Pitti Group Wealth Management

VICTOR, NYfiles as Pitti Group Wealth Management, LLC

$137m in 84 US stocks at the end of 30 June 2026. The top 10 are 55.3% of the money. It changed about 4.4% of the portfolio this quarter.

Value

$137m

Stocks

Top 10 share

55.3%

Turnover

4.4%

What changed this quarter

New

Bought for the first time this quarter.

CorningGLW
0.2% of the fund
Micron TechnologyMU
0.2% of the fund
Vaneck ETF TrustSMH
0.2% of the fund
First TR Exchng Traded FD VIXNOV
0.1% of the fund

Added

Bought more of a stock they already held.

First TR Exchng Traded FD VIFHDG
9.0% of the fund
+2%
Vanguard Index FDSVTI
7.0% of the fund
+5%
Ishares TRIJH
2.7% of the fund
+9%
Vanguard Star FDSVXUS
1.7% of the fund
+27%
State STR Spdr S&P 500 ETF TSPY
1.6% of the fund
+10%
Invesco Actively Managed EXCGSY
1.5% of the fund
+28%
Proshares TRISPY
1.4% of the fund
+11%
Vanguard BD Index FDSBND
1.0% of the fund
+28%
Invesco Exch Traded FD TR IIQQQM
0.9% of the fund
+29%
Innovator Etfs TrustDDTO
0.9% of the fund
+4%
First TR Exchange Traded FDSDVY
0.8% of the fund
+27%
Innovator Etfs TrustIBUF
0.7% of the fund
+4%
American Centy ETF TRAVUV
0.6% of the fund
+13%
Innovator Etfs TrustEBUF
0.5% of the fund
+5%
Vanguard Intl Equity Index FVWO
0.4% of the fund
+30%
TeslaTSLA
0.4% of the fund
+2%
PayPal HoldingsPYPL
0.3% of the fund
+4%
Innovator Etfs TrustQBUF
0.2% of the fund
+12%
Uber TechnologiesUBER
0.2% of the fund
+6%
Royal Caribbean CruisesRCL
0.2% of the fund
+6%

Cut

Sold some of their stake.

AlphabetGOOGL
2.4% of the fund
-2%
NvidiaNVDA
1.7% of the fund
-3%
BoeingBA
1.6% of the fund
-10%
Amazon.comAMZN
1.5% of the fund
-3%
AppleAAPL
1.3% of the fund
-5%
Bank of AmericaBAC
0.8% of the fund
-11%
Lowe's CompaniesLOW
0.5% of the fund
-9%
QualcommQCOM
0.5% of the fund
-7%
Home DepotHD
0.3% of the fund
-3%
Proshares TRIQQQ
0.2% of the fund
-3%
MastercardMA
0.2% of the fund
-15%
Sherwin-WilliamsSHW
0.2% of the fund
-2%
First TR Exchng Traded FD VIXDEC
0.2% of the fund
-3%
First TR Exchng Traded FD VIQDEC
0.2% of the fund
-4%
ShopifySHOP
0.2% of the fund
-4%
Ford MotorF
0.1% of the fund
-6%

Sold out

Sold their entire stake.

