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
📉 Biggest Sells
Sector Breakdown
Other68.1%
Technology10.9%
Healthcare5.8%
Consumer4.4%
ETF2.7%
Financial2.3%
Industrial2.1%
Communication1.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑38 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022