Pitti Group Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Pitti Group Wealth Management, LLC reported 73 stock positions worth $97.5 million. Its top holding was Innovator US Eq 10 Buffer (ZALT) at 13.2% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 7.8%) and VG Morningstar TS MKT ETF-US (VTI, 6.9%). Compared with Q4 2024, it opened 6 new positions, sold out of 6, added to 38 and reduced 27. The biggest buy was Innovator US Eq 10 Buffer (ZALT, shares +39%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- VICTOR, NY
- CIK
- 0001909664
- Portfolio Value
- $97.5M (Q1 2025)
- SEC Filing
- 0001951757-25-000334 ↗ filed Apr 11, 2025
Holdings Value
Holdings 73 stocks · $97.5M
| ZALT Innovator US Eq 10 Buffer | 13.19% | 431,998 | $12.9M | Add +39.5% |
| EFA iShares MSCI Eafe ETF | 7.81% | 93,191 | $7.6M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 6.92% | 24,540 | $6.7M | Add +3.1% |
| XJUL FT Vest US Equity Enhance & | 6.57% | 181,328 | $6.4M | Add +1.6% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.22% | 137,761 | $4.1M | Add +2.8% |
| META Meta Platforms Inc. Class A | 3.69% | 6,235 | $3.6M | Reduce -0.4% |
| JNJ Johnson & Johnson | 3.62% | 21,269 | $3.5M | Reduce -0.4% |
| NFLX Netflix Inc. | 2.44% | 2,547 | $2.4M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 2.29% | 38,202 | $2.2M | Add +3.4% |
| XOM Exxon Mobil Corp. | 2.28% | 18,662 | $2.2M | Reduce -1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.23% | 33,056 | $2.2M | New |
| BA The Boeing Co. | 2.08% | 11,916 | $2.0M | Add +9.7% |
| VIG Vanguard Dividend Apprec ETF | 2.04% | 10,250 | $2.0M | Add +2.7% |
| AMZN Amazon.com Inc. | 1.93% | 9,892 | $1.9M | Add +1.4% |
| NVDA Nvidia Corp. | 1.76% | 15,792 | $1.7M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 1.72% | 10,870 | $1.7M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.64% | 2,862 | $1.6M | Reduce -56.1% |
| MSFT Microsoft Corp. | 1.49% | 3,877 | $1.5M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 1.46% | 1,723 | $1.4M | Add +0.9% |
| RDVY First Trust Rising Dividend | 1.42% | 23,720 | $1.4M | Reduce -4.2% |
| AAPL Apple Inc. | 1.38% | 6,057 | $1.3M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 1.31% | 2,280 | $1.3M | Add +1.6% |
| ISPY Proshares S&P High Incom ETF | 1.30% | 30,111 | $1.3M | Add +6.5% |
| IMCB iShares Morningstar Mid-Cap | 1.29% | 16,958 | $1.3M | Reduce -4.3% |
| GSY Invesco Ultra Short Duration | 1.19% | 23,087 | $1.2M | Add +2.5% |
| VXUS Vanguard Total Intl Stock | 1.09% | 17,033 | $1.1M | Add +5.2% |
| IWM iShares Russell 2000 ETF | 1.07% | 5,246 | $1.0M | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.99% | 4,117 | $960K | Add +3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 22,730 | $949K | Add +0.1% |
| BP BP PLC-Spons ADR | 0.87% | 24,954 | $843K | Reduce -0.7% |
| MDT Medtronic PLC | 0.82% | 8,921 | $802K | Add +3.5% |
| FNOV FT Vest US Equity Buffer ETF | 0.80% | 16,676 | $778K | Reduce -0.9% |
| BND Vanguard Total Bond Market | 0.75% | 9,952 | $731K | Reduce -11.5% |
| PYPL PayPal Holdings Inc. | 0.68% | 10,086 | $658K | Add +1.8% |
| PAYX Paychex Inc. | 0.64% | 4,072 | $628K | Add +0.1% |
| QCOM Qualcomm Inc. | 0.63% | 3,997 | $614K | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.63% | 2,502 | $614K | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.62% | 1,286 | $603K | Reduce -0.8% |
| MAR Marriott International Class A | 0.60% | 2,457 | $585K | Add +2.8% |
| GOOG Alphabet Inc. Class C | 0.60% | 3,744 | $585K | Reduce -1.0% |
