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 ETFs Only

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%
$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%
$0
$1.98 Million 2.13% of portfolio
10,846
Q2 2025 Added 5.81%
$0
$1.75 Million 1.88% of portfolio
2,827
Q2 2025 Reduced 1.22%
$0
$1.54 Million 1.66% of portfolio
24,468
Q2 2025 Added 3.15%
$0
$1.45 Million 1.57% of portfolio
2,343
Q2 2025 Added 2.76%
$0
$1.31 Million 1.42% of portfolio
16,507
Q2 2025 Reduced 2.66%
$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%
$0
$788,000 0.85% of portfolio
10,707
Q2 2025 Added 7.59%
$0
$782,000 0.84% of portfolio
15,676
Q2 2025 Reduced 6.0%
$0
$727,000 0.78% of portfolio
1,318
Q2 2025 Added 2.49%
$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%
$0
$453,000 0.49% of portfolio
9,720
Q2 2025 Reduced 0.04%
$0
$354,000 0.38% of portfolio
804
Q2 2025 Added 0.12%
$0
$301,000 0.32% of portfolio
6,090
Q2 2025 Added 3.71%
$0
$283,000 0.31% of portfolio
6,319
Q2 2025 Added 1.95%
$0
$256,000 0.28% of portfolio
708
Q1 2025 Reduced 1.26%
$0
$244,000 0.26% of portfolio
7,703
Q2 2025 Added 0.44%
$0
$218,000 0.24% of portfolio
5,615
Q2 2025 Reduced 2.48%
$0
$210,000 0.23% of portfolio
317
Q2 2025 New

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
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