Filed: 2/10/2025ACC: 0001951757-25-000230
📋 What this filing means
PITTI GROUP WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $98.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$98.66M
Total AUM (reported)
1.46M
Total Shares
Allocation by class
COM$27.22M27.6%
U S EQ 10 BUFFER$9.22M9.3%
FT VEST U.S$7.01M7.1%
TOTAL STK MKT$6.90M7.0%
MSCI EAFE ETF$6.82M6.9%
FT VEST LADDERED$5.99M6.1%
CL A$5.47M5.5%
Portfolio Concentration
Top 3$22.94M23.2%
4–10$25.69M26.0%
11–25$25.19M25.5%
Rest$24.85M25.2%
Top 3 weight
23.2%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 1.46M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.46M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
INNOVATOR ETFS TRUST
SOLEShares309.74K
TypeSH
Market value$9.22M
9.34%
Sole
0.00
Shared
0.00
None
309.74K
VANGUARD INDEX FDS
SOLEShares23.81K
TypeSH
Market value$6.90M
6.99%
Sole
0.00
Shared
0.00
None
23.81K
ISHARES TR
SOLEShares90.19K
TypeSH
Market value$6.82M
6.91%
Sole
0.00
Shared
0.00
None
90.19K
FIRST TR EXCHNG TRADED FD VI
SOLEShares178.54K
TypeSH
Market value$6.33M
6.42%
Sole
0.00
Shared
0.00
None
178.54K
FIRST TR EXCHNG TRADED FD VI
SOLEShares134.06K
TypeSH
Market value$4.21M
4.27%
Sole
0.00
Shared
0.00
None
134.06K
SPDR S&P 500 ETF TR
SOLEShares6.51K
TypeSH
Market value$3.82M
3.87%
Sole
0.00
Shared
0.00
None
6.51K
META PLATFORMS INC
SOLEShares6.26K
TypeSH
Market value$3.66M
3.71%
Sole
0.00
Shared
0.00
None
6.26K
JOHNSON & JOHNSON
SOLEShares21.36K
TypeSH
Market value$3.09M
3.13%
Sole
0.00
Shared
0.00
None
21.36K
ISHARES TR
SOLEShares36.94K
TypeSH
Market value$2.30M
2.33%
Sole
0.00
Shared
0.00
None
36.94K
NETFLIX INC
SOLEShares2.55K
TypeSH
Market value$2.27M
2.30%
Sole
0.00
Shared
0.00
None
2.55K
NVIDIA CORPORATION
SOLEShares16.05K
TypeSH
Market value$2.16M
2.18%
Sole
0.00
Shared
0.00
None
16.05K
AMAZON COM INC
SOLEShares9.75K
TypeSH
Market value$2.14M
2.17%
Sole
0.00
Shared
0.00
None
9.75K
ALPHABET INC
SOLEShares10.85K
TypeSH
Market value$2.05M
2.08%
Sole
0.00
Shared
0.00
None
10.85K
EXXON MOBIL CORP
SOLEShares18.87K
TypeSH
Market value$2.03M
2.06%
Sole
0.00
Shared
0.00
None
18.87K
VANGUARD SPECIALIZED FUNDS
SOLEShares9.98K
TypeSH
Market value$1.95M
1.98%
Sole
0.00
Shared
0.00
None
9.98K
BOEING CO
SOLEShares10.86K
TypeSH
Market value$1.92M
1.95%
Sole
0.00
Shared
0.00
None
10.86K
FIRST TR EXCHNG TRADED FD VI
SOLEShares58.27K
TypeSH
Market value$1.78M
1.80%
Sole
0.00
Shared
0.00
None
58.27K
MICROSOFT CORP
SOLEShares3.91K
TypeSH
Market value$1.65M
1.67%
Sole
0.00
Shared
0.00
None
3.91K
APPLE INC
SOLEShares6.01K
TypeSH
Market value$1.50M
1.53%
Sole
0.00
Shared
0.00
None
6.01K
FIRST TR EXCHANGE-TRADED FD
SOLEShares24.76K
TypeSH
Market value$1.46M
1.48%
Sole
0.00
Shared
0.00
None
24.76K
ISHARES TR
SOLEShares17.73K
TypeSH
Market value$1.35M
