Sculati Wealth Management

Sculati Wealth Management as of June 30, 2026

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