Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $18.4M | 13.4% |
| Innovator ETFS TrustU S EQ 10 BUFFER | U S EQ 10 BUFFER | $12.8M | 9.3% |
| First TR Exchng Traded FD VIFT VEST US EQUIT | FT VEST US EQUIT | $12.3M | 9.0% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $9.68M | 7.0% |
| Johnson & JohnsonCOM | COM | $5.31M | 3.9% |
| First TR Exchng Traded FD VIFT VEST NASD ETF | FT VEST NASD ETF | $4.36M | 3.2% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $3.71M | 2.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $3.23M | 2.4% |
| Meta Platforms Inc.CL A | CL A | $3.09M | 2.2% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $3.01M | 2.2% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $2.65M | 1.9% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $2.37M | 1.7% |
| Nvidia CorporationCOM | COM | $2.29M | 1.7% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.26M | 1.6% |
| Boeing COCOM | COM | $2.25M | 1.6% |
| Invesco Actively Managed ExcULTRA SHRT DUR | ULTRA SHRT DUR | $2.07M | 1.5% |
| Exxon Mobil Corp.COM | COM | $2.03M | 1.5% |
| Amazon Com Inc.COM | COM | $2.01M | 1.5% |
| First TR Exchange Traded FDRISNG DIVD ACHIV | RISNG DIVD ACHIV | $2.01M | 1.5% |
| Proshares TRS&P 500 HIGH ETF | S&P 500 HIGH ETF | $1.88M | 1.4% |
| Eli Lilly & COCOM | COM | $1.81M | 1.3% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1.76M | 1.3% |
| iShares TRMRGSTR MD CP ETF | MRGSTR MD CP ETF | $1.73M | 1.3% |
| Apple Inc.COM | COM | $1.72M | 1.3% |
| Netflix Inc..COM | COM | $1.61M | 1.2% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $1.57M | 1.1% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $1.39M | 1.0% |
| Microsoft Corp.COM | COM | $1.27M | 0.9% |
| Invesco Exch Traded FD TR IINASDAQ 100 ETF | NASDAQ 100 ETF | $1.23M | 0.9% |
| Innovator ETFS TrustEQUI DUAL 10 OCT | EQUI DUAL 10 OCT | $1.22M | 0.9% |
| Bank OF Amer Corp.COM | COM | $1.08M | 0.8% |
| First TR Exchange Traded FDSMID RISNG ETF | SMID RISNG ETF | $1.04M | 0.8% |
| Innovator ETFS TrustINTL DVLPD 10 BU | INTL DVLPD 10 BU | $918K | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $907K | 0.7% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $887K | 0.6% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $877K | 0.6% |
| Marriott Intl Inc. NewCL A | CL A | $825K | 0.6% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $820K | 0.6% |
| JPMORGAN Chase & COCOM | COM | $733K | 0.5% |
| Innovator ETFS TrustEMERGING MRKT 10 | EMERGING MRKT 10 | $711K | 0.5% |
| Lowes Cos Inc.COM | COM | $703K | 0.5% |
| Medtronic PLCSHS | SHS | $683K | 0.5% |
| Qualcomm Inc.COM | COM | $644K | 0.5% |
| Innovator ETFS TrustUS EQUITY ACCELE | US EQUITY ACCELE | $617K | 0.4% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $582K | 0.4% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $582K | 0.4% |
| First TR Exchng Traded FD VIFT VEST U.S | FT VEST U.S | $534K | 0.4% |
| First TR Exchng Traded FD VIFT VEST UQ EQT | FT VEST UQ EQT | $529K | 0.4% |
| Tesla Inc.COM | COM | $496K | 0.4% |
| Nextera Energy Inc.COM | COM | $481K | 0.4% |
iShares TRMSCI EAFE ETF$18.4M
- Class
- MSCI EAFE ETF
- Share
- 13.4%
Innovator ETFS TrustU S EQ 10 BUFFER$12.8M
- Class
- U S EQ 10 BUFFER
- Share
- 9.3%
First TR Exchng Traded FD VIFT VEST US EQUIT$12.3M
- Class
- FT VEST US EQUIT
- Share
- 9.0%
Vanguard Index FdsTOTAL STK MKT$9.68M
- Class
- TOTAL STK MKT
- Share
- 7.0%
Johnson & JohnsonCOM$5.31M
- Class
- COM
- Share
- 3.9%
First TR Exchng Traded FD VIFT VEST NASD ETF$4.36M
- Class
- FT VEST NASD ETF
- Share
- 3.2%
iShares TRCORE S&P MCP ETF$3.71M
- Class
- CORE S&P MCP ETF
- Share
- 2.7%
Alphabet Inc.CAP STK CL A$3.23M
- Class
- CAP STK CL A
- Share
- 2.4%
Meta Platforms Inc.CL A$3.09M
- Class
- CL A
- Share
- 2.2%
SPDR Series TrustST STR P500ETF$3.01M
- Class
- ST STR P500ETF
- Share
- 2.2%
Vanguard Specialized FundsDIV APP ETF$2.65M