1.37%
Sole
0.00
Shared
0.00
None
17.73K
ISHARES TR
SOLEShares2.25K
TypeSH
Market value$1.32M
1.34%
Sole
0.00
Shared
0.00
None
2.25K
ELI LILLY & CO
SOLEShares1.71K
TypeSH
Market value$1.32M
1.34%
Sole
0.00
Shared
0.00
None
1.71K
FIRST TR EXCHNG TRADED FD VI
SOLEShares52.84K
TypeSH
Market value$1.29M
1.31%
Sole
0.00
Shared
0.00
None
52.84K
PROSHARES TR
SOLEShares28.28K
TypeSH
Market value$1.25M
1.27%
Sole
0.00
Shared
0.00
None
28.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TRUSTSOLE | U S EQ 10 BUFFER | 309.74K | SH | $9.22M 9.34% | 0.00 | 0.00 | 309.74K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 23.81K | SH | $6.90M 6.99% | 0.00 | 0.00 | 23.81K |
ISHARES TRSOLE | MSCI EAFE ETF | 90.19K | SH | $6.82M 6.91% | 0.00 | 0.00 | 90.19K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S | 178.54K | SH | $6.33M 6.42% | 0.00 | 0.00 | 178.54K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 134.06K | SH | $4.21M 4.27% | 0.00 | 0.00 | 134.06K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.51K | SH | $3.82M 3.87% | 0.00 | 0.00 | 6.51K |
META PLATFORMS INCSOLE | CL A | 6.26K | SH | $3.66M 3.71% | 0.00 | 0.00 | 6.26K |
JOHNSON & JOHNSONSOLE | COM | 21.36K | SH | $3.09M 3.13% | 0.00 | 0.00 | 21.36K |
ISHARES TRSOLE | CORE S&P MCP ETF | 36.94K | SH | $2.30M 2.33% | 0.00 | 0.00 | 36.94K |
NETFLIX INCSOLE | COM | 2.55K | SH | $2.27M 2.30% | 0.00 | 0.00 | 2.55K |
NVIDIA CORPORATIONSOLE | COM | 16.05K | SH | $2.16M 2.18% | 0.00 | 0.00 | 16.05K |
AMAZON COM INCSOLE | COM | 9.75K | SH | $2.14M 2.17% | 0.00 | 0.00 | 9.75K |
ALPHABET INCSOLE | CAP STK CL A | 10.85K | SH | $2.05M 2.08% | 0.00 | 0.00 | 10.85K |
EXXON MOBIL CORPSOLE | COM | 18.87K | SH | $2.03M 2.06% | 0.00 | 0.00 | 18.87K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.98K | SH | $1.95M 1.98% | 0.00 | 0.00 | 9.98K |
BOEING COSOLE | COM | 10.86K | SH | $1.92M 1.95% | 0.00 | 0.00 | 10.86K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 58.27K | SH | $1.78M 1.80% | 0.00 | 0.00 | 58.27K |
MICROSOFT CORPSOLE | COM | 3.91K | SH | $1.65M 1.67% | 0.00 | 0.00 | 3.91K |
APPLE INCSOLE | COM | 6.01K | SH | $1.50M 1.53% | 0.00 | 0.00 | 6.01K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 24.76K | SH | $1.46M 1.48% | 0.00 | 0.00 | 24.76K |
ISHARES TRSOLE | MRGSTR MD CP ETF | 17.73K | SH | $1.35M 1.37% | 0.00 | 0.00 | 17.73K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.25K | SH | $1.32M 1.34% | 0.00 | 0.00 | 2.25K |
ELI LILLY & COSOLE | COM | 1.71K | SH | $1.32M 1.34% | 0.00 | 0.00 | 1.71K |
FIRST TR EXCHNG TRADED FD VISOLE | VEST BUFFERED | 52.84K | SH | $1.29M 1.31% | 0.00 | 0.00 | 52.84K |
PROSHARES TRSOLE | S&P 500 HIGH INC | 28.28K | SH | $1.25M 1.27% | 0.00 | 0.00 | 28.28K |
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