Pitti Group Wealth Management, LLC

CIK 0001909664 · Q2 2026

13F Equity AUM

$137.3M

+11.4% QoQ

Positions

+3 QoQ

AUM Rank

#9,517

Top 76%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #3,233 · Top 39%

vs S&P -2.4%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 42.6%Top 10: 55.3%Top 20: 71.2%

EFA13.4%

ZALT9.3%

FHDG9.0%

VTI7.0%

JNJ3.9%

BUFQ3.2%

IJH2.7%

GOOGL2.4%

META2.3%

SPYM2.2%

Others (74)44.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services72.1%

Communication Services6.8%

Healthcare6.1%

Technology5.3%

Consumer Cyclical3.7%

Industrials2.0%

Other4.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 84Median: 0.48%Avg: 1.19%

0–0.5%

43(10.8%)

0.5–1%

14(9.6%)

1–3%

21(33.8%)

3–5%

2(7.0%)

5%+

4(38.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 84vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New4Increased37Decreased33Exited1

New Positions

GLW0.3%

+1K

SMH0.2%

+350

MU0.2%

+208

XNOV0.1%

+5K

Increased

GSY1.5%

+9K(+28%)

FHDG9.0%

+7K(+2%)

ZALT9.3%

+6K(+2%)

VXUS1.7%

+6K(+27%)

SDVY0.8%

+5K(+27%)

BND1.0%

+4K(+28%)

IJH2.7%

+4K(+9%)

ISPY1.4%

+4K(+11%)

VGT0.2%

+2K(+700%)

VWO0.4%

+2K(+30%)

Decreased

BAC0.8%

-2,234(-11%)

BA1.6%

-1,201(-10%)

F0.1%

-864(-6%)

NVDA1.7%

-352(-3%)

LOW0.5%

-307(-9%)

AAPL1.3%

-302(-5%)

QDEC0.2%

-285(-4%)

QCOM0.5%

-249(-7%)

AMZN1.5%

-234(-3%)

GOOGL2.4%

-215(-2%)

Exited

FDX

-638

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...