Sculati Wealth Management
Latest statistics and disclosures from Sculati Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AAPL, IWY, MSFT, FDVV, and represent 25.23% of Sculati Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IWY, QUAL, FDVV, IEFA, DFIV, DYNF, VFMV, DFAE, IUSB, IVV.
- Started 5 new stock positions in BABA, MO, GOVT, FILL, EMB.
- Reduced shares in these 10 stocks: VV, TPC, IHDG, XMLV, XSLV, FNDE, XMMO, XSMO, , BINC.
- Sold out of its positions in CHTR, BSCQ, PM, REGN, SFM.
- Sculati Wealth Management was a net seller of stock by $-883k.
- Sculati Wealth Management has $284M in assets under management (AUM), dropping by 6.54%.
- Central Index Key (CIK): 0001803397
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Portfolio Holdings for Sculati Wealth Management
Sculati Wealth Management holds 124 positions in its portfolio as reported in the September 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 | 502.74 |
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| Apple (AAPL) | 4.9 | $14M | 55k | 254.63 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 4.9 | $14M | +23% | 51k | 273.65 |
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| Microsoft Corporation (MSFT) | 3.4 | $9.7M | 19k | 517.95 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 3.2 | $9.2M | +21% | 165k | 55.71 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.8 | $8.1M | +25% | 42k | 194.50 |
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| Amazon (AMZN) | 2.8 | $7.9M | 36k | 219.57 |
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| Oracle Corporation (ORCL) | 2.5 | $7.2M | 26k | 281.24 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.2 | $6.4M | +23% | 108k | 59.20 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.1 | $6.0M | +33% | 129k | 46.12 |
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| Goldman Sachs (GS) | 2.1 | $5.9M | -2% | 7.4k | 796.35 |
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| Meta Platforms Cl A (META) | 2.1 | $5.8M | 7.9k | 734.38 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $5.8M | 18k | 315.43 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $5.7M | +37% | 65k | 87.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $5.7M | 23k | 243.55 |
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| Morgan Stanley Com New (MS) | 1.7 | $4.9M | 31k | 158.96 |
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| Blackstone Group Inc Com Cl A (BX) | 1.5 | $4.3M | -3% | 25k | 170.85 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.5 | $4.3M | -48% | 14k | 307.85 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.4 | $3.9M | +29% | 125k | 31.53 |
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| Vanguard Wellington Us Minimum (VFMV) | 1.4 | $3.9M | +40% | 30k | 131.31 |
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| Charles Schwab Corporation (SCHW) | 1.4 | $3.8M | 40k | 95.47 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 1.3 | $3.7M | -33% | 81k | 46.08 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $3.6M | +23% | 5.4k | 669.30 |
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| Lowe's Companies (LOW) | 1.2 | $3.4M | 13k | 251.31 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.2 | $3.3M | +25% | 33k | 99.53 |
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| Servicenow (NOW) | 1.1 | $3.2M | 3.5k | 920.28 |
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| Costco Wholesale Corporation (COST) | 1.1 | $3.1M | 3.3k | 925.63 |
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| Johnson & Johnson (JNJ) | 1.0 | $3.0M | +5% | 16k | 185.42 |
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| Chevron Corporation (CVX) | 1.0 | $2.9M | 19k | 155.29 |
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| Unum (UNM) | 1.0 | $2.8M | 36k | 77.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.8M | 12k | 243.10 |
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| Visa Com Cl A (V) | 1.0 | $2.8M | 8.2k | 341.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.7M | 4.0k | 666.18 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.9 | $2.6M | -35% | 72k | 36.16 |
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| Ferrari Nv Ord (RACE) | 0.9 | $2.6M | 5.3k | 485.22 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.9 | $2.6M | -2% | 55k | 46.93 |
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| salesforce (CRM) | 0.8 | $2.4M | 10k | 237.00 |
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| Omega Healthcare Investors (OHI) | 0.8 | $2.3M | 55k | 42.22 |
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| General Dynamics Corporation (GD) | 0.8 | $2.3M | 6.6k | 341.00 |
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| Ares Capital Corporation (ARCC) | 0.8 | $2.2M | 107k | 20.41 |
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| Tutor Perini Corporation (TPC) | 0.8 | $2.2M | -49% | 33k | 65.59 |
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| NVIDIA Corporation (NVDA) | 0.8 | $2.2M | 12k | 186.58 |
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| Walt Disney Company (DIS) | 0.7 | $2.1M | 18k | 114.50 |
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| Boeing Company (BA) | 0.7 | $2.1M | 9.7k | 215.83 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.7 | $2.0M | 35k | 56.75 |
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| Verizon Communications (VZ) | 0.7 | $1.9M | 43k | 43.95 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.8M | +10% | 2.3k | 763.00 |
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| Medtronic SHS (MDT) | 0.6 | $1.7M | 18k | 95.24 |
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| DTE Energy Company (DTE) | 0.6 | $1.6M | 12k | 141.43 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $1.6M | -19% | 30k | 53.24 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $1.6M | 50k | 31.91 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.5M | +9% | 4.1k | 374.25 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $1.5M | 4.3k | 352.75 |
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| United Parcel Service CL B (UPS) | 0.5 | $1.5M | 18k | 83.53 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $1.5M | +10% | 1.9k | 758.15 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.5 | $1.4M | -53% | 30k | 46.31 |
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| Ishares Tr Core Total Usd (IUSB) | 0.5 | $1.4M | +119% | 30k | 46.71 |
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| Southern Company (SO) | 0.5 | $1.3M | 14k | 94.77 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $1.3M | +4% | 3.3k | 391.64 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.4 | $1.2M | -58% | 19k | 63.56 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $1.2M | 38k | 31.42 |
