Pitti Group Wealth Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Pitti Group Wealth Management, LLC reported 81 stock positions worth $123.2 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 Q4 2025, it opened 4 new positions, added to 57 and reduced 6. The biggest buy was a new position in Innovator Ed D10 Buff Jan (DDTJ) and the biggest sale FT VST Lad NSDQ Buf ETF-Usdi (BUFQ, shares −18%).

Most Recent 13F
Q2 2026
Location
VICTOR, NY
CIK
0001909664
Portfolio Value
$123.2M (Q1 2026)
SEC Filing
0001951757-26-000883 ↗ filed May 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $89.5M Q1 2024 Q2 2024: $91.9M Q2 2024 Q3 2024: $91.9M Q3 2024 Q4 2024: $98.7M Q4 2024 Q1 2025: $97.5M Q1 2025 Q2 2025: $115.9M Q2 2025 Q3 2025: $117.5M Q3 2025 Q4 2025: $121.6M Q4 2025 Q1 2026: $123.2M $123.2M Q1 2026 Q2 2026: $137.3M Q2 2026

Holdings 81 stocks · $123.2M

EFA iShares MSCI Eafe ETF 13.84% 175,562 $17.1M Add +0.7%
ZALT Innovator US Eq 10 Buffer 9.82% 372,509 $12.1M Add +2.3%
FHDG Ftequity Qrtrly DYN Buff ETF 9.12% 332,514 $11.2M Add +2.4%
VTI VG Morningstar TS MKT ETF-US 6.48% 24,887 $8.0M Add +2.6%
JNJ Johnson & Johnson 4.15% 20,891 $5.1M Reduce -0.2%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 3.18% 110,923 $3.9M Reduce -17.8%
META Meta Platforms Inc. Class A 2.59% 5,579 $3.2M Add +0.6%
IJH iShares Core S&P Midcap ETF 2.42% 44,141 $3.0M Add +6.0%
GOOGL Alphabet Inc. Class A 2.16% 9,243 $2.7M Add +1.4%
SPYM Ste STR SPDR PT S&P 500 ETF 2.10% 33,839 $2.6M Add +3.2%
XOM Exxon Mobil Corp. 2.05% 14,857 $2.5M No change
VIG Vanguard Dividend Apprec ETF 1.96% 11,232 $2.4M Add +4.5%
BA The Boeing Co. 1.87% 11,603 $2.3M Add +0.3%
NFLX Netflix Inc. 1.74% 22,343 $2.1M Add +0.8%
NVDA Nvidia Corp. 1.67% 11,805 $2.1M Add +3.0%
AMZN Amazon.com Inc. 1.47% 8,670 $1.8M Add +3.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.45% 2,751 $1.8M Add +4.4%
RDVY First Trust Rising Dividend 1.37% 24,785 $1.7M Add +3.1%
VXUS Vanguard Total Intl Stock 1.37% 21,863 $1.7M Add +8.9%
GSY Invesco Ultra Short Duration 1.31% 32,294 $1.6M Add +10.1%
AAPL Apple Inc. 1.29% 6,248 $1.6M Add +2.9%
IVV iShares Core S&P 500 ETF 1.26% 2,377 $1.6M Add +6.6%
ISPY Proshares S&P High Incom ETF 1.23% 35,061 $1.5M Add +5.1%
IMCB iShares Morningstar Mid-Cap 1.20% 17,674 $1.5M Add +8.7%
LLY Eli Lilly & Co. 1.12% 1,505 $1.4M Add +0.3%
IWM iShares Russell 2000 ETF 1.05% 5,192 $1.3M Add +5.8%
MSFT Microsoft Corp. 1.03% 3,415 $1.3M Add +2.3%
BND Vanguard Total Bond Market 0.88% 14,764 $1.1M Add +13.7%
DDTO Innovator Edd 10 Buff Oct 0.88% 51,029 $1.1M Add +5.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.84% 21,241 $1.0M Add +0.8%
IBUF Innv Id 10 Buffer ETF Qurtly 0.67% 28,068 $829K Add +26.5%
LOW Lowe's Cos Inc. 0.67% 3,495 $826K Add +3.5%
FNOV FT Vest US Equity Buffer ETF 0.65% 14,989 $800K Add +11.0%
MDT Medtronic PLC 0.61% 8,741 $757K Add +1.2%
SDVY First Trust Smid Cap Rising 0.61% 19,128 $754K Add +9.3%
