Filed: 7/15/2025ACC: 0001951757-25-000845
📋 What this filing means
PITTI GROUP WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $115.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$115.86M
Total AUM (reported)
1.67M
Total Shares
Allocation by class
COM$29.91M25.8%
U S EQ 10 BUFFER$20.32M17.5%
MSCI EAFE ETF$15.85M13.7%
TOTAL STK MKT$7.50M6.5%
CL A$5.87M5.1%
FT VEST LADDERED$4.91M4.2%
CORE S&P MCP ETF$2.49M2.2%
Portfolio Concentration
Top 3$43.67M37.7%
4–10$23.29M20.1%
11–25$25.08M21.6%
Rest$23.82M20.6%
Top 3 weight
37.7%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 1.67M
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
1.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings78
Rows:
INNOVATOR ETFS TRUST
SOLEShares659.77K
TypeSH
Market value$20.32M
17.54%
Sole
0.00
Shared
0.00
None
659.77K
ISHARES TR
SOLEShares177.34K
TypeSH
Market value$15.85M
13.68%
Sole
0.00
Shared
0.00
None
177.34K
VANGUARD INDEX FDS
SOLEShares24.68K
TypeSH
Market value$7.50M
6.47%
Sole
0.00
Shared
0.00
None
24.68K
FIRST TR EXCHNG TRADED FD VI
SOLEShares140.45K
TypeSH
Market value$4.66M
4.02%
Sole
0.00
Shared
0.00
None
140.45K
META PLATFORMS INC
SOLEShares6.29K
TypeSH
Market value$4.64M
4.00%
Sole
0.00
Shared
0.00
None
6.29K
NETFLIX INC
SOLEShares2.48K
TypeSH
Market value$3.32M
2.87%
Sole
0.00
Shared
0.00
None
2.48K
JOHNSON & JOHNSON
SOLEShares20.88K
TypeSH
Market value$3.19M
2.75%
Sole
0.00
Shared
0.00
None
20.88K
BOEING CO
SOLEShares12.12K
TypeSH
Market value$2.54M
2.19%
Sole
0.00
Shared
0.00
None
12.12K
ISHARES TR
SOLEShares40.22K
TypeSH
Market value$2.49M
2.15%
Sole
0.00
Shared
0.00
None
40.22K
SPDR SERIES TRUST
SOLEShares33.62K
TypeSH
Market value$2.44M
2.11%
Sole
0.00
Shared
0.00
None
33.62K
NVIDIA CORPORATION
SOLEShares14.60K
TypeSH
Market value$2.31M
1.99%
Sole
0.00
Shared
0.00
None
14.60K
AMAZON COM INC
SOLEShares10.46K
TypeSH
Market value$2.30M
1.98%
Sole
0.00
Shared
0.00
None
10.46K
VANGUARD SPECIALIZED FUNDS
SOLEShares10.85K
TypeSH
Market value$2.22M
1.92%
Sole
0.00
Shared
0.00
None
10.85K
EXXON MOBIL CORP
SOLEShares18.66K
TypeSH
Market value$2.01M
1.74%
Sole
0.00
Shared
0.00
None
18.66K
ALPHABET INC
SOLEShares11.10K
TypeSH
Market value$1.96M
1.69%
Sole
0.00
Shared
0.00
None
11.10K
MICROSOFT CORP
SOLEShares3.73K
TypeSH
Market value$1.85M
1.60%
Sole
0.00
Shared
0.00
None
3.73K
SPDR S&P 500 ETF TR
SOLEShares2.83K
TypeSH
Market value$1.75M
1.51%
Sole
0.00
Shared
0.00
None
2.83K
FIRST TR EXCHANGE TRADED FD
SOLEShares24.47K
TypeSH
Market value$1.54M
1.32%
Sole
0.00
Shared
0.00
None
24.47K
ISHARES TR
SOLEShares2.34K
TypeSH
Market value$1.45M
1.26%
Sole
0.00
Shared
0.00
None
2.34K
APPLE INC
SOLEShares6.66K
TypeSH
Market value$1.37M
1.18%
Sole
0.00
Shared
0.00
None
6.66K
PROSHARES TR
SOLEShares32.14K
TypeSH
Market value$1.36M
