Pitti Group Wealth Management, LLC
Long book
$123.2M
Q1 2026
Positions
81
Top-10 weight
56%
concentration
Last quarter
+9.4%
SPY +14.8%
Turnover
5%
of book per quarter
Strategy in plain words
auto-generated from filingsPitti Group Wealth Management, LLC is a wealth-management firm allocating client money, running a $123.2M US long book across 81 positions.
The portfolio is concentrated: the top 10 names carry 56% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES MSCI EAFE ETF, INNOVATOR US EQ 10 BUFFER, FTEQUITY QRTRLY DYN BUFF ETF, VANGUARD TOTAL STOCK MKT ETF, JOHNSON & JOHNSON.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+4.6%
Q3 2024
+1.4%
Q4 2024
-2.2%
Q1 2025
+9.5%
Q2 2025
+6.1%
Q3 2025
+2.7%
Q4 2025
-1.5%
Q1 2026
+9.4%
Sector allocation
Technology 34%
Healthcare 21%
Services media 13%
Consumer discretionary 9%
Industrials 9%
Energy 7%
Financials 5%
Utilities 1%
Long book by quarter
What does Pitti Group own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| JNJ JOHNSON & JOHNSON | Healthcare | 20.9K | $5.1M | 4.1% | -0.2% |
| META META PLATFORMS INC-CLASS A | Technology | 5.6K | $3.2M | 2.6% | +0.6% |
| GOOGL ALPHABET INC-CL A | Technology | 9.2K | $2.7M | 2.2% | +1.4% |
| XOM EXXON MOBIL CORP | Energy | 14.9K | $2.5M | 2.0% | Held |
| BA BOEING CO/THE | Industrials | 11.6K | $2.3M | 1.9% | +0.3% |
| NFLX NETFLIX INC | Services media | 22.3K | $2.1M | 1.7% | +0.8% |
| NVDA NVIDIA CORP | Technology | 11.8K | $2.1M | 1.7% | +3.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.7K | $1.8M | 1.5% | +3.8% |
| AAPL APPLE INC | Technology | 6.2K | $1.6M | 1.3% | +2.9% |
| LLY ELI LILLY & CO | Healthcare | 1.5K | $1.4M | 1.1% | +0.3% |
| MSFT MICROSOFT CORP | Technology | 3.4K | $1.3M | 1.0% | +2.3% |
| BAC BANK OF AMERICA CORP | Financials | 21.2K | $1.0M | 0.8% | +0.8% |
| LOW LOWE'S COS INC | Consumer discretionary | 3.5K | $826K | 0.7% | +3.5% |
| MDT MEDTRONIC PLC | Healthcare | 8.7K | $757K | 0.6% | +1.2% |
| GOOG ALPHABET INC-CL C | Technology | 2.6K | $743K | 0.6% | +5.0% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 2.2K | $729K | 0.6% | -2.7% |
| JPM JPMORGAN CHASE & CO | Financials | 2.2K | $658K | 0.5% | +1.4% |
| NEE NEXTERA ENERGY INC | Utilities | 5.5K | $510K | 0.4% | +2.0% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 10.0K | $503K | 0.4% | +0.3% |
| QCOM QUALCOMM INC | Technology | 3.7K | $481K | 0.4% | +2.2% |
| PYPL PAYPAL HOLDINGS INC | Services media | 10.3K | $465K | 0.4% | +3.6% |
| TSLA TESLA INC | Industrials | 1.2K | $428K | 0.3% | +0.4% |
| PAYX PAYCHEX INC | Services media | 4.2K | $391K | 0.3% | +0.3% |
| HD HOME DEPOT INC | Consumer discretionary | 1.1K | $366K | 0.3% | +1.7% |
| MA MASTERCARD INC - A | Services media | 585 | $292K | 0.2% | +18.2% |
| SYK STRYKER CORP | Healthcare | 884 | $290K | 0.2% | +4.7% |
| UBER UBER TECHNOLOGIES INC | Services media | 4.0K | $284K | 0.2% | +13.3% |
| WMT WALMART INC | Consumer discretionary | 2.3K | $282K | 0.2% | Held |
| XYZ BLOCK INC | Technology | 4.1K | $245K | 0.2% | +0.6% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 748 | $240K | 0.2% | +4.0% |
| HLT HILTON WORLDWIDE HOLDINGS IN | Services media | 779 | $237K | 0.2% | +1.8% |
| ABBV ABBVIE INC | Healthcare | 1.1K | $234K | 0.2% | +0.5% |
| SHOP SHOPIFY INC - CLASS A | Technology | 1.9K | $231K | 0.2% | Held |
| FDX FEDEX CORP | Industrials | 638 | $227K | 0.2% | New |
| MS MORGAN STANLEY | Financials | 1.4K | $226K | 0.2% | +0.1% |
| RCL ROYAL CARIBBEAN CRUISES LTD | Industrials | 819 | $225K | 0.2% | +0.1% |
| V VISA INC-CLASS A SHARES | Services media | 700 | $212K | 0.2% | New |
| F FORD MOTOR CO | Industrials | 14.2K | $164K | 0.1% | +0.2% |
| ULBI ULTRALIFE CORP | Technology | 20.4K | $133K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 81 | $123.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 77 | $121.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 7, 2025 | 75 | $117.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 78 | $115.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 11, 2025 | 73 | $97.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 73 | $98.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 29, 2024 | 60 | $91.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 68 | $91.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 24, 2024 | 61 | $89.5M | canonical | SEC ↗ |