Pitti Group Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Pitti Group Wealth Management, LLC reported 75 stock positions worth $117.5 million. Its top holding was Innovator US Eq 10 Buffer (ZALT) at 18.1% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 13.8%) and VG Morningstar TS MKT ETF-US (VTI, 6.7%). Compared with Q2 2025, it opened 5 new positions, sold out of 8, added to 14 and reduced 50. The biggest buy was Innovator US Eq 10 Buffer (ZALT, shares +1%) and the biggest sale Meta Platforms Class A (META, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- VICTOR, NY
- CIK
- 0001909664
- Portfolio Value
- $117.5M (Q3 2025)
- SEC Filing
- 0001951757-25-001334 ↗ filed Nov 7, 2025
Holdings Value
Holdings 75 stocks · $117.5M
| ZALT Innovator US Eq 10 Buffer | 18.10% | 666,832 | $21.3M | Add +1.1% |
| EFA iShares MSCI Eafe ETF | 13.85% | 174,179 | $16.3M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 6.74% | 24,115 | $7.9M | Reduce -2.3% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.08% | 137,632 | $4.8M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 3.39% | 5,416 | $4.0M | Reduce -13.8% |
| JNJ Johnson & Johnson | 3.29% | 20,850 | $3.9M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 2.30% | 41,417 | $2.7M | Add +3.0% |
| NFLX Netflix Inc. | 2.25% | 2,207 | $2.6M | Reduce -11.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.21% | 33,120 | $2.6M | Reduce -1.5% |
| BA The Boeing Co. | 2.11% | 11,499 | $2.5M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 1.95% | 9,438 | $2.3M | Reduce -15.0% |
| VIG Vanguard Dividend Apprec ETF | 1.95% | 10,605 | $2.3M | Reduce -2.2% |
| NVDA Nvidia Corp. | 1.90% | 11,954 | $2.2M | Reduce -18.1% |
| XOM Exxon Mobil Corp. | 1.78% | 18,539 | $2.1M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.55% | 8,312 | $1.8M | Reduce -20.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.50% | 2,648 | $1.8M | Reduce -6.3% |
| MSFT Microsoft Corp. | 1.45% | 3,285 | $1.7M | Reduce -11.8% |
| RDVY First Trust Rising Dividend | 1.36% | 23,789 | $1.6M | Reduce -2.8% |
| AAPL Apple Inc. | 1.33% | 6,147 | $1.6M | Reduce -7.7% |
| ISPY Proshares S&P High Incom ETF | 1.31% | 34,122 | $1.5M | Add +6.2% |
| VXUS Vanguard Total Intl Stock | 1.29% | 20,681 | $1.5M | Add +18.7% |
| IVV iShares Core S&P 500 ETF | 1.23% | 2,163 | $1.4M | Reduce -7.7% |
| GSY Invesco Ultra Short Duration | 1.20% | 28,146 | $1.4M | Add +18.1% |
| IMCB iShares Morningstar Mid-Cap | 1.13% | 16,028 | $1.3M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 1.01% | 1,550 | $1.2M | Reduce -4.1% |
| IWM iShares Russell 2000 ETF | 1.00% | 4,877 | $1.2M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.94% | 21,427 | $1.1M | Reduce -4.2% |
| BND Vanguard Total Bond Market | 0.81% | 12,785 | $951K | Add +19.4% |
| BP BP PLC-Spons ADR | 0.73% | 24,945 | $860K | Reduce -0.0% |
| LOW Lowe's Cos Inc. | 0.72% | 3,370 | $847K | Reduce -20.1% |
| MDT Medtronic PLC | 0.71% | 8,771 | $835K | Reduce -3.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.62% | 2,962 | $732K | Add +18.9% |
| FNOV FT Vest US Equity Buffer ETF | 0.61% | 13,656 | $722K | Reduce -12.9% |
| JPM JPMorgan Chase & Co. | 0.59% | 2,202 | $695K | Reduce -12.8% |
| SDVY First Trust Smid Cap Rising | 0.59% | 18,101 | $688K | Add +21.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 1,115 | $669K | Reduce -15.4% |
| PYPL PayPal Holdings Inc. | 0.56% | 9,790 | $657K | Reduce -4.3% |
| QCOM Qualcomm Inc. | 0.52% | 3,679 | $612K | Reduce -6.2% |
