PITTI GROUP WEALTH MANAGEMENT LLC
Q4 2025 Form 13-F
VICTOR, NEW YORK
CIK 0001909664
· CRD 314685
· SEC-registered investment adviser
$121.6M Reported Value Total
THE PITTI GROUP WEALTH MANAGEMENT, LLC reports 1,298 total accounts under management (AUM). There are 1,107 discretionary accounts valued at $241,789,236, and 191 non-discretionary accounts valued at $96,118,451.
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
$121.6M
Quarter over quarter
+2.4%
Holdings
77
Top-10 concentration
56.6%
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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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | February 13, 2026 |
| Form | 13F-HR |
| Reported value | $121.6M |
| Positions | 77 |
| Change in reported value | +3.6% |
| New positions | 5 |
| Exited positions | 3 |
| Position turnover | 10.0% |
| Top-10 concentration | 56.6% |
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 · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | EFA ISHARES TR | $16.7M | 13.77% |
| 2 | ZALT INNOVATOR ETFS TRUST | $11.9M | 9.76% |
| 3 | FHDG FIRST TR EXCHNG TRADED FD VI | $11.0M | 9.06% |
| 4 | VTI VANGUARD INDEX FDS | $8.1M | 6.69% |
| 5 | BUFQ FIRST TR EXCHNG TRADED FD VI | $4.8M | 3.98% |
| 6 | JNJ JOHNSON & JOHNSON | $4.3M | 3.56% |
| 7 | META META PLATFORMS INC | $3.7M | 3.01% |
| 8 | GOOGL ALPHABET INC | $2.9M | 2.35% |
| 9 | IJH ISHARES TR | $2.7M | 2.26% |
| 10 | SPYM SPDR SERIES TRUST | $2.6M | 2.16% |
| 11 | BA BOEING CO | $2.5M | 2.06% |
| 12 | VIG VANGUARD SPECIALIZED FUNDS | $2.4M | 1.94% |
| 13 | NVDA NVIDIA CORPORATION | $2.1M | 1.76% |
| 14 | NFLX NETFLIX INC | $2.1M | 1.71% |
| 15 | AMZN AMAZON COM INC | $1.9M | 1.59% |
| 16 | SPY SPDR S&P 500 ETF TR | $1.8M | 1.48% |
| 17 | XOM EXXON MOBIL CORP | $1.8M | 1.47% |
| 18 | RDVY FIRST TR EXCHANGE TRADED FD | $1.7M | 1.37% |
| 19 | AAPL APPLE INC | $1.7M | 1.36% |
| 20 | MSFT MICROSOFT CORP | $1.6M | 1.33% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.