Filed: 4/11/2025ACC: 0001951757-25-000334
📋 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 $97.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$97.47M
Total AUM (reported)
1.51M
Total Shares
Allocation by class
COM$26.98M27.7%
U S EQ 10 BUFFER$12.86M13.2%
MSCI EAFE ETF$7.62M7.8%
FT VEST U.S$7.08M7.3%
TOTAL STK MKT$6.74M6.9%
CL A$4.90M5.0%
FT VEST LADDERED$4.34M4.5%
Portfolio Concentration
Top 3$27.22M27.9%
4–10$24.46M25.1%
11–25$23.64M24.3%
Rest$22.14M22.7%
Top 3 weight
27.9%
Top 10 weight
53.0%
Voting Authority Distribution
Total shares with voting rights: 1.51M
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
1.51M
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
SOLEShares432K
TypeSH
Market value$12.86M
13.19%
Sole
0.00
Shared
0.00
None
432K
ISHARES TR
SOLEShares93.19K
TypeSH
Market value$7.62M
7.81%
Sole
0.00
Shared
0.00
None
93.19K
VANGUARD INDEX FDS
SOLEShares24.54K
TypeSH
Market value$6.74M
6.92%
Sole
0.00
Shared
0.00
None
24.54K
FIRST TR EXCHNG TRADED FD VI
SOLEShares181.33K
TypeSH
Market value$6.40M
6.57%
Sole
0.00
Shared
0.00
None
181.33K
FIRST TR EXCHNG TRADED FD VI
SOLEShares137.76K
TypeSH
Market value$4.11M
4.22%
Sole
0.00
Shared
0.00
None
137.76K
META PLATFORMS INC
SOLEShares6.24K
TypeSH
Market value$3.59M
3.69%
Sole
0.00
Shared
0.00
None
6.24K
JOHNSON & JOHNSON
SOLEShares21.27K
TypeSH
Market value$3.53M
3.62%
Sole
0.00
Shared
0.00
None
21.27K
NETFLIX INC
SOLEShares2.55K
TypeSH
Market value$2.38M
2.44%
Sole
0.00
Shared
0.00
None
2.55K
ISHARES TR
SOLEShares38.20K
TypeSH
Market value$2.23M
2.29%
Sole
0.00
Shared
0.00
None
38.20K
EXXON MOBIL CORP
SOLEShares18.66K
TypeSH
Market value$2.22M
2.28%
Sole
0.00
Shared
0.00
None
18.66K
SPDR SER TR
SOLEShares33.06K
TypeSH
Market value$2.17M
2.23%
Sole
0.00
Shared
0.00
None
33.06K
BOEING CO
SOLEShares11.92K
TypeSH
Market value$2.03M
2.09%
Sole
0.00
Shared
0.00
None
11.92K
VANGUARD SPECIALIZED FUNDS
SOLEShares10.25K
TypeSH
Market value$1.99M
2.04%
Sole
0.00
Shared
0.00
None
10.25K
AMAZON COM INC
SOLEShares9.89K
TypeSH
Market value$1.88M
1.93%
Sole
0.00
Shared
0.00
None
9.89K
NVIDIA CORPORATION
SOLEShares15.79K
TypeSH
Market value$1.71M
1.76%
Sole
0.00
Shared
0.00
None
15.79K
ALPHABET INC
SOLEShares10.87K
TypeSH
Market value$1.68M
1.72%
Sole
0.00
Shared
0.00
None
10.87K
SPDR S&P 500 ETF TR
SOLEShares2.86K
TypeSH
Market value$1.60M
1.64%
Sole
0.00
Shared
0.00
None
2.86K
MICROSOFT CORP
SOLEShares3.88K
TypeSH
Market value$1.46M
1.49%
Sole
0.00
Shared
0.00
None
3.88K
ELI LILLY & CO
SOLEShares1.72K
TypeSH
Market value$1.42M
1.46%
Sole
0.00
Shared
0.00
None
1.72K
FIRST TR EXCHANGE TRADED FD
SOLEShares23.72K
TypeSH
Market value$1.39M
1.42%
Sole
0.00
Shared
0.00
None
23.72K
APPLE INC
SOLEShares6.06K
TypeSH
Market value$1.35M
1.38%
