Pitti Group Wealth Management, LLC 13F Holdings · Q2 2026
Pitti Group Wealth Management, LLC reported 84 securities worth $137.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: EFA (13.37%), ZALT (9.34%), FHDG (8.96%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | $18.4M | 13.37% | 176,688 | Added |
| 2 | ZALT | INNOVATOR ETFS TRUST | $12.8M | 9.34% | 378,737 | Added |
| 3 | FHDG | FIRST TR EXCHNG TRADED FD VI | $12.3M | 8.96% | 339,548 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $9.7M | 7.05% | 26,148 | Added |
| 5 | JNJ | JOHNSON & JOHNSON | $5.3M | 3.87% | 20,892 | Added |
| 6 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $4.4M | 3.18% | 111,014 | Added |
| 7 | IJH | ISHARES TR | $3.7M | 2.70% | 48,078 | Added |
| 8 | GOOGL | ALPHABET INC | $3.2M | 2.35% | 9,028 | Trimmed |
| 9 | META | META PLATFORMS INC | $3.1M | 2.25% | 5,483 | Trimmed |
| 10 | SPYM | SPDR SERIES TRUST | $3.0M | 2.19% | 34,236 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $2.6M | 1.93% | 11,189 | Trimmed |
| 12 | VXUS | VANGUARD STAR FDS | $2.4M | 1.72% | 27,693 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $2.3M | 1.67% | 11,453 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 1.65% | 3,029 | Added |
| 15 | BA | BOEING CO | $2.3M | 1.64% | 10,402 | Trimmed |
| 16 | GSY | INVESCO ACTIVELY MANAGED EXC | $2.1M | 1.51% | 41,356 | Added |
| 17 | XOM | EXXON MOBIL CORP | $2.0M | 1.48% | 14,854 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $2.0M | 1.46% | 8,436 | Trimmed |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.0M | 1.46% | 24,800 | Added |
| 20 | ISPY | PROSHARES TR | $1.9M | 1.37% | 38,921 | Added |
| 21 | LLY | ELI LILLY & CO | $1.8M | 1.32% | 1,506 | Added |
| 22 | IVV | ISHARES TR | $1.8M | 1.28% | 2,348 | Trimmed |
| 23 | IMCB | ISHARES TR | $1.7M | 1.26% | 17,876 | Added |
| 24 | AAPL | APPLE INC | $1.7M | 1.25% | 5,946 | Trimmed |
| 25 | NFLX | NETFLIX INC. | $1.6M | 1.17% | 22,567 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR