Sculati Wealth Management
Latest statistics and disclosures from Sculati Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, IWY, AAPL, FDVV, QUAL, and represent 25.68% of Sculati Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NOW, IWY, FDVV, IUSB, QUAL, MTN, IEFA, DFIV, SCHZ, DYNF.
- Started 1 new stock position in MTN.
- Reduced shares in these 10 stocks: VV, AAPL, IHDG, XSLV, FNDE, XMLV, RWT, , DVY, SHOP.
- Sold out of its positions in BABA, MO, HD, BSCP, POWR, SLV, UYG, GLD, SHOP.
- Sculati Wealth Management was a net seller of stock by $-1.6M.
- Sculati Wealth Management has $284M in assets under management (AUM), dropping by 0.03%.
- Central Index Key (CIK): 0001803397
Tip: Access up to 7 years of quarterly data
Positions held by Sculati Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Sculati Wealth Management
Sculati Wealth Management holds 116 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.7 | $25M | 49k | 502.65 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 5.4 | $15M | +8% | 55k | 276.94 |
|
| Apple (AAPL) | 4.8 | $14M | -8% | 50k | 271.86 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 3.6 | $10M | +8% | 180k | 56.69 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.1 | $8.9M | +8% | 45k | 198.62 |
|
| Microsoft Corporation (MSFT) | 3.1 | $8.9M | 18k | 483.62 |
|
|
| Amazon (AMZN) | 2.9 | $8.3M | 36k | 230.82 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $7.2M | 23k | 313.80 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 2.5 | $7.0M | +9% | 141k | 49.90 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.4 | $6.9M | +6% | 114k | 60.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $6.5M | +10% | 72k | 89.46 |
|
| Goldman Sachs (GS) | 2.3 | $6.4M | 7.3k | 879.00 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $5.8M | 18k | 322.22 |
|
|
| Morgan Stanley Com New (MS) | 1.9 | $5.5M | 31k | 177.53 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $5.2M | 7.9k | 660.09 |
|
|
| Oracle Corporation (ORCL) | 1.8 | $5.0M | 26k | 194.91 |
|
|
| Vanguard Wellington Us Minimum (VFMV) | 1.5 | $4.3M | +9% | 33k | 130.37 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.5 | $4.2M | +3% | 130k | 32.57 |
|
| Charles Schwab Corporation (SCHW) | 1.4 | $4.0M | 40k | 99.91 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.9M | +5% | 5.7k | 684.94 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $3.8M | -2% | 25k | 154.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.6M | 12k | 313.00 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.2 | $3.3M | 33k | 101.98 |
|
|
| Johnson & Johnson (JNJ) | 1.2 | $3.3M | 16k | 206.95 |
|
|
| Lowe's Companies (LOW) | 1.1 | $3.2M | 13k | 241.16 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 1.1 | $3.2M | -18% | 66k | 48.66 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.1 | $3.0M | -30% | 9.7k | 314.78 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $2.8M | 3.3k | 862.34 |
|
|
| Visa Com Cl A (V) | 1.0 | $2.8M | 8.0k | 350.71 |
|
|
| Chevron Corporation (CVX) | 1.0 | $2.8M | 18k | 152.41 |
|
|
| Unum (UNM) | 1.0 | $2.8M | 36k | 77.50 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.7M | 4.0k | 681.92 |
|
|
| Servicenow (NOW) | 0.9 | $2.7M | +401% | 18k | 153.19 |
|
| salesforce (CRM) | 0.9 | $2.6M | -2% | 9.8k | 264.91 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.9 | $2.6M | 55k | 47.02 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $2.5M | 2.3k | 1074.68 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $2.4M | 35k | 69.40 |
|
|
| Omega Healthcare Investors (OHI) | 0.8 | $2.4M | 54k | 44.34 |
|
|
| General Dynamics Corporation (GD) | 0.8 | $2.2M | 6.6k | 336.66 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $2.1M | 12k | 186.50 |
|
|
| Ares Capital Corporation (ARCC) | 0.8 | $2.1M | 106k | 20.23 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.7 | $2.1M | +54% | 46k | 46.54 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.7 | $2.1M | -18% | 59k | 36.06 |
|
| Boeing Company (BA) | 0.7 | $2.1M | 9.6k | 217.12 |
|
|
| Walt Disney Company (DIS) | 0.7 | $2.1M | 18k | 113.77 |
|
|
| Tutor Perini Corporation (TPC) | 0.7 | $2.0M | -10% | 30k | 67.02 |
|
| Ferrari Nv Ord (RACE) | 0.7 | $1.9M | -4% | 5.1k | 369.56 |
|
| Verizon Communications (VZ) | 0.6 | $1.7M | 43k | 40.73 |
|
|
| Parker-Hannifin Corporation (PH) | 0.6 | $1.7M | 1.9k | 878.96 |
|
|
| United Parcel Service CL B (UPS) | 0.6 | $1.6M | -6% | 17k | 99.19 |
|
| Medtronic SHS (MDT) | 0.6 | $1.6M | -6% | 17k | 96.06 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $1.6M | 50k | 32.62 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $1.6M | 30k | 52.77 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $1.5M | 3.4k | 453.36 |
|
|
| DTE Energy Company (DTE) | 0.5 | $1.5M | -2% | 11k | 128.98 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $1.4M | +65% | 59k | 23.37 |
|
| Eaton Corp SHS (ETN) | 0.5 | $1.3M | 4.2k | 318.51 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.3M | -13% | 3.7k | 349.99 |
|