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| Waste Management (WM) | 0.4 | $1.2M | +19% | 5.3k | 220.83 |
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| Nike CL B (NKE) | 0.4 | $1.2M | 17k | 69.73 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $1.2M | +8% | 9.4k | 123.75 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.2M | 3.8k | 300.84 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.1M | 38k | 29.64 |
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| Everest Re Group (EG) | 0.4 | $1.1M | +17% | 3.2k | 350.23 |
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| Redwood Trust (RWT) | 0.4 | $1.1M | +3% | 191k | 5.79 |
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| MercadoLibre (MELI) | 0.4 | $1.1M | 450.00 | 2336.94 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $1.0M | -2% | 36k | 27.90 |
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| Ishares Tr Select Divid Etf (DVY) | 0.4 | $994k | 7.0k | 142.10 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.4 | $993k | -14% | 43k | 23.08 |
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| Lululemon Athletica (LULU) | 0.3 | $947k | -11% | 5.3k | 177.93 |
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| Amgen (AMGN) | 0.3 | $914k | +33% | 3.2k | 282.20 |
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| Domino's Pizza (DPZ) | 0.3 | $898k | +15% | 2.1k | 431.71 |
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| Stryker Corporation (SYK) | 0.3 | $860k | +27% | 2.3k | 369.67 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $839k | +92% | 36k | 23.47 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $777k | 1.3k | 609.32 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.3 | $761k | -47% | 10k | 73.57 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $682k | +61% | 7.2k | 95.15 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $677k | 23k | 29.11 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $630k | -55% | 4.7k | 135.23 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $592k | 5.2k | 113.06 |
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| Booking Holdings (BKNG) | 0.2 | $540k | 100.00 | 5399.27 |
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| Truist Financial Corp equities (TFC) | 0.2 | $533k | 12k | 45.72 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $509k | 848.00 | 600.37 |
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| Merck & Co (MRK) | 0.2 | $506k | -24% | 6.0k | 83.93 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $414k | -26% | 2.9k | 144.37 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $404k | 3.6k | 112.75 |
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| Netflix (NFLX) | 0.1 | $398k | 332.00 | 1198.92 |
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| Schwab Strategic Tr Ultra Short Incm (SCUS) | 0.1 | $396k | -44% | 16k | 25.25 |
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| Tesla Motors (TSLA) | 0.1 | $395k | 889.00 | 444.72 |
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| Iron Mountain (IRM) | 0.1 | $389k | -11% | 3.8k | 101.94 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $382k | 5.0k | 76.40 |
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| Churchill Downs (CHDN) | 0.1 | $364k | -3% | 3.8k | 97.01 |
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| Pfizer (PFE) | 0.1 | $347k | -9% | 14k | 25.48 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $345k | +25% | 8.2k | 42.37 |
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| Wal-Mart Stores (WMT) | 0.1 | $343k | 3.3k | 103.06 |
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| Intel Corporation (INTC) | 0.1 | $343k | -18% | 10k | 33.55 |
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| At&t (T) | 0.1 | $333k | 12k | 28.24 |
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| 3M Company (MMM) | 0.1 | $326k | 2.1k | 155.18 |
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| S&p Global (SPGI) | 0.1 | $320k | -7% | 658.00 | 486.71 |
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| Starbucks Corporation (SBUX) | 0.1 | $315k | 3.7k | 84.60 |
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| Ge Vernova (GEV) | 0.1 | $306k | -5% | 498.00 | 614.90 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $297k | NEW | 3.1k | 95.19 |
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| Us Bancorp Del Com New (USB) | 0.1 | $295k | 6.1k | 48.33 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $291k | NEW | 13k | 23.12 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $280k | 1.5k | 192.74 |
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| Coca-Cola Company (KO) | 0.1 | $275k | -2% | 4.1k | 66.32 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $273k | 1.8k | 148.61 |
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| Ford Motor Company (F) | 0.1 | $272k | 23k | 11.96 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $268k | NEW | 1.5k | 178.73 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $267k | +13% | 983.00 | 271.12 |
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| Tegna (TGNA) | 0.1 | $265k | -2% | 13k | 20.33 |
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| Wells Fargo & Company (WFC) | 0.1 | $258k | 3.1k | 83.82 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $255k | -14% | 717.00 | 355.47 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $249k | -48% | 12k | 20.69 |
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| Home Depot (HD) | 0.1 | $233k | 575.00 | 405.19 |
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| Applied Materials (AMAT) | 0.1 | $225k | 1.1k | 204.74 |
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| Altria (MO) | 0.1 | $213k | NEW | 3.2k | 66.06 |
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| Proshares Tr Ultra Fncls New (UYG) | 0.1 | $208k | 2.1k | 99.25 |
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| Ishares Glb Enr Prod Etf (FILL) | 0.1 | $205k | NEW | 8.2k | 25.08 |
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| Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) | 0.1 | $197k | 200k | 0.99 |
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| Prospect Capital Corporation (PSEC) | 0.0 | $73k | -8% | 27k | 2.75 |
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Past Filings by Sculati Wealth Management
SEC 13F filings are viewable for Sculati Wealth Management going back to 2019
- 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
- Sculati Wealth Management 2022 Q2 filed Aug. 9, 2022