Pitti Group Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Pitti Group Wealth Management, LLC reported 84 stock positions worth $137.3 million. Its top holding was iShares MSCI Eafe ETF (EFA) at 13.4% of the portfolio, followed by Innovator US Eq 10 Buffer (ZALT, 9.3%) and Ftequity Qrtrly DYN Buff ETF (FHDG, 9.0%). Compared with Q1 2026, it opened 4 new positions, sold out of 1, added to 36 and reduced 33. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +5%) and the biggest sale Exxon Mobil (XOM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- VICTOR, NY
- CIK
- 0001909664
- Portfolio Value
- $137.3M (Q2 2026)
- SEC Filing
- 0001951757-26-001247 ↗ filed Aug 12, 2026
Holdings Value
Holdings 84 stocks · $137.3M
| EFA iShares MSCI Eafe ETF | 13.37% | 176,688 | $18.4M | Add +0.6% |
| ZALT Innovator US Eq 10 Buffer | 9.34% | 378,737 | $12.8M | Add +1.7% |
| FHDG Ftequity Qrtrly DYN Buff ETF | 8.96% | 339,548 | $12.3M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 7.05% | 26,148 | $9.7M | Add +5.1% |
| JNJ Johnson & Johnson | 3.87% | 20,892 | $5.3M | Add +0.0% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 3.18% | 111,014 | $4.4M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 2.70% | 48,078 | $3.7M | Add +8.9% |
| GOOGL Alphabet Inc. Class A | 2.35% | 9,028 | $3.2M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 2.25% | 5,483 | $3.1M | Reduce -1.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.19% | 34,236 | $3.0M | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 1.93% | 11,189 | $2.6M | Reduce -0.4% |
| VXUS Vanguard Total Intl Stock | 1.72% | 27,693 | $2.4M | Add +26.7% |
| NVDA Nvidia Corp. | 1.67% | 11,453 | $2.3M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.65% | 3,029 | $2.3M | Add +10.1% |
| BA The Boeing Co. | 1.64% | 10,402 | $2.3M | Reduce -10.3% |
| GSY Invesco Ultra Short Duration | 1.51% | 41,356 | $2.1M | Add +28.1% |
| XOM Exxon Mobil Corp. | 1.48% | 14,854 | $2.0M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 1.46% | 8,436 | $2.0M | Reduce -2.7% |
| RDVY First Trust Rising Dividend | 1.46% | 24,800 | $2.0M | Add +0.1% |
| ISPY Proshares S&P High Incom ETF | 1.37% | 38,921 | $1.9M | Add +11.0% |
| LLY Eli Lilly & Co. | 1.32% | 1,506 | $1.8M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 1.28% | 2,348 | $1.8M | Reduce -1.2% |
| IMCB iShares Morningstar Mid-Cap | 1.26% | 17,876 | $1.7M | Add +1.1% |
| AAPL Apple Inc. | 1.25% | 5,946 | $1.7M | Reduce -4.8% |
| NFLX Netflix Inc. | 1.17% | 22,567 | $1.6M | Add +1.0% |
| IWM iShares Russell 2000 ETF | 1.14% | 5,219 | $1.6M | Add +0.5% |
| BND Vanguard Total Bond Market | 1.01% | 18,932 | $1.4M | Add +28.2% |
| MSFT Microsoft Corp. | 0.92% | 3,396 | $1.3M | Reduce -0.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.90% | 4,056 | $1.2M | Add +29.2% |
| DDTO Innovator Edd 10 Buff Oct | 0.89% | 53,033 | $1.2M | Add +3.9% |
