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 25.77% of Sculati Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IWY, IUSB, SCHZ, FDVV, QUAL, MTN, POWR, MO, MBB, BINC.
- Started 2 new stock positions in POWR, MO.
- Reduced shares in these 10 stocks: TPC, GOOG, USB, AAPL, IHDG, GE, RACE, RWT, JPM, FNDE.
- Sold out of its positions in TGNA, USB.
- Sculati Wealth Management was a net seller of stock by $-98k.
- Sculati Wealth Management has $271M in assets under management (AUM), dropping by -4.50%.
- Central Index Key (CIK): 0001803397
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Portfolio Holdings for Sculati Wealth Management
Sculati Wealth Management holds 116 positions in its portfolio as reported in the March 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) | 8.7 | $24M | 49k | 479.20 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 5.4 | $15M | +6% | 59k | 248.84 |
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| Apple (AAPL) | 4.6 | $13M | 49k | 253.79 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 3.8 | $10M | +3% | 185k | 55.24 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.3 | $8.9M | +3% | 47k | 191.81 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.8 | $7.5M | 143k | 52.78 |
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| Amazon (AMZN) | 2.8 | $7.5M | 36k | 208.27 |
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| Microsoft Corporation (MSFT) | 2.5 | $6.8M | 18k | 370.17 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.5 | $6.7M | 116k | 58.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $6.7M | +2% | 74k | 90.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $6.3M | -4% | 22k | 286.86 |
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| Goldman Sachs (GS) | 2.2 | $6.0M | -2% | 7.1k | 845.99 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $5.1M | -4% | 17k | 294.16 |
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| Morgan Stanley Com New (MS) | 1.9 | $5.1M | 31k | 164.57 |
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| Meta Platforms Cl A (META) | 1.7 | $4.5M | 7.9k | 572.13 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.7 | $4.5M | 133k | 33.86 |
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| Vanguard Wellington Us Minimum (VFMV) | 1.6 | $4.4M | 33k | 133.23 |
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| Johnson & Johnson (JNJ) | 1.4 | $3.8M | 16k | 244.44 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.8M | 5.8k | 653.21 |
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| Oracle Corporation (ORCL) | 1.4 | $3.8M | 26k | 147.11 |
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| Chevron Corporation (CVX) | 1.4 | $3.8M | 18k | 206.89 |
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| Charles Schwab Corporation (SCHW) | 1.4 | $3.7M | -2% | 39k | 93.98 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.3 | $3.6M | 33k | 110.47 |
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| Costco Wholesale Corporation (COST) | 1.2 | $3.2M | 3.2k | 996.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.2M | -4% | 11k | 287.56 |
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| Lowe's Companies (LOW) | 1.2 | $3.2M | 13k | 236.28 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 1.1 | $2.9M | -7% | 61k | 48.15 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.1 | $2.9M | +37% | 63k | 46.19 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.0 | $2.8M | 54k | 52.64 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.0 | $2.8M | -2% | 9.5k | 298.83 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $2.7M | -2% | 24k | 114.99 |
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| Unum (UNM) | 1.0 | $2.6M | 36k | 73.03 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $2.6M | 4.0k | 650.34 |
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| Visa Com Cl A (V) | 0.9 | $2.4M | -2% | 7.9k | 302.24 |
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| Omega Healthcare Investors (OHI) | 0.9 | $2.3M | -2% | 53k | 43.82 |
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| Delta Air Lines Com New (DAL) | 0.9 | $2.3M | 35k | 66.48 |
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| General Dynamics Corporation (GD) | 0.8 | $2.3M | 6.6k | 343.22 |
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| Verizon Communications (VZ) | 0.8 | $2.2M | 44k | 50.20 |
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| Eli Lilly & Co. (LLY) | 0.8 | $2.2M | 2.4k | 919.77 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.8 | $2.0M | -9% | 53k | 38.26 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.0M | 12k | 174.40 |
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| salesforce (CRM) | 0.7 | $1.9M | +4% | 10k | 186.67 |
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| Servicenow (NOW) | 0.7 | $1.9M | +2% | 18k | 104.55 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.7 | $1.9M | +35% | 80k | 23.22 |
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| Boeing Company (BA) | 0.7 | $1.9M | -3% | 9.3k | 199.03 |
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| Ares Capital Corporation (ARCC) | 0.6 | $1.8M | -7% | 98k | 18.02 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $1.7M | +11% | 34k | 51.93 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $1.7M | 1.9k | 895.24 |
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| DTE Energy Company (DTE) | 0.6 | $1.7M | 11k | 146.22 |
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| Walt Disney Company (DIS) | 0.6 | $1.6M | -7% | 17k | 96.38 |
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| Eaton Corp SHS (ETN) | 0.6 | $1.6M | +6% | 4.5k | 357.67 |
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| United Parcel Svcs CL B (UPS) | 0.6 | $1.5M | -4% | 16k | 98.38 |
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| Medtronic SHS (MDT) | 0.6 | $1.5M | +2% | 17k | 86.65 |
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| Ferrari Nv Ord (RACE) | 0.6 | $1.5M | -13% | 4.4k | 338.45 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $1.5M | -2% | 3.3k | 446.54 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $1.4M | 49k | 29.13 |
