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Pitti Group Wealth Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0001909664
Victor 590 Fishers Station Drive Suite 110
Zip Code: 14564
Latest Portfolio Value
$136.58 M
-0.51%
Total Holdings
90
6
Latest Report Date
Q3 2026
Top 10 Concentration
55.90%

Pitti Group Wealth Management, LLC — Portfolio Overview & Company Profile

Pitti Group Wealth Management, LLC (CIK: 0001909664) is a financial institution headquartered at 590 Fishers Station Drive, Suite 110, Victor, New York 14564. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $136.58 M, comprising 90 distinct securities. Over its filing history, it has submitted 20 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 55.9%. Quarterly turnover: 5.0%. ▲ 11 new, +24 added, −46 reduced, ×5 exited.

Portfolio Summary (Q3 2026)

Top Buys

Q3 2026

Asset Allocation

Stocks/ETFs
-0.51%
$136.58 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
173,312 $18.01 M 13.18% ▼ 3,376 Reduce -1.9%
377,295 $13.03 M 9.54% ▼ 1,442 Reduce -0.4%
338,925 $12.61 M 9.24% ▼ 623 Reduce -0.2%
25,763 $9.64 M 7.06% ▼ 385 Reduce -1.5%
20,886 $5.53 M 4.05% ▼ 6 Reduce 0.0%
109,869 $4.45 M 3.26% ▼ 1,145 Reduce -1.0%
5,419 $3.93 M 2.88% ▼ 64 Reduce -1.2%
48,627 $3.5 M 2.56% ▲ 549 Add 1.1%
8,905 $3.06 M 2.24% ▼ 123 Reduce -1.4%
11,046 $2.58 M 1.89% ▼ 143 Reduce -1.3%

Historical Portfolio Charts