Latest Pitti Group Wealth Management, LLC Stock Portfolio

Pitti Group Wealth Management, LLC Performance:

2025 Q4: 2.13%YTD: 13.97%2024: 7.81%

Performance for 2025 Q4 is 2.13%, and YTD is 13.97%, and 2024 is 7.81%.

About Pitti Group Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pitti Group Wealth Management, LLC reported an equity portfolio of $121.6 Millions as of 31 Dec, 2025.

The top stock holdings of Pitti Group Wealth Management, LLC are IJR, BALT, BUFD. The fund has invested 13.8% of it's portfolio in ISHARES TR and 9.8% of portfolio in INNOVATOR ETFS TRUST.

The fund managers got completely rid off BP PLC (BP), FMC CORP (FMC) and HENRY JACK & ASSOC INC (JKHY) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BALT), EXXON MOBIL CORP (XOM) and FORD MTR CO (F). Pitti Group Wealth Management, LLC opened new stock positions in INNOVATOR ETFS TRUST, INNOVATOR ETFS TRUST (BALT) and UBER TECHNOLOGIES INC (UBER). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHNG TRADED FD VI (BUFD), INNOVATOR ETFS TRUST (BALT) and VERIZON COMMUNICATIONS INC (VZ).

Pitti Group Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Pitti Group Wealth Management, LLC made a return of 2.13% in the last quarter. In trailing 12 months, it's portfolio return was 13.97%.

Performance
S&P 500

New Buys

Ticker	$ Bought
innovator etfs trust	1,049,730
innovator etfs trust	454,201
uber technologies inc	285,086
innovator etfs trust	241,008
innovator etfs trust	228,180

New stocks bought by Pitti Group Wealth Management, LLC

Additions

Ticker	% Inc.
first tr exchng traded fd vi	3,250
innovator etfs trust	146
verizon communications inc	18.57
ultralife corp	13.69
tesla inc	8.21
vanguard world fd	7.89
first tr exchng traded fd vi	4.63
abbvie inc	4.49

Additions to existing portfolio by Pitti Group Wealth Management, LLC

Reductions

Ticker	% Reduced
innovator etfs trust	-45.36
exxon mobil corp	-19.86
ford mtr co	-18.91
shopify inc	-7.58
nvidia corporation	-4.1
alphabet inc	-3.41
first tr exchange-traded fd	-3.28
eli lilly & co	-3.16

Pitti Group Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
bp plc	-859,605
fmc corp	-499,036
henry jack & assoc inc	-268,074

Pitti Group Wealth Management, LLC got rid off the above stocks

Sector Distribution

Pitti Group Wealth Management, LLC has about 69.2% of it's holdings in Others sector.

Sector	%
Others	69.2
Communication Services	8
Healthcare	6
Technology	5.4
Consumer Cyclical	4.1
Industrials	2.6
Financial Services	2.4
Energy	1.5

Market Cap. Distribution

Pitti Group Wealth Management, LLC has about 30.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	69.2
MEGA-CAP	23.5
LARGE-CAP	7.1

Stocks belong to which Index?

About 30.2% of the stocks held by Pitti Group Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	69.8
S&P 500	30.2

Top 5 Winners (%)		%
LLY	eli lilly & co	40.2 %
GOOG	alphabet inc	28.6 %
GOOG	alphabet inc	28.3 %
MAR	marriott intl inc new	19.0 %
MS	morgan stanley	11.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc	0.6 M
LLY	eli lilly & co	0.5 M
IJR	ishares tr	0.5 M
JNJ	johnson & johnson	0.4 M
BALT	innovator etfs trust	0.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-21.8 %
ULBI	ultralife corp	-15.3 %
HD	home depot inc	-14.8 %
RCL	royal caribbean group	-13.6 %
PYPL	paypal hldgs inc	-12.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-0.6 M
META	meta platforms inc	-0.4 M
MSFT	microsoft corp	-0.1 M
PYPL	paypal hldgs inc	-0.1 M
HD	home depot inc	-0.1 M

Pitti Group Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Pitti Group Wealth Management, LLC

Pitti Group Wealth Management, LLC has 77 stocks in it's portfolio. About 56.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Pitti Group Wealth Management, LLC last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.36	6,073	1,651,090	reduced	-1.2

AAXJ	ishares tr	1.11	16,266	1,345,730	added	1.48

ABBV	abbvie inc	0.20	1,071	244,813	added	4.49

AEMB	american centy etf tr	0.49	5,816	593,065	added	0.62

AFLG	first tr exchng traded fd vi	0.61	13,509	740,698	reduced	-1.08

AFLG	first tr exchng traded fd vi	0.46	11,302	553,685	added	4.63

AFLG	first tr exchng traded fd vi	0.22	6,828	266,884	reduced	-0.28

AFLG	first tr exchng traded fd vi	0.21	5,432	257,830	reduced	-0.09

AFLG	first tr exchng traded fd vi	0.17	6,504	211,575	reduced	-2.4

AIRR	first tr exchange traded fd	1.37	24,029	1,669,320	added	1.01

AMZN	amazon com inc	1.58	8,354	1,928,160	added	0.51

ANEW	proshares tr	1.25	33,366	1,522,500	reduced	-2.22

ANEW	proshares tr	0.20	5,553	246,996	added	0.05

BA	boeing co	2.06	11,564	2,510,780	added	0.57

BAB	invesco exch traded fd tr ii	0.60	2,869	725,636	reduced	-3.14

BAC	bank america corp	0.95	21,080	1,159,400	reduced	-1.62

BALT	innovator etfs trust	9.76	364,329	11,866,200	reduced	-45.36

BALT	innovator etfs trust	0.53	22,191	648,643	added	146

BALT	innovator etfs trust	0.49	14,370	598,079	reduced	-0.03

BALT	innovator etfs trust	0.37	15,818	454,201	new