Pitti Group Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Victor, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$123,194
Net value change ($000)
+1,564 (1.3%)
New positions
4
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JNJ 773 17.8%
XOM 733 41.0%
DDTJ 394 NEW
EFA 306 1.8%
DDTF 273 NEW
IJH 232 8.4%
FDX 227 NEW
ZALT 226 1.9%
FHDG 222 2.0%
V 212 NEW
Top Reduces (Value $000, Stocks/ETFs)
BUFQ -918 -19.0%
META -467 -12.8%
MSFT -350 -21.7%
LLY -229 -14.2%
BA -202 -8.0%
GOOGL -195 -6.8%
VTI -147 -1.8%
QCOM -144 -23.0%
BAC -123 -10.6%
AMZN -122 -6.3%
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