| MAR Marriott International Class A | 0.51% | 2,320 | $604K | Reduce -5.2% |
| GOOG Alphabet Inc. Class C | 0.50% | 2,432 | $592K | Reduce -31.8% |
| AVUV Avantis US Small Cap Value | 0.49% | 5,780 | $575K | Reduce -1.9% |
| XDSQ Innovator US Eqy Accl-Quart | 0.49% | 14,374 | $573K | Reduce -12.2% |
| PAYX Paychex Inc. | 0.44% | 4,084 | $518K | Add +0.1% |
| FOCT FT Vest U.S. Equity Buffer E | 0.44% | 10,802 | $513K | Reduce -7.2% |
| XJUN FT Vest U.S. Equity Enhance | 0.43% | 11,971 | $505K | No change |
| FMC FMC Corp. | 0.42% | 14,839 | $499K | New |
| FDEC FT Vest U.S. Equity Buffer E | 0.41% | 9,720 | $479K | No change |
| TSLA Tesla Inc. | 0.40% | 1,060 | $471K | Reduce -9.0% |
| HD Home Depot Inc. | 0.37% | 1,059 | $429K | Reduce -18.0% |
| NEE Nextera Energy Inc. | 0.35% | 5,445 | $411K | Reduce -6.2% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 7,241 | $392K | Add +18.9% |
| VZ Verizon Communications Inc. | 0.32% | 8,429 | $370K | Reduce -5.8% |
| FHDG Ftequity Qrtrly DYN Buff ETF | 0.27% | 9,690 | $319K | Add +21.3% |
| SHOP Shopify Inc. Class A | 0.27% | 2,110 | $314K | Reduce -12.8% |
| SYK Stryker Corp. | 0.27% | 844 | $312K | Reduce -2.0% |
| XYZ Block Inc. | 0.25% | 4,014 | $290K | Reduce -5.1% |
| VCR Vanguard Consumer Discre ETF | 0.24% | 708 | $280K | No change |
| MA Mastercard Inc. Class A | 0.24% | 491 | $279K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.23% | 843 | $273K | Reduce -25.8% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.23% | 1,800 | $268K | No change |
| XJUL FT Vest US Equity Enhance & | 0.22% | 6,847 | $263K | Add +2.5% |
| IBUF Innv Id 10 Buffer ETF Qurtly | 0.22% | 9,000 | $256K | Add +12.5% |
| FMAR FT Vest US Equity Buffer ETF | 0.21% | 5,437 | $252K | Reduce -14.0% |
| SHW The Sherwin-Williams Co. | 0.21% | 714 | $247K | Reduce -11.4% |
| IQQQ Proshares NDX High Incom ETF | 0.21% | 5,550 | $244K | Reduce -9.4% |
| ABBV Abbvie Inc. | 0.20% | 1,025 | $237K | New |
| VGT Vanguard Info Tech ETF | 0.20% | 317 | $237K | No change |
| WMT Walmart Inc. | 0.20% | 2,271 | $234K | Reduce -34.9% |
| XDEC FT Vest US Equity Enhance & | 0.19% | 5,511 | $221K | Reduce -1.9% |
| MS Morgan Stanley | 0.18% | 1,367 | $217K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.18% | 17,514 | $209K | Reduce -45.6% |
| QDEC FT Vest Nasdaq-100 Buffer Et | 0.18% | 6,664 | $207K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.17% | 776 | $201K | Reduce -1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 787 | $200K | New |
| ULBI Ultralife Corp. | 0.10% | 17,981 | $123K | Add +20.0% |
Portfolio Sells Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Reduce -13.8% | 3.39% | −0.62 |
| NFLX Netflix Inc. | Reduce -11.0% | 2.25% | −0.61 |
| AMZN Amazon.com Inc. | Reduce -20.6% | 1.55% | −0.43 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.33 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.31 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.24 |
| BUFR FT Vest Lad Buffervetf-Usd I | Sold out | 0.00% | −0.21 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.21 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.19 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.18 |
| XOCT FT Vest US Equity Enhance & | Sold out | 0.00% | −0.18 |
| MSFT Microsoft Corp. | Reduce -11.8% | 1.45% | −0.15 |
| F Ford Motor Co. | Reduce -45.6% | 0.18% | −0.12 |
| PYPL PayPal Holdings Inc. | Reduce -4.3% | 0.56% | −0.10 |
| WMT Walmart Inc. | Reduce -34.9% | 0.20% | −0.10 |
| NVDA Nvidia Corp. | Reduce -18.1% | 1.90% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -20.1% | 0.72% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -4.1% | 1.01% | −0.08 |
| BA The Boeing Co. | Reduce -5.1% | 2.11% | −0.08 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -25.8% | 0.23% | −0.07 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -12.9% | 0.61% | −0.06 |
| MAR Marriott International Class A | Reduce -5.2% | 0.51% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -15.4% | 0.57% | −0.06 |
| HD Home Depot Inc. | Reduce -18.0% | 0.37% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -31.8% | 0.50% | −0.04 |
| XDSQ Innovator US Eqy Accl-Quart | Reduce -12.2% | 0.49% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -12.8% | 0.59% | −0.04 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -14.0% | 0.21% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -11.4% | 0.21% | −0.03 |
| SYK Stryker Corp. | Reduce -2.0% | 0.27% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -7.7% | 1.23% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -5.8% | 0.32% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -6.2% | 0.52% | −0.02 |
| FOCT FT Vest U.S. Equity Buffer E | Reduce -7.2% | 0.44% | −0.01 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.0% | 0.17% | −0.01 |
| IQQQ Proshares NDX High Incom ETF | Reduce -9.4% | 0.21% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.3% | 1.50% | −0.01 |
| IMCB iShares Morningstar Mid-Cap | Reduce -2.9% | 1.13% | −0.00 |
| XYZ Block Inc. | Reduce -5.1% | 0.25% | −0.00 |
| XDEC FT Vest US Equity Enhance & | Reduce -1.9% | 0.19% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -6.2% | 0.35% | +0.00 |
| SHOP Shopify Inc. Class A | Reduce -12.8% | 0.27% | +0.03 |
| AVUV Avantis US Small Cap Value | Reduce -1.9% | 0.49% | +0.03 |
| BAC Bank of America Corp. | Reduce -4.2% | 0.94% | +0.03 |
| MDT Medtronic PLC | Reduce -3.2% | 0.71% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.2% | 1.95% | +0.03 |
| RDVY First Trust Rising Dividend | Reduce -2.8% | 1.36% | +0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 1.78% | +0.04 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -2.0% | 4.08% | +0.06 |
| IWM iShares Russell 2000 ETF | Reduce -2.2% | 1.00% | +0.08 |
Portfolio Buys Q2 2025 → Q3 2025
| ZALT Innovator US Eq 10 Buffer | Add +1.1% | 18.10% | +0.56 |
| FMC FMC Corp. | New | 0.42% | +0.42 |
| VXUS Vanguard Total Intl Stock | Add +18.7% | 1.29% | +0.25 |
| ABBV Abbvie Inc. | New | 0.20% | +0.20 |
| MS Morgan Stanley | New | 0.18% | +0.18 |
| QDEC FT Vest Nasdaq-100 Buffer Et | New | 0.18% | +0.18 |
| GSY Invesco Ultra Short Duration | Add +18.1% | 1.20% | +0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.17% | +0.17 |
| IJH iShares Core S&P Midcap ETF | Add +3.0% | 2.30% | +0.15 |
| QQQM Invesco Nasdaq 100 ETF | Add +18.9% | 0.62% | +0.13 |
| ISPY Proshares S&P High Incom ETF | Add +6.2% | 1.31% | +0.13 |
| SDVY First Trust Smid Cap Rising | Add +21.3% | 0.59% | +0.13 |
| BND Vanguard Total Bond Market | Add +19.4% | 0.81% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +18.9% | 0.33% | +0.07 |
| FHDG Ftequity Qrtrly DYN Buff ETF | Add +21.3% | 0.27% | +0.05 |
| IBUF Innv Id 10 Buffer ETF Qurtly | Add +12.5% | 0.22% | +0.03 |
| XJUL FT Vest US Equity Enhance & | Add +2.5% | 0.22% | +0.01 |
| ULBI Ultralife Corp. | Add +20.0% | 0.10% | −0.01 |
| PAYX Paychex Inc. | Add +0.1% | 0.44% | −0.07 |
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 |