StockDriftsStockDriftsTop 50 Pitti Group Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | 13.37% | 176.7K | $18.4M | +0.64%(+1.13K) | $81.80(+32.84%) | 2026-06-30 | |
| ZALT | INNOVATOR ETFS TRUST | 9.34% | 378.7K | $12.8M | +1.67%(+6.23K) | $29.95(+15.20%) | 2026-06-30 | |
| FHDG | FIRST TR EXCHNG TRADED FD VI | 8.96% | 339.5K | $12.3M | +2.12%(+7.03K) | $33.41(+11.50%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.05% | 26.1K | $9.7M | +5.07%(+1.26K) | $240.81(+59.20%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.87% | 20.9K | $5.3M | +0.00%(+1) | $166.41(+56.52%) | 2026-06-30 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 3.18% | 111.0K | $4.4M | +0.08%(+91) | $27.82(+43.07%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.7% | 48.1K | $3.7M | +8.92%(+3.94K) | $62.00(+26.69%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.35% | 9.0K | $3.2M | -2.33%(-215) | $141.80(+143.10%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.25% | 5.5K | $3.1M | -1.72%(-96) | $269.46(+115.35%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.19% | 34.2K | $3.0M | +1.17%(+397) | $67.88(+34.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.65% | +50.71% | — | — | +42.32% |
| Top 20 Holdings Unweighted | +17.40% | +61.82% | — | — | +52.95% |
Pitti Group Wealth Management LLC reports $137.28M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are EFA (13.4%), ZALT (9.3%) and FHDG (9.0%). The top 20 holdings account for 71.15% of reported assets. Its disclosed equity book has returned +50.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Pitti Group Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Pitti Group Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909664). View Pitti Group Wealth Management LLC’s 13F filings on SEC