Pitti Group Wealth Management, LLC

CIK 0001909664 · Q1 2026

13F Equity AUM

$123.2M

+1.3% QoQ

Positions

+4 QoQ

AUM Rank

#9,264

Top 74%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,177 · Top 51%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 43.4%Top 10: 55.9%Top 20: 72.1%

EFA13.8%

ZALT9.8%

FHDG9.1%

VTI6.5%

JNJ4.2%

BUFQ3.2%

META2.6%

IJH2.4%

GOOGL2.2%

SPYM2.1%

Others (71)44.1%

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

Sector Allocation

Financial Services70.1%

Communication Services7.5%

Healthcare6.3%

Technology5.0%

Consumer Cyclical3.9%

Industrials2.5%

Energy2.0%

Other2.7%

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

Position Sizing

Positions: 81Median: 0.52%Avg: 1.23%

0–0.5%

39(9.9%)

0.5–1%

15(9.8%)

1–3%

21(33.7%)

3–5%

2(7.3%)

5%+

4(39.3%)

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

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Portfolio Overlap

Shared: 62Unique: 19vs 20 funds

0.8%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.2%

BANK OF AMERICA CORP /DE/

1.3%

1.2%

1.3%

1.3%

VANGUARD CAPITAL MANAGEMENT LLC

1.2%

GEODE CAPITAL MANAGEMENT, LLC

1.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased57Decreased6Exited0

New Positions

INNOVATOR ETFS TRUST0.3%

+21K

INNOVATOR ETFS TRUST0.2%

+15K

FDX0.2%

+638

V0.2%

+700

Increased

ZALT9.8%

+8K(+2%)

FHDG9.1%

+8K(+2%)

IBUF0.7%

+6K(+26%)

EBUF0.5%

+5K(+34%)

GSY1.3%

+3K(+10%)

DDTO0.9%

+3K(+5%)

IJH2.4%

+2K(+6%)

VXUS1.4%

+2K(+9%)

BND0.9%

+2K(+14%)

QBUF0.2%

+2K(+22%)

Decreased

BUFQ3.2%

-24,005(-18%)

MAR0.6%

-63(-3%)

JNJ4.2%

-50(-0%)

XJUL0.2%

-3(-0%)

FDEC0.4%

-2(-0%)

NDQ0.5%

-1(-0%)

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

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Holdings

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