Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Pitti Group Wealth Management, LLC

•CIK: 1909664•Filing: Q4 2025

Pitti Group Wealth Management, LLC manages $122M across a diversified portfolio of 77 positions. The current top holdings reveal strategic allocations, notably $16.7M in EFA and $11.9M in ZALT. Further significant weight is placed on FHDG ($11.0M), VTI ($8.1M), and BUFQ ($4.8M). This positioning suggests a focus on international exposure and core market diversification.

Total AUM

$121.6M

QoQ Performance

+3.5%

Positions

54

Top 10 Concentration

56.6%

Latest Filing

Q4 2025

Top Holdings Allocation

EFA

ZALT

FHDG

VTI

EFA13.8%

ZALT9.8%

FHDG9.1%

VTI6.7%

BUFQ4.0%

JNJ3.6%

META3.0%

GOOGL2.3%

📈 Biggest Buys

FIRST TR EXCHNG TRADED FD VI

+3250.8%

9.1% of portfolio

NETFLIX INC

+904.1%

1.7% of portfolio

INNOVATOR ETFS TRUST

NEW

0.9% of portfolio

INNOVATOR ETFS TRUST

NEW

0.4% of portfolio

INNOVATOR ETFS TRUST

+146.6%

0.5% of portfolio

📉 Biggest Sells

INNOVATOR ETFS TRUST

-45.4%

9.8% of portfolio

EXXON MOBIL CORP

-19.9%

1.5% of portfolio

ALPHABET INC

-3.4%

2.3% of portfolio

FIRST TR EXCHNG TRADED FD VI

-2.0%

4.0% of portfolio

NVIDIA CORPORATION

-4.1%

1.8% of portfolio

Sector Breakdown

Other68.3%

Technology10.9%

Healthcare5.8%

Consumer4.4%

ETF2.7%

Financial2.1%

Industrial2.1%

Communication1.7%

🚪 Exited Positionssold since Q3 2025

BP PLC

SOLD

$859.6K

FMC CORP

SOLD

$499.0K

HENRY JACK & ASSOC INC

SOLD

$268.1K

Changes from Q3 2025

NEW5 new positions

↑38 increased

↓28 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

INNOVATOR ETFS TRUST

FIRST TR EXCHNG TRADED FD VI

VANGUARD INDEX FDS

FIRST TR EXCHNG TRADED FD VI

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