Pitti Group Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Pitti Group Wealth Management, LLC reported 77 stock positions worth $121.6 million. Its top holding was iShares MSCI Eafe ETF (EFA) at 13.8% of the portfolio, followed by Innovator US Eq 10 Buffer (ZALT, 9.8%) and Ftequity Qrtrly DYN Buff ETF (FHDG, 9.1%). Compared with Q3 2025, it opened 5 new positions, sold out of 3, added to 38 and reduced 28. The biggest buy was Ftequity Qrtrly DYN Buff ETF (FHDG, shares +3251%) and the biggest sale Innovator US Eq 10 Buffer (ZALT, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- VICTOR, NY
- CIK
- 0001909664
- Portfolio Value
- $121.6M (Q4 2025)
- SEC Filing
- 0001951757-26-000440 ↗ filed Feb 13, 2026
Holdings Value
Holdings 77 stocks · $121.6M
| EFA iShares MSCI Eafe ETF | 13.77% | 174,384 | $16.7M | Add +0.1% |
| ZALT Innovator US Eq 10 Buffer | 9.76% | 364,329 | $11.9M | Reduce -45.4% |
| FHDG Ftequity Qrtrly DYN Buff ETF | 9.06% | 324,694 | $11.0M | Add +3250.8% |
| VTI VG Morningstar TS MKT ETF-US | 6.69% | 24,253 | $8.1M | Add +0.6% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 3.98% | 134,928 | $4.8M | Reduce -2.0% |
| JNJ Johnson & Johnson | 3.56% | 20,941 | $4.3M | Add +0.4% |
| META Meta Platforms Inc. Class A | 3.01% | 5,544 | $3.7M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 2.35% | 9,116 | $2.9M | Reduce -3.4% |
| IJH iShares Core S&P Midcap ETF | 2.26% | 41,655 | $2.7M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.16% | 32,778 | $2.6M | Reduce -1.0% |
| BA The Boeing Co. | 2.06% | 11,564 | $2.5M | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 1.94% | 10,745 | $2.4M | Add +1.3% |
| NVDA Nvidia Corp. | 1.76% | 11,464 | $2.1M | Reduce -4.1% |
| NFLX Netflix Inc. | 1.71% | 22,160 | $2.1M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.59% | 8,354 | $1.9M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.48% | 2,634 | $1.8M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 1.47% | 14,857 | $1.8M | Reduce -19.9% |
| RDVY First Trust Rising Dividend | 1.37% | 24,029 | $1.7M | Add +1.0% |
| AAPL Apple Inc. | 1.36% | 6,073 | $1.7M | Reduce -1.2% |
| MSFT Microsoft Corp. | 1.33% | 3,338 | $1.6M | Add +1.6% |
| LLY Eli Lilly & Co. | 1.33% | 1,501 | $1.6M | Reduce -3.2% |
| IVV iShares Core S&P 500 ETF | 1.26% | 2,230 | $1.5M | Add +3.1% |
| ISPY Proshares S&P High Incom ETF | 1.25% | 33,366 | $1.5M | Reduce -2.2% |
| VXUS Vanguard Total Intl Stock | 1.25% | 20,083 | $1.5M | Reduce -2.9% |
| GSY Invesco Ultra Short Duration | 1.21% | 29,338 | $1.5M | Add +4.2% |
| IMCB iShares Morningstar Mid-Cap | 1.11% | 16,266 | $1.3M | Add +1.5% |
| IWM iShares Russell 2000 ETF | 0.99% | 4,905 | $1.2M | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.95% | 21,080 | $1.2M | Reduce -1.6% |
| DDTO Innovator Edd 10 Buff Oct | 0.86% | 48,491 | $1.0M | New |
| BND Vanguard Total Bond Market | 0.79% | 12,988 | $962K | Add +1.6% |
| MDT Medtronic PLC | 0.68% | 8,637 | $830K | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.67% | 3,376 | $814K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.64% | 2,467 | $774K | Add +1.4% |
| FNOV FT Vest US Equity Buffer ETF | 0.61% | 13,509 | $741K | Reduce -1.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.60% | 2,869 | $726K | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 0.58% | 2,208 | $711K | Add +0.3% |
| MAR Marriott International Class A | 0.58% | 2,293 | $711K | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 1,115 | $685K | No change |
| SDVY First Trust Smid Cap Rising | 0.55% | 17,507 | $671K | Reduce -3.3% |
