Fund Universe

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☆Pitti Group Wealth Management, LLC

CIK 0001909664 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.444
AUM ($M)
137
Positions
84
Turnover
0.04
Top-10 wt
55%
Herfindahl
0.049
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 85 positions · portfolio value $137M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆EFA funds › ISHARES TR ADD — 13.4% -0.5% 18.4 176,688 +1,126 5 —
☆ZALT funds › INNOVATOR ETFS TRUST ADD — 9.3% -0.5% 12.8 378,737 +6,228 5 —
☆FHDG funds › FIRST TR EXCHNG TRADED FD VI ADD — 9.0% -0.2% 12.3 339,548 +7,034 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 7.0% +0.6% 9.7 26,148 +1,261 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 3.9% -0.3% 5.3 20,892 +1 5 —
☆BUFQ funds › FIRST TR EXCHNG TRADED FD VI ADD — 3.2% -0.0% 4.4 111,014 +91 5 —
☆IJH funds › ISHARES TR ADD — 2.7% +0.3% 3.7 48,078 +3,937 5 —
☆GOOGL funds › ALPHABET INC TRIM — 2.4% +0.2% 3.2 9,028 -215 5 —
☆META funds › META PLATFORMS INC TRIM — 2.2% -0.3% 3.1 5,483 -96 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 2.2% +0.1% 3.0 34,236 +397 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 1.9% -0.0% 2.6 11,189 -43 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 1.7% +0.4% 2.4 27,693 +5,830 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.7% -0.0% 2.3 11,453 -352 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 1.6% +0.2% 2.3 3,029 +278 5 —
☆BA funds › BOEING CO TRIM — 1.6% -0.2% 2.3 10,402 -1,201 5 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC ADD — 1.5% +0.2% 2.1 41,356 +9,062 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 1.5% -0.6% 2.0 14,854 -3 5 —
☆AMZN funds › AMAZON COM INC TRIM — 1.5% -0.0% 2.0 8,436 -234 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 1.5% +0.1% 2.0 24,800 +15 5 —
☆ISPY funds › PROSHARES TR ADD — 1.4% +0.1% 1.9 38,921 +3,860 5 —
☆LLY funds › ELI LILLY & CO ADD — 1.3% +0.2% 1.8 1,506 +1 5 —
☆IVV funds › ISHARES TR TRIM — 1.3% +0.0% 1.8 2,348 -29 5 —
☆IMCB funds › ISHARES TR ADD — 1.3% +0.1% 1.7 17,876 +202 5 —
☆AAPL funds › APPLE INC TRIM — 1.3% -0.0% 1.7 5,946 -302 5 —
☆NFLX funds › NETFLIX INC. ADD — 1.2% -0.6% 1.6 22,567 +224 5 —
☆IWM funds › ISHARES TR ADD — 1.1% +0.1% 1.6 5,219 +27 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 1.0% +0.1% 1.4 18,932 +4,168 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.9% -0.1% 1.3 3,396 -19 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.9% +0.3% 1.2 4,056 +916 5 —
☆CUSIP:45784N494 funds › INNOVATOR ETFS TRUST ADD — 0.9% +0.0% 1.2 53,033 +2,004 3 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.8% -0.1% 1.1 19,007 -2,234 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.8% +0.1% 1.0 24,220 +5,092 5 —
☆IBUF funds › INNOVATOR ETFS TRUST ADD — 0.7% -0.0% 0.9 29,168 +1,100 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.7% +0.1% 0.9 2,566 -24 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.6% +0.1% 0.9 7,112 +828 5 —
☆FNOV funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.6% -0.0% 0.9 14,989 +0 5 —
☆MAR funds › MARRIOTT INTL INC NEW TRIM — 0.6% +0.0% 0.8 2,227 -3 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.6% +0.1% 0.8 1,114 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.5% -0.0% 0.7 2,240 +2 5 —
☆EBUF funds › INNOVATOR ETFS TRUST ADD — 0.5% +0.0% 0.7 22,336 +1,100 3 —
☆LOW funds › LOWES COS INC TRIM — 0.5% -0.2% 0.7 3,188 -307 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.5% -0.1% 0.7 8,724 -17 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.5% +0.1% 0.6 3,488 -249 5 —
