Filed: 5/15/2026ACC: 0001951757-26-000883
๐ What this filing means
PITTI GROUP WEALTH MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 81 equity positions with a total reported market value of $123.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$123.19M
Total AUM (reported)
1.80M
Total Shares
Allocation by class
COM$28.16M22.9%
MSCI EAFE ETF$17.05M13.8%
U S EQ 10 BUFFER$12.09M9.8%
FT VEST US EQUIT$11.24M9.1%
TOTAL STK MKT$7.98M6.5%
CL A$4.46M3.6%
FT VEST LADDERED$3.92M3.2%
Portfolio Concentration
Top 3$40.38M32.8%
4โ10$28.43M23.1%
11โ25$27.56M22.4%
Rest$26.82M21.8%
Top 3 weight
32.8%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 1.80M
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
1.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings81
Rows:
ISHARES TR
SOLEShares175.56K
TypeSH
Market value$17.05M
13.84%
Sole
0.00
Shared
0.00
None
175.56K
INNOVATOR ETFS TRUST
SOLEShares372.51K
TypeSH
Market value$12.09M
9.82%
Sole
0.00
Shared
0.00
None
372.51K
FIRST TR EXCHNG TRADED FD VI
SOLEShares332.51K
TypeSH
Market value$11.24M
9.12%
Sole
0.00
Shared
0.00
None
332.51K
VANGUARD INDEX FDS
SOLEShares24.89K
TypeSH
Market value$7.98M
6.48%
Sole
0.00
Shared
0.00
None
24.89K
JOHNSON & JOHNSON
SOLEShares20.89K
TypeSH
Market value$5.11M
4.15%
Sole
0.00
Shared
0.00
None
20.89K
FIRST TR EXCHNG TRADED FD VI
SOLEShares110.92K
TypeSH
Market value$3.92M
3.18%
Sole
0.00
Shared
0.00
None
110.92K
META PLATFORMS INC
SOLEShares5.58K
TypeSH
Market value$3.19M
2.59%
Sole
0.00
Shared
0.00
None
5.58K
ISHARES TR
SOLEShares44.14K
TypeSH
Market value$2.98M
2.42%
Sole
0.00
Shared
0.00
None
44.14K
ALPHABET INC
SOLEShares9.24K
TypeSH
Market value$2.66M
2.16%
Sole
0.00
Shared
0.00
None
9.24K
SPDR SERIES TRUST
SOLEShares33.84K
TypeSH
Market value$2.59M
2.10%
Sole
0.00
Shared
0.00
None
33.84K
EXXON MOBIL CORP
SOLEShares14.86K
TypeSH
Market value$2.52M
2.05%
Sole
0.00
Shared
0.00
None
14.86K
VANGUARD SPECIALIZED FUNDS
SOLEShares11.23K
TypeSH
Market value$2.42M
1.96%
Sole
0.00
Shared
0.00
None
11.23K
BOEING CO
SOLEShares11.60K
TypeSH
Market value$2.31M
1.87%
Sole
0.00
Shared
0.00
None
11.60K
NETFLIX INC.