- Class
- DIV APP ETF
- Share
- 1.9%
Vanguard Star FdsVG TL INTL STK F$2.37M
- Class
- VG TL INTL STK F
- Share
- 1.7%
Nvidia CorporationCOM$2.29M
- Class
- COM
- Share
- 1.7%
State Str SPDR S&P 500 ETF TTR UNIT$2.26M
- Class
- TR UNIT
- Share
- 1.6%
Boeing COCOM$2.25M
- Class
- COM
- Share
- 1.6%
Invesco Actively Managed ExcULTRA SHRT DUR$2.07M
- Class
- ULTRA SHRT DUR
- Share
- 1.5%
Exxon Mobil Corp.COM$2.03M
- Class
- COM
- Share
- 1.5%
Amazon Com Inc.COM$2.01M
- Class
- COM
- Share
- 1.5%
First TR Exchange Traded FDRISNG DIVD ACHIV$2.01M
- Class
- RISNG DIVD ACHIV
- Share
- 1.5%
Proshares TRS&P 500 HIGH ETF$1.88M
- Class
- S&P 500 HIGH ETF
- Share
- 1.4%
Eli Lilly & COCOM$1.81M
- Class
- COM
- Share
- 1.3%
iShares TRCORE S&P500 ETF$1.76M
- Class
- CORE S&P500 ETF
- Share
- 1.3%
iShares TRMRGSTR MD CP ETF$1.73M
- Class
- MRGSTR MD CP ETF
- Share
- 1.3%
Apple Inc.COM$1.72M
- Class
- COM
- Share
- 1.3%
Netflix Inc..COM$1.61M
- Class
- COM
- Share
- 1.2%
iShares TRRUSSELL 2000 ETF$1.57M
- Class
- RUSSELL 2000 ETF
- Share
- 1.1%
Vanguard BD Index FdsTOTAL BND MRKT$1.39M
- Class
- TOTAL BND MRKT
- Share
- 1.0%
Microsoft Corp.COM$1.27M
- Class
- COM
- Share
- 0.9%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$1.23M
- Class
- NASDAQ 100 ETF
- Share
- 0.9%
Innovator ETFS TrustEQUI DUAL 10 OCT$1.22M
- Class
- EQUI DUAL 10 OCT
- Share
- 0.9%
Bank OF Amer Corp.COM$1.08M
- Class
- COM
- Share
- 0.8%
First TR Exchange Traded FDSMID RISNG ETF$1.04M
- Class
- SMID RISNG ETF
- Share
- 0.8%
Innovator ETFS TrustINTL DVLPD 10 BU$918K
- Class
- INTL DVLPD 10 BU
- Share
- 0.7%
Alphabet Inc.CAP STK CL C$907K
- Class
- CAP STK CL C
- Share
- 0.7%
American Centy ETF TRUS SML CP VALU$887K
- Class
- US SML CP VALU
- Share
- 0.6%
First TR Exchng Traded FD VIFT VEST US EQT$877K
- Class
- FT VEST US EQT
- Share
- 0.6%
Marriott Intl Inc. NewCL A$825K
- Class
- CL A
- Share
- 0.6%
Invesco Qqq TRUNIT SER 1$820K
- Class
- UNIT SER 1
- Share
- 0.6%
JPMORGAN Chase & COCOM$733K
- Class
- COM
- Share
- 0.5%
Innovator ETFS TrustEMERGING MRKT 10$711K
- Class
- EMERGING MRKT 10
- Share
- 0.5%
Lowes Cos Inc.COM$703K
- Class
- COM
- Share
- 0.5%
Medtronic PLCSHS$683K
- Class
- SHS
- Share
- 0.5%
Qualcomm Inc.COM$644K
- Class
- COM
- Share
- 0.5%
Innovator ETFS TrustUS EQUITY ACCELE$617K
- Class
- US EQUITY ACCELE
- Share
- 0.4%
First TR Exchng Traded FD VIFT VEST US EQT$582K
- Class
- FT VEST US EQT
- Share
- 0.4%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$582K
- Class
- FTSE EMR MKT ETF
- Share
- 0.4%
First TR Exchng Traded FD VIFT VEST U.S$534K
- Class
- FT VEST U.S
- Share
- 0.4%
First TR Exchng Traded FD VIFT VEST UQ EQT$529K
- Class
- FT VEST UQ EQT
- Share
- 0.4%
Tesla Inc.COM$496K
- Class
- COM
- Share
- 0.4%
Nextera Energy Inc.COM$481K
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 84 positions by value, with holdings of the same security combined. The 84 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1909664
- File number
- 028-21703
- Options
- 0 call, 0 put
- In the 25 largest
- 77.4%
- Prior quarter
- $123M at 31 March 2026
- Positions opened
- 4
- Positions closed
- 1
Common questions
What are The Pitti Group Wealth Management’s 13F holdings worth?
$137 million across 84 positions for the quarter ended 30 June 2026.
What is The Pitti Group Wealth Management’s largest 13F holding?
ISHARES TR (MSCI EAFE ETF) was the largest position at $18.4 million, or 13.4% of reported 13F value, as of 30 June 2026.
How concentrated is The Pitti Group Wealth Management’s 13F portfolio?
The ten largest positions accounted for 55.3% of reported value and the twenty-five largest for 77.4%, across 84 positions as of 30 June 2026.
Does Form 13F show everything The Pitti Group Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does The Pitti Group Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.