☆XDSQ funds › INNOVATOR ETFS TRUST TRIM — 0.4% -0.0% 0.6 14,367 -3 5 —
☆FOCT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.4% -0.0% 0.6 11,130 -172 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.4% +0.1% 0.6 9,747 +2,247 5 —
☆XJUN funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.4% -0.0% 0.5 12,025 +0 5 —
☆FDEC funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.4% -0.0% 0.5 9,718 +0 5 —
☆TSLA funds › TESLA INC ADD — 0.4% +0.0% 0.5 1,180 +28 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.4% -0.1% 0.5 5,478 -11 5 —
☆PYPL funds › PAYPAL HLDGS INC ADD — 0.3% -0.0% 0.5 10,699 +416 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.3% -0.1% 0.4 10,106 +86 5 —
☆DDTJ funds › INNOVATOR ETFS TRUST HOLD — 0.3% -0.0% 0.4 21,200 +0 2 —
☆PAYX funds › PAYCHEX INC ADD — 0.3% -0.0% 0.4 4,257 +12 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.3% -0.0% 0.4 1,080 -33 5 —
☆GLW funds › CORNING INC NEW — 0.2% +0.2% 0.3 1,335 +1,335 1 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% +0.0% 0.3 2,736 +2,394 5 —
☆QBUF funds › INNOVATOR ETFS TRUST ADD — 0.2% +0.0% 0.3 10,584 +1,100 3 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.2% -0.0% 0.3 4,201 +248 3 —
☆XYZ funds › BLOCK INC TRIM — 0.2% +0.0% 0.3 3,987 -76 5 —
☆DDTF funds › INNOVATOR ETFS TRUST HOLD — 0.2% -0.0% 0.3 14,600 +0 2 —
☆MS funds › MORGAN STANLEY ADD — 0.2% +0.0% 0.3 1,372 +2 4 —
☆IQQQ funds › PROSHARES TR TRIM — 0.2% +0.0% 0.3 5,588 -177 5 —
☆VCR funds › VANGUARD WORLD FD HOLD — 0.2% -0.0% 0.3 709 +0 5 —
☆FMAR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 0.3 5,374 -58 5 —
☆XJUL funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 0.3 6,815 -10 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.2% -0.0% 0.3 881 -3 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP ADD — 0.2% +0.0% 0.3 869 +50 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 0.3 1,081 +5 4 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC ADD — 0.2% -0.0% 0.3 784 +5 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.2% -0.1% 0.3 495 -90 5 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.0% 0.3 2,227 -44 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.2% -0.0% 0.3 730 -18 5 —
☆CUSIP:45784N528 funds › INNOVATOR ETFS TRUST HOLD — 0.2% -0.0% 0.3 11,150 +0 3 —
☆V funds › VISA INC HOLD — 0.2% +0.0% 0.2 700 +0 2 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.2% +0.2% 0.2 208 +208 1 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.2% +0.0% 0.2 786 -1 4 —
☆XDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 0.2 5,369 -142 5 —
☆SMH funds › VANECK ETF TRUST NEW — 0.2% +0.2% 0.2 350 +350 1 —
☆QDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 0.2 6,219 -285 4 —
☆SHOP funds › SHOPIFY INC TRIM — 0.2% -0.0% 0.2 1,880 -70 5 —
☆XNOV funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.1% +0.1% 0.2 5,076 +5,076 1 —
☆F funds › FORD MTR CO TRIM — 0.1% +0.0% 0.2 13,361 -864 5 —
☆ULBI funds › ULTRALIFE CORP HOLD — 0.1% -0.0% 0.1 20,443 +0 5 —
☆FDX funds › FEDEX CORP EXIT — 0.0% -0.2% 0.0 0 -638 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 137 84 0.04 55% 0.049 0.444 — in
2026Q1 123 81 0.04 56% 0.051 0.454 — in
2025Q4 122 77 0.12 57% 0.051 0.252 — in
2025Q3 117 75 0.05 58% 0.067 0.402 — in
2025Q2 116 78 0.13 58% 0.064 0.290 — entered
2025Q1 97 73 0.00 53% 0.044 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status