FedExFDX
-100%

Holdings

Ishares TREFA
Share
13.4%
Value
$18m
Shares
176,688
Held
Innovator Etfs TrustZALT
Share
9.3%
Value
$13m
Shares
378,737
Held
First TR Exchng Traded FD VIFHDG
Share
9.0%
Value
$12m
Shares
339,548
+2%
Vanguard Index FDSVTI
Share
7.0%
Value
$10m
Shares
26,148
+5%
Johnson & JohnsonJNJ
Share
3.9%
Value
$5m
Shares
20,892
Held
First TR Exchng Traded FD VIBUFQ
Share
3.2%
Value
$4m
Shares
111,014
Held
Ishares TRIJH
Share
2.7%
Value
$4m
Shares
48,078
+9%
AlphabetGOOGL
Share
2.4%
Value
$3m
Shares
9,028
-2%
Meta PlatformsMETA
Share
2.2%
Value
$3m
Shares
5,483
Held
Spdr Series TrustSPYM
Share
2.2%
Value
$3m
Shares
34,236
Held
Vanguard Specialized FundsVIG
Share
1.9%
Value
$3m
Shares
11,189
Held
Vanguard Star FDSVXUS
Share
1.7%
Value
$2m
Shares
27,693
+27%
NvidiaNVDA
Share
1.7%
Value
$2m
Shares
11,453
-3%
State STR Spdr S&P 500 ETF TSPY
Share
1.6%
Value
$2m
Shares
3,029
+10%
BoeingBA
Share
1.6%
Value
$2m
Shares
10,402
-10%
Invesco Actively Managed EXCGSY
Share
1.5%
Value
$2m
Shares
41,356
+28%
ExxonMobil HoldingsXOM
Share
1.5%
Value
$2m
Shares
14,854
Held
Amazon.comAMZN
Share
1.5%
Value
$2m
Shares
8,436
-3%
First TR Exchange Traded FDRDVY
Share
1.5%
Value
$2m
Shares
24,800
Held
Proshares TRISPY
Share
1.4%
Value
$2m
Shares
38,921
+11%
Eli LillyLLY
Share
1.3%
Value
$2m
Shares
1,506
Held
Ishares TRIVV
Share
1.3%
Value
$2m
Shares
2,348
Held
Ishares TRIMCB
Share
1.3%
Value
$2m
Shares
17,876
Held
AppleAAPL
Share
1.3%
Value
$2m
Shares
5,946
-5%
NetflixNFLX
Share
1.2%
Value
$2m
Shares
22,567
Held
Ishares TRIWM
Share
1.1%
Value
$2m
Shares
5,219
Held
Vanguard BD Index FDSBND
Share
1.0%
Value
$1m
Shares
18,932
+28%
MicrosoftMSFT
Share
0.9%
Value
$1m
Shares
3,396
Held
Invesco Exch Traded FD TR IIQQQM
Share
0.9%
Value
$1m
Shares
4,056
+29%
Innovator Etfs TrustDDTO
Share
0.9%
Value
$1m
Shares
53,033
+4%
Bank of AmericaBAC
Share
0.8%
Value
$1m
Shares
19,007
-11%
First TR Exchange Traded FDSDVY
Share
0.8%
Value
$1m
Shares
24,220
+27%
Innovator Etfs TrustIBUF
Share
0.7%
Value
$918,209
Shares
29,168
+4%
AlphabetGOOG
Share
0.7%
Value
$906,741
Shares
2,566
Held
American Centy ETF TRAVUV
Share
0.6%
Value
$887,301
Shares
7,112
+13%
First TR Exchng Traded FD VIFNOV
Share
0.6%
Value
$876,707
Shares
14,989
Held
Marriott InternationalMAR
Share
0.6%
Value
$825,222
Shares
2,227
Held
Invesco QQQ TRQQQ
Share
0.6%
Value
$820,402
Shares
1,114
Held
JPMorgan ChaseJPM
Share
0.5%
Value
$733,238
Shares
2,240
Held
Innovator Etfs TrustEBUF
Share
0.5%
Value
$711,402
Shares
22,336
+5%
Lowe's CompaniesLOW
Share
0.5%
Value
$702,872
Shares
3,188
-9%
MedtronicMDT
Share
0.5%
Value
$682,510
Shares
8,724
Held
QualcommQCOM
Share
0.5%
Value
$644,464
