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Livermore
Livermore
ZHEN

Pitti Group Wealth Management, LLC

SEC CIK
0001909664
Latest filing
Aug 12, 2026

The latest 13F from Pitti Group Wealth Management, LLC covers Q2 2026 (filed Aug 12, 2026): 84 long positions worth $137.3M. The top 10 holdings make up 55.3% of the portfolio, and the largest is iShares MSCI Eafe ETF at 13.4%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$1.01M
Added
36
Est. +$4.05M
Reduced
33
Est. −$1.03M
Sold out
1
Est. −$227.3K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares MSCI Eafe ETF464287465
    13.4%$18.4M
  2. Innovator ETFs Trust45783Y442
    9.3%$12.8M
  3. First Tr Exchng Traded FD VI33740U539
    9.0%$12.3M
  4. Vanguard Morningstar Total Stock Market ETF922908769
    7.0%$9.68M
  5. JNJJohnson & Johnson
    3.9%$5.31MHistory

Share of portfolio

Top 5 holdings and the other 79 positions, by share of portfolio value

  1. iShares MSCI Eafe ETF13.4%
  2. Innovator ETFs Trust9.3%
  3. First Tr Exchng Traded FD VI9.0%
  4. Vanguard Morningstar Total Stock Market ETF7.0%
  5. JNJ3.9%
  6. Other 79 positions57.4%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Star FDS921909768
    +$498.4KAdded
  2. Vanguard Morningstar Total Stock Market ETF922908769
    +$466.6KAdded
  3. Invesco Actively Managed Exc46090A887
    +$454.5KAdded
  4. GLWCorning Inc
    +$341.1KNewHistory
  5. Vanguard Total Bond Market ETF921937835
    +$306.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Total Stock Market ETF922908769
    +0.57 pp6.5% → 7.0%
  2. Vanguard Star FDS921909768
    +0.36 pp1.4% → 1.7%
  3. Invesco Nasdaq 100 ETF46138G649
    +0.29 pp0.6% → 0.9%
  4. iShares Core S&P Mid-Cap ETF464287507
    +0.28 pp2.4% → 2.7%
  5. GLWCorning Inc
    +0.25 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BABoeing Co
    −$260.0KReducedHistory
  2. FDXFedEx Corp
    −$227.3KSold outHistory
  3. BACBank of America Corp
    −$127.3KReducedHistory
  4. AAPLApple Inc.
    −$87.4KReducedHistory
  5. GOOGLAlphabet Inc.
    −$76.8KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.57 pp2.0% → 1.5%History
  2. METAMeta Platforms, Inc.
    −0.34 pp2.6% → 2.2%History
  3. BABoeing Co
    −0.23 pp1.9% → 1.6%History
  4. FDXFedEx Corp
    −0.18 pp0.2% → 0.0%History
  5. LOWLowes Companies Inc
    −0.16 pp0.7% → 0.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$137.3M
+$14.1M (+11.4%) vs. prior quarter
Positions
84
+3 vs. prior quarter
Top 10 concentration
55.3%
Top 10 as share of value
Turnover
1.0%
Q2 2026, one quarter
Average holding period
14.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $137.3M (Q2 2026)

Q4 2021: $89.6MQ1 2022: $85.8MQ2 2022: $73.3MQ3 2022: $72.5MQ4 2022: $83.8MQ1 2023: $89.6MQ2 2023: $89.3MQ3 2023: $87.4MQ4 2023: $91.9MQ1 2024: $89.5MQ2 2024: $91.9MQ3 2024: $91.9MQ4 2024: $98.7MQ1 2025: $97.5MQ2 2025: $115.9MQ3 2025: $117.5MQ4 2025: $121.6MQ1 2026: $123.2MQ2 2026: $137.3M
Q4 2021Q2 2026
13F filings of Pitti Group Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 202684$137.3MiShares MSCI Eafe ETFInnovator ETFs TrustFirst Tr Exchng Traded FD VIvs. Q1 2026SEC
Q1 2026May 15, 202681$123.2MiShares MSCI Eafe ETFInnovator ETFs TrustFirst Tr Exchng Traded FD VIvs. Q4 2025SEC
Q4 2025Feb 13, 202677$121.6MiShares MSCI Eafe ETFInnovator ETFs TrustFirst Tr Exchng Traded FD VIvs. Q3 2025SEC
Q3 2025Nov 7, 202575$117.5MInnovator ETFs TrustiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETFvs. Q2 2025SEC
Q2 2025Jul 15, 202578$115.9MInnovator ETFs TrustiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETFvs. Q1 2025SEC
Q1 2025Apr 11, 202573$97.5MInnovator ETFs TrustiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2024SEC
Q4 2024Feb 10, 202573$98.7MInnovator ETFs TrustVanguard Morningstar Total Stock Market ETFiShares MSCI Eafe ETFvs. Q3 2024SEC
Q3 2024Oct 29, 202460$91.9MFirst Tr Exchng Traded FD VIFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFvs. Q2 2024SEC
Q2 2024Aug 9, 202460$91.9MFirst Tr Exchng Traded FD VIFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFvs. Q1 2024SEC
Q1 2024Apr 24, 202461$89.5MFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2023SEC
Q4 2023Feb 5, 202460$91.9MFirst Tr Exchng Traded FD VIFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFvs. Q3 2023SEC
Q3 2023Nov 1, 202365$87.4MFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFFirst Tr Exchng Traded FD VIvs. Q2 2023SEC
Q2 2023Aug 1, 202362$89.3MFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFFirst Tr Exchng Traded FD VIvs. Q1 2023SEC
Q1 2023May 2, 202369$89.6MFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2022SEC
Q4 2022Jan 24, 202367$83.8MFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETFvs. Q3 2022SEC
Q3 2022Oct 24, 202260$72.5MFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETFvs. Q2 2022SEC
Q2 2022Jul 18, 202262$73.3MFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETFvs. Q1 2022SEC
Q1 2022Apr 28, 202263$85.8MFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2021SEC
Q4 2021Feb 9, 202271$89.6MFirst Tr Exchng Traded FD VIiShares MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF–SEC