SOLEShares22.34K
TypeSH
Market value$2.15M
1.74%
Sole
0.00
Shared
0.00
None
22.34K
NVIDIA CORPORATION
SOLEShares11.80K
TypeSH
Market value$2.06M
1.67%
Sole
0.00
Shared
0.00
None
11.80K
AMAZON COM INC
SOLEShares8.67K
TypeSH
Market value$1.81M
1.47%
Sole
0.00
Shared
0.00
None
8.67K
STATE STR SPDR S&P 500 ETF T
SOLEShares2.75K
TypeSH
Market value$1.79M
1.45%
Sole
0.00
Shared
0.00
None
2.75K
FIRST TR EXCHANGE TRADED FD
SOLEShares24.79K
TypeSH
Market value$1.69M
1.37%
Sole
0.00
Shared
0.00
None
24.79K
VANGUARD STAR FDS
SOLEShares21.86K
TypeSH
Market value$1.69M
1.37%
Sole
0.00
Shared
0.00
None
21.86K
INVESCO ACTIVELY MANAGED EXC
SOLEShares32.29K
TypeSH
Market value$1.62M
1.31%
Sole
0.00
Shared
0.00
None
32.29K
APPLE INC
SOLEShares6.25K
TypeSH
Market value$1.59M
1.29%
Sole
0.00
Shared
0.00
None
6.25K
ISHARES TR
SOLEShares2.38K
TypeSH
Market value$1.55M
1.26%
Sole
0.00
Shared
0.00
None
2.38K
PROSHARES TR
SOLEShares35.06K
TypeSH
Market value$1.52M
1.23%
Sole
0.00
Shared
0.00
None
35.06K
ISHARES TR
SOLEShares17.67K
TypeSH
Market value$1.47M
1.20%
Sole
0.00
Shared
0.00
None
17.67K
ELI LILLY & CO
SOLEShares1.50K
TypeSH
Market value$1.38M
1.12%
Sole
0.00
Shared
0.00
None
1.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI EAFE ETF | 175.56K | SH | $17.05M 13.84% | 0.00 | 0.00 | 175.56K |
INNOVATOR ETFS TRUSTSOLE | U S EQ 10 BUFFER | 372.51K | SH | $12.09M 9.82% | 0.00 | 0.00 | 372.51K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQUIT | 332.51K | SH | $11.24M 9.12% | 0.00 | 0.00 | 332.51K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.89K | SH | $7.98M 6.48% | 0.00 | 0.00 | 24.89K |
JOHNSON & JOHNSONSOLE | COM | 20.89K | SH | $5.11M 4.15% | 0.00 | 0.00 | 20.89K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 110.92K | SH | $3.92M 3.18% | 0.00 | 0.00 | 110.92K |
META PLATFORMS INCSOLE | CL A | 5.58K | SH | $3.19M 2.59% | 0.00 | 0.00 | 5.58K |
ISHARES TRSOLE | CORE S&P MCP ETF | 44.14K | SH | $2.98M 2.42% | 0.00 | 0.00 | 44.14K |
ALPHABET INCSOLE | CAP STK CL A | 9.24K | SH | $2.66M 2.16% | 0.00 | 0.00 | 9.24K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 33.84K | SH | $2.59M 2.10% | 0.00 | 0.00 | 33.84K |
EXXON MOBIL CORPSOLE | COM | 14.86K | SH | $2.52M 2.05% | 0.00 | 0.00 | 14.86K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 11.23K | SH | $2.42M 1.96% | 0.00 | 0.00 | 11.23K |
BOEING COSOLE | COM | 11.60K | SH | $2.31M 1.87% | 0.00 | 0.00 | 11.60K |
NETFLIX INC.SOLE | COM | 22.34K | SH | $2.15M 1.74% | 0.00 | 0.00 | 22.34K |
NVIDIA CORPORATIONSOLE | COM | 11.80K | SH | $2.06M 1.67% | 0.00 | 0.00 | 11.80K |
AMAZON COM INCSOLE | COM | 8.67K | SH | $1.81M 1.47% | 0.00 | 0.00 | 8.67K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.75K | SH | $1.79M 1.45% | 0.00 | 0.00 | 2.75K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 24.79K | SH | $1.69M 1.37% | 0.00 | 0.00 | 24.79K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 21.86K | SH | $1.69M 1.37% | 0.00 | 0.00 | 21.86K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 32.29K | SH | $1.62M 1.31% | 0.00 | 0.00 | 32.29K |
APPLE INCSOLE | COM | 6.25K | SH | $1.59M 1.29% | 0.00 | 0.00 | 6.25K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.38K | SH | $1.55M 1.26% | 0.00 | 0.00 | 2.38K |
PROSHARES TRSOLE | S&P 500 HIGH INC | 35.06K | SH | $1.52M 1.23% | 0.00 | 0.00 | 35.06K |
ISHARES TRSOLE | MRGSTR MD CP ETF | 17.67K | SH | $1.47M 1.20% | 0.00 | 0.00 | 17.67K |
ELI LILLY & COSOLE | COM | 1.50K | SH | $1.38M 1.12% | 0.00 | 0.00 | 1.50K |
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