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| Southern Company (SO) | 0.5 | $1.3M | 14k | 96.52 |
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| Waste Management (WM) | 0.5 | $1.3M | +7% | 5.8k | 229.79 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $1.2M | +4% | 9.5k | 130.94 |
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| Tutor Perini Corporation (TPC) | 0.5 | $1.2M | -45% | 16k | 77.19 |
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| Amgen (AMGN) | 0.5 | $1.2M | +7% | 3.5k | 351.85 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.4 | $1.2M | +10% | 52k | 22.68 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.2M | 38k | 30.96 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $1.1M | 36k | 29.08 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $1.0M | +6% | 37k | 28.71 |
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| Everest Re Group (EG) | 0.4 | $1.0M | +2% | 3.1k | 326.85 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $984k | +24% | 10k | 94.95 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $934k | +4% | 3.8k | 243.08 |
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| Domino's Pizza (DPZ) | 0.3 | $886k | +17% | 2.5k | 358.79 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $870k | 1.3k | 682.24 |
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| Stryker Corporation (SYK) | 0.3 | $858k | +9% | 2.6k | 328.59 |
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| Vail Resorts (MTN) | 0.3 | $853k | +34% | 6.6k | 128.32 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.3 | $850k | -2% | 18k | 47.19 |
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| MercadoLibre (MELI) | 0.3 | $778k | 450.00 | 1729.02 |
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| Nike CL B (NKE) | 0.3 | $770k | +2% | 15k | 52.82 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $757k | 5.0k | 151.41 |
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| Ge Aerospace Com New (GE) | 0.3 | $754k | -24% | 2.7k | 283.80 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $704k | 23k | 30.50 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $675k | -3% | 5.0k | 134.67 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.2 | $647k | -10% | 10k | 62.97 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $608k | 3.6k | 169.66 |
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| Lululemon Athletica (LULU) | 0.2 | $571k | -12% | 3.7k | 153.10 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $569k | -5% | 7.5k | 76.02 |
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| Truist Financial Corp equities (TFC) | 0.2 | $536k | 12k | 45.97 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $459k | 5.0k | 91.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $457k | 792.00 | 577.18 |
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| Merck & Co (MRK) | 0.2 | $455k | -4% | 3.8k | 120.29 |
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| Booking Holdings (BKNG) | 0.2 | $421k | 100.00 | 4210.32 |
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| Wal-Mart Stores (WMT) | 0.2 | $418k | 3.4k | 124.28 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $414k | +18% | 4.4k | 93.93 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $401k | +20% | 18k | 22.91 |
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| Redwood Trust (RWT) | 0.1 | $401k | -35% | 71k | 5.61 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $397k | -17% | 2.7k | 145.02 |
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| Iron Mountain (IRM) | 0.1 | $388k | 3.8k | 102.14 |
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| Applied Materials (AMAT) | 0.1 | $376k | 1.1k | 341.79 |
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| Intel Corporation (INTC) | 0.1 | $366k | -3% | 8.3k | 44.13 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $354k | 1.5k | 244.18 |
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| Schwab Strategic Tr Ultra Short Incm (SCUS) | 0.1 | $350k | -3% | 14k | 25.20 |
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| Churchill Downs (CHDN) | 0.1 | $337k | 3.8k | 89.83 |
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| Starbucks Corporation (SBUX) | 0.1 | $333k | 3.7k | 89.59 |
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| Tesla Motors (TSLA) | 0.1 | $331k | 889.00 | 371.75 |
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| At&t (T) | 0.1 | $328k | 11k | 28.99 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $323k | 983.00 | 328.66 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $320k | -30% | 1.9k | 168.85 |
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| Netflix (NFLX) | 0.1 | $317k | 3.3k | 96.15 |
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| Coca-Cola Company (KO) | 0.1 | $309k | 4.1k | 76.05 |
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| Pfizer (PFE) | 0.1 | $291k | -4% | 10k | 28.08 |
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| 3M Company (MMM) | 0.1 | $291k | 2.0k | 145.23 |
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| S&p Global (SPGI) | 0.1 | $280k | 658.00 | 425.34 |
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| Ge Vernova (GEV) | 0.1 | $237k | -24% | 272.00 | 872.90 |
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| Ishares Us Power Infrast (POWR) | 0.1 | $215k | NEW | 8.2k | 26.23 |
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| Altria (MO) | 0.1 | $213k | NEW | 3.2k | 65.99 |
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| Wells Fargo & Company (WFC) | 0.1 | $202k | -11% | 2.5k | 79.61 |
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| Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) | 0.1 | $198k | 200k | 0.99 |
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| Ford Motor Company (F) | 0.1 | $179k | -10% | 16k | 11.54 |
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| Prospect Capital Corporation (PSEC) | 0.0 | $43k | -15% | 16k | 2.61 |
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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 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
- Sculati Wealth Management 2022 Q4 filed Feb. 10, 2023