Pitti Group Wealth Management, LLC

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CIK 1909664

13F portfolio (2026-Q1)

$123M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

43.4%

Top 10

55.9%

Effective N

19.7

HHI

0.051

This quarter

4 new · 0 exit →

By sector

Unclassified69.6%

Communication Services7.5%

Health Care6.3%

Information Technology4.9%

Consumer Discretionary4.1%

Industrials2.8%

Financials2.3%

Energy2.0%

Utilities0.4%

By market cap

Unknown69.6%

Mega (>$200B)22.9%

Large ($10–200B)7.4%

Micro (<$300M)0.1%

By region

Other69.6%

North America30.4%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	69.60%	42
Pharmaceuticals & Biotechnology	5.46%	3
Software & IT Services	5.35%	3
Specialty Retail	2.86%	5
Oil, Gas & Consumable Fuels	2.05%	1
Aerospace & Defense	1.87%	1
Media & Entertainment	1.74%	1
Semiconductors & Semiconductor Equipment	1.67%	1
Software	1.41%	3
Technology Hardware & Equipment	1.40%	2
Banks	1.37%	2
Commercial Services & Supplies	1.02%	4
Health Care Equipment & Supplies	0.85%	2
Hotels, Restaurants & Leisure	0.78%	2
Automobiles & Components	0.48%	2
Utilities	0.41%	1
Diversified Telecommunication Services	0.41%	1
Communications Equipment	0.39%	1
Professional Services	0.32%	1
Airlines	0.18%	1
Capital Markets	0.18%	1
Marine	0.18%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	EFA	ISHARES TR	Unclassified	13.84%
2	ZALT	INNOVATOR ETFS TRUST	Unclassified	9.82%
3	FHDG	FIRST TR EXCHNG TRADED FD VI	Unclassified	9.12%
4	VTI	VANGUARD INDEX FDS	Unclassified	6.48%
5	JNJ	JOHNSON & JOHNSON	Health Care	4.15%
6	BUFQ	FIRST TR EXCHNG TRADED FD VI	Unclassified	3.18%
7	META	Meta Platforms, Inc.	Communication Services	2.59%
8	IJH	ISHARES TR	Unclassified	2.42%
9	GOOGL	Alphabet Inc.	Communication Services	2.16%
10	SPYM	SPDR SERIES TRUST	Unclassified	2.10%

39/81 names classified · sector 30.4% of weight · industry 30.4% · mkt cap 30.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Communication ServicesMETA, GOOGL, NFLX, GOOG, DIS · other

Information TechnologyAAPL, MSFT, NVDA, QCOM, SHOP · other

Health CareJNJ, LLY, MDT, ABT, PFE · other

Consumer DiscretionaryAMZN, LOW, MAR, TSLA, TJX · other

EnergyXOM, BP

IndustrialsBA, PAYX, CSX, LUV, ABNB · other

FinancialsBAC, PYPL, JPM, V, SCHW · other

Consumer StaplesDEO, STZ

Utilities

MaterialsFMC, ALB

UnclassifiedEFA, UCON, BUFR, ZALT, FHDG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 30.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 30% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (38 classified)Pitti Group Wealth Management, LLC centroid (Large Core)

Communication ServicesHealth CareInformation TechnologyConsumer DiscretionaryIndustrialsFinancialsEnergyUtilities

Style box summary for Pitti Group Wealth Management, LLC: centroid Large Core. Heaviest cells: Large Growth 15.6%, Large Core 7.8%, Large Value 5.5%.

