Managers / Q1 2026
Pitti Group Wealth Management, LLC
CIK 0001909664 · 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564 · (585) 337-4000
Summary
Pitti Group Wealth Management, LLC reported $123M in U.S.-listed holdings across 81 positions for Q1 2026.
Its largest position, Ishares Tr, represents 13.8% of the portfolio.
Compared with Q4 2025, the fund opened 4 new positions and exited 0.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 69.6% · $86M
- Common Stock · 29.6% · $36M
- Other · 0.8% · $982,623
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | NEW | +21.2K | 21.2K | +$393,618 | $393,618 |
| INNOVATOR ETFS TRUST | NEW | +14.6K | 14.6K | +$272,532 | $272,532 |
| FDXFEDEX CORP | NEW | +638 | 638 | +$227,268 | $227,268 |
| VVISA INC | NEW | +700 | 700 | +$211,607 | $211,607 |
| INNOVATOR ETFS TRUST | ADDED | +5.4K | 21.2K | +$172,297 | $626,498 |
| INNOVATOR ETFS TRUST | ADDED | +5.9K | 28.1K | +$179,924 | $828,567 |
| INNOVATOR ETFS TRUST | ADDED | +1.7K | 9.5K | +$48,848 | $277,028 |
| MAMASTERCARD INCORPORATED | ADDED | +90 | 585 | +$9,715 | $292,301 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ISHARES TR | MSCI EAFE ETF · CORE S&P MCP ETF · CORE S&P500 ETF · MRGSTR MD CP ETF · RUSSELL 2000 ETF | 19.76% | $24M | 244.9K |
| 2 | FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUIT · FT VEST LADDERED · FT VEST US EQT · FT VEST U.S · FT VEST UQ EQT | 14.20% | $17M | 491.5K |
| 3 | INNOVATOR ETFS TRUST | U S EQ 10 BUFFER · EQUITY DUAL DIRE · INTL DVLPD 10 BU · EMERGING MRKT 10 · US EQUITY ACCELE | 12.34% | $15M | 487.2K |
| 4 | VANGUARD INDEX FDS | TOTAL STK MKT | 6.48% | $8M | 24.9K |
| 5 | JNJJOHNSON & JOHNSONhistory → | COM | 4.15% | $5M | 20.9K |
| 6 | GOOGLALPHABET INC | CAP STK CL A · CAP STK CL C | 2.76% | $3M | 11.8K |
| 7 | METAMETA PLATFORMS INChistory → | CL A | 2.59% | $3M | 5.6K |
| 8 | SPDR SERIES TRUST | STATE STREET SPD | 2.10% | $3M | 33.8K |
| 9 | EXMOCEXXON MOBIL CORPhistory → | COM | 2.05% | $3M | 14.9K |
| 10 | RDVYFIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV · SMID RISNG ETF | 1.99% | $2M | 43.9K |
| 11 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1.96% | $2M | 11.2K |
| 12 | BABOEING COhistory → | COM | 1.87% | $2M | 11.6K |
| 13 | NFLXNETFLIX INC.history → | COM | 1.74% | $2M | 22.3K |
| 14 | NVDANVIDIA CORPORATIONhistory → | COM | 1.67% | $2M | 11.8K |
| 15 | AMZNAMAZON COM INChistory → | COM | 1.47% | $2M | 8.7K |
| 16 | STATE STR SPDR S&P 500 ETF T | TR UNIT | 1.45% | $2M | 2.8K |
| 17 | VANGUARD STAR FDS | VG TL INTL STK F | 1.37% | $2M | 21.9K |
| 18 | INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 1.31% | $2M | 32.3K |
| 19 | AAPLAPPLE INChistory → | COM | 1.29% | $2M | 6.2K |
| 20 | PROSHARES TR | S&P 500 HIGH INC | 1.23% | $2M | 35.1K |
| 21 | LLYELI LILLY & COhistory → | COM | 1.12% | $1M | 1.5K |
| 22 | MSFTMICROSOFT CORPhistory → | COM | 1.03% | $1M | 3.4K |
| 23 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 0.88% | $1M | 14.8K |
| 24 | BACBANK AMERICA CORP | COM | 0.84% | $1M | 21.2K |
| 25 | LOWLOWES COS INC | COM | 0.67% | $825,704 | 3.5K |
| 26 | MEDTRONIC PLC | SHS | 0.61% | $757,375 | 8.7K |
| 27 | INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 0.61% | $746,139 | 3.1K |
| 28 | MARMARRIOTT INTL INC NEW | CL A | 0.59% | $729,278 | 2.2K |
| 29 | AMERICAN CENTY ETF TR | US SML CP VALU | 0.56% | $694,249 | 6.3K |
| 30 | JPMJPMORGAN CHASE & CO | COM | 0.53% | $658,187 | 2.2K |
| 31 | NDQINVESCO QQQ TR | UNIT SER 1 | 0.52% | $643,019 | 1.1K |
| 32 | NEENEXTERA ENERGY INC | COM | 0.41% | $509,840 | 5.5K |
| 33 | BACVERIZON COMMUNICATIONS INC | COM | 0.41% | $503,012 | 10.0K |
| 34 | QCOMQUALCOMM INC | COM | 0.39% | $481,224 | 3.7K |
| 35 | PYPLPAYPAL HLDGS INC | COM | 0.38% | $465,100 | 10.3K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $123M | 81 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $122M | 77 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $117M | 75 | Nov 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $116M | 78 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $97M | 73 | Apr 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $99M | 73 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $92M | 60 | Oct 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $92M | 60 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $89M | 61 | Apr 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $92M | 60 | Feb 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $87M | 65 | Nov 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $89M | 62 | Aug 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $90M | 69 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $84M | 67 | Jan 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $72M | 60 | Oct 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $73M | 62 | Jul 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $86M | 63 | Apr 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $90M | 71 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.