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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
ZALT icon
1
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$728M
$21.3M 18.1%
666,832
+7,066
+1% +$222K
EFA icon
2
iShares MSCI EAFE ETF
EFA
$76.4B
$16.3M 13.85%
174,179
-3,159
-2% -$287K
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$654B
$7.91M 6.74%
24,115
-560
-2% -$177K
BUFQ icon
4
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.49B
$4.8M 4.08%
137,632
-2,818
-2% -$95.8K
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$3.98M 3.39%
5,416
-871
-14% -$648K
JNJ icon
6
Johnson & Johnson
JNJ
$635B
$3.87M 3.29%
20,850
-29
-0.1% -$4.97K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.7M 2.3%
41,417
+1,197
+3% +$76.9K
NFLX icon
8
Netflix
NFLX
$292B
$2.65M 2.25%
22,070
-2,730
-11% -$333K
SPYM
9
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$2.59M 2.21%
33,120
-503
-1% -$37.9K
BA icon
10
Boeing
BA
$165B
$2.48M 2.11%
11,499
-623
-5% -$140K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$3.91T
$2.29M 1.95%
9,438
-1,665
-15% -$349K
VIG icon
12
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.29M 1.95%
10,605
-241
-2% -$50.6K
NVDA icon
13
NVIDIA
NVDA
$5.01T
$2.23M 1.9%
11,954
-2,647
-18% -$461K
XOM icon
14
ExxonMobil
XOM
$651B
$2.09M 1.78%
18,539
-125
-0.7% -$13.9K
AMZN icon
15
Amazon
AMZN
$2.5T
$1.83M 1.55%
8,312
-2,150
-21% -$487K
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$1.76M 1.5%
2,648
-179
-6% -$115K
MSFT icon
17
Microsoft
MSFT
$2.84T
$1.7M 1.45%
3,285
-441
-12% -$225K
RDVY icon
18
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$1.6M 1.36%
23,789
-679
-3% -$44K
AAPL icon
19
Apple
AAPL
$4.89T
$1.57M 1.33%
6,147
-513
-8% -$116K
ISPY icon
20
ProShares S&P 500 High Income ETF
ISPY
$1.23B
$1.54M 1.31%
34,122
+1,982
+6% +$86.3K
VXUS icon
21
Vanguard Total International Stock ETF
VXUS
$153B
$1.52M 1.29%
20,681
+3,252
+19% +$231K
IVV icon
22
iShares Core S&P 500 ETF
IVV
$876B
$1.45M 1.23%
2,163
-180
-8% -$116K
GSY icon
23
Invesco Ultra Short Duration ETF
GSY
$3.82B
$1.41M 1.2%
28,146
+4,310
+18% +$216K
IMCB icon
24
iShares Morningstar Mid-Cap ETF
IMCB
$1.64B
$1.33M 1.13%
16,028
-479
-3% -$39.1K
LLY icon
25
Eli Lilly
LLY
$1.07T
$1.18M 1.01%
1,550
-66
-4% -$49.1K
1
2 3 4

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FJWM
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CPC
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BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return
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 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.