| BAC Bank of America Corp. | 0.79% | 19,007 | $1.1M | Reduce -10.5% |
| SDVY First Trust Smid Cap Rising | 0.76% | 24,220 | $1.0M | Add +26.6% |
| IBUF Innv Id 10 Buffer ETF Qurtly | 0.67% | 29,168 | $918K | Add +3.9% |
| GOOG Alphabet Inc. Class C | 0.66% | 2,566 | $907K | Reduce -0.9% |
| AVUV Avantis US Small Cap Value | 0.65% | 7,112 | $887K | Add +13.2% |
| FNOV FT Vest US Equity Buffer ETF | 0.64% | 14,989 | $877K | No change |
| MAR Marriott International Class A | 0.60% | 2,227 | $825K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 1,114 | $820K | No change |
| JPM JPMorgan Chase & Co. | 0.53% | 2,240 | $733K | Add +0.1% |
| EBUF Innovator Em 10 B ETF Quart | 0.52% | 22,336 | $711K | Add +5.2% |
| LOW Lowe's Cos Inc. | 0.51% | 3,188 | $703K | Reduce -8.8% |
| MDT Medtronic PLC | 0.50% | 8,724 | $683K | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.47% | 3,488 | $644K | Reduce -6.7% |
| XDSQ Innovator US Eqy Accl-Quart | 0.45% | 14,367 | $617K | Reduce -0.0% |
| FOCT FT Vest U.S. Equity Buffer E | 0.42% | 11,130 | $582K | Reduce -1.5% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 9,747 | $582K | Add +30.0% |
| XJUN FT Vest U.S. Equity Enhance | 0.39% | 12,025 | $534K | No change |
| FDEC FT Vest U.S. Equity Buffer E | 0.39% | 9,718 | $529K | No change |
| TSLA Tesla Inc. | 0.36% | 1,180 | $496K | Add +2.4% |
| NEE Nextera Energy Inc. | 0.35% | 5,478 | $481K | Reduce -0.2% |
| PYPL PayPal Holdings Inc. | 0.34% | 10,699 | $462K | Add +4.0% |
| VZ Verizon Communications Inc. | 0.31% | 10,106 | $428K | Add +0.9% |
| DDTJ Innovator Ed D10 Buff Jan | 0.31% | 21,200 | $426K | No change |
| PAYX Paychex Inc. | 0.30% | 4,257 | $419K | Add +0.3% |
| HD Home Depot Inc. | 0.28% | 1,080 | $381K | Reduce -3.0% |
| GLW Corning Inc. | 0.25% | 1,335 | $341K | New |
| VGT Vanguard Info Tech ETF | 0.24% | 2,736 | $327K | No change |
| QBUF Innv Nasdaq -100 10 B - QRT | 0.24% | 10,584 | $326K | Add +11.6% |
| UBER Uber Technologies Inc. | 0.22% | 4,201 | $303K | Add +6.3% |
| XYZ Block Inc. | 0.22% | 3,987 | $303K | Reduce -1.9% |
| DDTF Invtr Ed DRNL 10 BFR ETF Feb | 0.22% | 14,600 | $296K | No change |
| MS Morgan Stanley | 0.21% | 1,372 | $287K | Add +0.1% |
| IQQQ Proshares NDX High Incom ETF | 0.21% | 5,588 | $284K | Reduce -3.1% |
| VCR Vanguard Consumer Discre ETF | 0.20% | 709 | $281K | No change |
| FMAR FT Vest US Equity Buffer ETF | 0.20% | 5,374 | $281K | Reduce -1.1% |
| XJUL FT Vest US Equity Enhance & | 0.20% | 6,815 | $277K | Reduce -0.1% |
| SYK Stryker Corp. | 0.20% | 881 | $277K | Reduce -0.3% |
| RCL Royal Caribbean Cruises Ltd. | 0.20% | 869 | $276K | Add +6.1% |
| ABBV Abbvie Inc. | 0.20% | 1,081 | $272K | Add +0.5% |
| HLT Hilton Worldwide Holdings Inc. | 0.19% | 784 | $259K | Add +0.6% |
| MA Mastercard Inc. Class A | 0.19% | 495 | $254K | Reduce -15.4% |
| WMT Walmart Inc. | 0.18% | 2,227 | $252K | Reduce -1.9% |
| SHW The Sherwin-Williams Co. | 0.18% | 730 | $251K | Reduce -2.4% |
