Pitti Group Wealth Management, LLC
CIK 1909664 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- EFA13.37%
- ZALT9.34%
- FHDG8.96%
- VTI7.05%
- JNJ3.87%
- BUFQ3.18%
- IJH2.70%
- GOOGL2.35%
- META2.25%
- SPYM2.19%
Share classes counted separately55.26%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NFLXWeight decreased · -0.57 pp1.74% → 1.17%Shares +224 (+1.00%)
- EXMOCWeight decreased · -0.57 pp2.05% → 1.48%Shares -3 (-0.02%)
- VTIWeight increased · +0.57 pp6.48% → 7.05%Shares +1.26K (+5.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $18.35M | 13.37% | 176.69K shares | 13.84% → 13.37%-0.47 pp +1.13K (+0.64%) | Added | ▾ |
| 02 | ZALTINNOVATOR US EQ 10 BUFFERU S EQ 10 BUFFER View history and evidence | $12.83M | 9.34% | 378.74K shares | 9.82% → 9.34%-0.48 pp +6.23K (+1.67%) | Added | ▾ |
| 03 | FHDGFTEQUITY QRTRLY DYN BUFF ETFFT VEST US EQUIT View history and evidence | $12.31M | 8.96% | 339.55K shares | 9.12% → 8.96%-0.16 pp +7.03K (+2.12%) | Added | ▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $9.68M | 7.05% | 26.15K shares | 6.48% → 7.05%+0.57 pp +1.26K (+5.07%) | Added | ▾ |
| 05 | JNJJOHNSON & JOHNSON View history and evidence | $5.31M | 3.87% | 20.89K shares | 4.15% → 3.87%-0.28 pp +1 (+0.00%) | Added | ▾ |
| 06 | BUFQFT VST LAD NSDQ BUF ETF-USDIFT VEST NASD ETF View history and evidence | $4.36M | 3.18% | 111.01K shares | 3.18% → 3.18%+0.00 pp +91 (+0.08%) | Added | ▾ |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $3.71M | 2.70% | 48.08K shares | 2.42% → 2.70%+0.28 pp +3.94K (+8.92%) | Added | ▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.23M | 2.35% | 9.03K shares | 2.16% → 2.35%+0.19 pp -215 (-2.33%) | Reduced | ▾ |
| 09 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $3.09M | 2.25% | 5.48K shares | 2.59% → 2.25%-0.34 pp -96 (-1.72%) | Reduced | ▾ |
| 10 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $3.01M | 2.19% | 34.24K shares | 2.10% → 2.19%+0.09 pp +397 (+1.17%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FDX FEDEX CORP | Non-derivative | -638 | -$227.27K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1909664 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 137275710
}Research all 84 reported holdings.
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