Shares
3,488
-7%
Innovator Etfs TrustXDSQ
Share
0.4%
Value
$617,139
Shares
14,367
Held
First TR Exchng Traded FD VIFOCT
Share
0.4%
Value
$581,988
Shares
11,130
Held
Vanguard Intl Equity Index FVWO
Share
0.4%
Value
$581,788
Shares
9,747
+30%
First TR Exchng Traded FD VIXJUN
Share
0.4%
Value
$534,271
Shares
12,025
Held
First TR Exchng Traded FD VIFDEC
Share
0.4%
Value
$529,313
Shares
9,718
Held
TeslaTSLA
Share
0.4%
Value
$496,308
Shares
1,180
+2%
NextEra EnergyNEE
Share
0.4%
Value
$480,824
Shares
5,478
Held
PayPal HoldingsPYPL
Share
0.3%
Value
$461,983
Shares
10,699
+4%
Verizon CommunicationsVZ
Share
0.3%
Value
$427,873
Shares
10,106
Held
Innovator Etfs TrustDDTJ
Share
0.3%
Value
$425,802
Shares
21,200
Held
PaychexPAYX
Share
0.3%
Value
$418,593
Shares
4,257
Held
Home DepotHD
Share
0.3%
Value
$380,916
Shares
1,080
-3%
CorningGLW
Share
0.2%
Value
$341,069
Shares
1,335
New
Vanguard World FDVGT
Share
0.2%
Value
$327,007
Shares
2,736
Held
Innovator Etfs TrustQBUF
Share
0.2%
Value
$325,628
Shares
10,584
+12%
Uber TechnologiesUBER
Share
0.2%
Value
$303,144
Shares
4,201
+6%
BlockXYZ
Share
0.2%
Value
$303,012
Shares
3,987
Held
Innovator Etfs TrustDDTF
Share
0.2%
Value
$295,571
Shares
14,600
Held
Morgan StanleyMS
Share
0.2%
Value
$286,766
Shares
1,372
Held
Proshares TRIQQQ
Share
0.2%
Value
$283,886
Shares
5,588
-3%
Vanguard World FDVCR
Share
0.2%
Value
$281,196
Shares
709
Held
First TR Exchng Traded FD VIFMAR
Share
0.2%
Value
$280,845
Shares
5,374
Held
First TR Exchng Traded FD VIXJUL
Share
0.2%
Value
$277,473
Shares
6,815
Held
StrykerSYK
Share
0.2%
Value
$277,387
Shares
881
Held
Royal Caribbean CruisesRCL
Share
0.2%
Value
$275,894
Shares
869
+6%
AbbVieABBV
Share
0.2%
Value
$271,980
Shares
1,081
Held
Hilton Worldwide HoldingsHLT
Share
0.2%
Value
$259,081
Shares
784
Held
MastercardMA
Share
0.2%
Value
$254,232
Shares
495
-15%
WalmartWMT
Share
0.2%
Value
$252,256
Shares
2,227
Held
Sherwin-WilliamsSHW
Share
0.2%
Value
$251,365
Shares
730
-2%
Innovator Etfs TrustDDFO
Share
0.2%
Value
$250,986
Shares
11,150
Held
VisaV
Share
0.2%
Value
$240,222
Shares
700
Held
Micron TechnologyMU
Share
0.2%
Value
$240,092
Shares
208
New
Vanguard Index FDSVB
Share
0.2%
Value
$238,330
Shares
786
Held
First TR Exchng Traded FD VIXDEC
Share
0.2%
Value
$229,981
Shares
5,369
-3%
Vaneck ETF TrustSMH
Share
0.2%
Value
$229,633
Shares
350
New
First TR Exchng Traded FD VIQDEC
Share
0.2%
Value
$221,459
Shares
6,219
-4%
ShopifySHOP
Share
0.2%
Value
$214,658
Shares
1,880
-4%
First TR Exchng Traded FD VIXNOV
Share
0.1%
Value
$201,145
Shares
5,076
New
Ford MotorF
Share
0.1%
Value
$185,715
Shares
13,361
-6%
UltralifeULBI
Share
<0.1%
Value
$129,200
Shares
20,443
Held