| DDFO Innov Eq DD 15 Buf ETF - Oct | 0.18% | 11,150 | $251K | No change |
| V Visa Inc. Class A | 0.17% | 700 | $240K | No change |
| MU Micron Technology Inc. | 0.17% | 208 | $240K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 786 | $238K | Reduce -0.1% |
| XDEC FT Vest US Equity Enhance & | 0.17% | 5,369 | $230K | Reduce -2.6% |
| SMH Vaneck Semiconductor ETF | 0.17% | 350 | $230K | New |
| QDEC FT Vest Nasdaq-100 Buffer Et | 0.16% | 6,219 | $221K | Reduce -4.4% |
| SHOP Shopify Inc. Class A | 0.16% | 1,880 | $215K | Reduce -3.6% |
| XNOV FT Vest US Equity Enhance & | 0.15% | 5,076 | $201K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.14% | 13,361 | $186K | Reduce -6.1% |
| ULBI Ultralife Corp. | 0.09% | 20,443 | $129K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -0.0% | 1.48% | −0.57 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 2.25% | −0.34 |
| BA The Boeing Co. | Reduce -10.3% | 1.64% | −0.23 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -8.8% | 0.51% | −0.16 |
| MDT Medtronic PLC | Reduce -0.2% | 0.50% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.6% | 0.92% | −0.10 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.35% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -15.4% | 0.19% | −0.05 |
| BAC Bank of America Corp. | Reduce -10.5% | 0.79% | −0.05 |
| WMT Walmart Inc. | Reduce -1.9% | 0.18% | −0.05 |
| AAPL Apple Inc. | Reduce -4.8% | 1.25% | −0.03 |
| SYK Stryker Corp. | Reduce -0.3% | 0.20% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 1.93% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -3.6% | 0.16% | −0.03 |
| HD Home Depot Inc. | Reduce -3.0% | 0.28% | −0.02 |
| FOCT FT Vest U.S. Equity Buffer E | Reduce -1.5% | 0.42% | −0.01 |
| XJUL FT Vest US Equity Enhance & | Reduce -0.1% | 0.20% | −0.01 |
| XDEC FT Vest US Equity Enhance & | Reduce -2.6% | 0.17% | −0.01 |
| XDSQ Innovator US Eqy Accl-Quart | Reduce -0.0% | 0.45% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -2.4% | 0.18% | −0.01 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -1.1% | 0.20% | −0.01 |
| QDEC FT Vest Nasdaq-100 Buffer Et | Reduce -4.4% | 0.16% | −0.00 |
| NVDA Nvidia Corp. | Reduce -3.0% | 1.67% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -2.7% | 1.46% | −0.00 |
| F Ford Motor Co. | Reduce -6.1% | 0.14% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 0.17% | +0.01 |
| MAR Marriott International Class A | Reduce -0.1% | 0.60% | +0.01 |
| IQQQ Proshares NDX High Incom ETF | Reduce -3.1% | 0.21% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 1.28% | +0.02 |
| XYZ Block Inc. | Reduce -1.9% | 0.22% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.66% | +0.06 |
| QCOM Qualcomm Inc. | Reduce -6.7% | 0.47% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 2.35% | +0.19 |
Portfolio Buys Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Add +5.1% | 7.05% | +0.57 |
