Pitti Group Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Victor, NY
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$136,577
Net value change ($000)
-699 (-0.5%)
New positions
12
Sold out positions
6
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 2,418 NEW
HIMS 1,358 NEW
V 964 401.7%
META 842 27.3%
ISRG 801 NEW
VOO 780 NEW
ORCL 521 NEW
MSFT 471 37.2%
VXF 378 NEW
RBUF 318 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYM -2,792 -92.8%
XOM -2,031 -100.0%
LLY -1,406 -77.9%
IVV -1,221 -69.5%
BAC -1,083 -100.0%
LOW -703 -100.0%
PYPL -462 -100.0%
HD -381 -100.0%
EFA -349 -1.9%
BA -329 -14.6%
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