Pitti Group Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Pitti Group Wealth Management, LLC held in its portfolio 72 assets valued at $121,629,545 (i.e. $121.63M).
The most valuable assets in the portfolio included: ISHARES TR ($16.75M), INNOVATOR ETFS TRUST ($11.87M), and FIRST TR EXCHNG TRADED FD VI ($11.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 72 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pitti Group Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 174384 | 16746065 | MSCI EAFE ETF |
| INNOVATOR ETFS TRUST | 364329 | 11866196 | U S EQ 10 BUFFER |
| FIRST TR EXCHNG TRADED FD VI | 324694 | 11015662 | FT VEST US EQUIT |
| VANGUARD INDEX FDS | 24253 | 8131225 | TOTAL STK MKT |
| FIRST TR EXCHNG TRADED FD VI | 134928 | 4835820 | FT VEST LADDERED |
| JOHNSON & JOHNSON | 20941 | 4333764 | COM |
| META PLATFORMS INC | 5544 | 3659263 | CL A |
| ALPHABET INC | 9116 | 2853403 | CAP STK CL A |
| ISHARES TR | 41655 | 2749237 | CORE S&P MCP ETF |
| SPDR SERIES TRUST | 32778 | 2629466 | STATE STREET SPD |
| BOEING CO | 11564 | 2510776 | COM |
| VANGUARD SPECIALIZED FUNDS | 10745 | 2361523 | DIV APP ETF |
| NVIDIA CORPORATION | 11464 | 2137957 | COM |
| NETFLIX INC | 22160 | 2077722 | COM |
| AMAZON COM INC | 8354 | 1928155 | COM |
| SPDR S&P 500 ETF TR | 2634 | 1795887 | TR UNIT |
| EXXON MOBIL CORP | 14857 | 1787857 | COM |
| FIRST TR EXCHANGE TRADED FD | 24029 | 1669318 | RISNG DIVD ACHIV |
| APPLE INC | 6073 | 1651091 | COM |
| MICROSOFT CORP | 3338 | 1614113 | COM |
| ELI LILLY & CO | 1501 | 1613159 | COM |
| FIRST TR EXCHNG TRADED FD VI | 30243 | 1552213 | FT VEST US EQT |
| ISHARES TR | 2230 | 1527528 | CORE S&P500 ETF |
| PROSHARES TR | 33366 | 1522504 | S&P 500 HIGH INC |
| VANGUARD STAR FDS | 20083 | 1515035 | VG TL INTL STK F |
| INVESCO ACTIVELY MANAGED EXC | 29338 | 1474220 | ULTRA SHRT DUR |
| ISHARES TR | 16266 | 1345728 | MRGSTR MD CP ETF |
| INNOVATOR ETFS TRUST | 59641 | 1290741 | EQUITY DUAL DIRE |
| ISHARES TR | 4905 | 1207341 | RUSSELL 2000 ETF |
| BANK AMERICA CORP | 21080 | 1159402 | COM |
| FIRST TR EXCHNG TRADED FD VI | 24364 | 1008873 | FT VEST U.S |
| VANGUARD BD INDEX FDS | 12988 | 962032 | TOTAL BND MRKT |
| MEDTRONIC PLC | 8637 | 829664 | SHS |
| LOWES COS INC | 3376 | 814164 | COM |
| ALPHABET INC | 2467 | 774130 | CAP STK CL C |
| INVESCO EXCH TRADED FD TR II | 2869 | 725636 | NASDAQ 100 ETF |
| JPMORGAN CHASE & CO. | 2208 | 711451 | COM |
| MARRIOTT INTL INC NEW | 2293 | 711280 | CL A |
| INVESCO QQQ TR | 1115 | 684999 | UNIT SER 1 |
| FIRST TR EXCHANGE-TRADED FD | 17507 | 670877 | SMID RISNG ETF |
| INNOVATOR ETFS TRUST | 22191 | 648643 | INTL DVLPD 10 BU |
| QUALCOMM INC | 3655 | 625154 | COM |
| INNOVATOR ETFS TRUST | 14370 | 598079 | US EQUITY ACCELE |
| AMERICAN CENTY ETF TR | 5816 | 593065 | US SML CP VALU |
| PAYPAL HLDGS INC | 9924 | 579363 | COM |
| TESLA INC | 1147 | 515829 | COM |
| FIRST TR EXCHNG TRADED FD VI | 9720 | 497497 | FT VEST UQ EQT |
| PAYCHEX INC | 4234 | 474951 | COM |
| INNOVATOR ETFS TRUST | 15818 | 454201 | EMERGING MRKT 10 |
| NEXTERA ENERGY INC | 5379 | 431845 | COM |
| VERIZON COMMUNICATIONS INC | 9994 | 407051 | COM |
| VANGUARD INTL EQUITY INDEX F | 7048 | 378906 | FTSE EMR MKT ETF |
| HOME DEPOT INC | 1094 | 376466 | COM |
| SHOPIFY INC | 1950 | 313892 | CL A SUB VTG SHS |
| STRYKER CORPORATION | 844 | 296655 | COM |
| UBER TECHNOLOGIES INC | 3489 | 285086 | COM |
| MASTERCARD INCORPORATED | 495 | 282586 | CL A |
| VANGUARD WORLD FD | 709 | 279289 | CONSUM DIS ETF |
| BLOCK INC | 4038 | 262833 | CL A |
| VANGUARD WORLD FD | 342 | 257793 | INF TECH ETF |
| WALMART INC | 2271 | 252971 | COM |
| PROSHARES TR | 5553 | 246996 | NASDAQ 100 HIGH |
| ABBVIE INC | 1071 | 244813 | COM |
| MORGAN STANLEY | 1369 | 243028 | COM NEW |
| SHERWIN WILLIAMS CO | 719 | 232988 | COM |
| ROYAL CARIBBEAN GROUP | 818 | 228248 | COM |
| INNOVATOR ETFS TRUST | 7784 | 228180 | NASDAQ-100 10 BU |
| HILTON WORLDWIDE HLDGS INC | 765 | 219746 | COM |
| FIRST TR EXCHNG TRADED FD VI | 6504 | 211575 | FT VEST NAS |
| VANGUARD INDEX FDS | 787 | 203072 | SMALL CP ETF |
| FORD MTR CO | 14202 | 186333 | COM |
| ULTRALIFE CORP | 20443 | 116934 | COM |