2026 Q1 Portfolio Activity
In 2026 Q1, Pitti Group Wealth Management, LLC maintained a portfolio of 81 distinct positions. The most significant new addition was INNOVATOR ETFS TRUST, now representing 0.32% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 6.0%.
Position History
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Total Positions
81
Quarter
2026 Q1
Top Holding
EFA (13.8%)
Top 10 Concentration
55.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 81
Pitti Group Wealth Management, LLC Full Holdings List — 2026 Q1
| 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 | 13.84% | 13.77% |
#1
Prev: #1
|
6.5 |
—
|
1,178 | 0.7% |
P
S
|
175,562 | $17,052,307 |
$76.92
+35.6%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ZALT
INNOVATOR ETFS ...
|
ETF | 9.82% | 9.76% |
#2
Prev: #2
|
5.9 |
—
|
8,180 | 2.2% |
P
S
|
372,509 | $12,091,642 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FHDG
FIRST TR EXCHNG...
|
Unknown | 9.12% | 9.06% |
#3
Prev: #3
|
5.1 |
—
|
7,820 | 2.4% |
P
S
|
332,514 | $11,238,371 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 6.48% | 6.69% |
#4
Prev: #4
|
3.6 |
—
|
634 | 2.6% |
P
S
|
24,887 | $7,984,021 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 4.15% | 3.56% |
#5
1
Prev: #6
|
2.7 |
—
|
-50 | -0.2% |
P
S
|
20,891 | $5,106,702 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BUFQ
FIRST TR EXCHNG...
|
Unknown | 3.18% | 3.98% |
#6
1
Prev: #5
|
1.8 |
—
|
-24,005 | -17.8% |
P
S
|
110,923 | $3,917,800 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.59% | 3.01% |
#7
Prev: #7
|
1.5 |
—
|
35 | 0.6% |
P
S
|
5,579 | $3,191,934 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IJH
ISHARES TR
|
ETF | 2.42% | 2.26% |
#8
1
Prev: #9
|
3.0 |
—
|
2,486 | 6.0% |
P
S
|
44,141 | $2,980,824 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.16% | 2.35% |
#9
1
Prev: #8
|
1.4 |
—
|
127 | 1.4% |
P
S
|
9,243 | $2,657,782 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 2.10% | 2.16% |
#10
Prev: #10
|
1.3 |
—
|
1,061 | 3.2% |
P
S
|
33,839 | $2,590,032 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.05% | 1.47% |
#11
6
Prev: #17
|
1.8 |
—
|
no change | no change |
P
S
|
14,857 | $2,520,684 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.96% | 1.94% |
#12
Prev: #12
|
1.3 |
—
|
487 | 4.5% |
P
S
|
11,232 | $2,415,603 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BA
BOEING CO
|
Industrials | 1.87% | 2.06% |
#13
2
Prev: #11
|
1.2 |
—
|
39 | 0.3% |
P
S
|
11,603 | $2,309,345 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.74% | 1.71% |
#14
Prev: #14
|
1.2 |
—
|
183 | 0.8% |
P
S
|
22,343 | $2,148,279 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.67% | 1.76% |
#15
2
Prev: #13
|
1.2 |
—
|
341 | 3.0% |
P
S
|
11,805 | $2,058,718 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.47% | 1.59% |
#16
1
Prev: #15
|
1.1 |
—
|
316 | 3.8% |
P
S
|
8,670 | $1,805,597 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.45% | 1.48% |
#17
1
Prev: #16
|
1.1 |
—
|
117 | 4.4% |
P
S
|
2,751 | $1,788,824 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 1.37% | 1.37% |
#18
Prev: #18
|
1.0 |
—
|
756 | 3.1% |
P
S
|
24,785 | $1,692,353 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.37% | 1.25% |
#19
5
Prev: #24
|
2.5 |
—
|
1,780 | 8.9% |
P
S
|
21,863 | $1,685,863 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GSY
INVESCO ACTIVEL...
