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PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $137M
1-Year Est. Return 19.2%
This Fund
S&P 500
This Quarter Est. Return
+9.9%
1 Year Est. Return
+19.2%
3 Year Est. Return
+65.34%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
+$14.1M
Cap. Flow
+$3.48M
Cap. Flow %
2.53%
Top 10 Hldgs %
55.26%
Holding
85
New
4
Increased
36
Reduced
33
Closed
1

Top Buys

Rank Stock Value
1
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$488K
2
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$455K
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$451K
4
BND icon
Vanguard Total Bond Market
BND
+$306K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$289K

Top Sells

Rank Stock Value
1
BA icon
Boeing
BA
+$267K
2
FDX icon
FedEx
FDX
+$227K
3
BAC icon
Bank of America
BAC
+$119K
4
AAPL icon
Apple
AAPL
+$86.4K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$77.4K

Sector Composition

Rank Sector Weight
1 Miscellaneous 71.63%
2 Communication Services 6.75%
3 Healthcare 6.08%
4 Technology 5.64%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
26
iShares Russell 2000 ETF
IWM
$81.2B
$1.57M 1.14%
5,219
+27
+0.5% +$7.59K
BND icon
27
Vanguard Total Bond Market
BND
$160B
$1.39M 1.01%
18,932
+4,168
+28% +$306K
MSFT icon
28
Microsoft
MSFT
$3.71T
$1.27M 0.92%
3,396
-19
-0.6% -$7.69K
QQQM icon
29
Invesco NASDAQ 100 ETF
QQQM
$105B
$1.23M 0.9%
4,056
+916
+29% +$259K
DDTO
30
Innovator Equity Dual Directional 10 Buffer ETF - October
DDTO
$28.2M
$1.22M 0.89%
53,033
+2,004
+4% +$45.1K
BAC icon
31
Bank of America
BAC
$438B
$1.08M 0.79%
19,007
-2,234
-11% -$119K
SDVY icon
32
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.5B
$1.04M 0.76%
24,220
+5,092
+27% +$212K
IBUF
33
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$115M
$918K 0.67%
29,168
+1,100
+4% +$33.7K
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.1T
$907K 0.66%
2,566
-24
-0.9% -$8.58K
AVUV icon
35
Avantis US Small Cap Value ETF
AVUV
$31.7B
$887K 0.65%
7,112
+828
+13% +$98.8K
FNOV icon
36
FT Vest US Equity Buffer ETF November
FNOV
$1.25B
$877K 0.64%
14,989
– –
MAR icon
37
Marriott International
MAR
$87.8B
$825K 0.6%
2,227
-3
-0.1% -$1.11K
QQQ icon
38
Invesco QQQ Trust
QQQ
$489B
$820K 0.6%
1,114
– –
JPM icon
39
JPMorgan Chase
JPM
$953B
$733K 0.53%
2,240
+2
+0.1% +$621
EBUF
40
Innovator Emerging Markets 10 Buffer ETF - Quarterly
EBUF
$40.4M
$711K 0.52%
22,336
+1,100
+5% +$34.3K
LOW icon
41
Lowe's Companies
LOW
$115B
$703K 0.51%
3,188
-307
-9% -$69.7K
MDT icon
42
Medtronic
MDT
$121B
$683K 0.5%
8,724
-17
-0.2% -$1.37K
QCOM icon
43
Qualcomm
QCOM
$180B
$644K 0.47%
3,488
-249
-7% -$46.6K
XDSQ icon
44
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$79.5M
$617K 0.45%
14,367
-3
-0% -$127
FOCT icon
45
FT Vest US Equity Buffer ETF October
FOCT
$1.19B
$582K 0.42%
11,130
-172
-2% -$8.79K
VWO icon
46
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$582K 0.42%
9,747
+2,247
+30% +$132K
XJUN icon
47
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$139M
$534K 0.39%
12,025
– –
FDEC icon
48
FT Vest US Equity Buffer ETF December
FDEC
$1.36B
$529K 0.39%
9,718
– –
TSLA icon
49
Tesla
TSLA
$1.4T
$496K 0.36%
1,180
+28
+2% +$11.1K
NEE icon
50
NextEra Energy
NEE
$174B
$481K 0.35%
5,478
-11
-0.2% -$995
1
2
3 4

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MA
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FJWM
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Pitti Group Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Pitti Group Wealth Management held 85 positions worth $137M, up 11% from $123M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Pitti Group Wealth Management's Q2 2026 filing shows 4 new, 36 increased, 33 reduced and 1 closed positions. Its largest new stake was Corning: 1,335 shares worth $341K. The largest sale was Boeing, an estimated $267K.

By sector, the portfolio is most concentrated in Miscellaneous at 72% of assets, up from 70% a quarter earlier, followed by Communication Services and Healthcare.

  • Pitti Group Wealth Management's largest Q2 2026 buy was Corning: 1,335 shares worth $341K.
  • Pitti Group Wealth Management added most to Vanguard Total International Stock ETF in Q2 2026, an estimated $488K increase.
  • Pitti Group Wealth Management's biggest Q2 2026 reduction was Boeing, cutting an estimated $267K.
  • Pitti Group Wealth Management fully exited FedEx in Q2 2026, selling an estimated $227K.
  • Pitti Group Wealth Management's ten largest holdings make up 55% of its $137M portfolio in Q2 2026.
  • Pitti Group Wealth Management opened 4 new positions and closed 1 in Q2 2026.
  • Pitti Group Wealth Management's portfolio value rose 11% quarter-over-quarter to $137M.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.