Pitti Group Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Pitti Group Wealth Management, LLC reported 78 stock positions worth $115.9 million. Its top holding was Innovator US Eq 10 Buffer (ZALT) at 17.5% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 13.7%) and VG Morningstar TS MKT ETF-US (VTI, 6.5%). Compared with Q1 2025, it opened 6 new positions, sold out of 1, added to 42 and reduced 24. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +90%) and the biggest sale FT Vest US Equity Enhance & (XJUL, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- VICTOR, NY
- CIK
- 0001909664
- Portfolio Value
- $115.9M (Q2 2025)
- SEC Filing
- 0001951757-25-000845 ↗ filed Jul 15, 2025
Holdings Value
Holdings 78 stocks · $115.9M
| ZALT Innovator US Eq 10 Buffer | 17.54% | 659,766 | $20.3M | Add +52.7% |
| EFA iShares MSCI Eafe ETF | 13.68% | 177,338 | $15.9M | Add +90.3% |
| VTI VG Morningstar TS MKT ETF-US | 6.47% | 24,675 | $7.5M | Add +0.6% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.02% | 140,450 | $4.7M | Add +1.9% |
| META Meta Platforms Inc. Class A | 4.00% | 6,287 | $4.6M | Add +0.8% |
| NFLX Netflix Inc. | 2.87% | 2,480 | $3.3M | Reduce -2.6% |
| JNJ Johnson & Johnson | 2.75% | 20,879 | $3.2M | Reduce -1.8% |
| BA The Boeing Co. | 2.19% | 12,122 | $2.5M | Add +1.7% |
| IJH iShares Core S&P Midcap ETF | 2.15% | 40,220 | $2.5M | Add +5.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.11% | 33,623 | $2.4M | Add +1.7% |
| NVDA Nvidia Corp. | 1.99% | 14,601 | $2.3M | Reduce -7.5% |
| AMZN Amazon.com Inc. | 1.98% | 10,462 | $2.3M | Add +5.8% |
| VIG Vanguard Dividend Apprec ETF | 1.92% | 10,846 | $2.2M | Add +5.8% |
| XOM Exxon Mobil Corp. | 1.74% | 18,664 | $2.0M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 1.69% | 11,103 | $2.0M | Add +2.1% |
| MSFT Microsoft Corp. | 1.60% | 3,726 | $1.9M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 2,827 | $1.7M | Reduce -1.2% |
| RDVY First Trust Rising Dividend | 1.32% | 24,468 | $1.5M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 1.26% | 2,343 | $1.5M | Add +2.8% |
| AAPL Apple Inc. | 1.18% | 6,660 | $1.4M | Add +10.0% |
| ISPY Proshares S&P High Incom ETF | 1.18% | 32,140 | $1.4M | Add +6.7% |
| IMCB iShares Morningstar Mid-Cap | 1.13% | 16,507 | $1.3M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 1.09% | 1,616 | $1.3M | Reduce -6.2% |
| VXUS Vanguard Total Intl Stock | 1.04% | 17,429 | $1.2M | Add +2.3% |
| GSY Invesco Ultra Short Duration | 1.03% | 23,836 | $1.2M | Add +3.2% |
| IWM iShares Russell 2000 ETF | 0.93% | 4,985 | $1.1M | Reduce -5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.91% | 22,375 | $1.1M | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 0.81% | 4,218 | $936K | Add +2.5% |
| MDT Medtronic PLC | 0.68% | 9,063 | $790K | Add +1.6% |
| BND Vanguard Total Bond Market | 0.68% | 10,707 | $788K | Add +7.6% |
| FNOV FT Vest US Equity Buffer ETF | 0.68% | 15,676 | $786K | Reduce -6.0% |
| PYPL PayPal Holdings Inc. | 0.66% | 10,233 | $761K | Add +1.5% |
| BP BP PLC-Spons ADR | 0.64% | 24,949 | $747K | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.63% | 2,524 | $732K | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.63% | 1,318 | $727K | Add +2.5% |
| MAR Marriott International Class A | 0.58% | 2,446 | $668K | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.55% | 3,566 | $633K | Reduce -4.8% |
| QCOM Qualcomm Inc. | 0.54% | 3,924 | $625K | Reduce -1.8% |
| XDSQ Innovator US Eqy Accl-Quart | 0.53% | 16,374 | $612K | Add +3.1% |
