account_balance

Investment manager · 13F filer · SEC CIK 1909664

Pitti Group Wealth Management, LLC

Reported value$137Mas of Sep 30, 2026
Positions90 11 new, 5 sold out
Top 10 weight55.9%EFA alone is 13%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
EFA iShares Tr 13.2% Held
ZALT Innovator Etfs Trust 9.5% Held
FHDG First Tr Exchng Traded Fd Vi 9.2% Held
VTI Vanguard Index FDS 7.1% Held
JNJ Johnson & Johnson 4.0% Held
BUFQ First Tr Exchng Traded Fd Vi 3.3% Held
META Meta Platforms, Inc. 2.9% Held
IJH iShares Tr 2.6% Held
GOOGL Alphabet Inc. 2.2% Held
VIG Vanguard Specialized Funds 1.9% Held
NVDA NVIDIA Corp 1.9% Trimmed −3%
VXUS Vanguard Star FDS 1.8% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 12, 2026 filing
add_circleNew
arrow_upwardAdded
  • V +379%
  • DDTO +10%
  • EBUF +9%
  • IBUF +7%
arrow_downwardTrimmed
  • LLY −77%
  • IVV −70%
  • VZ −13%
  • XDSQ −10%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist