We are live on ! Find out more
PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $137M
1-Year Est. Return 19.2%
This Fund
S&P 500
This Quarter Est. Return
-0.89%
1 Year Est. Return
+19.2%
3 Year Est. Return
+65.34%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
+$1.56M
Cap. Flow
+$3.69M
Cap. Flow %
3%
Top 10 Hldgs %
55.86%
Holding
81
New
4
Increased
57
Reduced
6
Closed
–

Top Buys

Rank Stock Value
1
DDTJ
Innovator Equity Dual Directional 10 Buffer ETF - January
DDTJ
+$402K
2
DDTF
Innovator Equity Dual Directional 10 Buffer ETF - February
DDTF
+$278K
3
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$268K
4
FHDG
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
+$267K
5
V icon
Visa
V
+$225K

Top Sells

Rank Stock Value
1
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$860K
2
MAR icon
Marriott International
MAR
+$20.7K
3
JNJ icon
Johnson & Johnson
JNJ
+$11.6K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$608
5
XJUL icon
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
+$118

Sector Composition

Rank Sector Weight
1 Miscellaneous 69.6%
2 Communication Services 7.5%
3 Healthcare 6.31%
4 Technology 5.31%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
26
iShares Russell 2000 ETF
IWM
$80.8B
$1.29M 1.05%
5,192
+287
+6% +$74K
MSFT icon
27
Microsoft
MSFT
$3.81T
$1.26M 1.03%
3,415
+77
+2% +$32.2K
BND icon
28
Vanguard Total Bond Market
BND
$161B
$1.09M 0.88%
14,764
+1,776
+14% +$132K
DDTO
29
Innovator Equity Dual Directional 10 Buffer ETF - October
DDTO
$28.1M
$1.08M 0.88%
51,029
+2,538
+5% +$55K
BAC icon
30
Bank of America
BAC
$436B
$1.04M 0.84%
21,241
+161
+0.8% +$8.31K
IBUF
31
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$114M
$829K 0.67%
28,068
+5,877
+26% +$173K
LOW icon
32
Lowe's Companies
LOW
$117B
$826K 0.67%
3,495
+119
+4% +$31K
FNOV icon
33
FT Vest US Equity Buffer ETF November
FNOV
$1.24B
$800K 0.65%
14,989
+1,480
+11% +$81.1K
MDT icon
34
Medtronic
MDT
$117B
$757K 0.61%
8,741
+104
+1% +$9.96K
SDVY icon
35
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$754K 0.61%
19,128
+1,621
+9% +$65.8K
QQQM icon
36
Invesco NASDAQ 100 ETF
QQQM
$104B
$746K 0.61%
3,140
+271
+9% +$67.8K
GOOG icon
37
Alphabet (Google) Class C
GOOG
$4.19T
$743K 0.6%
2,590
+123
+5% +$38.6K
MAR icon
38
Marriott International
MAR
$91.5B
$729K 0.59%
2,230
-63
-3% -$20.7K
AVUV icon
39
Avantis US Small Cap Value ETF
AVUV
$31.3B
$694K 0.56%
6,284
+468
+8% +$51.5K
JPM icon
40
JPMorgan Chase
JPM
$951B
$658K 0.53%
2,238
+30
+1% +$9.11K
QQQ icon
41
Invesco QQQ Trust
QQQ
$489B
$643K 0.52%
1,114
-1
-0.1% -$608
EBUF
42
Innovator Emerging Markets 10 Buffer ETF - Quarterly
EBUF
$40.1M
$626K 0.51%
21,236
+5,418
+34% +$158K
XDSQ icon
43
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$78.1M
$569K 0.46%
14,370
– –
FOCT icon
44
FT Vest US Equity Buffer ETF October
FOCT
$1.18B
$539K 0.44%
11,302
– –
XJUN icon
45
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$139M
$517K 0.42%
12,025
– –
NEE icon
46
NextEra Energy
NEE
$171B
$510K 0.41%
5,489
+110
+2% +$9.78K
VZ icon
47
Verizon
VZ
$208B
$503K 0.41%
10,020
+26
+0.3% +$1.21K
FDEC icon
48
FT Vest US Equity Buffer ETF December
FDEC
$1.35B
$483K 0.39%
9,718
-2
-0% -$102
QCOM icon
49
Qualcomm
QCOM
$175B
$481K 0.39%
3,737
+82
+2% +$12K
PYPL icon
50
PayPal
PYPL
$45.9B
$465K 0.38%
10,283
+359
+4% +$17.3K
1
2
3 4

Similar funds

RA
Rubicon Advisors Redding, California $137M AUM
GF
GTS Financial Bloomington, Minnesota $137M AUM
MA
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
FJWM
Ferguson Johnson Wealth Management Rockville, Maryland $137M AUM
FF
Farnam Financial Phoenix, Arizona $137M AUM 26.86% 1-Year Est. Return
TBNY
Trustco Bank (New York) Albany, New York $137M AUM 57.7% 1-Year Est. Return
SDP
Sentinel Dome Partners Burlingame, California $137M AUM

Pitti Group Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Pitti Group Wealth Management held 81 positions worth $123M, up 1.3% from $122M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 4.9%. Pitti Group Wealth Management opened 4 new positions and made no exits, leaving the 81-position portfolio largely intact.

By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, up from 69% a quarter earlier, followed by Communication Services and Healthcare.

  • Pitti Group Wealth Management's largest Q1 2026 buy was Innovator Equity Dual Directional 10 Buffer ETF - January: 21,200 shares worth $394K.
  • Pitti Group Wealth Management added most to Innovator US Equity 10 Buffer ETF Quarterly in Q1 2026, an estimated $268K increase.
  • Pitti Group Wealth Management's biggest Q1 2026 reduction was FT Vest Fund of Nasdaq-100 Buffer ETFs, cutting an estimated $860K.
  • Pitti Group Wealth Management's ten largest holdings make up 56% of its $123M portfolio in Q1 2026.
  • Pitti Group Wealth Management opened 4 new positions and closed 0 in Q1 2026.
  • Pitti Group Wealth Management's portfolio value rose 1.3% quarter-over-quarter to $123M.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.