| PAYX Paychex Inc. | 0.51% | 4,078 | $593K | Add +0.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.49% | 2,492 | $566K | Add +1.3% |
| AVUV Avantis US Small Cap Value | 0.46% | 5,895 | $537K | Add +1.0% |
| SDVY First Trust Smid Cap Rising | 0.45% | 14,922 | $526K | Add +4.4% |
| FOCT FT Vest U.S. Equity Buffer E | 0.45% | 11,639 | $521K | Reduce -1.0% |
| XJUN FT Vest U.S. Equity Enhance | 0.42% | 11,971 | $492K | No change |
| HD Home Depot Inc. | 0.41% | 1,292 | $474K | No change |
| FDEC FT Vest U.S. Equity Buffer E | 0.39% | 9,720 | $454K | Reduce -0.0% |
| NEE Nextera Energy Inc. | 0.35% | 5,806 | $403K | Add +1.8% |
| VZ Verizon Communications Inc. | 0.33% | 8,947 | $387K | Reduce -7.7% |
| PFE Pfizer Inc. | 0.33% | 15,928 | $386K | Add +4.9% |
| TSLA Tesla Inc. | 0.32% | 1,165 | $370K | Reduce -18.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.31% | 1,136 | $356K | Reduce -3.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.31% | 804 | $354K | Add +0.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.30% | 32,210 | $349K | Add +1.1% |
| WMT Walmart Inc. | 0.29% | 3,488 | $341K | Add +8.3% |
| SYK Stryker Corp. | 0.29% | 861 | $341K | Add +3.2% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.28% | 1,800 | $324K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 6,090 | $301K | Add +3.7% |
| XYZ Block Inc. | 0.25% | 4,229 | $287K | Add +3.2% |
| FMAR FT Vest US Equity Buffer ETF | 0.24% | 6,319 | $283K | Add +1.9% |
| SHOP Shopify Inc. Class A | 0.24% | 2,420 | $279K | Reduce -0.4% |
| SHW The Sherwin-Williams Co. | 0.24% | 806 | $277K | Add +5.4% |
| MA Mastercard Inc. Class A | 0.24% | 491 | $276K | No change |
| SNPS Synopsys Inc. | 0.24% | 535 | $274K | Add +7.0% |
| VCR Vanguard Consumer Discre ETF | 0.22% | 708 | $257K | No change |
| FHDG Ftequity Qrtrly DYN Buff ETF | 0.22% | 7,990 | $254K | Add +8.8% |
| IQQQ Proshares NDX High Incom ETF | 0.22% | 6,125 | $251K | No change |
| XJUL FT Vest US Equity Enhance & | 0.21% | 6,680 | $248K | Reduce -96.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.21% | 7,703 | $245K | Add +0.4% |
| ETN Eaton Corp. PLC | 0.21% | 675 | $241K | New |
| IBUF Innv Id 10 Buffer ETF Qurtly | 0.19% | 8,000 | $222K | New |
| COST Costco Wholesale Corp. | 0.19% | 221 | $219K | Reduce -6.8% |
| XDEC FT Vest US Equity Enhance & | 0.19% | 5,615 | $218K | Reduce -2.5% |
| GS Goldman Sachs Group Inc. | 0.18% | 302 | $214K | New |
| VGT Vanguard Info Tech ETF | 0.18% | 317 | $210K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.18% | 784 | $209K | New |
| XOCT FT Vest US Equity Enhance & | 0.18% | 5,696 | $204K | New |
| ULBI Ultralife Corp. | 0.12% | 14,981 | $135K | Reduce -29.1% |
Portfolio Sells Q1 2025 → Q2 2025
| XJUL FT Vest US Equity Enhance & | Reduce -96.3% | 0.21% | −6.35 |
| JNJ Johnson & Johnson | Reduce -1.8% | 2.75% | −0.87 |
| LLY Eli Lilly & Co. | Reduce -6.2% | 1.09% | −0.37 |
| BP BP PLC-Spons ADR | Reduce -0.0% | 0.64% | −0.22 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.22 |
| IMCB iShares Morningstar Mid-Cap | Reduce -2.7% | 1.13% | −0.15 |
| IWM iShares Russell 2000 ETF | Reduce -5.0% | 0.93% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 1.51% | −0.14 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -6.0% | 0.68% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -7.7% | 0.33% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -1.8% | 0.54% | −0.09 |
| BAC Bank of America Corp. | Reduce -1.6% | 0.91% | −0.06 |
| TSLA Tesla Inc. | Reduce -18.1% | 0.32% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -4.8% | 0.55% | −0.05 |
| FOCT FT Vest U.S. Equity Buffer E | Reduce -1.0% | 0.45% | −0.05 |