Company	Share of fund	Value	Shares	Change
Ishares TREFA	13.4%	$18m	176,688	Held
Innovator Etfs TrustZALT	9.3%	$13m	378,737	Held
First TR Exchng Traded FD VIFHDG	9.0%	$12m	339,548	+2%
Vanguard Index FDSVTI	7.0%	$10m	26,148	+5%
Johnson & JohnsonJNJ	3.9%	$5m	20,892	Held
First TR Exchng Traded FD VIBUFQ	3.2%	$4m	111,014	Held
Ishares TRIJH	2.7%	$4m	48,078	+9%
AlphabetGOOGL	2.4%	$3m	9,028	-2%
Meta PlatformsMETA	2.2%	$3m	5,483	Held
Spdr Series TrustSPYM	2.2%	$3m	34,236	Held
Vanguard Specialized FundsVIG	1.9%	$3m	11,189	Held
Vanguard Star FDSVXUS	1.7%	$2m	27,693	+27%
NvidiaNVDA	1.7%	$2m	11,453	-3%
State STR Spdr S&P 500 ETF TSPY	1.6%	$2m	3,029	+10%
BoeingBA	1.6%	$2m	10,402	-10%
Invesco Actively Managed EXCGSY	1.5%	$2m	41,356	+28%
ExxonMobil HoldingsXOM	1.5%	$2m	14,854	Held
Amazon.comAMZN	1.5%	$2m	8,436	-3%
First TR Exchange Traded FDRDVY	1.5%	$2m	24,800	Held
Proshares TRISPY	1.4%	$2m	38,921	+11%
Eli LillyLLY	1.3%	$2m	1,506	Held
Ishares TRIVV	1.3%	$2m	2,348	Held
Ishares TRIMCB	1.3%	$2m	17,876	Held
AppleAAPL	1.3%	$2m	5,946	-5%
NetflixNFLX	1.2%	$2m	22,567	Held
Ishares TRIWM	1.1%	$2m	5,219	Held
Vanguard BD Index FDSBND	1.0%	$1m	18,932	+28%
MicrosoftMSFT	0.9%	$1m	3,396	Held
Invesco Exch Traded FD TR IIQQQM	0.9%	$1m	4,056	+29%
Innovator Etfs TrustDDTO	0.9%	$1m	53,033	+4%
Bank of AmericaBAC	0.8%	$1m	19,007	-11%
First TR Exchange Traded FDSDVY	0.8%	$1m	24,220	+27%
Innovator Etfs TrustIBUF	0.7%	$918,209	29,168	+4%
AlphabetGOOG	0.7%	$906,741	2,566	Held
American Centy ETF TRAVUV	0.6%	$887,301	7,112	+13%
First TR Exchng Traded FD VIFNOV	0.6%	$876,707	14,989	Held
Marriott InternationalMAR	0.6%	$825,222	2,227	Held
Invesco QQQ TRQQQ	0.6%	$820,402	1,114	Held
JPMorgan ChaseJPM	0.5%	$733,238	2,240	Held
Innovator Etfs TrustEBUF	0.5%	$711,402	22,336	+5%
Lowe's CompaniesLOW	0.5%	$702,872	3,188	-9%
MedtronicMDT	0.5%	$682,510	8,724	Held
QualcommQCOM	0.5%	$644,464	3,488	-7%
Innovator Etfs TrustXDSQ	0.4%	$617,139	14,367	Held
First TR Exchng Traded FD VIFOCT	0.4%	$581,988	11,130	Held
Vanguard Intl Equity Index FVWO	0.4%	$581,788	9,747	+30%
First TR Exchng Traded FD VIXJUN	0.4%	$534,271	12,025	Held
First TR Exchng Traded FD VIFDEC	0.4%	$529,313	9,718	Held
TeslaTSLA	0.4%	$496,308	1,180	+2%
NextEra EnergyNEE	0.4%	$480,824	5,478	Held
PayPal HoldingsPYPL	0.3%	$461,983	10,699	+4%
Verizon CommunicationsVZ	0.3%	$427,873	10,106	Held
Innovator Etfs TrustDDTJ	0.3%	$425,802	21,200	Held
PaychexPAYX	0.3%	$418,593	4,257	Held
Home DepotHD	0.3%	$380,916	1,080	-3%
CorningGLW	0.2%	$341,069	1,335	New
Vanguard World FDVGT	0.2%	$327,007	2,736	Held
Innovator Etfs TrustQBUF	0.2%	$325,628	10,584	+12%
Uber TechnologiesUBER	0.2%	$303,144	4,201	+6%
BlockXYZ	0.2%	$303,012	3,987	Held
Innovator Etfs TrustDDTF	0.2%	$295,571	14,600	Held
Morgan StanleyMS	0.2%	$286,766	1,372	Held
Proshares TRIQQQ	0.2%	$283,886	5,588	-3%
Vanguard World FDVCR	0.2%	$281,196	709	Held
First TR Exchng Traded FD VIFMAR	0.2%	$280,845	5,374	Held
First TR Exchng Traded FD VIXJUL	0.2%	$277,473	6,815	Held
StrykerSYK	0.2%	$277,387	881	Held
Royal Caribbean CruisesRCL	0.2%	$275,894	869	+6%
AbbVieABBV	0.2%	$271,980	1,081	Held
Hilton Worldwide HoldingsHLT	0.2%	$259,081	784	Held
MastercardMA	0.2%	$254,232	495	-15%
WalmartWMT	0.2%	$252,256	2,227	Held
Sherwin-WilliamsSHW	0.2%	$251,365	730	-2%
Innovator Etfs TrustDDFO	0.2%	$250,986	11,150	Held
VisaV	0.2%	$240,222	700	Held
Micron TechnologyMU	0.2%	$240,092	208	New
Vanguard Index FDSVB	0.2%	$238,330	786	Held
First TR Exchng Traded FD VIXDEC	0.2%	$229,981	5,369	-3%
Vaneck ETF TrustSMH	0.2%	$229,633	350	New
First TR Exchng Traded FD VIQDEC	0.2%	$221,459	6,219	-4%
ShopifySHOP	0.2%	$214,658	1,880	-4%
First TR Exchng Traded FD VIXNOV	0.1%	$201,145	5,076	New
Ford MotorF	0.1%	$185,715	13,361	-6%
UltralifeULBI	<0.1%	$129,200	20,443	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 18.5% since 30 June 2025.

Where the money is

Media & telecom6.7%

Health care6.1%

Technology5.0%

Retail & consumer3.7%

Financial services2.4%

Industrials2.2%

Energy1.5%

Utilities0.4%

Everyday goods0.2%

Materials0.2%

Other71.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.