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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%

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. <br><br> 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. <br><br> 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
$123Million
  as of May 15, 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 trust393,618
innovator etfs trust272,532
fedex corp227,268
visa inc211,607
New stocks bought by Pitti Group Wealth Management, LLC

Additions

Ticker% Inc.
innovator etfs trust34.25
innovator etfs trust26.48
innovator etfs trust21.84
mastercard incorporated18.18
vanguard bd index fds13.67
uber technologies inc13.3
first tr exchng traded fd vi10.96
invesco actively managed exc10.08
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%
Others69.8
Communication Services7.5
Healthcare6.3
Technology4.8
Consumer Cyclical3.9
Industrials2.5
Financial Services2.3
Energy2

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%
UNALLOCATED69.8
MEGA-CAP23.3
LARGE-CAP6.8

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%
Others70.3
S&P 50029.7
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.

$123.19MTotal Value
81.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Pitti Group Wealth Management, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pitti Group Wealth Management, LLC's holding in Ishares Tr over time
1.2%17,674
$1.47M
1.2%
increased 8.66 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
0.56%6,284
$694.2K
0.56%
increased 8.05 percentadded
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
0.65%14,989
$800.3K
0.65%
increased 10.96 percentadded
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
0.44%11,302
$538.9K
0.44%
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
0.22%6,825
$265.4K
0.22%
decreased 0.04 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
0.21%5,432
$263.4K
0.21%
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
0.17%6,504
$204.6K
0.17%
unchanged 0 percentunchanged
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
1.37%24,785
$1.69M
1.37%
increased 3.15 percentadded
ANEW
Proshares Tr

Proshares Tr

ANEW
Pitti Group Wealth Management, LLC's holding in Proshares Tr over time
1.23%35,061
$1.52M
1.23%
increased 5.08 percentadded
ANEW
Proshares Tr

Proshares Tr

ANEW
Pitti Group Wealth Management, LLC's holding in Proshares Tr over time
0.2%5,765
$240.4K
0.2%
increased 3.82 percentadded
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
0.61%3,140
$746.1K
0.61%
increased 9.45 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Pitti Group Wealth Management, LLC's holding in Innovator Etfs Trust over time
9.81%372,509
$12.09M
9.81%
increased 2.25 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Pitti Group Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.67%28,068
$828.6K
0.67%
increased 26.48 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Pitti Group Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.51%21,236
$626.5K
0.51%
increased 34.25 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Pitti Group Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.46%14,370
$568.8K
0.46%
unchanged 0 percentunchanged