Pitti Group Wealth Management, LLC
All 13F Filings
- Location
- Victor, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 137,276
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 84 | 137,276 | 13F-HR | Pitti Group Wealth Management, LLC |
| Q1 2026 | 5/15/2026 | 81 | 123,194 | 13F-HR | Pitti Group Wealth Management, LLC |
| Q4 2025 | 2/13/2026 | 77 | 121,630 | 13F-HR | Pitti Group Wealth Management, LLC |
| Q3 2025 | 11/7/2025 | 75 | 117,465 | 13F-HR | Pitti Group Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 78 | 115,864 | 13F-HR | Pitti Group Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.27 K | 52.6% | 0 | 8 | -8 |
| ETFs | 65 K | 47.4% | 14.09 K | 0 | 14.09 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
137,276
Holdings
84
QoQ value change ($000)
14,082
(11.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.