QQQM Invesco Nasdaq 100 ETF 0.61% 3,140 $746K Add +9.4%
GOOG Alphabet Inc. Class C 0.60% 2,590 $743K Add +5.0%
MAR Marriott International Class A 0.59% 2,230 $729K Reduce -2.8%
AVUV Avantis US Small Cap Value 0.56% 6,284 $694K Add +8.1%
JPM JPMorgan Chase & Co. 0.53% 2,238 $658K Add +1.4%
QQQ Invesco QQQ Trust Series 1 0.52% 1,114 $643K Reduce -0.1%
EBUF Innovator Em 10 B ETF Quart 0.51% 21,236 $626K Add +34.3%
XDSQ Innovator US Eqy Accl-Quart 0.46% 14,370 $569K No change
FOCT FT Vest U.S. Equity Buffer E 0.44% 11,302 $539K No change
XJUN FT Vest U.S. Equity Enhance 0.42% 12,025 $517K No change
NEE Nextera Energy Inc. 0.41% 5,489 $510K Add +2.0%
VZ Verizon Communications Inc. 0.41% 10,020 $503K Add +0.3%
FDEC FT Vest U.S. Equity Buffer E 0.39% 9,718 $483K Reduce -0.0%
QCOM Qualcomm Inc. 0.39% 3,737 $481K Add +2.2%
PYPL PayPal Holdings Inc. 0.38% 10,283 $465K Add +3.6%
TSLA Tesla Inc. 0.35% 1,152 $428K Add +0.4%
VWO Vanguard Ftse Emerging Marke 0.33% 7,500 $405K Add +6.4%
DDTJ Innovator Ed D10 Buff Jan 0.32% 21,200 $394K New
PAYX Paychex Inc. 0.32% 4,245 $391K Add +0.3%
HD Home Depot Inc. 0.30% 1,113 $366K Add +1.7%
MA Mastercard Inc. Class A 0.24% 585 $292K Add +18.2%
SYK Stryker Corp. 0.24% 884 $290K Add +4.7%
UBER Uber Technologies Inc. 0.23% 3,953 $284K Add +13.3%
WMT Walmart Inc. 0.23% 2,271 $282K No change
QBUF Innv Nasdaq -100 10 B - QRT 0.22% 9,484 $277K Add +21.8%
DDTF Invtr Ed DRNL 10 BFR ETF Feb 0.22% 14,600 $273K New
XJUL FT Vest US Equity Enhance & 0.22% 6,825 $265K Reduce -0.0%
FMAR FT Vest US Equity Buffer ETF 0.21% 5,432 $263K No change
VCR Vanguard Consumer Discre ETF 0.21% 709 $255K No change
XYZ Block Inc. 0.20% 4,063 $245K Add +0.6%
IQQQ Proshares NDX High Incom ETF 0.20% 5,765 $240K Add +3.8%
SHW The Sherwin-Williams Co. 0.19% 748 $240K Add +4.0%
DDFO Innov Eq DD 15 Buf ETF - Oct 0.19% 11,150 $239K No change
VGT Vanguard Info Tech ETF 0.19% 342 $239K No change
HLT Hilton Worldwide Holdings Inc. 0.19% 779 $237K Add +1.8%
ABBV Abbvie Inc. 0.19% 1,076 $234K Add +0.5%
SHOP Shopify Inc. Class A 0.19% 1,950 $231K No change
FDX FedEx Corp. 0.18% 638 $227K New
MS Morgan Stanley 0.18% 1,370 $226K Add +0.1%
RCL Royal Caribbean Cruises Ltd. 0.18% 819 $225K Add +0.1%
XDEC FT Vest US Equity Enhance & 0.18% 5,511 $222K No change
V Visa Inc. Class A 0.17% 700 $212K New
VB Vanguard Most SM-Cap ETF-Usd 0.17% 787 $206K No change
QDEC FT Vest Nasdaq-100 Buffer Et 0.17% 6,504 $205K No change
F Ford Motor Co. filed as FORD MTR CO 0.13% 14,225 $164K Add +0.2%
ULBI Ultralife Corp. 0.11% 20,443 $133K No change

Portfolio Sells Q4 2025 → Q1 2026

BUFQ FT VST Lad NSDQ Buf ETF-Usdi Reduce -17.8% 3.18% −0.80
QQQ Invesco QQQ Trust Series 1 Reduce -0.1% 0.52% −0.04
FDEC FT Vest U.S. Equity Buffer E Reduce -0.0% 0.39% −0.02
XJUL FT Vest US Equity Enhance & Reduce -0.0% 0.22% −0.00
MAR Marriott International Class A Reduce -2.8% 0.59% +0.01
JNJ Johnson & Johnson Reduce -0.2% 4.15% +0.58

