Pitti Group Wealth Management, LLC Portfolio Holdings

Pitti Group Wealth Management, LLC

  • $92.7 Million
  • Q2 2025

Pitti Group Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $92.7 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $15.9M, Vanguard Total Stock Market Et with a value of $7.5M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $4.66M, Meta Platforms, Inc. with a value of $4.64M, and Netflix Inc with a value of $3.32M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $76.3M to 92.7M.

Below you can find more details about Pitti Group Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $92.7 Million
ETFs: $51.4 Million
Communication Services: $10.9 Million
Technology: $7.27 Million
Healthcare: $5.96 Million
Consumer Cyclical: $5.65 Million
Industrials: $3.51 Million
Financial Services: $3.04 Million
Energy: $2.76 Million
Other: $1.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.9 Million 17.1% of portfolio
177,338
Q2 2025 Added 90.3%
$0
$7.5 Million 8.09% of portfolio
24,675
Q2 2025 Added 0.55%
$0
$4.66 Million 5.03% of portfolio
140,450
Q2 2025 Added 1.95%
$1.6T
$4.64 Million 5.01% of portfolio
6,287
Q2 2025 Added 0.83%
$525B
$3.32 Million 3.58% of portfolio
2,480
Q2 2025 Reduced 2.63%
$440B
$3.19 Million 3.44% of portfolio
20,879
Q2 2025 Reduced 1.83%
$139B
$2.54 Million 2.74% of portfolio
12,122
Q2 2025 Added 1.73%
$0
$2.49 Million 2.69% of portfolio
40,220
Q2 2025 Added 5.28%
$0
$2.44 Million 2.64% of portfolio
33,623
Q2 2025 Added 1.72%
$432B
$2.31 Million 2.49% of portfolio
14,601
Q2 2025 Reduced 7.54%
$2.36T
$2.3 Million 2.48% of portfolio
10,462
Q2 2025 Added 5.76%
$460B
$2.01 Million 2.17% of portfolio
18,664
Q2 2025 Added 0.01%
$0
$1.98 Million 2.13% of portfolio
10,846
Q2 2025 Added 5.81%
$1.15T
$1.96 Million 2.11% of portfolio
11,103
Q2 2025 Added 2.14%
$3.83T
$1.85 Million 2.0% of portfolio
3,726
Q2 2025 Reduced 3.89%
$0
$1.75 Million 1.88% of portfolio
2,827
Q2 2025 Reduced 1.22%
$0
$1.45 Million 1.57% of portfolio
2,343
Q2 2025 Added 2.76%
$3.44T
$1.37 Million 1.47% of portfolio
6,660
Q2 2025 Added 9.96%
$0
$1.31 Million 1.42% of portfolio
16,507
Q2 2025 Reduced 2.66%
$772B
$1.26 Million 1.36% of portfolio
1,616
Q2 2025 Reduced 6.21%
$0
$1.2 Million 1.3% of portfolio
17,429
Q2 2025 Added 2.32%
$0
$1.2 Million 1.29% of portfolio
23,836
Q2 2025 Added 3.24%
$0
$1.08 Million 1.16% of portfolio
4,985
Q2 2025 Reduced 4.98%
$389B
$1.06 Million 1.14% of portfolio
22,375
Q2 2025 Reduced 1.56%
$141B
$935,000 1.01% of portfolio
4,218
Q2 2025 Added 2.45%
$0
$788,000 0.85% of portfolio
10,707
Q2 2025 Added 7.59%
$124B
$790,000 0.85% of portfolio
9,063
Q2 2025 Added 1.59%
$0
$782,000 0.84% of portfolio
15,676
Q2 2025 Reduced 6.0%
$90.2B
$760,000 0.82% of portfolio
10,233
Q2 2025 Added 1.46%
$98.7B
$746,000 0.8% of portfolio
24,949
Q2 2025 Reduced 0.02%
$876B
$731,000 0.79% of portfolio
2,524
Q2 2025 Added 0.88%
$0
$727,000 0.78% of portfolio
1,318
Q2 2025 Added 2.49%
$90.6B
$668,000 0.72% of portfolio
2,446
Q2 2025 Reduced 0.45%
$1.18T
$632,000 0.68% of portfolio
3,566
Q2 2025 Reduced 4.75%
$178B
$624,000 0.67% of portfolio
3,924
Q2 2025 Reduced 1.83%
$0
$612,000 0.66% of portfolio
16,374
Q2 2025 Added 3.15%
$53.3B
$593,000 0.64% of portfolio
4,078
Q2 2025 Added 0.15%
$0
$565,000 0.61% of portfolio
2,492
Q2 2025 Added 1.26%
$0
$537,000 0.58% of portfolio
5,895
Q2 2025 Added 0.98%
$0
$526,000 0.57% of portfolio
14,922
Q2 2025 Added 4.39%
$0
$521,000 0.56% of portfolio
11,639
Q2 2025 Reduced 0.99%
$0
$491,000 0.53% of portfolio
11,971
Q1 2025 Reduced 2.44%
$384B
$473,000 0.51% of portfolio
1,292
Q1 2025 Reduced 0.84%
$0
$453,000 0.49% of portfolio
9,720
Q2 2025 Reduced 0.04%
$141B
$403,000 0.43% of portfolio
5,806
Q2 2025 Added 1.77%
$181B
$387,000 0.42% of portfolio
8,947
Q2 2025 Reduced 7.74%
$139B
$386,000 0.42% of portfolio
15,928
Q2 2025 Added 4.89%
$998B
$370,000 0.4% of portfolio
1,165
Q2 2025 Reduced 18.13%
$90B
$355,000 0.38% of portfolio
1,136
Q2 2025 Reduced 3.65%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $92.7 Million
  • Prior Value $76.3 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Pitti Group Wealth Management, LLC Portfolio

Follow Pitti Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pitti Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pitti Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email