2026 Q2 Portfolio Activity
In 2026 Q2, Pitti Group Wealth Management, LLC maintained a portfolio of 85 distinct positions. The most significant new addition was CORNING INC, now representing 0.25% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 5.1%.
Position History
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Total Positions
85
Quarter
2026 Q2
Top Holding
EFA (13.4%)
Top 10 Concentration
55.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 85
Pitti Group Wealth Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
EFA
ISHARES TR
|
ETF | 13.37% | 13.84% |
#1
Prev: #1
|
6.5 |
—
|
1,126 | 0.6% |
P
S
|
176,688 | $18,354,327 |
$75.88
+42.8%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
ZALT
INNOVATOR ETFS ...
|
ETF | 9.34% | 9.82% |
#2
Prev: #2
|
5.7 |
—
|
6,228 | 1.7% |
P
S
|
378,737 | $12,827,822 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FHDG
FIRST TR EXCHNG...
|
Unknown | 8.96% | 9.12% |
#3
Prev: #3
|
5.1 |
—
|
7,034 | 2.1% |
P
S
|
339,548 | $12,305,250 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 7.05% | 6.48% |
#4
Prev: #4
|
5.3 |
—
|
1,261 | 5.1% |
P
S
|
26,148 | $9,675,706 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 3.87% | 4.15% |
#5
Prev: #5
|
2.5 |
—
|
1 | 0.0% |
P
S
|
20,892 | $5,305,886 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BUFQ
FIRST TR EXCHNG...
|
ETF | 3.18% | 3.18% |
#6
Prev: #6
|
1.8 |
—
|
91 | 0.1% |
P
S
|
111,014 | $4,359,520 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IJH
ISHARES TR
|
ETF | 2.70% | 2.42% |
#7
1
Prev: #8
|
3.1 |
—
|
3,937 | 8.9% |
P
S
|
48,078 | $3,707,318 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.35% | 2.16% |
#8
1
Prev: #9
|
1.4 |
—
|
-215 | -2.3% |
P
S
|
9,028 | $3,226,240 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.25% | 2.59% |
#9
2
Prev: #7
|
1.4 |
—
|
-96 | -1.7% |
P
S
|
5,483 | $3,088,246 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 2.19% | 2.10% |
#10
Prev: #10
|
1.4 |
—
|
397 | 1.2% |
P
S
|
34,236 | $3,008,638 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.93% | 1.96% |
#11
1
Prev: #12
|
1.3 |
—
|
-43 | -0.4% |
P
S
|
11,189 | $2,647,460 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.72% | 1.37% |
#12
7
Prev: #19
|
3.2 |
—
|
5,830 | 26.7% |
P
S
|
27,693 | $2,367,468 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.67% | 1.67% |
#13
2
Prev: #15
|
1.2 |
—
|
-352 | -3.0% |
P
S
|
11,453 | $2,291,662 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.65% | 1.45% |
#14
3
Prev: #17
|
2.7 |
—
|
278 | 10.1% |
P
S
|
3,029 | $2,261,663 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BA
BOEING CO
|
Industrials | 1.64% | 1.87% |
#15
2
Prev: #13
|
1.2 |
—
|
-1,201 | -10.4% |
P
S
|
10,402 | $2,251,721 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GSY
INVESCO ACTIVEL...
|
ETF | 1.51% | 1.31% |
#16
4
Prev: #20
|
3.1 |
—
|
9,062 | 28.1% |
P
S
|
41,356 | $2,074,011 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.48% | 2.05% |
#17
6
Prev: #11
|
1.1 |
—
|
-3 | -0.0% |
P
S
|
14,854 | $2,030,814 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.46% | 1.47% |
#18
2
Prev: #16
|
1.1 |
—
|
-234 | -2.7% |
P
S
|
8,436 | $2,010,517 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 1.46% | 1.37% |
#19
1
Prev: #18
|
1.1 |
—
|
15 | 0.1% |
P
S
|
24,800 | $2,010,283 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ISPY
PROSHARES TR
|
ETF | 1.37% | 1.23% |
#20
3
Prev: #23
|
2.5 |
—
|
3,860 | 11.0% |
P
S
|
38,921 | $1,875,581 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.32% | 1.12% |
#21
4
Prev: #25
|
1.0 |
—
|
1 | 0.1% |
P
S
|
1,506 | $1,806,469 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IVV
ISHARES TR
|
ETF | 1.28% | 1.26% |
#22
Prev: #22
|
1.0 |
—
|
-29 | -1.2% |
P
S
|
2,348 | $1,758,042 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IMCB
ISHARES TR
|
ETF | 1.26% | 1.20% |
#23
1
Prev: #24
|
1.0 |
—
|
202 | 1.1% |
P
S
|
17,876 | $1,726,155 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AAPL
APPLE INC
|
Technology | 1.25% | 1.29% |
#24
3
Prev: #21
|
1.0 |
—
|
-302 | -4.8% |
P
S
|
5,946 | $1,720,507 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.17% | 1.74% |
#25
11
Prev: #14
|
1.0 |
—
|
224 | 1.0% |
P
S
|
22,567 | $1,611,284 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IWM
ISHARES TR
|
ETF | 1.14% | 1.05% |
#26
Prev: #26
|
1.0 |
—
|
27 | 0.5% |
P
S
|
5,219 | $1,567,987 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.01% | 0.88% |
#27
1
Prev: #28
|
2.9 |
—
|
4,168 | 28.2% |
P
S
|
18,932 | $1,389,795 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.92% | 1.03% |
#28
1
Prev: #27
|
0.9 |
—
|
-19 | -0.6% |
P
S
|
3,396 | $1,266,840 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.90% | 0.61% |
#29
7
Prev: #36
|
2.9 |
—
|
916 | 29.2% |
P
S
|
4,056 | $1,228,968 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DDTO
INNOVATOR ETFS ...
