Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pitti Group Wealth Management, LLC (CIK 1909664) reported $123.2M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EFA ($17.1M, 13.84%), ZALT ($12.1M, 9.82%), FHDG ($11.2M, 9.12%), VTI ($8.0M, 6.48%), JNJ ($5.1M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | $17.1M | 13.84% | 175,562 | Added |
| 2 | ZALT | INNOVATOR ETFS TRUST | $12.1M | 9.82% | 372,509 | Added |
| 3 | FHDG | FIRST TR EXCHNG TRADED FD VI | $11.2M | 9.12% | 332,514 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $8.0M | 6.48% | 24,887 | Added |
| 5 | JNJ | JOHNSON & JOHNSON | $5.1M | 4.15% | 20,891 | Trimmed |
| 6 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $3.9M | 3.18% | 110,923 | Trimmed |
| 7 | META | META PLATFORMS INC | $3.2M | 2.59% | 5,579 | Added |
| 8 | IJH | ISHARES TR | $3.0M | 2.42% | 44,141 | Added |
| 9 | GOOGL | ALPHABET INC | $2.7M | 2.16% | 9,243 | Added |
| 10 | SPLG | SPDR SERIES TRUST | $2.6M | 2.10% | 33,839 | Added |
| 11 | XOM | EXXON MOBIL CORP | $2.5M | 2.05% | 14,857 | Hold |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.96% | 11,232 | Added |
| 13 | BA | BOEING CO | $2.3M | 1.87% | 11,603 | Added |
| 14 | NFLX | NETFLIX INC. | $2.1M | 1.74% | 22,343 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $2.1M | 1.67% | 11,805 | Added |
| 16 | AMZN | AMAZON COM INC | $1.8M | 1.47% | 8,670 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 1.45% | 2,751 | Added |
| 18 | VXUS | VANGUARD STAR FDS | $1.7M | 1.37% | 21,863 | Added |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.7M | 1.37% | 24,785 | Added |
| 20 | GSY | INVESCO ACTIVELY MANAGED EXC | $1.6M | 1.31% | 32,294 | Added |
| 21 | AAPL | APPLE INC | $1.6M | 1.29% | 6,248 | Added |
| 22 | IVV | ISHARES TR | $1.6M | 1.26% | 2,377 | Added |
| 23 | ISPY | PROSHARES TR | $1.5M | 1.23% | 35,061 | Added |
| 24 | IMCB | ISHARES TR | $1.5M | 1.20% | 17,674 | Added |
| 25 | LLY | ELI LILLY & CO | $1.4M | 1.12% | 1,505 | Added |
Source: SEC Form 13F filings · as of 2026-03-31