| VXUS Vanguard Total Intl Stock | Add +26.7% | 1.72% | +0.36 |
| QQQM Invesco Nasdaq 100 ETF | Add +29.2% | 0.90% | +0.29 |
| IJH iShares Core S&P Midcap ETF | Add +8.9% | 2.70% | +0.28 |
| GLW Corning Inc. | New | 0.25% | +0.25 |
| GSY Invesco Ultra Short Duration | Add +28.1% | 1.51% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.1% | 1.65% | +0.20 |
| LLY Eli Lilly & Co. | Add +0.1% | 1.32% | +0.19 |
| MU Micron Technology Inc. | New | 0.17% | +0.17 |
| SMH Vaneck Semiconductor ETF | New | 0.17% | +0.17 |
| SDVY First Trust Smid Cap Rising | Add +26.6% | 0.76% | +0.15 |
| XNOV FT Vest US Equity Enhance & | New | 0.15% | +0.15 |
| ISPY Proshares S&P High Incom ETF | Add +11.0% | 1.37% | +0.13 |
| BND Vanguard Total Bond Market | Add +28.2% | 1.01% | +0.13 |
| IWM iShares Russell 2000 ETF | Add +0.5% | 1.14% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +30.0% | 0.42% | +0.09 |
| RDVY First Trust Rising Dividend | Add +0.1% | 1.46% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.2% | 2.19% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +13.2% | 0.65% | +0.08 |
| IMCB iShares Morningstar Mid-Cap | Add +1.1% | 1.26% | +0.06 |
| MS Morgan Stanley | Add +0.1% | 0.21% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +6.1% | 0.20% | +0.02 |
| TSLA Tesla Inc. | Add +2.4% | 0.36% | +0.01 |
| QBUF Innv Nasdaq -100 10 B - QRT | Add +11.6% | 0.24% | +0.01 |
| EBUF Innovator Em 10 B ETF Quart | Add +5.2% | 0.52% | +0.01 |
| ABBV Abbvie Inc. | Add +0.5% | 0.20% | +0.01 |
| DDTO Innovator Edd 10 Buff Oct | Add +3.9% | 0.89% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.53% | −0.00 |
| HLT Hilton Worldwide Holdings Inc. | Add +0.6% | 0.19% | −0.00 |
| IBUF Innv Id 10 Buffer ETF Qurtly | Add +3.9% | 0.67% | −0.00 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +0.1% | 3.18% | −0.00 |
| UBER Uber Technologies Inc. | Add +6.3% | 0.22% | −0.01 |
| PAYX Paychex Inc. | Add +0.3% | 0.30% | −0.01 |
| PYPL PayPal Holdings Inc. | Add +4.0% | 0.34% | −0.04 |
| VZ Verizon Communications Inc. | Add +0.9% | 0.31% | −0.10 |
| FHDG Ftequity Qrtrly DYN Buff ETF | Add +2.1% | 8.96% | −0.16 |
| JNJ Johnson & Johnson | Add +0.0% | 3.87% | −0.28 |
| ZALT Innovator US Eq 10 Buffer | Add +1.7% | 9.34% | −0.47 |
| EFA iShares MSCI Eafe ETF | Add +0.6% | 13.37% | −0.47 |
| NFLX Netflix Inc. | Add +1.0% | 1.17% | −0.57 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $137.3M | EFA, ZALT, FHDG, VTI, JNJ |
| Q1 2026 | 81 | $123.2M | EFA, ZALT, FHDG, VTI, JNJ |
| Q4 2025 | 77 | $121.6M | EFA, ZALT, FHDG, VTI, BUFQ |
| Q3 2025 | 75 | $117.5M | ZALT, EFA, VTI, BUFQ, META |
| Q2 2025 | 78 | $115.9M | ZALT, EFA, VTI, BUFQ, META |
| Q1 2025 | 73 | $97.5M | ZALT, EFA, VTI, XJUL, BUFQ |
| Q4 2024 | 73 | $98.7M | ZALT, VTI, EFA, XJUL, BUFQ |
| Q3 2024 | 60 | $91.9M | BUFR, UCON, EFA, VTI, BUFG |
| Q2 2024 | 60 | $91.9M | BUFR, UCON, EFA, VTI, BUFG |
| Q1 2024 | 61 | $89.5M | BUFR, EFA, VTI, BUFG, XOM |