Sculati Wealth Management

Sculati Wealth Management as of Sept. 30, 2025

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