Pitti Group Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Victor, NY
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$137,276
Net value change ($000)
+14,082 (11.4%)
New positions
4
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 1,692 21.2%
EFA 1,302 7.6%
FHDG 1,067 9.5%
ZALT 736 6.1%
IJH 726 24.4%
VXUS 681 40.4%
GOOGL 568 21.4%
QQQM 483 64.7%
SPY 473 26.4%
GSY 455 28.1%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -537 -25.0%
XOM -490 -19.4%
FDX -227 -100.0%
LOW -123 -14.9%
META -104 -3.3%
VZ -75 -14.9%
MDT -74 -9.8%
BA -57 -2.5%
MA -38 -13.0%
WMT -30 -10.6%
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