|
ETF | 0.89% | 0.88% |
#30
1
Prev: #29
|
0.9 |
—
|
2,004 | 3.9% |
P
S
|
53,033 | $1,216,577 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.79% | 0.84% |
#31
1
Prev: #30
|
0.8 |
—
|
-2,234 | -10.5% |
P
S
|
19,007 | $1,083,039 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 0.76% | 0.61% |
#32
3
Prev: #35
|
2.8 |
—
|
5,092 | 26.6% |
P
S
|
24,220 | $1,044,835 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IBUF
INNOVATOR ETFS ...
|
Bond/Debt | 0.67% | 0.67% |
#33
2
Prev: #31
|
0.8 |
—
|
1,100 | 3.9% |
P
S
|
29,168 | $918,209 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.66% | 0.60% |
#34
3
Prev: #37
|
0.8 |
—
|
-24 | -0.9% |
P
S
|
2,566 | $906,741 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.65% | 0.56% |
#35
4
Prev: #39
|
2.3 |
—
|
828 | 13.2% |
P
S
|
7,112 | $887,301 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FNOV
FIRST TR EXCHNG...
|
ETF | 0.64% | 0.65% |
#36
3
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
14,989 | $876,707 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 0.60% | 0.59% |
#37
1
Prev: #38
|
0.7 |
—
|
-3 | -0.1% |
P
S
|
2,227 | $825,222 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.60% | 0.52% |
#38
3
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
1,114 | $820,402 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.53% | 0.53% |
#39
1
Prev: #40
|
0.7 |
—
|
2 | 0.1% |
P
S
|
2,240 | $733,238 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
EBUF
INNOVATOR ETFS ...
|
ETF | 0.52% | 0.51% |
#40
2
Prev: #42
|
2.2 |
—
|
1,100 | 5.2% |
P
S
|
22,336 | $711,402 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.51% | 0.67% |
#41
9
Prev: #32
|
0.7 |
—
|
-307 | -8.8% |
P
S
|
3,188 | $702,872 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.50% | 0.61% |
#42
8
Prev: #34
|
0.7 |
—
|
-17 | -0.2% |
P
S
|
8,724 | $682,510 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.47% | 0.39% |
#43
6
Prev: #49
|
0.7 |
—
|
-249 | -6.7% |
P
S
|
3,488 | $644,464 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
XDSQ
INNOVATOR ETFS ...
|
ETF | 0.45% | 0.46% |
#44
1
Prev: #43
|
0.7 |
—
|
-3 | -0.0% |
P
S
|
14,367 | $617,139 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FOCT
FIRST TR EXCHNG...
|
ETF | 0.42% | 0.44% |
#45
1
Prev: #44
|
0.7 |
—
|
-172 | -1.5% |
P
S
|
11,130 | $581,988 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.42% | 0.33% |
#46
6
Prev: #52
|
2.7 |
—
|
2,247 | 30.0% |
P
S
|
9,747 | $581,788 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
XJUN
FIRST TR EXCHNG...
|
Unknown | 0.39% | 0.42% |
#47
2
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
12,025 | $534,271 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FDEC
FIRST TR EXCHNG...
|
ETF | 0.39% | 0.39% |
#48
Prev: #48
|
1.2 |
—
|
no change | no change |
P
S
|
9,718 | $529,313 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.36% | 0.35% |
#49
2
Prev: #51
|
0.6 |
—
|
28 | 2.4% |
P
S
|
1,180 | $496,308 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.35% | 0.41% |
#50
4
Prev: #46
|
0.6 |
—
|
-11 | -0.2% |
P
S
|
5,478 | $480,824 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-50 of 85 holdings