Latest Pitti Group Wealth Management, LLC Stock Portfolio

$123Million– No. of Holdings #81

Pitti Group Wealth Management, LLC Performance:

2026 Q1: -1.63%YTD: -1.63%2025: 13.97%

Performance for 2026 Q1 is -1.63%, and YTD is -1.63%, and 2025 is 13.97%.

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pitti Group Wealth Management, LLC reported an equity portfolio of $123.2 Millions as of 31 Mar, 2026.

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.

They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), MARRIOTT INTL INC NEW (MAR) and JOHNSON & JOHNSON (JNJ). Pitti Group Wealth Management, LLC opened new stock positions in INNOVATOR ETFS TRUST, FEDEX CORP (FDX) and VISA INC (V). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BALT), MASTERCARD INCORPORATED (MA) and VANGUARD BD INDEX FDS (BIV).

Pitti Group Wealth Management, LLC Equity Portfolio Value

Last Reported on: 15 May, 2026

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 -1.63% in the last quarter. In trailing 12 months, it's portfolio return was 14.6%.

Performance
S&P 500

New Buys

Ticker	$ Bought
innovator etfs trust	393,618
innovator etfs trust	272,532
fedex corp	227,268
visa inc	211,607

New stocks bought by Pitti Group Wealth Management, LLC

Additions

Ticker	% Inc.
innovator etfs trust	34.25
innovator etfs trust	26.48
innovator etfs trust	21.84
mastercard incorporated	18.18
vanguard bd index fds	13.67
uber technologies inc	13.3
first tr exchng traded fd vi	10.96
invesco actively managed exc	10.08

Additions to existing portfolio by Pitti Group Wealth Management, LLC

Reductions

Ticker	% Reduced
first tr exchng traded fd vi	-17.79
marriott intl inc new	-2.75
johnson & johnson	-0.24
invesco qqq tr	-0.09
first tr exchng traded fd vi	-0.04
first tr exchng traded fd vi	-0.02

Pitti Group Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Pitti Group Wealth Management, LLC

Sector Distribution

Pitti Group Wealth Management, LLC has about 69.8% of it's holdings in Others sector.

Others
Communication Services
Healthcare
Technology
Consumer Cyclical
Industrials
Financial Services
Energy

Sector	%
Others	69.8
Communication Services	7.5
Healthcare	6.3
Technology	4.8
Consumer Cyclical	3.9
Industrials	2.5
Financial Services	2.3
Energy	2

Market Cap. Distribution

Pitti Group Wealth Management, LLC has about 30.1% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
LARGE-CAP

Category	%
UNALLOCATED	69.8
MEGA-CAP	23.3
LARGE-CAP	6.8

Stocks belong to which Index?

About 29.7% of the stocks held by Pitti Group Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500

Index	%
Others	70.3
S&P 500	29.7

Top 5 Winners (%)		%
XOM	exxon mobil corp	41.0 %
VZ	verizon communications inc	23.2 %
JNJ	johnson & johnson	18.1 %
NEE	nextera energy inc	15.5 %
ULBI	ultralife corp	14.0 %

Top 5 Winners ($)		$
JNJ	johnson & johnson	0.8 M
XOM	exxon mobil corp	0.7 M
IJR	ishares tr	0.2 M
VZ	verizon communications inc	0.1 M
NEE	nextera energy inc	0.1 M

Top 5 Losers (%)		%
SHOP	shopify inc	-26.3 %
QCOM	qualcomm inc	-24.5 %
MSFT	microsoft corp	-23.3 %
PYPL	paypal hldgs inc	-22.2 %
PAYX	paychex inc	-17.9 %

Top 5 Losers ($)		$
META	meta platforms inc	-0.5 M
MSFT	microsoft corp	-0.4 M
VB	vanguard index fds	-0.4 M
GOOG	alphabet inc	-0.2 M
LLY	eli lilly & co	-0.2 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 81 stocks in it's portfolio. About 55.9% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Pitti Group Wealth Management, LLC last quarter.

Last Reported on: 15 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.29	6,248	1,585,580	added	2.88

AAXJ	ishares tr	1.20	17,674	1,474,580	added	8.66

ABBV	abbvie inc	0.19	1,076	233,998	added	0.47

AEMB	american centy etf tr	0.56	6,284	694,249	added	8.05

AFLG	first tr exchng traded fd vi	0.65	14,989	800,348	added	10.96

AFLG	first tr exchng traded fd vi	0.44	11,302	538,879	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.22	6,825	265,439	reduced	-0.04

AFLG	first tr exchng traded fd vi	0.21	5,432	263,398	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.17	6,504	204,616	unchanged	0.00

AIRR	first tr exchange traded fd	1.37	24,785	1,692,350	added	3.15

AMZN	amazon com inc	1.47	8,670	1,805,600	added	3.78

ANEW	proshares tr	1.23	35,061	1,519,900	added	5.08

ANEW	proshares tr	0.20	5,765	240,366	added	3.82

BA	boeing co	1.88	11,603	2,309,340	added	0.34

BAB	invesco exch traded fd tr ii	0.61	3,140	746,139	added	9.45

BAC	bank america corp	0.84	21,241	1,035,500	added	0.76

BALT	innovator etfs trust	9.81	372,509	12,091,600	added	2.25

BALT	innovator etfs trust	0.67	28,068	828,567	added	26.48

BALT	innovator etfs trust	0.51	21,236	626,498	added	34.25

BALT	innovator etfs trust	0.46	14,370	568,821	unchanged	0.00