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Latest Pitti Group Wealth Management, LLC Stock Portfolio

$137Million | No. of Holdings #84

Pitti Group Wealth Management, LLC Performance

2026 Q2+7.32%
YTD+5.57%
2025+13.97%

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

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pitti Group Wealth Management, LLC reported an equity portfolio of $137.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Pitti Group Wealth Management, LLC are IJR, BALT, BUFD. The fund has invested 13.4% of it's portfolio in ISHARES TR and 9.3% of portfolio in INNOVATOR ETFS TRUST. <br><br> The fund managers got completely rid off FEDEX CORP (FDX) stocks. They significantly reduced their stock positions in MASTERCARD INCORPORATED (MA), BANK OF AMER CORP (BAC) and BOEING CO (BA). Pitti Group Wealth Management, LLC opened new stock positions in CORNING INC (GLW), MICRON TECHNOLOGY INC (MU) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INTL EQUITY INDEX F (VEU) and INVESCO EXCH TRADED FD TR II (BAB).
Pitti Group Wealth Management, LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$137Million
  as of Aug 12, 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 7.32% in the last quarter. In trailing 12 months, it's portfolio return was 13.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
corning inc341,069
micron technology inc240,092
vaneck etf trust229,633
first tr exchng traded fd vi201,145
New stocks bought by Pitti Group Wealth Management, LLC

Additions

Ticker% Inc.
vanguard world fd700
vanguard intl equity index f29.96
invesco exch traded fd tr ii29.17
vanguard bd index fds28.23
invesco actively managed exc28.06
vanguard star fds26.67
first tr exchange traded fd26.62
american centy etf tr13.18
Additions to existing portfolio by Pitti Group Wealth Management, LLC

Reductions

Ticker% Reduced
mastercard incorporated-15.38
bank of amer corp-10.52
boeing co-10.35
lowes cos inc-8.78
qualcomm inc-6.66
ford mtr co-6.07
apple inc-4.83
first tr exchng traded fd vi-4.38
Pitti Group Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
fedex corp-227,268
Pitti Group Wealth Management, LLC got rid off the above stocks

Sector Distribution

Pitti Group Wealth Management, LLC has about 71.8% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Healthcare
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Energy
Sector%
Others71.8
Communication Services6.7
Healthcare6.1
Technology5.2
Consumer Cyclical3.7
Financial Services2.2
Industrials2
Energy1.5

Market Cap. Distribution

Pitti Group Wealth Management, LLC has about 28.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED71.8
MEGA-CAP21.5
LARGE-CAP6.6

Stocks belong to which Index?

About 27.7% 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%
Others72.3
S&P 50027.7
Top 5 Winners (%)%
QCOM
qualcomm inc
42.0 %
LLY
eli lilly & co
30.4 %
QQQ
invesco qqq tr
27.6 %
MS
morgan stanley
26.9 %
SQ
block inc
26.0 %
Top 5 Winners ($)$
VB
vanguard index fds
1.3 M
IJR
ishares tr
1.2 M
BUFD
first tr exchng traded fd vi
0.8 M
GOOG
alphabet inc
0.6 M
BALT
innovator etfs trust
0.5 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
NFLX
netflix inc.
-25.6 %
XOM
exxon mobil corp
-19.4 %
VZ
verizon communications inc
-15.6 %
MDT
medtronic plc
-9.7 %
Top 5 Losers ($)$
VAW
vanguard world fd
-0.9 M
NFLX
netflix inc.
-0.6 M
XOM
exxon mobil corp
-0.5 M
VZ
verizon communications inc
-0.1 M
MDT
medtronic plc
-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 84 stocks in it's portfolio. About 55.3% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Pitti Group Wealth Management, LLC last quarter.

$137.28MTotal Value
85.00Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Pitti Group Wealth Management, LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pitti Group Wealth Management, LLC's holding in Ishares Tr over time
1.26%17,876
$1.73M
1.26%
increased 1.14 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Pitti Group Wealth Management, LLC's holding in American Centy Etf Tr over time
0.65%7,112
$887.3K
0.65%
increased 13.18 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Pitti Group Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.17%350
$229.6K
0.17%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Pitti Group Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.64%14,989
$876.7K
0.64%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Pitti Group Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.42%11,130
$582.0K
0.42%
decreased 1.52 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Pitti Group Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.2%5,374
$280.8K
0.2%
decreased 1.07 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Pitti Group Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.2%6,815
$277.5K
0.2%
decreased 0.15 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Pitti Group Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.16%6,219
$221.5K
0.16%
decreased 4.38 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Pitti Group Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.15%5,076
$201.1K
0.15%
new position
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Pitti Group Wealth Management, LLC's holding in First Tr Exchange Traded Fd over time
1.46%24,800
$2.01M
1.46%
increased 0.06 percentadded
ANEW
Proshares Tr

Proshares Tr

ANEW
Pitti Group Wealth Management, LLC's holding in Proshares Tr over time
1.37%38,921
$1.88M
1.37%
increased 11.01 percentadded
ANEW
Proshares Tr

Proshares Tr

ANEW
Pitti Group Wealth Management, LLC's holding in Proshares Tr over time
0.21%5,588
$283.9K
0.21%
decreased 3.07 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Pitti Group Wealth Management, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.9%4,056
$1.23M
0.9%
increased 29.17 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Pitti Group Wealth Management, LLC's holding in Innovator Etfs Trust over time
9.35%378,737
$12.83M
9.35%
increased 1.67 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Pitti Group Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.67%29,168
$918.2K
0.67%
increased 3.92 percentadded