| Southern Company (SO) | 0.4 | $1.2M | 14k | 87.20 |
|
|
| Waste Management (WM) | 0.4 | $1.2M | 5.4k | 219.71 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.1M | 38k | 30.07 |
|
|
| Ge Aerospace Com New (GE) | 0.4 | $1.1M | -8% | 3.5k | 308.05 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.4 | $1.1M | +9% | 47k | 22.97 |
|
| Amgen (AMGN) | 0.4 | $1.1M | 3.3k | 327.31 |
|
|
| Duke Energy Corp Com New (DUK) | 0.4 | $1.1M | -3% | 9.1k | 117.21 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $1.0M | 36k | 28.48 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.0M | -9% | 34k | 29.89 |
|
| Everest Re Group (EG) | 0.4 | $1.0M | -6% | 3.0k | 339.35 |
|
| MercadoLibre (MELI) | 0.3 | $906k | 450.00 | 2014.26 |
|
|
| Nike CL B (NKE) | 0.3 | $903k | -15% | 14k | 63.71 |
|
| Lululemon Athletica (LULU) | 0.3 | $888k | -19% | 4.3k | 207.81 |
|
| Domino's Pizza (DPZ) | 0.3 | $876k | 2.1k | 416.82 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.3 | $860k | -37% | 19k | 46.37 |
|
| Stryker Corporation (SYK) | 0.3 | $840k | +2% | 2.4k | 351.47 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $790k | +15% | 8.3k | 95.22 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $727k | 1.3k | 570.21 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.3 | $717k | -39% | 12k | 62.37 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $706k | -28% | 5.0k | 141.14 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $684k | 23k | 29.61 |
|
|
| Vail Resorts (MTN) | 0.2 | $658k | NEW | 5.0k | 132.80 |
|
| Dt Midstream Common Stock (DTM) | 0.2 | $620k | 5.2k | 119.68 |
|
|
| Redwood Trust (RWT) | 0.2 | $611k | -42% | 110k | 5.53 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $574k | 12k | 49.21 |
|
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $570k | -23% | 7.9k | 72.01 |
|
| Booking Holdings (BKNG) | 0.2 | $536k | 100.00 | 5355.33 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $487k | -6% | 792.00 | 614.31 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $461k | -4% | 2.7k | 168.77 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $456k | -29% | 3.3k | 138.46 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $431k | 3.6k | 120.34 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $429k | 5.0k | 85.77 |
|
|
| Churchill Downs (CHDN) | 0.2 | $427k | 3.8k | 113.78 |
|
|
| Merck & Co (MRK) | 0.1 | $418k | -34% | 4.0k | 105.26 |
|
| Tesla Motors (TSLA) | 0.1 | $400k | 889.00 | 449.72 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $371k | 3.3k | 111.41 |
|
|
| Schwab Strategic Tr Ultra Short Incm (SCUS) | 0.1 | $363k | -8% | 14k | 25.18 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $357k | +18% | 3.7k | 96.28 |
|
| S&p Global (SPGI) | 0.1 | $344k | 658.00 | 522.59 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $336k | +15% | 15k | 23.02 |
|
| 3M Company (MMM) | 0.1 | $320k | -4% | 2.0k | 160.10 |
|
| Intel Corporation (INTC) | 0.1 | $318k | -15% | 8.6k | 36.90 |
|
| Iron Mountain (IRM) | 0.1 | $315k | 3.8k | 82.95 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $313k | 3.7k | 84.21 |
|
|
| Netflix (NFLX) | 0.1 | $311k | +900% | 3.3k | 93.76 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $296k | 983.00 | 301.15 |
|
|
| Coca-Cola Company (KO) | 0.1 | $284k | -2% | 4.1k | 69.91 |
|
| Applied Materials (AMAT) | 0.1 | $283k | 1.1k | 256.99 |
|
|
| At&t (T) | 0.1 | $281k | -4% | 11k | 24.84 |
|
| Pfizer (PFE) | 0.1 | $271k | -20% | 11k | 24.90 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $270k | -17% | 5.1k | 53.36 |
|
| Wells Fargo & Company (WFC) | 0.1 | $268k | -6% | 2.9k | 93.20 |
|
| Ge Vernova (GEV) | 0.1 | $236k | -27% | 361.00 | 653.57 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $236k | 1.5k | 162.63 |
|
|
| Ford Motor Company (F) | 0.1 | $227k | -23% | 17k | 13.12 |
|
| Tegna (TGNA) | 0.1 | $200k | -21% | 10k | 19.41 |
|
| Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) | 0.1 | $196k | 200k | 0.98 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $50k | -27% | 19k | 2.59 |
|
Past Filings by Sculati Wealth Management
SEC 13F filings are viewable for Sculati Wealth Management going back to 2019
- Sculati Wealth Management 2025 Q4 filed Feb. 5, 2026
- Sculati Wealth Management 2025 Q3 filed Nov. 14, 2025
- Sculati Wealth Management 2025 Q2 filed Aug. 8, 2025
- Sculati Wealth Management 2025 Q1 filed May 12, 2025
- Sculati Wealth Management 2024 Q4 restated filed Feb. 26, 2025
- Sculati Wealth Management 2024 Q3 restated filed Feb. 26, 2025
- Sculati Wealth Management 2024 Q4 filed Feb. 5, 2025
- Sculati Wealth Management 2024 Q3 filed Nov. 22, 2024
- Sculati Wealth Management 2024 Q2 filed Aug. 9, 2024
- Sculati Wealth Management 2024 Q1 filed May 14, 2024
- Sculati Wealth Management 2023 Q4 filed Feb. 12, 2024
- Sculati Wealth Management 2023 Q3 filed Nov. 9, 2023
- Sculati Wealth Management 2023 Q2 filed Aug. 11, 2023
- Sculati Wealth Management 2023 Q1 filed May 5, 2023
- Sculati Wealth Management 2022 Q4 filed Feb. 10, 2023
- Sculati Wealth Management 2022 Q3 filed Nov. 15, 2022