Classified: 30.3% of book weight (38/81 names) · unclassified 69.7%: EFA, ZALT, FHDG, VTI, BUFQ, IJH, SPYM, VIG, SPY, RDVY +33 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 81 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	EFAISHARES TR	175,562	$17M	13.8%	HOLD
2	ZALTINNOVATOR ETFS TRUST	372,509	$12M	9.8%	ADD 2%
3	FHDGFIRST TR EXCHNG TRADED FD VI	332,514	$11M	9.1%	ADD 2%
4	VTIVANGUARD INDEX FDS	24,887	$8M	6.5%	ADD 3%
5	JNJJOHNSON & JOHNSON	20,891	$5M	4.1%	HOLD
6	BUFQFIRST TR EXCHNG TRADED FD VI	110,923	$4M	3.2%	TRIM −18%
7	METAMETA PLATFORMS INC	5,579	$3M	2.6%	HOLD
8	IJHISHARES TR	44,141	$3M	2.4%	ADD 6%
9	GOOGLALPHABET INC	9,243	$3M	2.2%	HOLD
10	SPYMSPDR SERIES TRUST	33,839	$3M	2.1%	ADD 3%
11	XOMEXXON MOBIL CORP	14,857	$3M	2.0%	HOLD
12	VIGVANGUARD SPECIALIZED FUNDS	11,232	$2M	2.0%	ADD 5%
13	BABOEING CO	11,603	$2M	1.9%	HOLD
14	NFLXNETFLIX INC	22,343	$2M	1.7%	HOLD
15	NVDANVIDIA CORPORATION	11,805	$2M	1.7%	ADD 3%
16	AMZNAMAZON COM INC	8,670	$2M	1.5%	ADD 4%
17	SPYSTATE STR SPDR S&P 500 ETF T	2,751	$2M	1.5%	ADD 4%
18	RDVYFIRST TR EXCHANGE TRADED FD	24,785	$2M	1.4%	ADD 3%
19	VXUSVANGUARD STAR FDS	21,863	$2M	1.4%	ADD 9%
20	GSYINVESCO ACTIVELY MANAGED EXC	32,294	$2M	1.3%	ADD 10%
21	AAPLAPPLE INC	6,248	$2M	1.3%	ADD 3%
22	IVVISHARES TR	2,377	$2M	1.3%	ADD 7%
23	ISPYPROSHARES TR	35,061	$2M	1.2%	ADD 5%
24	IMCBISHARES TR	17,674	$1M	1.2%	ADD 9%
25	LLYELI LILLY & CO	1,505	$1M	1.1%	HOLD
26	IWMISHARES TR	5,192	$1M	1.0%	ADD 6%
27	MSFTMICROSOFT CORP	3,415	$1M	1.0%	ADD 2%
28	BNDVANGUARD BD INDEX FDS	14,764	$1M	0.9%	ADD 14%
29	DDTOINNOVATOR ETFS TRUST	51,029	$1M	0.9%	ADD 5%
30	BACBANK AMERICA CORP	21,241	$1M	0.8%	HOLD
31	IBUFINNOVATOR ETFS TRUST	28,068	$828,567	0.7%	ADD 26%
32	LOWLOWES COS INC	3,495	$825,704	0.7%	ADD 4%
33	FNOVFIRST TR EXCHNG TRADED FD VI	14,989	$800,348	0.6%	ADD 11%
34	MDTMEDTRONIC PLC	8,741	$757,375	0.6%	HOLD
35	SDVYFIRST TR EXCHANGE TRADED FD	19,128	$754,235	0.6%	ADD 9%
36	QQQMINVESCO EXCH TRADED FD TR II	3,140	$746,139	0.6%	ADD 9%
37	GOOGALPHABET INC	2,590	$743,003	0.6%	ADD 5%
38	MARMARRIOTT INTL INC NEW	2,230	$729,278	0.6%	TRIM −3%
39	AVUVAMERICAN CENTY ETF TR	6,284	$694,249	0.6%	ADD 8%
40	JPMJPMORGAN CHASE & CO	2,238	$658,187	0.5%	HOLD
41	QQQINVESCO QQQ TR	1,114	$643,019	0.5%	HOLD
42	EBUFINNOVATOR ETFS TRUST	21,236	$626,498	0.5%	ADD 34%
43	XDSQINNOVATOR ETFS TRUST	14,370	$568,821	0.5%	HOLD
44	FOCTFIRST TR EXCHNG TRADED FD VI	11,302	$538,879	0.4%	HOLD
45	XJUNFIRST TR EXCHNG TRADED FD VI	12,025	$516,623	0.4%	HOLD
46	NEENEXTERA ENERGY INC	5,489	$509,840	0.4%	ADD 2%
47	VZVERIZON COMMUNICATIONS INC	10,020	$503,012	0.4%	HOLD