|
ETF | 1.31% | 1.21% |
#20
5
Prev: #25
|
2.5 |
—
|
2,956 | 10.1% |
P
S
|
32,294 | $1,618,560 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.29% | 1.36% |
#21
2
Prev: #19
|
1.0 |
—
|
175 | 2.9% |
P
S
|
6,248 | $1,585,582 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVV
ISHARES TR
|
ETF | 1.26% | 1.26% |
#22
Prev: #22
|
2.5 |
—
|
147 | 6.6% |
P
S
|
2,377 | $1,552,922 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ISPY
PROSHARES TR
|
Unknown | 1.23% | 1.25% |
#23
Prev: #23
|
2.5 |
—
|
1,695 | 5.1% |
P
S
|
35,061 | $1,519,905 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMCB
ISHARES TR
|
ETF | 1.20% | 1.11% |
#24
2
Prev: #26
|
2.5 |
—
|
1,408 | 8.7% |
P
S
|
17,674 | $1,474,584 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.12% | 1.33% |
#25
4
Prev: #21
|
0.9 |
—
|
4 | 0.3% |
P
S
|
1,505 | $1,384,331 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWM
ISHARES TR
|
ETF | 1.05% | 0.99% |
#26
1
Prev: #27
|
2.4 |
—
|
287 | 5.9% |
P
S
|
5,192 | $1,287,517 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.03% | 1.33% |
#27
7
Prev: #20
|
0.9 |
—
|
77 | 2.3% |
P
S
|
3,415 | $1,264,075 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.88% | 0.79% |
#28
2
Prev: #30
|
2.4 |
—
|
1,776 | 13.7% |
P
S
|
14,764 | $1,087,246 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DDTO
INNOVATOR ETFS ...
|
ETF | 0.88% | 0.86% |
#29
Prev: #29
|
2.4 |
—
|
2,538 | 5.2% |
P
S
|
51,029 | $1,082,264 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.84% | 0.95% |
#30
2
Prev: #28
|
0.8 |
—
|
161 | 0.8% |
P
S
|
21,241 | $1,035,502 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBUF
INNOVATOR ETFS ...
|
Bond/Debt | 0.67% | 0.53% |
#31
9
Prev: #40
|
2.8 |
—
|
5,877 | 26.5% |
P
S
|
28,068 | $828,567 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.67% | 0.67% |
#32
Prev: #32
|
0.8 |
—
|
119 | 3.5% |
P
S
|
3,495 | $825,704 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FNOV
FIRST TR EXCHNG...
|
ETF | 0.65% | 0.61% |
#33
1
Prev: #34
|
2.3 |
—
|
1,480 | 11.0% |
P
S
|
14,989 | $800,348 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.61% | 0.68% |
#34
3
Prev: #31
|
0.7 |
—
|
104 | 1.2% |
P
S
|
8,741 | $757,375 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 0.61% | 0.55% |
#35
4
Prev: #39
|
2.2 |
—
|
1,621 | 9.3% |
P
S
|
19,128 | $754,235 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.61% | 0.60% |
#36
1
Prev: #35
|
2.2 |
—
|
271 | 9.4% |
P
S
|
3,140 | $746,139 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.60% | 0.64% |
#37
4
Prev: #33
|
0.7 |
—
|
123 | 5.0% |
P
S
|
2,590 | $743,003 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 0.59% | 0.58% |
#38
1
Prev: #37
|
0.7 |
—
|
-63 | -2.7% |
P
S
|
2,230 | $729,278 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.56% | 0.49% |
#39
4
Prev: #43
|
2.2 |
—
|
468 | 8.0% |
P
S
|
6,284 | $694,249 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.53% | 0.58% |
#40
4
Prev: #36
|
0.7 |
—
|
30 | 1.4% |
P
S
|
2,238 | $658,187 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.52% | 0.56% |
#41
3
Prev: #38
|
0.7 |
—
|
-1 | -0.1% |
P
S
|
1,114 | $643,019 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EBUF
INNOVATOR ETFS ...
|
ETF | 0.51% | 0.37% |
#42
8
Prev: #50
|
2.7 |
—
|
5,418 | 34.3% |
P
S
|
21,236 | $626,498 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XDSQ
INNOVATOR ETFS ...
|
ETF | 0.46% | 0.49% |
#43
1
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
14,370 | $568,821 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FOCT
FIRST TR EXCHNG...
|
ETF | 0.44% | 0.46% |
#44
1
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
11,302 | $538,879 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XJUN
FIRST TR EXCHNG...
|
Unknown | 0.42% | 0.42% |
#45
1
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
12,025 | $516,623 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.41% | 0.36% |
#46
5
Prev: #51
|
0.7 |
—
|
110 | 2.0% |
P
S
|
5,489 | $509,840 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.41% | 0.33% |
#47
5
Prev: #52
|
0.7 |
—
|
26 | 0.3% |
P
S
|
10,020 | $503,012 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FDEC
FIRST TR EXCHNG...
|
ETF | 0.39% | 0.41% |
#48
Prev: #48
|
0.7 |
—
|
-2 | -0.0% |
P
S
|
9,718 | $483,179 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.39% | 0.51% |
#49
8
Prev: #41
|
0.7 |
—
|
82 | 2.2% |
P
S
|
3,737 | $481,224 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.38% | 0.48% |
#50
6
Prev: #44
|
0.7 |
—
|
359 | 3.6% |
P
S
|
10,283 | $465,100 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 81 holdings