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Matthew Pitti

Pitti Group Wealth Management, Llc

Assets Managed
$123.194M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
1.29%(2Q avg: 2.42%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pitti Group Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Pitti Group Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 123.194M in assets, with a quarterly growth rate of 1.29% and a 2-quarter average growth rate of 2.42%. The portfolio is managed by Matthew Pitti, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 0.68%
13.85%
$17.052M
175,562 shares@ $97.13 avg price
ZALT
Innovator Us Eq 10 Buffer
Recent Activity
Increased 2.25%
9.82%
$12.092M
372,509 shares@ $32.46 avg price
FHDG
Ftequity Qrtrly Dyn Buff Etf
Recent Activity
Increased 2.41%
9.13%
$11.238M
332,514 shares@ $33.8 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.62%
6.49%
$7.984M
24,887 shares@ $320.82 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.23%
4.15%
$5.107M
20,891 shares@ $244.45 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Decreased -17.79%
3.19%
$3.918M
110,923 shares@ $35.32 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 0.64%
2.6%
$3.192M
5,579 shares@ $572.14 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 5.97%
2.42%
$2.981M
44,141 shares@ $67.53 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.4%
2.16%
$2.658M
9,243 shares@ $287.55 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 3.24%
2.11%
$2.59M
33,839 shares@ $76.54 avg price

1-10 of 81