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 26.47% of Sculati Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DYNF, VO, IWY, BKNG, COF, CIBR, XAR, QUAL, XVV, GOOG.
- Started 10 new stock positions in VO, CAT, PM, COF, XAR, CIBR, XVV, TLH, USB, PFFD.
- Reduced shares in these 10 stocks: ARCC, DPZ, TPC, INTC, PFE, JPM, POWR, BRK.B, DTE, LULU.
- Sold out of its positions in POWR, PFE, PSEC.
- Sculati Wealth Management was a net buyer of stock by $2.5M.
- Sculati Wealth Management has $300M in assets under management (AUM), dropping by 10.68%.
- Central Index Key (CIK): 0001803397
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Portfolio Holdings for Sculati Wealth Management
Sculati Wealth Management holds 123 positions in its portfolio as reported in the June 2026 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) | 8.0 | $24M | 49k | 490.91 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 5.7 | $17M | +4% | 61k | 279.45 |
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| Apple (AAPL) | 5.5 | $16M | 49k | 333.74 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 3.9 | $12M | 186k | 62.16 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $11M | +3% | 48k | 217.87 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.0 | $9.0M | +15% | 134k | 66.99 |
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| Amazon (AMZN) | 3.0 | $8.9M | 36k | 247.23 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.7 | $8.1M | 145k | 55.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $7.9M | +3% | 23k | 346.11 |
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| Goldman Sachs (GS) | 2.5 | $7.4M | 7.0k | 1065.22 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.4 | $7.3M | +2% | 76k | 96.25 |
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| Microsoft Corporation (MSFT) | 2.4 | $7.2M | 18k | 393.82 |
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| Morgan Stanley Com New (MS) | 2.2 | $6.5M | 30k | 215.50 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $5.6M | -4% | 17k | 341.10 |
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| Meta Platforms Cl A (META) | 1.7 | $5.1M | 7.9k | 646.01 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.7 | $5.0M | 133k | 37.37 |
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| Vanguard Wellington Us Minimum (VFMV) | 1.6 | $4.9M | +2% | 34k | 142.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $4.4M | +2% | 5.9k | 746.72 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.4 | $4.1M | 33k | 125.35 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $4.0M | 39k | 101.56 |
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| Johnson & Johnson (JNJ) | 1.3 | $4.0M | 16k | 253.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.8M | 11k | 346.77 |
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| Chevron Corporation (CVX) | 1.1 | $3.4M | 18k | 187.37 |
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| Oracle Corporation (ORCL) | 1.1 | $3.2M | 26k | 126.41 |
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| Unum (UNM) | 1.1 | $3.2M | 36k | 89.05 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.1 | $3.2M | -2% | 9.2k | 341.96 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 1.0 | $3.1M | -3% | 59k | 52.05 |
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| Costco Wholesale Corporation (COST) | 1.0 | $3.0M | 3.2k | 940.87 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $3.0M | 24k | 126.91 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.0 | $3.0M | +4% | 65k | 45.79 |
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| Delta Air Lines Com New (DAL) | 1.0 | $2.9M | 35k | 84.17 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.0 | $2.9M | 53k | 54.03 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $2.8M | -5% | 3.8k | 743.29 |
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| Eli Lilly & Co. (LLY) | 0.9 | $2.8M | 2.4k | 1179.11 |
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| Visa Com Cl A (V) | 0.9 | $2.8M | 7.8k | 358.56 |
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| Lowe's Companies (LOW) | 0.9 | $2.8M | 13k | 208.73 |
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| Omega Healthcare Investors (OHI) | 0.9 | $2.6M | -3% | 51k | 50.21 |
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| General Dynamics Corporation (GD) | 0.8 | $2.4M | 6.6k | 368.58 |
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| NVIDIA Corporation (NVDA) | 0.8 | $2.4M | 12k | 202.81 |
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.7 | $2.1M | -2% | 52k | 40.12 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.7 | $2.0M | +9% | 88k | 22.96 |
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| Boeing Company (BA) | 0.7 | $2.0M | 9.4k | 214.03 |
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| Servicenow (NOW) | 0.7 | $2.0M | +5% | 19k | 103.24 |
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| Verizon Communications (VZ) | 0.6 | $1.9M | 43k | 43.59 |
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| United Parcel Svcs CL B (UPS) | 0.6 | $1.9M | 16k | 117.72 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $1.9M | 1.9k | 953.21 |
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| Eaton Corp SHS (ETN) | 0.6 | $1.8M | 4.5k | 399.99 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.6 | $1.7M | 34k | 52.14 |
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| salesforce (CRM) | 0.6 | $1.7M | 10k | 170.77 |
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| Ferrari Nv Ord (RACE) | 0.6 | $1.7M | 4.5k | 376.83 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $1.7M | 49k | 34.18 |
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| Walt Disney Company (DIS) | 0.6 | $1.7M | 17k | 97.67 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $1.5M | -4% | 3.1k | 485.65 |
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| DTE Energy Company (DTE) | 0.5 | $1.5M | -12% | 9.9k | 148.19 |
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| Medtronic SHS (MDT) | 0.5 | $1.4M | 17k | 83.20 |
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| Waste Management (WM) | 0.5 | $1.4M | 5.8k | 239.31 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.3M | 37k | 34.99 |
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| Amgen (AMGN) | 0.4 | $1.3M | 3.5k | 366.29 |