1.18%
Sole
0.00
Shared
0.00
None
32.14K
ISHARES TR
SOLEShares16.51K
TypeSH
Market value$1.31M
1.13%
Sole
0.00
Shared
0.00
None
16.51K
ELI LILLY & CO
SOLEShares1.62K
TypeSH
Market value$1.26M
1.09%
Sole
0.00
Shared
0.00
None
1.62K
VANGUARD STAR FDS
SOLEShares17.43K
TypeSH
Market value$1.20M
1.04%
Sole
0.00
Shared
0.00
None
17.43K
INVESCO ACTIVELY MANAGED EXC
SOLEShares23.84K
TypeSH
Market value$1.20M
1.03%
Sole
0.00
Shared
0.00
None
23.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TRUSTSOLE | U S EQ 10 BUFFER | 659.77K | SH | $20.32M 17.54% | 0.00 | 0.00 | 659.77K |
ISHARES TRSOLE | MSCI EAFE ETF | 177.34K | SH | $15.85M 13.68% | 0.00 | 0.00 | 177.34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.68K | SH | $7.50M 6.47% | 0.00 | 0.00 | 24.68K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 140.45K | SH | $4.66M 4.02% | 0.00 | 0.00 | 140.45K |
META PLATFORMS INCSOLE | CL A | 6.29K | SH | $4.64M 4.00% | 0.00 | 0.00 | 6.29K |
NETFLIX INCSOLE | COM | 2.48K | SH | $3.32M 2.87% | 0.00 | 0.00 | 2.48K |
JOHNSON & JOHNSONSOLE | COM | 20.88K | SH | $3.19M 2.75% | 0.00 | 0.00 | 20.88K |
BOEING COSOLE | COM | 12.12K | SH | $2.54M 2.19% | 0.00 | 0.00 | 12.12K |
ISHARES TRSOLE | CORE S&P MCP ETF | 40.22K | SH | $2.49M 2.15% | 0.00 | 0.00 | 40.22K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 33.62K | SH | $2.44M 2.11% | 0.00 | 0.00 | 33.62K |
NVIDIA CORPORATIONSOLE | COM | 14.60K | SH | $2.31M 1.99% | 0.00 | 0.00 | 14.60K |
AMAZON COM INCSOLE | COM | 10.46K | SH | $2.30M 1.98% | 0.00 | 0.00 | 10.46K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 10.85K | SH | $2.22M 1.92% | 0.00 | 0.00 | 10.85K |
EXXON MOBIL CORPSOLE | COM | 18.66K | SH | $2.01M 1.74% | 0.00 | 0.00 | 18.66K |
ALPHABET INCSOLE | CAP STK CL A | 11.10K | SH | $1.96M 1.69% | 0.00 | 0.00 | 11.10K |
MICROSOFT CORPSOLE | COM | 3.73K | SH | $1.85M 1.60% | 0.00 | 0.00 | 3.73K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.83K | SH | $1.75M 1.51% | 0.00 | 0.00 | 2.83K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 24.47K | SH | $1.54M 1.32% | 0.00 | 0.00 | 24.47K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.34K | SH | $1.45M 1.26% | 0.00 | 0.00 | 2.34K |
APPLE INCSOLE | COM | 6.66K | SH | $1.37M 1.18% | 0.00 | 0.00 | 6.66K |
PROSHARES TRSOLE | S&P 500 HIGH INC | 32.14K | SH | $1.36M 1.18% | 0.00 | 0.00 | 32.14K |
ISHARES TRSOLE | MRGSTR MD CP ETF | 16.51K | SH | $1.31M 1.13% | 0.00 | 0.00 | 16.51K |
ELI LILLY & COSOLE | COM | 1.62K | SH | $1.26M 1.09% | 0.00 | 0.00 | 1.62K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 17.43K | SH | $1.20M 1.04% | 0.00 | 0.00 | 17.43K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 23.84K | SH | $1.20M 1.03% | 0.00 | 0.00 | 23.84K |
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