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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
PYPL icon
51
PayPal
PYPL
$47B
$462K 0.34%
10,699
+416
+4% +$18.9K
VZ icon
52
Verizon
VZ
$208B
$428K 0.31%
10,106
+86
+0.9% +$4.03K
DDTJ
53
Innovator Equity Dual Directional 10 Buffer ETF - January
DDTJ
$18M
$426K 0.31%
21,200
– –
PAYX icon
54
Paychex
PAYX
$43.3B
$419K 0.3%
4,257
+12
+0.3% +$1.14K
HD icon
55
Home Depot
HD
$320B
$381K 0.28%
1,080
-33
-3% -$10.7K
GLW icon
56
Corning
GLW
$133B
$341K 0.25%
+1,335
New +$243K
VGT icon
57
Vanguard Information Technology ETF
VGT
$149B
$327K 0.24%
2,736
– –
QBUF
58
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$170M
$326K 0.24%
10,584
+1,100
+12% +$33.5K
UBER icon
59
Uber
UBER
$155B
$303K 0.22%
4,201
+248
+6% +$18.2K
XYZ
60
Block Inc
XYZ
$49.7B
$303K 0.22%
3,987
-76
-2% -$5.34K
DDTF
61
Innovator Equity Dual Directional 10 Buffer ETF - February
DDTF
$20.2M
$296K 0.22%
14,600
– –
MS icon
62
Morgan Stanley
MS
$342B
$287K 0.21%
1,372
+2
+0.1% +$396
IQQQ icon
63
ProShares Nasdaq-100 High Income ETF
IQQQ
$406M
$284K 0.21%
5,588
-177
-3% -$8.48K
VCR icon
64
Vanguard Consumer Discretionary ETF
VCR
$5.94B
$281K 0.2%
709
– –
FMAR icon
65
FT Vest US Equity Buffer ETF March
FMAR
$1.17B
$281K 0.2%
5,374
-58
-1% -$2.98K
XJUL icon
66
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$42.8M
$277K 0.2%
6,815
-10
-0.1% -$402
SYK icon
67
Stryker
SYK
$116B
$277K 0.2%
881
-3
-0.3% -$945
RCL icon
68
Royal Caribbean
RCL
$70.9B
$276K 0.2%
869
+50
+6% +$14K
ABBV icon
69
AbbVie
ABBV
$453B
$272K 0.2%
1,081
+5
+0.5% +$1.08K
HLT icon
70
Hilton Worldwide
HLT
$70B
$259K 0.19%
784
+5
+0.6% +$1.64K
MA icon
71
Mastercard
MA
$507B
$254K 0.19%
495
-90
-15% -$44.9K
WMT icon
72
Walmart Inc
WMT
$850B
$252K 0.18%
2,227
-44
-2% -$5.46K
SHW icon
73
Sherwin-Williams
SHW
$81B
$251K 0.18%
730
-18
-2% -$5.75K
DDFO
74
Innovator Equity Dual Directional 15 Buffer ETF - October
DDFO
$101M
$251K 0.18%
11,150
– –
V icon
75
Visa
V
$700B
$240K 0.18%
700
– –
1 2
3
4

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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.