DOSSIER · 13F-HR · Q1 2026

Pitti Group Wealth Management, LLC

$123M in tracked AUM across 81 positions as of Q1 2026.

PG
CIK 0001909664 · last filed Mar 31, 2026
Total AUM
$123M
as of Q1 2026
Holdings
81
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Pitti Group Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EFA
ISHARES TR
$17M176K13.8%
02
ZALT
INNOVATOR ETFS TRUST
$12M373K9.8%
03
FHDG
FIRST TR EXCHNG TRADED FD VI
$11M333K9.1%
04
VTI
VANGUARD INDEX FDS
$8M25K6.5%
05
JNJ
JOHNSON & JOHNSON
$5M21K4.1%
06
BUFQ
FIRST TR EXCHNG TRADED FD VI
$4M111K3.2%
07
META
META PLATFORMS INC
$3M6K2.6%
08
IJH
ISHARES TR
$3M44K2.4%
09
GOOGL
ALPHABET INC
$3M9K2.2%
10
SPYM
SPDR SERIES TRUST
$3M34K2.1%

Filing history

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
2023Q2Jun 30
$89M 0.3%
62 positionsLocked
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