PITTI GROUP WEALTH MANAGEMENT LLC
Q3 2024 Form 13-F
VICTOR, NEW YORK
CIK 0001909664
· CRD 314685
· SEC-registered investment adviser
$91.9M Reported Value Total
THE PITTI GROUP WEALTH MANAGEMENT, LLC reports 1,206 total accounts under management (AUM). There are 1,017 discretionary accounts valued at $201,450,000, and 189 non-discretionary accounts valued at $87,351,599.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-06-15
Reported value
$91.9M
Quarter over quarter
+4.2%
Holdings
60
Top-10 concentration
57.7%
Key People
Form ADV owners & control persons
Salvatore Joseph Pitti
MANAGING MEMBER
Matthew Salvatore Pitti
SENIOR VICE PRESIDENT / INVESTMENT ADVISOR REPRESENTATIVE / CHIEF COMPLIANCE OFFICER
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Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | October 29, 2024 |
| Form | 13F-HR |
| Reported value | $91.9M |
| Positions | 60 |
| Change in reported value | 0.0% |
| New positions | 0 |
| Exited positions | 0 |
| Position turnover | 0.0% |
| Top-10 concentration | 57.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
84 | $137.3M |
|
Q1 2026 13F
Filed May 15, 2026
|
81 | $123.2M |
|
Q4 2025 13F
Filed Feb 13, 2026
|
77 | $121.6M |
|
Q3 2025 13F
Filed Nov 7, 2025
|
75 | $117.5M |
|
Q2 2025 13F
Filed Jul 15, 2025
|
78 | $115.9M |
|
Q1 2025 13F
Filed Apr 11, 2025
|
73 | $97.5M |
|
Q4 2024 13F
Filed Feb 10, 2025
|
73 | $98.7M |
|
Q3 2024 13F
Filed Oct 29, 2024
|
60 | $91.9M |
|
Q2 2024 13F
Filed Aug 9, 2024
|
60 | $91.9M |
|
Q1 2024 13F
Filed Apr 24, 2024
|
61 | $89.5M |
|
Q4 2023 13F
Filed Feb 5, 2024
|
60 | $91.9M |
|
Q3 2023 13F
Filed Nov 1, 2023
|
65 | $87.4M |
|
Q2 2023 13F
Filed Aug 1, 2023
|
62 | $89.3M |
|
Q1 2023 13F
Filed May 2, 2023
|
69 | $89.6M |
|
Q4 2022 13F
Filed Jan 24, 2023
|
67 | $83.8M |
|
Q3 2022 13F
Filed Oct 24, 2022
|
60 | $72.5M |
|
Q2 2022 13F
Filed Jul 18, 2022
|
61 | $73.3M |
|
Q1 2022 13F
Filed Apr 28, 2022
|
63 | $85.8M |
|
Q4 2021 13F
Filed Feb 9, 2022
|
71 | $89.6M |
Top 20 holdings · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BUFR FIRST TR EXCHNG TRADED FD VI | $11.0M | 11.99% |
| 2 | UCON FIRST TR EXCHNG TRADED FD VI | $8.6M | 9.38% |
| 3 | EFA ISHARES TR | $6.6M | 7.15% |
| 4 | VTI VANGUARD INDEX FDS | $5.6M | 6.04% |
| 5 | BUFG FIRST TR EXCHNG TRADED FD VI | $4.7M | 5.07% |
| 6 | QJUN FIRST TR EXCHNG TRADED FD VI | $3.6M | 3.93% |
| 7 | JNJ JOHNSON & JOHNSON | $3.4M | 3.74% |
| 8 | XOM EXXON MOBIL CORP | $3.3M | 3.62% |
| 9 | GJUN FIRST TR EXCHNG TRADED FD VI | $3.3M | 3.58% |
| 10 | SPY SPDR S&P 500 ETF TR | $2.9M | 3.19% |
| 11 | META META PLATFORMS INC | $2.5M | 2.68% |
| 12 | BA BOEING CO | $2.0M | 2.2% |
| 13 | IJH ISHARES TR | $1.9M | 2.08% |
| 14 | VIG VANGUARD SPECIALIZED FUNDS | $1.8M | 1.94% |
| 15 | AMZN AMAZON COM INC | $1.7M | 1.86% |
| 16 | IWM ISHARES TR | $1.6M | 1.79% |
| 17 | GOOGL ALPHABET INC | $1.5M | 1.69% |
| 18 | RDVY FIRST TR EXCHANGE-TRADED FD | $1.3M | 1.46% |
| 19 | AAPL APPLE INC | $1.3M | 1.45% |
| 20 | MSFT MICROSOFT CORP | $1.3M | 1.42% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.