$3,008,659	+16.2%	6	$69.65	2.19%
VIG	Vanguard Specialized Funds	Reduced	11,189	-43	$2,647,541	+9.6%	19	before history	1.93%
VXUS	Vanguard Total International Stock ETF	Added	27,693	+5,830	$2,367,474	+40.4%	19	before history	1.72%
NVDA	Nvidia Corp Technology	Reduced	11,453	-352	$2,291,630	+11.3%	19	before history	1.67%
SPY	Spdr S&P 500 ETF Trust	Added	3,029	+278	$2,261,966	+26.4%	19	before history	1.65%
BA	Boeing Co Industrials	Reduced	10,402	-1,201	$2,251,720	−2.5%	19	before history	1.64%
GSY	Invesco Ultra Short Duration ETF	Added	41,356	+9,062	$2,074,003	+28.1%	19	before history	1.51%
XOM	ExxonMobil Holdings Corp Energy	Reduced	14,854	-3	$2,030,838	−19.4%	19	before history	1.48%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,436	-234	$2,010,636	+11.3%	19	before history	1.46%
RDVY	First Trust Rising Dividend Achievers ETF	Added	24,800	+15	$2,010,288	+18.8%	19	before history	1.46%
ISPY	ProShares S&P 500 High Income ETF	Added	38,921	+3,860	$1,875,602	+23.4%	7	unpriced	1.37%
LLY	ELI LILLY & Co Healthcare	Added	1,506	+1	$1,806,341	+30.5%	12	$578.64	1.32%
IVV	iShares Core S&P 500 ETF	Reduced	2,348	-29	$1,758,393	+13.2%	19	before history	1.28%
IMCB	iShares Morningstar Mid-Cap ETF	Added	17,876	+202	$1,726,106	+17.1%	19	before history	1.26%
AAPL	Apple Inc. Technology	Reduced	5,946	-302	$1,720,534	+8.5%	19	before history	1.25%
NFLX	Netflix Inc Communication Services	Added	22,567	+224	$1,611,283	−25.0%	15	unpriced	1.17%
IWM	iShares Russell 2000 ETF	Added	5,219	+27	$1,568,048	+21.8%	17	unpriced	1.14%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	18,932	+4,168	$1,389,798	+27.8%	15	$73.11	1.01%
MSFT	Microsoft Corp Technology	Reduced	3,396	-19	$1,266,775	+0.2%	19	before history	0.92%
QQQM	Invesco Ltd. Financial Services	Added	4,056	+916	$1,228,846	+64.7%	17	$196.71	0.90%
DDTO		Added	53,033	+2,004	$1,216,577	+12.4%	3	$21.44	0.89%
BAC	Bank Of America Corp Financial Services	Reduced	19,007	-2,234	$1,083,018	+4.6%	19	before history	0.79%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Added	24,220	+5,092	$1,044,850	+38.5%	14	$35.39	0.76%
IBUF		Added	29,168	+1,100	$918,208	+10.8%	5	$28.47	0.67%
GOOG	Alphabet Inc. Communication Services	Reduced	2,566	-24	$906,644	+22.0%	19	before history	0.66%
AVUV	Avantis U.S. Small Cap Value ETF	Added	7,112	+828	$887,293	+27.8%	7	$102.28	0.65%
FNOV	FT Vest U.S. Equity Buffer ETF - November	Held	14,989	0	$876,706	+9.5%	19	before history	0.64%
MAR	Marriott International Inc Consumer Cyclical	Reduced	2,227	-3	$825,303	+13.2%	17	$178.59	0.60%
QQQ	Invesco Qqq Trust, Series 1	Held	1,114	0	$820,349	+27.6%	19	before history	0.60%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,240	+2	$733,219	+11.4%	19	before history	0.53%
EBUF		Added	22,336	+1,100	$711,401	+13.6%	3	$28.66	0.52%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,188	-307	$702,922	−14.9%	17	$200.79	0.51%
MDT	Medtronic plc Healthcare	Reduced	8,724	-17	$682,478	−9.9%	15	$82.63	0.50%
QCOM	Qualcomm Inc Technology	Reduced	3,488	-249	$644,547	+33.9%	19	before history	0.47%
XDSQ		Reduced	14,367	-3	$617,134	+8.5%	6	$36.55	0.45%
FOCT	FT Vest U.S. Equity Buffer ETF - October	Reduced	11,130	-172	$581,987	+8.0%	19	before history	0.42%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	9,747	+2,247	$581,798	+43.5%	7	$50.33	0.42%
XJUN	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June	Held	12,025	0	$534,270	+3.4%	7	unpriced	0.39%
FDEC	FT Vest U.S. Equity Buffer ETF - December	Held	9,718	0	$529,310	+9.5%	14	unpriced	0.39%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,180	+28	$496,308	+15.9%	19	before history	0.36%
NEE	Nextera Energy Inc Utilities	Reduced	5,478	-11	$480,804	−5.7%	6	$70.93	0.35%

Showing the top 50 of 84 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.