Sole
0.00
Shared
0.00
None
6.06K
ISHARES TR
SOLEShares2.28K
TypeSH
Market value$1.28M
1.31%
Sole
0.00
Shared
0.00
None
2.28K
PROSHARES TR
SOLEShares30.11K
TypeSH
Market value$1.27M
1.30%
Sole
0.00
Shared
0.00
None
30.11K
ISHARES TR
SOLEShares16.96K
TypeSH
Market value$1.26M
1.29%
Sole
0.00
Shared
0.00
None
16.96K
INVESCO ACTIVELY MANAGED EXC
SOLEShares23.09K
TypeSH
Market value$1.16M
1.19%
Sole
0.00
Shared
0.00
None
23.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TRUSTSOLE | U S EQ 10 BUFFER | 432K | SH | $12.86M 13.19% | 0.00 | 0.00 | 432K |
ISHARES TRSOLE | MSCI EAFE ETF | 93.19K | SH | $7.62M 7.81% | 0.00 | 0.00 | 93.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.54K | SH | $6.74M 6.92% | 0.00 | 0.00 | 24.54K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S | 181.33K | SH | $6.40M 6.57% | 0.00 | 0.00 | 181.33K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 137.76K | SH | $4.11M 4.22% | 0.00 | 0.00 | 137.76K |
META PLATFORMS INCSOLE | CL A | 6.24K | SH | $3.59M 3.69% | 0.00 | 0.00 | 6.24K |
JOHNSON & JOHNSONSOLE | COM | 21.27K | SH | $3.53M 3.62% | 0.00 | 0.00 | 21.27K |
NETFLIX INCSOLE | COM | 2.55K | SH | $2.38M 2.44% | 0.00 | 0.00 | 2.55K |
ISHARES TRSOLE | CORE S&P MCP ETF | 38.20K | SH | $2.23M 2.29% | 0.00 | 0.00 | 38.20K |
EXXON MOBIL CORPSOLE | COM | 18.66K | SH | $2.22M 2.28% | 0.00 | 0.00 | 18.66K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 33.06K | SH | $2.17M 2.23% | 0.00 | 0.00 | 33.06K |
BOEING COSOLE | COM | 11.92K | SH | $2.03M 2.09% | 0.00 | 0.00 | 11.92K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 10.25K | SH | $1.99M 2.04% | 0.00 | 0.00 | 10.25K |
AMAZON COM INCSOLE | COM | 9.89K | SH | $1.88M 1.93% | 0.00 | 0.00 | 9.89K |
NVIDIA CORPORATIONSOLE | COM | 15.79K | SH | $1.71M 1.76% | 0.00 | 0.00 | 15.79K |
ALPHABET INCSOLE | CAP STK CL A | 10.87K | SH | $1.68M 1.72% | 0.00 | 0.00 | 10.87K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.86K | SH | $1.60M 1.64% | 0.00 | 0.00 | 2.86K |
MICROSOFT CORPSOLE | COM | 3.88K | SH | $1.46M 1.49% | 0.00 | 0.00 | 3.88K |
ELI LILLY & COSOLE | COM | 1.72K | SH | $1.42M 1.46% | 0.00 | 0.00 | 1.72K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 23.72K | SH | $1.39M 1.42% | 0.00 | 0.00 | 23.72K |
APPLE INCSOLE | COM | 6.06K | SH | $1.35M 1.38% | 0.00 | 0.00 | 6.06K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.28K | SH | $1.28M 1.31% | 0.00 | 0.00 | 2.28K |
PROSHARES TRSOLE | S&P 500 HIGH INC | 30.11K | SH | $1.27M 1.30% | 0.00 | 0.00 | 30.11K |
ISHARES TRSOLE | MRGSTR MD CP ETF | 16.96K | SH | $1.26M 1.29% | 0.00 | 0.00 | 16.96K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 23.09K | SH | $1.16M 1.19% | 0.00 | 0.00 | 23.09K |
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