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PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $123M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
-0.89%
1 Year Est. Return
+19.43%
3 Year Est. Return
+61.95%
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

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

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

1 Communication Services 7.5%
2 Healthcare 6.31%
3 Technology 5.31%
4 Consumer Discretionary 3.88%
5 Financials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.43T
$428K 0.35%
1,152
+5
+0.4% +$2.06K
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$405K 0.33%
7,500
+452
+6% +$25.3K
DDTJ
53
Innovator Equity Dual Directional 10 Buffer ETF - January
DDTJ
$17.1M
$394K 0.32%
+21,200
New +$402K
PAYX icon
54
Paychex
PAYX
$40.7B
$391K 0.32%
4,245
+11
+0.3% +$1.09K
HD icon
55
Home Depot
HD
$338B
$366K 0.3%
1,113
+19
+2% +$6.92K
MA icon
56
Mastercard
MA
$480B
$292K 0.24%
585
+90
+18% +$47.4K
SYK icon
57
Stryker
SYK
$123B
$290K 0.24%
884
+40
+5% +$14.4K
UBER icon
58
Uber
UBER
$147B
$284K 0.23%
3,953
+464
+13% +$35.7K
WMT icon
59
Walmart Inc
WMT
$909B
$282K 0.23%
2,271
– –
QBUF
60
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$162M
$277K 0.22%
9,484
+1,700
+22% +$49.9K
DDTF
61
Innovator Equity Dual Directional 10 Buffer ETF - February
DDTF
$19.7M
$273K 0.22%
+14,600
New +$278K
XJUL icon
62
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$41.8M
$265K 0.22%
6,825
-3
-0% -$118
FMAR icon
63
FT Vest US Equity Buffer ETF March
FMAR
$1.12B
$263K 0.21%
5,432
– –
VCR icon
64
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$255K 0.21%
709
– –
XYZ
65
Block Inc
XYZ
$47.6B
$245K 0.2%
4,063
+25
+0.6% +$1.52K
IQQQ icon
66
ProShares Nasdaq-100 High Income ETF
IQQQ
$394M
$240K 0.2%
5,765
+212
+4% +$9.33K
SHW icon
67
Sherwin-Williams
SHW
$81.7B
$240K 0.19%
748
+29
+4% +$9.98K
DDFO
68
Innovator Equity Dual Directional 15 Buffer ETF - October
DDFO
$99.8M
$239K 0.19%
11,150
– –
VGT icon
69
Vanguard Information Technology ETF
VGT
$139B
$239K 0.19%
2,736
– –
HLT icon
70
Hilton Worldwide
HLT
$73.1B
$237K 0.19%
779
+14
+2% +$4.24K
ABBV icon
71
AbbVie
ABBV
$450B
$234K 0.19%
1,076
+5
+0.5% +$1.11K
SHOP icon
72
Shopify
SHOP
$160B
$231K 0.19%
1,950
– –
FDX icon
73
FedEx
FDX
$74.7B
$227K 0.18%
+638
New +$221K
MS icon
74
Morgan Stanley
MS
$339B
$226K 0.18%
1,370
+1
+0.1% +$173
RCL icon
75
Royal Caribbean
RCL
$77B
$225K 0.18%
819
+1
+0.1% +$298
1 2
3
4

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BCG
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GCM
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SPA
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KFG
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CCM
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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 Communication Services at 7.5% of assets, down from 8% a quarter earlier, followed by Healthcare and Technology.

  • 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.