| FDEC FT Vest U.S. Equity Buffer E | Reduce -0.0% | 0.39% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -6.8% | 0.19% | −0.04 |
| XDEC FT Vest US Equity Enhance & | Reduce -2.5% | 0.19% | −0.03 |
| MAR Marriott International Class A | Reduce -0.5% | 0.58% | −0.02 |
| ULBI Ultralife Corp. | Reduce -29.1% | 0.12% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -0.4% | 0.24% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -3.6% | 0.31% | +0.06 |
| MSFT Microsoft Corp. | Reduce -3.9% | 1.60% | +0.11 |
| NVDA Nvidia Corp. | Reduce -7.5% | 1.99% | +0.23 |
| NFLX Netflix Inc. | Reduce -2.6% | 2.87% | +0.43 |
Portfolio Buys Q1 2025 → Q2 2025
| EFA iShares MSCI Eafe ETF | Add +90.3% | 13.68% | +5.87 |
| ZALT Innovator US Eq 10 Buffer | Add +52.7% | 17.54% | +4.34 |
| META Meta Platforms Inc. Class A | Add +0.8% | 4.00% | +0.32 |
| ETN Eaton Corp. PLC | New | 0.21% | +0.21 |
| IBUF Innv Id 10 Buffer ETF Qurtly | New | 0.19% | +0.19 |
| GS Goldman Sachs Group Inc. | New | 0.18% | +0.18 |
| VGT Vanguard Info Tech ETF | New | 0.18% | +0.18 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.18% | +0.18 |
| XOCT FT Vest US Equity Enhance & | New | 0.18% | +0.18 |
| BA The Boeing Co. | Add +1.7% | 2.19% | +0.11 |
| AMZN Amazon.com Inc. | Add +5.8% | 1.98% | +0.05 |
| XYZ Block Inc. | Add +3.2% | 0.25% | +0.02 |
| SNPS Synopsys Inc. | Add +7.0% | 0.24% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.5% | 0.63% | +0.01 |
| WMT Walmart Inc. | Add +8.3% | 0.29% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 0.63% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +1.3% | 0.49% | +0.00 |
| FHDG Ftequity Qrtrly DYN Buff ETF | Add +8.8% | 0.22% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +3.7% | 0.26% | −0.01 |
| PYPL PayPal Holdings Inc. | Add +1.5% | 0.66% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +0.4% | 0.21% | −0.02 |
| FMAR FT Vest US Equity Buffer ETF | Add +1.9% | 0.24% | −0.02 |
| SYK Stryker Corp. | Add +3.2% | 0.29% | −0.02 |
| F Ford Motor Co. | Add +1.1% | 0.30% | −0.03 |
| SHW The Sherwin-Williams Co. | Add +5.4% | 0.24% | −0.04 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 1.69% | −0.04 |
| SDVY First Trust Smid Cap Rising | Add +4.4% | 0.45% | −0.04 |
| XDSQ Innovator US Eqy Accl-Quart | Add +3.1% | 0.53% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.1% | 0.31% | −0.04 |
| VXUS Vanguard Total Intl Stock | Add +2.3% | 1.04% | −0.05 |
| AVUV Avantis US Small Cap Value | Add +1.0% | 0.46% | −0.06 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 1.26% | −0.06 |
| PFE Pfizer Inc. | Add +4.9% | 0.33% | −0.06 |
| NEE Nextera Energy Inc. | Add +1.8% | 0.35% | −0.07 |
| BND Vanguard Total Bond Market | Add +7.6% | 0.68% | −0.07 |
| RDVY First Trust Rising Dividend | Add +3.1% | 1.32% | −0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.7% | 2.11% | −0.12 |
| ISPY Proshares S&P High Incom ETF | Add +6.7% | 1.18% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Add +5.8% | 1.92% | −0.12 |
| PAYX Paychex Inc. | Add +0.1% | 0.51% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Add +5.3% | 2.15% | −0.13 |
| MDT Medtronic PLC | Add +1.6% | 0.68% | −0.14 |
| GSY Invesco Ultra Short Duration | Add +3.2% | 1.03% | −0.16 |
| LOW Lowe's Cos Inc. | Add +2.5% | 0.81% | −0.18 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +1.9% | 4.02% | −0.20 |
| AAPL Apple Inc. | Add +10.0% | 1.18% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 6.47% | −0.45 |
| XOM Exxon Mobil Corp. | Add +0.0% | 1.74% | −0.54 |
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 |