Filed: 11/7/2025ACC: 0001951757-25-001334
๐ What this filing means
PITTI GROUP WEALTH MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 75 equity positions with a total reported market value of $117.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$117.46M
Total AUM (reported)
1.64M
Total Shares
Allocation by class
COM$27.81M23.7%
U S EQ 10 BUFFER$21.26M18.1%
MSCI EAFE ETF$16.26M13.8%
TOTAL STK MKT$7.91M6.7%
CL A$5.15M4.4%
FT VEST LADDERED$4.80M4.1%
CORE S&P MCP ETF$2.70M2.3%
Portfolio Concentration
Top 3$45.44M38.7%
4โ10$23.06M19.6%
11โ25$25.79M22.0%
Rest$23.17M19.7%
Top 3 weight
38.7%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 1.64M
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
1.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings75
Rows:
INNOVATOR ETFS TRUST
SOLEShares666.83K
TypeSH
Market value$21.26M
18.10%
Sole
0.00
Shared
0.00
None
666.83K
ISHARES TR
SOLEShares174.18K
TypeSH
Market value$16.26M
13.85%
Sole
0.00
Shared
0.00
None
174.18K
VANGUARD INDEX FDS
SOLEShares24.11K
TypeSH
Market value$7.91M
6.74%
Sole
0.00
Shared
0.00
None
24.11K
FIRST TR EXCHNG TRADED FD VI
SOLEShares137.63K
TypeSH
Market value$4.80M
4.08%
Sole
0.00
Shared
0.00
None
137.63K
META PLATFORMS INC
SOLEShares5.42K
TypeSH
Market value$3.98M
3.39%
Sole
0.00
Shared
0.00
None
5.42K
JOHNSON & JOHNSON
SOLEShares20.85K
TypeSH
Market value$3.87M
3.29%
Sole
0.00
Shared
0.00
None
20.85K
ISHARES TR
SOLEShares41.42K
TypeSH
Market value$2.70M
2.30%
Sole
0.00
Shared
0.00
None
41.42K
NETFLIX INC
SOLEShares2.21K
TypeSH
Market value$2.65M
2.25%
Sole
0.00
Shared
0.00
None
2.21K
SPDR SERIES TRUST
SOLEShares33.12K
TypeSH
Market value$2.59M
2.21%
Sole
0.00
Shared
0.00
None
33.12K
BOEING CO
SOLEShares11.50K
TypeSH
Market value$2.48M
2.11%
Sole
0.00
Shared
0.00
None
11.50K
ALPHABET INC
SOLEShares9.44K
TypeSH
Market value$2.29M
1.95%
Sole
0.00
Shared
0.00
None
9.44K
VANGUARD SPECIALIZED FUNDS
SOLEShares10.61K
TypeSH
Market value$2.29M
1.95%
Sole
0.00
Shared
0.00
None
10.61K
NVIDIA CORPORATION
SOLEShares11.95K
TypeSH
Market value$2.23M
1.90%
Sole
0.00
Shared
0.00
None
11.95K
EXXON MOBIL CORP
SOLEShares18.54K
TypeSH
Market value$2.09M
1.78%
Sole
0.00
Shared
0.00
None
18.54K
AMAZON COM INC
SOLEShares8.31K
TypeSH
Market value$1.83M
1.55%
Sole
0.00
Shared
0.00
None
8.31K
SPDR S&P 500 ETF TR
SOLEShares2.65K
TypeSH
Market value$1.76M
1.50%
Sole
0.00
Shared
0.00
None
2.65K
MICROSOFT CORP
SOLEShares3.29K
TypeSH
Market value$1.70M
1.45%
Sole
0.00
Shared
0.00
None
3.29K
FIRST TR EXCHANGE TRADED FD
SOLEShares23.79K
TypeSH
Market value$1.60M
1.36%
Sole
0.00
Shared
0.00
None
23.79K
APPLE INC
SOLEShares6.15K
TypeSH
Market value$1.57M
1.33%
Sole
0.00
Shared
0.00
None
6.15K
PROSHARES TR
SOLEShares34.12K
TypeSH
Market value$1.54M
1.31%
Sole
0.00
Shared
0.00
None
34.12K
VANGUARD STAR FDS