| XDSQ Innovator US Eqy Accl-Quart | 0.57% | 15,874 | $552K | New |
| AVUV Avantis US Small Cap Value | 0.52% | 5,838 | $509K | Reduce -5.2% |
| FOCT FT Vest U.S. Equity Buffer E | 0.50% | 11,755 | $488K | Reduce -5.1% |
| SDVY First Trust Smid Cap Rising | 0.49% | 14,294 | $479K | Add +5.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.49% | 2,461 | $475K | Add +5.6% |
| HD Home Depot Inc. | 0.49% | 1,292 | $473K | Reduce -0.8% |
| XJUN FT Vest U.S. Equity Enhance | 0.47% | 11,971 | $461K | Reduce -2.4% |
| VZ Verizon Communications Inc. | 0.45% | 9,698 | $440K | Add +0.1% |
| FDEC FT Vest U.S. Equity Buffer E | 0.43% | 9,724 | $422K | Reduce -7.6% |
| NEE Nextera Energy Inc. | 0.41% | 5,705 | $404K | New |
| PFE Pfizer Inc. | 0.39% | 15,186 | $385K | Add +7.5% |
| TSLA Tesla Inc. | 0.38% | 1,423 | $369K | Reduce -3.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.35% | 803 | $337K | Add +0.1% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.34% | 1,800 | $329K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.33% | 31,852 | $319K | Add +2.4% |
| SYK Stryker Corp. | 0.32% | 834 | $310K | Reduce -9.7% |
| WMT Walmart Inc. | 0.29% | 3,221 | $283K | Add +0.4% |
| MA Mastercard Inc. Class A | 0.28% | 491 | $269K | No change |
| SHW The Sherwin-Williams Co. | 0.27% | 765 | $267K | Add +1.9% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 5,872 | $266K | Add +0.1% |
| FMAR FT Vest US Equity Buffer ETF | 0.27% | 6,198 | $262K | Reduce -76.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.25% | 1,179 | $242K | Reduce -55.1% |
| IQQQ Proshares NDX High Incom ETF | 0.24% | 6,125 | $238K | Add +10.4% |
| SHOP Shopify Inc. Class A | 0.24% | 2,430 | $232K | Add +1.4% |
| VCR Vanguard Consumer Discre ETF | 0.24% | 708 | $230K | Reduce -1.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.23% | 7,669 | $228K | Reduce -86.8% |
| COST Costco Wholesale Corp. | 0.23% | 237 | $224K | New |
| XYZ Block Inc. | 0.23% | 4,098 | $223K | Reduce -0.8% |
| FHDG Ftequity Qrtrly DYN Buff ETF | 0.23% | 7,345 | $221K | New |
| SNPS Synopsys Inc. | 0.22% | 500 | $214K | Add +11.1% |
| ABBV Abbvie Inc. | 0.22% | 1,018 | $213K | New |
| XDEC FT Vest US Equity Enhance & | 0.22% | 5,758 | $212K | Add +4.2% |
| ULBI Ultralife Corp. | 0.12% | 21,120 | $114K | Add +23.4% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -56.1% | 1.64% | −2.23 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -86.8% | 0.23% | −1.57 |
| BUFG FT Vest Buffered Allocation | Sold out | 0.00% | −1.31 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -76.9% | 0.27% | −0.91 |
| NVDA Nvidia Corp. | Reduce -1.6% | 1.76% | −0.43 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -55.1% | 0.25% | −0.37 |
| AAPR Ino Eq Po ETF 2YR AP2028-Usd | Sold out | 0.00% | −0.31 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.27 |
| TSLA Tesla Inc. | Reduce -3.2% | 0.38% | −0.22 |
| FJAN FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.22 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.21 |
| FEP First Trust Europe | Sold out | 0.00% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.49% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 0.60% | −0.13 |
| XYZ Block Inc. | Reduce -0.8% | 0.23% | −0.13 |
| AVUV Avantis US Small Cap Value | Reduce -5.2% | 0.52% | −0.08 |
| IMCB iShares Morningstar Mid-Cap | Reduce -4.3% | 1.29% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -11.5% | 0.75% | −0.07 |
| RDVY First Trust Rising Dividend | Reduce -4.2% | 1.42% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 0.62% | −0.05 |