| IBUF Innv Id 10 Buffer ETF Qurtly | 0.53% | 22,191 | $649K | Add +146.6% |
| QCOM Qualcomm Inc. | 0.51% | 3,655 | $625K | Reduce -0.7% |
| XDSQ Innovator US Eqy Accl-Quart | 0.49% | 14,370 | $598K | Reduce -0.0% |
| AVUV Avantis US Small Cap Value | 0.49% | 5,816 | $593K | Add +0.6% |
| PYPL PayPal Holdings Inc. | 0.48% | 9,924 | $579K | Add +1.4% |
| FOCT FT Vest U.S. Equity Buffer E | 0.46% | 11,302 | $554K | Add +4.6% |
| XJUN FT Vest U.S. Equity Enhance | 0.42% | 12,025 | $516K | Add +0.5% |
| TSLA Tesla Inc. | 0.42% | 1,147 | $516K | Add +8.2% |
| FDEC FT Vest U.S. Equity Buffer E | 0.41% | 9,720 | $497K | No change |
| PAYX Paychex Inc. | 0.39% | 4,234 | $475K | Add +3.7% |
| EBUF Innovator Em 10 B ETF Quart | 0.37% | 15,818 | $454K | New |
| NEE Nextera Energy Inc. | 0.35% | 5,379 | $432K | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.33% | 9,994 | $407K | Add +18.6% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 7,048 | $379K | Reduce -2.7% |
| HD Home Depot Inc. | 0.31% | 1,094 | $376K | Add +3.3% |
| SHOP Shopify Inc. Class A | 0.26% | 1,950 | $314K | Reduce -7.6% |
| SYK Stryker Corp. | 0.24% | 844 | $297K | No change |
| UBER Uber Technologies Inc. | 0.23% | 3,489 | $285K | New |
| MA Mastercard Inc. Class A | 0.23% | 495 | $283K | Add +0.8% |
| VCR Vanguard Consumer Discre ETF | 0.23% | 709 | $279K | Add +0.1% |
| XJUL FT Vest US Equity Enhance & | 0.22% | 6,828 | $267K | Reduce -0.3% |
| XYZ Block Inc. | 0.22% | 4,038 | $263K | Add +0.6% |
| FMAR FT Vest US Equity Buffer ETF | 0.21% | 5,432 | $258K | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.21% | 342 | $258K | Add +7.9% |
| WMT Walmart Inc. | 0.21% | 2,271 | $253K | No change |
| IQQQ Proshares NDX High Incom ETF | 0.20% | 5,553 | $247K | Add +0.1% |
| ABBV Abbvie Inc. | 0.20% | 1,071 | $245K | Add +4.5% |
| MS Morgan Stanley | 0.20% | 1,369 | $243K | Add +0.1% |
| DDFO Innov Eq DD 15 Buf ETF - Oct | 0.20% | 11,150 | $241K | New |
| SHW The Sherwin-Williams Co. | 0.19% | 719 | $233K | Add +0.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.19% | 818 | $228K | Reduce -3.0% |
| QBUF Innv Nasdaq -100 10 B - QRT | 0.19% | 7,784 | $228K | New |
| XDEC FT Vest US Equity Enhance & | 0.19% | 5,511 | $226K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.18% | 765 | $220K | Reduce -1.4% |
| QDEC FT Vest Nasdaq-100 Buffer Et | 0.17% | 6,504 | $212K | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 787 | $203K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.15% | 14,202 | $186K | Reduce -18.9% |
| ULBI Ultralife Corp. | 0.10% | 20,443 | $117K | Add +13.7% |
Portfolio Sells Q3 2025 → Q4 2025
| ZALT Innovator US Eq 10 Buffer | Reduce -45.4% | 9.76% | −8.34 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.73 |
| FMC FMC Corp. | Sold out | 0.00% | −0.42 |
| XOM Exxon Mobil Corp. | Reduce -19.9% | 1.47% | −0.31 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.23 |
| NVDA Nvidia Corp. | Reduce -4.1% | 1.76% | −0.14 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -2.0% | 3.98% | −0.11 |
| ISPY Proshares S&P High Incom ETF | Reduce -2.2% | 1.25% | −0.06 |
| VXUS Vanguard Total Intl Stock | Reduce -2.9% | 1.25% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.0% | 2.16% | −0.05 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -3.0% | 0.19% | −0.04 |
| SDVY First Trust Smid Cap Rising | Reduce -3.3% | 0.55% | −0.03 |
| MDT Medtronic PLC | Reduce -1.5% | 0.68% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -3.1% | 0.60% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 1.48% | −0.03 |
