Pitti Group Wealth Management, LLC Portfolio Holdings

Pitti Group Wealth Management, LLC

  • $93.1 Million
  • Q3 2025

Pitti Group Wealth Management, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $93.1 Million distributed in 75 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 $16.3M, Vanguard Total Stock Market Et with a value of $7.91M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $4.8M, Meta Platforms, Inc. with a value of $3.98M, and Johnson & Johnson with a value of $3.87M.

Examining the 13F form we can see an increase of $461K in the current position value, from $92.7M to 93.1M.

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

Portfolio value $93.1 Million
ETFs: $53.8 Million
Communication Services: $9.88 Million
Technology: $6.92 Million
Healthcare: $6.43 Million
Consumer Cyclical: $4.86 Million
Industrials: $3.12 Million
Financial Services: $2.95 Million
Energy: $2.95 Million
Other: $1.39 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $93.1 Million
  • Prior Value $92.7 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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