Pitti Group Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Victor, NY
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$121,630
Net value change ($000)
+4,165 (3.5%)
New positions
5
Sold out positions
3
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FHDG 10,697 3353.3%
DDTO 1,050 NEW
GOOGL 559 24.4%
EFA 483 3.0%
JNJ 468 12.1%
EBUF 454 NEW
LLY 431 36.5%
IBUF 393 153.5%
UBER 285 NEW
DDFO 241 NEW
Top Reduces (Value $000, Stocks/ETFs)
ZALT -9,393 -44.2%
BP -860 -100.0%
NFLX -568 -21.5%
FMC -499 -100.0%
META -319 -8.0%
XOM -302 -14.4%
JKHY -268 -100.0%
NVDA -92 -4.1%
MSFT -87 -5.1%
PYPL -78 -11.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type