48	FDECFIRST TR EXCHNG TRADED FD VI	9,718	$483,179	0.4%	HOLD
49	QCOMQUALCOMM INC	3,737	$481,224	0.4%	ADD 2%
50	PYPLPAYPAL HLDGS INC	10,283	$465,100	0.4%	ADD 4%
51	TSLATESLA INC	1,152	$428,256	0.3%	HOLD
52	VWOVANGUARD INTL EQUITY INDEX F	7,500	$405,380	0.3%	ADD 6%
53	DDTJINNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JANUARY	21,200	$393,618	0.3%	NEW
54	PAYXPAYCHEX INC	4,245	$391,046	0.3%	HOLD
55	HDHOME DEPOT INC	1,113	$366,075	0.3%	HOLD
56	MAMASTERCARD INCORPORATED	585	$292,301	0.2%	ADD 18%
57	SYKSTRYKER CORPORATION	884	$290,487	0.2%	ADD 5%
58	UBERUBER TECHNOLOGIES INC	3,953	$284,339	0.2%	ADD 13%
59	WMTWALMART INC	2,271	$282,262	0.2%	HOLD
60	QBUFINNOVATOR ETFS TRUST	9,484	$277,028	0.2%	ADD 22%
61	DDTFINNOVATOR ETFS TRUST	14,600	$272,532	0.2%	NEW
62	XJULFIRST TR EXCHNG TRADED FD VI	6,825	$265,439	0.2%	HOLD
63	FMARFT VEST US EQUITY BUFFER ETF - MARCH	5,432	$263,398	0.2%	HOLD
64	VCRVANGUARD WORLD FD	709	$254,552	0.2%	HOLD
65	XYZBLOCK INC	4,063	$244,511	0.2%	HOLD
66	IQQQPROSHARES TR	5,765	$240,366	0.2%	ADD 4%
67	SHWSHERWIN WILLIAMS CO	748	$239,782	0.2%	ADD 4%
68	DDFOINNOVATOR ETFS TRUST	11,150	$239,185	0.2%	HOLD
69	VGTVANGUARD WORLD FD	342	$238,620	0.2%	HOLD
70	HLTHILTON WORLDWIDE HLDGS INC	779	$236,878	0.2%	HOLD
71	ABBVABBVIE INC	1,076	$233,998	0.2%	HOLD
72	SHOPSHOPIFY INC	1,950	$231,309	0.2%	HOLD
73	FDXFEDEX CORP	638	$227,268	0.2%	NEW
74	MSMORGAN STANLEY	1,370	$225,541	0.2%	HOLD
75	RCLROYAL CARIBBEAN GROUP	819	$225,248	0.2%	HOLD
76	XDECFIRST TR EXCHNG TRADED FD VI	5,511	$222,157	0.2%	HOLD
77	VVISA INC	700	$211,607	0.2%	NEW
78	VBVANGUARD INDEX FDS	787	$206,198	0.2%	HOLD
79	QDECFIRST TR EXCHNG TRADED FD VI	6,504	$204,616	0.2%	HOLD
80	FFORD MTR CO	14,225	$164,153	0.1%	HOLD
81	ULBIULTRALIFE CORP	20,443	$133,288	0.1%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

EFAISHARES TR

90K

93K

177K

174K

176K

$17M

ZALTINNOVATOR ETFS TRUST

310K

432K

660K

667K

364K

373K

$12M

FHDGFIRST TR EXCHNG TRADED FD VI

—

10K

325K

333K

$11M

VTIVANGUARD INDEX FDS

24K

25K

24K

25K

$8M

JNJJOHNSON & JOHNSON

21K

$5M

BUFQFIRST TR EXCHNG TRADED FD VI

134K

138K

140K

138K

135K

111K

$4M

METAMETA PLATFORMS INC

$3M

IJHISHARES TR

37K

38K

40K

41K

42K

44K

$3M

GOOGLALPHABET INC

11K

$3M

SPYMSPDR SERIES TRUST

—

33K

34K

33K

34K

$3M

XOMEXXON MOBIL CORP

19K

15K

$3M

VIGVANGUARD SPECIALIZED FUNDS

10K

11K

$2M

BABOEING CO

11K

12K

11K

12K

$2M

NFLXNETFLIX INC

22K

$2M

NVDANVIDIA CORPORATION

16K

15K

12K

11K

12K

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Pitti Group Wealth Management, LLC