Sculati Wealth Management

Sculati Wealth Management as of March 31, 2026

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