| FDEC FT Vest U.S. Equity Buffer E | Reduce -7.6% | 0.43% | −0.04 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.3% | 0.24% | −0.04 |
| FOCT FT Vest U.S. Equity Buffer E | Reduce -5.1% | 0.50% | −0.03 |
| HD Home Depot Inc. | Reduce -0.8% | 0.49% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 3.69% | −0.03 |
| SYK Stryker Corp. | Reduce -9.7% | 0.32% | −0.02 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -0.9% | 0.80% | −0.02 |
| XJUN FT Vest U.S. Equity Enhance | Reduce -2.4% | 0.47% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 0.63% | +0.01 |
| BP BP PLC-Spons ADR | Reduce -0.7% | 0.87% | +0.11 |
| NFLX Netflix Inc. | Reduce -0.2% | 2.44% | +0.13 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 2.28% | +0.22 |
| JNJ Johnson & Johnson | Reduce -0.4% | 3.62% | +0.49 |
Portfolio Buys Q4 2024 → Q1 2025
| ZALT Innovator US Eq 10 Buffer | Add +39.5% | 13.19% | +3.85 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 2.23% | +2.23 |
| EFA iShares MSCI Eafe ETF | Add +3.3% | 7.81% | +0.90 |
| XDSQ Innovator US Eqy Accl-Quart | New | 0.57% | +0.57 |
| NEE Nextera Energy Inc. | New | 0.41% | +0.41 |
| COST Costco Wholesale Corp. | New | 0.23% | +0.23 |
| FHDG Ftequity Qrtrly DYN Buff ETF | New | 0.23% | +0.23 |
| ABBV Abbvie Inc. | New | 0.22% | +0.22 |
| XJUL FT Vest US Equity Enhance & | Add +1.6% | 6.57% | +0.15 |
| BA The Boeing Co. | Add +9.7% | 2.08% | +0.14 |
| MDT Medtronic PLC | Add +3.5% | 0.82% | +0.12 |
| LLY Eli Lilly & Co. | Add +0.9% | 1.46% | +0.12 |
| VXUS Vanguard Total Intl Stock | Add +5.2% | 1.09% | +0.12 |
| PAYX Paychex Inc. | Add +0.1% | 0.64% | +0.07 |
| VIG Vanguard Dividend Apprec ETF | Add +2.7% | 2.04% | +0.06 |
| VZ Verizon Communications Inc. | Add +0.1% | 0.45% | +0.06 |
| GSY Invesco Ultra Short Duration | Add +2.5% | 1.19% | +0.04 |
| ISPY Proshares S&P High Incom ETF | Add +6.5% | 1.30% | +0.03 |
| F Ford Motor Co. | Add +2.4% | 0.33% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +1.9% | 0.27% | +0.02 |
| PFE Pfizer Inc. | Add +7.5% | 0.39% | +0.01 |
| QCOM Qualcomm Inc. | Add +0.8% | 0.63% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 0.27% | +0.01 |
| XDEC FT Vest US Equity Enhance & | Add +4.2% | 0.22% | +0.01 |
| IQQQ Proshares NDX High Incom ETF | Add +10.4% | 0.24% | +0.00 |
| SDVY First Trust Smid Cap Rising | Add +5.8% | 0.49% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.1% | 0.35% | 0.00 |
| SNPS Synopsys Inc. | Add +11.1% | 0.22% | −0.00 |
| WMT Walmart Inc. | Add +0.4% | 0.29% | −0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +5.6% | 0.49% | −0.01 |
| ULBI Ultralife Corp. | Add +23.4% | 0.12% | −0.01 |
| LOW Lowe's Cos Inc. | Add +3.2% | 0.99% | −0.01 |
| SHOP Shopify Inc. Class A | Add +1.4% | 0.24% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 1.31% | −0.02 |
| BAC Bank of America Corp. | Add +0.1% | 0.97% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Add +3.4% | 2.29% | −0.05 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +2.8% | 4.22% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 6.92% | −0.08 |
| MAR Marriott International Class A | Add +2.8% | 0.60% | −0.08 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 1.07% | −0.10 |
| AAPL Apple Inc. | Add +0.8% | 1.38% | −0.14 |
| PYPL PayPal Holdings Inc. | Add +1.8% | 0.68% | −0.18 |
| AMZN Amazon.com Inc. | Add +1.4% | 1.93% | −0.24 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 1.72% | −0.36 |
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 |