Pitti Group Wealth Management, LLC - Portfolio overview

Pitti Group Wealth Management, LLC has 85 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Healthcare.

Largest reported holdings by portfolio allocation

  1. EFA - ISHARES TR, 13.38%
  2. ZALT - INNOVATOR ETFS TRUST, 9.49%
  3. FHDG - FIRST TR EXCHNG TRADED FD VI, 8.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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