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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
+6.32%
1 Year Est. Return
+19.43%
3 Year Est. Return
+61.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
+$1.6M
Cap. Flow
-$4.98M
Cap. Flow %
-4.24%
Top 10 Hldgs %
58.31%
Holding
83
New
5
Increased
14
Reduced
50
Closed
8

Top Buys

Rank Stock Value
1
FMC icon
FMC
FMC
+$579K
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$231K
3
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$222K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$216K
5
ABBV icon
AbbVie
ABBV
+$209K

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$648K
2
AMZN icon
Amazon
AMZN
+$487K
3
NVDA icon
NVIDIA
NVDA
+$461K
4
PFE icon
Pfizer
PFE
+$386K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$354K

Sector Composition

Rank Sector Weight
1 Communication Services 8.41%
2 Technology 6.38%
3 Healthcare 5.48%
4 Consumer Discretionary 4.14%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFR icon
76
FT Vest Fund of Buffer ETFs
BUFR
$10.3B
– –
-7,703
Closed -$245K
COST icon
77
Costco
COST
$418B
– –
-221
Closed -$219K
DIA icon
78
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.4B
– –
-804
Closed -$354K
ETN icon
79
Eaton
ETN
$171B
– –
-675
Closed -$241K
GS icon
80
Goldman Sachs
GS
$313B
– –
-302
Closed -$214K
PFE icon
81
Pfizer
PFE
$145B
– –
-15,928
Closed -$386K
SNPS icon
82
Synopsys
SNPS
$76.8B
– –
-535
Closed -$274K
XOCT icon
83
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$72.8M
– –
-5,696
Closed -$204K
1 2 3
4

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DI
DRH Investments Thousand Oaks, California $123M AUM 31.65% 1-Year Est. Return
CPC
Cadia Private Client Parsippany, New Jersey $123M AUM
BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $123M AUM
SPA
Sound Portfolio Advisors Mystic, Connecticut $123M AUM
KFG
Kropog Financial Group Mandeville, Louisiana $123M AUM 17.52% 1-Year Est. Return
CCM
Cannon Capital Management Salt Lake City, Utah $123M AUM
FC
Farley Capital New York $123M AUM 23.66% 1-Year Est. Return

Pitti Group Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Pitti Group Wealth Management held 83 positions worth $117M, up 1.4% from $116M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Pitti Group Wealth Management withdrew a net $4.98M in Q3 2025, closing 8 positions and reducing 50 holdings. Its most notable exit was Pfizer, an estimated $386K position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 8.4% of assets, down from 9.4% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Pitti Group Wealth Management opened a new position in FMC worth $499K.

  • Pitti Group Wealth Management's largest Q3 2025 buy was FMC: 14,839 shares worth $499K.
  • Pitti Group Wealth Management added most to Vanguard Total International Stock ETF in Q3 2025, an estimated $231K increase.
  • Pitti Group Wealth Management's biggest Q3 2025 reduction was Meta Platforms (Facebook), cutting an estimated $648K.
  • Pitti Group Wealth Management fully exited Pfizer in Q3 2025, selling an estimated $386K.
  • Pitti Group Wealth Management's ten largest holdings make up 58% of its $117M portfolio in Q3 2025.
  • Pitti Group Wealth Management opened 5 new positions and closed 8 in Q3 2025.
  • Pitti Group Wealth Management's portfolio value rose 1.4% quarter-over-quarter to $117M.

Based on Pitti Group Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.