| F Ford Motor Co. | Reduce -18.9% | 0.15% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.7% | 0.31% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -7.6% | 0.26% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -0.7% | 0.51% | −0.01 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -1.1% | 0.61% | −0.01 |
| XJUL FT Vest US Equity Enhance & | Reduce -0.3% | 0.22% | −0.00 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -0.1% | 0.21% | −0.00 |
| QDEC FT Vest Nasdaq-100 Buffer Et | Reduce -2.4% | 0.17% | −0.00 |
| XDSQ Innovator US Eqy Accl-Quart | Reduce -0.0% | 0.49% | +0.00 |
| NEE Nextera Energy Inc. | Reduce -1.2% | 0.35% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.4% | 0.18% | +0.01 |
| BAC Bank of America Corp. | Reduce -1.6% | 0.95% | +0.01 |
| AAPL Apple Inc. | Reduce -1.2% | 1.36% | +0.03 |
| MAR Marriott International Class A | Reduce -1.2% | 0.58% | +0.07 |
| LLY Eli Lilly & Co. | Reduce -3.2% | 1.33% | +0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 2.35% | +0.39 |
Portfolio Buys Q3 2025 → Q4 2025
| FHDG Ftequity Qrtrly DYN Buff ETF | Add +3250.8% | 9.06% | +8.78 |
| DDTO Innovator Edd 10 Buff Oct | New | 0.86% | +0.86 |
| EBUF Innovator Em 10 B ETF Quart | New | 0.37% | +0.37 |
| IBUF Innv Id 10 Buffer ETF Qurtly | Add +146.6% | 0.53% | +0.32 |
| JNJ Johnson & Johnson | Add +0.4% | 3.56% | +0.27 |
| UBER Uber Technologies Inc. | New | 0.23% | +0.23 |
| DDFO Innov Eq DD 15 Buf ETF - Oct | New | 0.20% | +0.20 |
| QBUF Innv Nasdaq -100 10 B - QRT | New | 0.19% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 0.64% | +0.13 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.59% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +3.1% | 1.26% | +0.02 |
| TSLA Tesla Inc. | Add +8.2% | 0.42% | +0.02 |
| VZ Verizon Communications Inc. | Add +18.6% | 0.33% | +0.02 |
| FOCT FT Vest U.S. Equity Buffer E | Add +4.6% | 0.46% | +0.02 |
| MS Morgan Stanley | Add +0.1% | 0.20% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +7.9% | 0.21% | +0.01 |
| RDVY First Trust Rising Dividend | Add +1.0% | 1.37% | +0.01 |
| GSY Invesco Ultra Short Duration | Add +4.2% | 1.21% | +0.01 |
| ABBV Abbvie Inc. | Add +4.5% | 0.20% | −0.00 |
| AVUV Avantis US Small Cap Value | Add +0.6% | 0.49% | −0.00 |
| IQQQ Proshares NDX High Incom ETF | Add +0.1% | 0.20% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.23% | −0.01 |
| XJUN FT Vest U.S. Equity Enhance | Add +0.5% | 0.42% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.58% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.3% | 1.94% | −0.01 |
| ULBI Ultralife Corp. | Add +13.7% | 0.10% | −0.01 |
| VCR Vanguard Consumer Discre ETF | Add +0.1% | 0.23% | −0.01 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 0.99% | −0.01 |
| BND Vanguard Total Bond Market | Add +1.6% | 0.79% | −0.02 |
| SHW The Sherwin-Williams Co. | Add +0.7% | 0.19% | −0.02 |
| IMCB iShares Morningstar Mid-Cap | Add +1.5% | 1.11% | −0.03 |
| XYZ Block Inc. | Add +0.6% | 0.22% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.6% | 2.26% | −0.04 |
| BA The Boeing Co. | Add +0.6% | 2.06% | −0.05 |
| PAYX Paychex Inc. | Add +3.7% | 0.39% | −0.05 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.67% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 6.69% | −0.05 |
| HD Home Depot Inc. | Add +3.3% | 0.31% | −0.06 |
| EFA iShares MSCI Eafe ETF | Add +0.1% | 13.77% | −0.08 |
| PYPL PayPal Holdings Inc. | Add +1.4% | 0.48% | −0.08 |
| MSFT Microsoft Corp. | Add +1.6% | 1.33% | −0.12 |
| META Meta Platforms Inc. Class A | Add +2.4% | 3.01% | −0.38 |
| NFLX Netflix Inc. | Add +0.4% | 1.71% | −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 |