Portfolio Buys Q4 2025 → Q1 2026

DDTJ Innovator Ed D10 Buff Jan New 0.32% +0.32
DDTF Invtr Ed DRNL 10 BFR ETF Feb New 0.22% +0.22
FDX FedEx Corp. New 0.18% +0.18
V Visa Inc. Class A New 0.17% +0.17
IJH iShares Core S&P Midcap ETF Add +6.0% 2.42% +0.16
IBUF Innv Id 10 Buffer ETF Qurtly Add +26.5% 0.67% +0.14
EBUF Innovator Em 10 B ETF Quart Add +34.3% 0.51% +0.14
VXUS Vanguard Total Intl Stock Add +8.9% 1.37% +0.12
GSY Invesco Ultra Short Duration Add +10.1% 1.31% +0.10
BND Vanguard Total Bond Market Add +13.7% 0.88% +0.09
IMCB iShares Morningstar Mid-Cap Add +8.7% 1.20% +0.09
AVUV Avantis US Small Cap Value Add +8.1% 0.56% +0.08
EFA iShares MSCI Eafe ETF Add +0.7% 13.84% +0.07
VZ Verizon Communications Inc. Add +0.3% 0.41% +0.07
FHDG Ftequity Qrtrly DYN Buff ETF Add +2.4% 9.12% +0.07
SDVY First Trust Smid Cap Rising Add +9.3% 0.61% +0.06
ZALT Innovator US Eq 10 Buffer Add +2.3% 9.82% +0.06
NEE Nextera Energy Inc. Add +2.0% 0.41% +0.06
IWM iShares Russell 2000 ETF Add +5.8% 1.05% +0.05
FNOV FT Vest US Equity Buffer ETF Add +11.0% 0.65% +0.04
QBUF Innv Nasdaq -100 10 B - QRT Add +21.8% 0.22% +0.04
NFLX Netflix Inc. Add +0.8% 1.74% +0.04
VIG Vanguard Dividend Apprec ETF Add +4.5% 1.96% +0.02
VWO Vanguard Ftse Emerging Marke Add +6.4% 0.33% +0.02
DDTO Innovator Edd 10 Buff Oct Add +5.2% 0.88% +0.02
HLT Hilton Worldwide Holdings Inc. Add +1.8% 0.19% +0.01
QQQM Invesco Nasdaq 100 ETF Add +9.4% 0.61% +0.01
MA Mastercard Inc. Class A Add +18.2% 0.24% +0.00
IVV iShares Core S&P 500 ETF Add +6.6% 1.26% +0.00
SHW The Sherwin-Williams Co. Add +4.0% 0.19% +0.00
RDVY First Trust Rising Dividend Add +3.1% 1.37% +0.00
LOW Lowe's Cos Inc. Add +3.5% 0.67% +0.00
UBER Uber Technologies Inc. Add +13.3% 0.23% −0.00
RCL Royal Caribbean Cruises Ltd. Add +0.1% 0.18% −0.00
IQQQ Proshares NDX High Incom ETF Add +3.8% 0.20% −0.01
SYK Stryker Corp. Add +4.7% 0.24% −0.01
ABBV Abbvie Inc. Add +0.5% 0.19% −0.01
HD Home Depot Inc. Add +1.7% 0.30% −0.01
MS Morgan Stanley Add +0.1% 0.18% −0.02
XYZ Block Inc. Add +0.6% 0.20% −0.02
ISPY Proshares S&P High Incom ETF Add +5.1% 1.23% −0.02
F Ford Motor Co. Add +0.2% 0.13% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +4.4% 1.45% −0.02
GOOG Alphabet Inc. Class C Add +5.0% 0.60% −0.03
JPM JPMorgan Chase & Co. Add +1.4% 0.53% −0.05
SPYM Ste STR SPDR PT S&P 500 ETF Add +3.2% 2.10% −0.06
MDT Medtronic PLC Add +1.2% 0.61% −0.07
AAPL Apple Inc. Add +2.9% 1.29% −0.07
PAYX Paychex Inc. Add +0.3% 0.32% −0.07
TSLA Tesla Inc. Add +0.4% 0.35% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 84$137.3MEFA, ZALT, FHDG, VTI, JNJ
Q1 2026 81$123.2MEFA, ZALT, FHDG, VTI, JNJ
Q4 2025 77$121.6MEFA, ZALT, FHDG, VTI, BUFQ
Q3 2025 75$117.5MZALT, EFA, VTI, BUFQ, META
Q2 2025 78$115.9MZALT, EFA, VTI, BUFQ, META
Q1 2025 73$97.5MZALT, EFA, VTI, XJUL, BUFQ
Q4 2024 73$98.7MZALT, VTI, EFA, XJUL, BUFQ
Q3 2024 60$91.9MBUFR, UCON, EFA, VTI, BUFG
Q2 2024 60$91.9MBUFR, UCON, EFA, VTI, BUFG
Q1 2024 61$89.5MBUFR, EFA, VTI, BUFG, XOM