DOSSIER · 13F-HR · Q2 2026

Pitti Group Wealth Management, LLC

$137M in tracked AUM across 84 positions as of Q2 2026.

PG
CIK 0001909664 · last filed Jun 30, 2026
Total AUM
$137M
as of Q2 2026
Holdings
84
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Pitti Group Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
EFA
ISHARES TR
$18M177K13.4%
02
ZALT
INNOVATOR ETFS TRUST
$13M379K9.3%
03
FHDG
FIRST TR EXCHNG TRADED FD VI
$12M340K9.0%
04
VTI
VANGUARD INDEX FDS
$10M26K7.0%
05
JNJ
JOHNSON & JOHNSON
$5M21K3.9%
06
BUFQ
FIRST TR EXCHNG TRADED FD VI
$4M111K3.2%
07
IJH
ISHARES TR
$4M48K2.7%
08
GOOGL
ALPHABET INC
$3M9K2.4%
09
META
META PLATFORMS INC
$3M5K2.2%
10
SPYM
SPDR SERIES TRUST
$3M34K2.2%

Filing history

2026Q2Jun 30
$137M 11.4%
84 positionsView →
2026Q1Mar 31
$123M 1.3%
81 positionsView →
2025Q4Dec 31
$122M 3.5%
77 positionsView →
2025Q3Sep 30
$117M 1.4%
75 positionsView →
2025Q2Jun 30
$116M 18.9%
78 positionsLocked
2025Q1Mar 31
$97M 1.2%
73 positionsLocked
2024Q4Dec 31
$99M 7.3%
73 positionsLocked
2024Q3Sep 30
$92M 0.0%
60 positionsLocked
2024Q2Jun 30
$92M 2.7%
60 positionsLocked
2024Q1Mar 31
$89M 2.6%
61 positionsLocked
2023Q4Dec 31
$92M 5.1%
60 positionsLocked
2023Q3Sep 30
$87M 2.1%
65 positionsLocked
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