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| Everest Re Group (EG) | 0.4 | $1.3M | +9% | 3.4k | 382.57 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $1.2M | 36k | 34.05 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.4 | $1.2M | +4% | 54k | 22.45 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $1.2M | 9.5k | 125.01 |
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| Southern Company (SO) | 0.4 | $1.2M | -13% | 12k | 95.30 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $1.1M | +12% | 12k | 93.78 |
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| Vail Resorts (MTN) | 0.3 | $975k | 6.6k | 147.86 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $967k | +11% | 41k | 23.79 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.3 | $958k | 18k | 53.86 |
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| Ge Aerospace Com New (GE) | 0.3 | $926k | 2.7k | 348.86 |
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| Stryker Corporation (SYK) | 0.3 | $896k | +7% | 2.8k | 319.87 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $896k | 3.8k | 237.25 |
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| Ares Capital Corporation (ARCC) | 0.3 | $895k | -52% | 47k | 19.17 |
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| MercadoLibre (MELI) | 0.3 | $816k | 450.00 | 1813.91 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $809k | 5.0k | 161.83 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $779k | 23k | 33.81 |
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| Tutor Perini Corporation (TPC) | 0.2 | $730k | -42% | 9.3k | 78.62 |
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| Nike CL B (NKE) | 0.2 | $718k | +12% | 16k | 43.76 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $717k | NEW | 8.9k | 80.24 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.2 | $701k | 10k | 68.72 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $686k | -5% | 4.7k | 145.05 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $665k | 1.3k | 521.57 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $634k | -3% | 7.2k | 87.75 |
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| Truist Financial Corp equities (TFC) | 0.2 | $612k | 12k | 52.50 |
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| Applied Materials (AMAT) | 0.2 | $583k | 1.1k | 529.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $551k | 792.00 | 695.33 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $529k | 3.6k | 147.36 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $513k | 983.00 | 521.81 |
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| Merck & Co (MRK) | 0.2 | $482k | 3.8k | 127.50 |
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| Intel Corporation (INTC) | 0.2 | $478k | -39% | 5.0k | 95.04 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $471k | +12% | 4.9k | 95.53 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $457k | +15% | 20k | 22.63 |
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| Booking Holdings (BKNG) | 0.2 | $454k | +2400% | 2.5k | 181.68 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $453k | 1.5k | 312.60 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $426k | 2.7k | 157.08 |
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| Altria (MO) | 0.1 | $416k | +73% | 5.6k | 74.21 |
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| Starbucks Corporation (SBUX) | 0.1 | $392k | 3.7k | 105.49 |
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| Capital One Financial (COF) | 0.1 | $388k | NEW | 1.9k | 208.03 |
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| Wal-Mart Stores (WMT) | 0.1 | $384k | 3.4k | 114.24 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $369k | NEW | 4.0k | 92.36 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $360k | 1.9k | 189.76 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $357k | 5.0k | 71.32 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 0.1 | $348k | NEW | 1.3k | 258.57 |
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| Tesla Motors (TSLA) | 0.1 | $339k | 889.00 | 380.84 |
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| Coca-Cola Company (KO) | 0.1 | $331k | 4.1k | 81.56 |
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| Schwab Strategic Tr Ultra Short Incm (SCUS) | 0.1 | $322k | -7% | 13k | 25.15 |
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| 3M Company (MMM) | 0.1 | $320k | 2.0k | 159.84 |
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| Ishares Tr Esg Select Scre (XVV) | 0.1 | $303k | NEW | 5.3k | 56.82 |
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| Iron Mountain (IRM) | 0.1 | $303k | -35% | 2.4k | 123.82 |
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| S&p Global (SPGI) | 0.1 | $297k | 658.00 | 450.84 |
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| Ge Vernova (GEV) | 0.1 | $288k | 272.00 | 1057.84 |
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| Churchill Downs (CHDN) | 0.1 | $287k | -9% | 3.4k | 83.95 |
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| At&t (T) | 0.1 | $247k | 11k | 21.81 |
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| Caterpillar (CAT) | 0.1 | $238k | NEW | 270.00 | 880.28 |
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| Philip Morris International (PM) | 0.1 | $232k | NEW | 1.2k | 192.98 |
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| Lululemon Athletica (LULU) | 0.1 | $229k | -47% | 2.0k | 116.33 |
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| Us Bancorp Com New (USB) | 0.1 | $228k | NEW | 3.6k | 63.14 |
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| Netflix (NFLX) | 0.1 | $227k | 3.3k | 68.95 |
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| Ford Motor Company (F) | 0.1 | $221k | 16k | 14.23 |
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| Domino's Pizza (DPZ) | 0.1 | $215k | -73% | 666.00 | 322.18 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $210k | NEW | 2.1k | 98.68 |
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| Wells Fargo & Company (WFC) | 0.1 | $210k | -5% | 2.4k | 87.51 |
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| Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) | 0.1 | $198k | 200k | 0.99 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $187k | NEW | 10k | 18.59 |
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| Redwood Trust (RWT) | 0.1 | $175k | -52% | 34k | 5.12 |
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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 2026 Q2 filed July 21, 2026
- Sculati Wealth Management 2026 Q1 filed April 9, 2026
- 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