Institutional Fund
Pitti Group Wealth Management, LLC
Victor, NYCIK 19096645 filings on record
Portfolio Value
$123.19M
Q1 2026
Holdings
81
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.3%
from $121.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.8%
- Innovator Etfs Trust9.8%
- First Tr Exchng Traded Fd Vi9.1%
- Vanguard Index Fds6.5%
- Johnson & Johnson4.1%
- First Tr Exchng Traded Fd Vi3.2%
- Other53.4%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 175.6K | $17.05M | 13.8% | +1.2K | Added |
| 2 | Innovator Etfs Trust | 372.5K | $12.09M | 9.8% | +8.2K | Added |
| 3 | First Tr Exchng Traded Fd Vi | 332.5K | $11.24M | 9.1% | +7.8K | Added |
| 4 | Vanguard Index Fds | 24.9K | $7.98M | 6.5% | +634 | Added |
| 5 | Johnson & Johnson | 20.9K | $5.11M | 4.1% | −50 | Reduced |
| 6 | First Tr Exchng Traded Fd Vi | 110.9K | $3.92M | 3.2% | −24.0K | Reduced |
| 7 | Meta Platforms Inc | 5.6K | $3.19M | 2.6% | +35 | Added |
| 8 | Ishares Tr | 44.1K | $2.98M | 2.4% | +2.5K | Added |
| 9 | Alphabet Inc | 9.2K | $2.66M | 2.2% | +127 | Added |
| 10 | Spdr Series Trust | 33.8K | $2.59M | 2.1% | +1.1K | Added |
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