SOLEShares20.68K
TypeSH
Market value$1.52M
1.29%
Sole
0.00
Shared
0.00
None
20.68K
ISHARES TR
SOLEShares2.16K
TypeSH
Market value$1.45M
1.23%
Sole
0.00
Shared
0.00
None
2.16K
INVESCO ACTIVELY MANAGED EXC
SOLEShares28.15K
TypeSH
Market value$1.41M
1.20%
Sole
0.00
Shared
0.00
None
28.15K
ISHARES TR
SOLEShares16.03K
TypeSH
Market value$1.33M
1.13%
Sole
0.00
Shared
0.00
None
16.03K
ELI LILLY & CO
SOLEShares1.55K
TypeSH
Market value$1.18M
1.01%
Sole
0.00
Shared
0.00
None
1.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TRUSTSOLE | U S EQ 10 BUFFER | 666.83K | SH | $21.26M 18.10% | 0.00 | 0.00 | 666.83K |
ISHARES TRSOLE | MSCI EAFE ETF | 174.18K | SH | $16.26M 13.85% | 0.00 | 0.00 | 174.18K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.11K | SH | $7.91M 6.74% | 0.00 | 0.00 | 24.11K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 137.63K | SH | $4.80M 4.08% | 0.00 | 0.00 | 137.63K |
META PLATFORMS INCSOLE | CL A | 5.42K | SH | $3.98M 3.39% | 0.00 | 0.00 | 5.42K |
JOHNSON & JOHNSONSOLE | COM | 20.85K | SH | $3.87M 3.29% | 0.00 | 0.00 | 20.85K |
ISHARES TRSOLE | CORE S&P MCP ETF | 41.42K | SH | $2.70M 2.30% | 0.00 | 0.00 | 41.42K |
NETFLIX INCSOLE | COM | 2.21K | SH | $2.65M 2.25% | 0.00 | 0.00 | 2.21K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 33.12K | SH | $2.59M 2.21% | 0.00 | 0.00 | 33.12K |
BOEING COSOLE | COM | 11.50K | SH | $2.48M 2.11% | 0.00 | 0.00 | 11.50K |
ALPHABET INCSOLE | CAP STK CL A | 9.44K | SH | $2.29M 1.95% | 0.00 | 0.00 | 9.44K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 10.61K | SH | $2.29M 1.95% | 0.00 | 0.00 | 10.61K |
NVIDIA CORPORATIONSOLE | COM | 11.95K | SH | $2.23M 1.90% | 0.00 | 0.00 | 11.95K |
EXXON MOBIL CORPSOLE | COM | 18.54K | SH | $2.09M 1.78% | 0.00 | 0.00 | 18.54K |
AMAZON COM INCSOLE | COM | 8.31K | SH | $1.83M 1.55% | 0.00 | 0.00 | 8.31K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.65K | SH | $1.76M 1.50% | 0.00 | 0.00 | 2.65K |
MICROSOFT CORPSOLE | COM | 3.29K | SH | $1.70M 1.45% | 0.00 | 0.00 | 3.29K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 23.79K | SH | $1.60M 1.36% | 0.00 | 0.00 | 23.79K |
APPLE INCSOLE | COM | 6.15K | SH | $1.57M 1.33% | 0.00 | 0.00 | 6.15K |
PROSHARES TRSOLE | S&P 500 HIGH INC | 34.12K | SH | $1.54M 1.31% | 0.00 | 0.00 | 34.12K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 20.68K | SH | $1.52M 1.29% | 0.00 | 0.00 | 20.68K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.16K | SH | $1.45M 1.23% | 0.00 | 0.00 | 2.16K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 28.15K | SH | $1.41M 1.20% | 0.00 | 0.00 | 28.15K |
ISHARES TRSOLE | MRGSTR MD CP ETF | 16.03K | SH | $1.33M 1.13% | 0.00 | 0.00 | 16.03K |
ELI LILLY & COSOLE | COM | 1.55K | SH | $1.18M 1.01% | 0.00 | 0.00 | 1.55K |
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