Sculati Wealth Management, LLC
13F Reported Value
ⓘ$270.9M
Holdings
116
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sculati Wealth Management, LLC disclosed 116 positions worth $270.9M in its Form 13F-HR for Q1 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 8.7% of the equity portfolio. During the quarter the fund opened 2 new positions and exited 2 and a full exit from $USB. The portfolio is most concentrated in Other (36.8% of disclosed assets). All figures are sourced directly from Sculati Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1803397.
AI Fund Analysis
Stable
$BRK-A
$AAPL
$ETN
$WMSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$23.6M49,185 sh ISHARES TR
—Quality
$14.6M58,491 sh- 76.1#112
Quality
$12.5M49,449 sh FIDELITY COVINGTON TRUST
—Quality
$10.2M185,120 shISHARES TR
—Quality
$8.9M46,457 shDIMENSIONAL ETF TRUST
—Quality
$7.5M142,467 sh- 74.6
Quality
$7.5M35,881 sh - 83.7
Quality
$6.8M18,345 sh BLACKROCK ETF TRUST
—Quality
$6.7M115,557 shISHARES TR
—Quality
$6.7M74,086 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $23.6M | 49,185 |
| ISHARES TR | — | $14.6M | 58,491 |
| Apple Inc.$AAPL | 76.1#112 | $12.5M | 49,449 |
| FIDELITY COVINGTON TRUST | — | $10.2M | 185,120 |
| ISHARES TR | — | $8.9M | 46,457 |
| DIMENSIONAL ETF TRUST | — | $7.5M | 142,467 |
 AMAZON COM INC$AMZN | 74.6 | $7.5M | 35,881 |
 MICROSOFT CORP$MSFT | 83.7 | $6.8M | 18,345 |
| BLACKROCK ETF TRUST | — | $6.7M | 115,557 |
| ISHARES TR | — | $6.7M | 74,086 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sculati Wealth Management, LLC's 116 positions.
Showing top 10 of 116 holdings.
Sector Allocation
Other
$99.7M
Financials
$58.5M
Technology
$46.5M
Consumer Discretionary
$18.0M
Industrials
$14.6M
Healthcare
$12.1M
Communication Services
$6.7M
Utilities
$5.6M
Full Holdings — Sculati Wealth Management, LLC (Q1 2026)
All 116 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $23.6M | 8.7% | -0% | 64.5 |
| 2 | — | ISHARES TR | $14.6M | 5.4% | +6% | — |
| 3 | $AAPL | Apple Inc. | $12.5M | 4.6% | -2% | 76.1 |
| 4 | — | FIDELITY COVINGTON TRUST | $10.2M | 3.8% | +3% | — |
| 5 | — | ISHARES TR | $8.9M | 3.3% | +4% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $7.5M | 2.8% | +1% | — |
| 7 | $AMZN | AMAZON COM INC | $7.5M | 2.8% | +0% | 74.6 |
| 8 | $MSFT | MICROSOFT CORP | $6.8M | 2.5% | -0% | 83.7 |
| 9 | — | BLACKROCK ETF TRUST | $6.7M | 2.5% | +1% | — |
| 10 | — | ISHARES TR | $6.7M | 2.5% | +2% | — |
| 11 |  $GOOGL | Alphabet Inc. | $6.3M | 2.3% | -4% | 80.2 |
| 12 |  $GS | GOLDMAN SACHS GROUP INC | $6.0M | 2.2% | -3% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $5.1M | 1.9% | -4% | 35.6 |
| 14 |  $MS | MORGAN STANLEY | $5.1M | 1.9% | -1% | — |
| 15 |  $META | Meta Platforms, Inc. | $4.5M | 1.7% | -1% | 80.9 |
| 16 | — | DIMENSIONAL ETF TRUST | $4.5M | 1.7% | +2% | — |
| 17 | — | VANGUARD WELLINGTON FD | $4.4M | 1.6% | +2% | — |
| 18 |  $JNJ | JOHNSON & JOHNSON | $3.8M | 1.4% | -1% | 72.8 |
| 19 | — | ISHARES TR | $3.8M | 1.4% | +1% | — |
| 20 |  $ORCL | ORACLE CORP | $3.8M | 1.4% | +0% | 67.2 |
| 21 |  $CVX | CHEVRON CORP | $3.8M | 1.4% | -1% | 54.7 |
| 22 |  $SCHW | SCHWAB CHARLES CORP | $3.7M | 1.4% | -2% | 77.2 |
| 23 | — | AMERICAN CENTY ETF TR | $3.6M | 1.3% | -0% | — |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.2M | 1.2% | -1% | 67 |
| 25 |  $GOOG | Alphabet Inc. | $3.2M | 1.2% | -4% | 80.2 |
| 26 |  $LOW | LOWES COMPANIES INC | $3.2M | 1.2% | +0% | 63.5 |
| 27 |  $WT | WisdomTree, Inc. | $2.9M | 1.1% | -8% | 62.9 |
| 28 | — | ISHARES TR | $2.9M | 1.1% | +37% | — |
| 29 | — | ALPS ETF TR | $2.8M | 1.1% | -1% | — |
| 30 | — | VANGUARD INDEX FDS | $2.8M | 1.0% | -2% | — |
| 31 |  $BX | Blackstone Inc. | $2.7M | 1.0% | -3% | 68 |
| 32 |  $UNM | Unum Group | $2.6M | 1.0% | -1% | 49.5 |
| 33 |  $SPY | SPDR S&P 500 ETF TRUST | $2.6M | 0.9% | +0% | — |
| 34 |  $V | VISA INC. | $2.4M | 0.9% | -2% | 83.5 |
| 35 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $2.3M | 0.9% | -2% | 63.2 |
| 36 |  $DAL | DELTA AIR LINES, INC. | $2.3M | 0.9% | -1% | 64.4 |
| 37 |  $GD | GENERAL DYNAMICS CORP | $2.3M | 0.8% | -1% | 73 |
| 38 |  $VZ | VERIZON COMMUNICATIONS INC | $2.2M | 0.8% | +2% | 71.6 |
| 39 |  $LLY | ELI LILLY & Co | $2.2M | 0.8% | +2% | 89.3 |
| 40 | — | SCHWAB STRATEGIC TR | $2.0M | 0.8% | -9% | — |
| 41 |  $NVDA | NVIDIA CORP | $2.0M | 0.7% | +0% | 90.2 |
| 42 |  $CRM | Salesforce, Inc. | $1.9M | 0.7% | +4% | 75.2 |
| 43 |  $NOW | ServiceNow, Inc. | $1.9M | 0.7% | +3% | 76 |
| 44 | — | SCHWAB STRATEGIC TR | $1.9M | 0.7% | +36% | — |
| 45 |  $BA | BOEING CO | $1.9M | 0.7% | -3% | 51.8 |
| 46 |  $ARCC | ARES CAPITAL CORP | $1.8M | 0.7% | -7% | — |
| 47 | — | BLACKROCK ETF TRUST II | $1.7M | 0.6% | +11% | — |
| 48 |  $PH | Parker-Hannifin Corp | $1.7M | 0.6% | +1% | 73.8 |
| 49 |  $DTB | DTE ENERGY CO | $1.7M | 0.6% | +0% | — |
| 50 |  $DIS | Walt Disney Co | $1.6M | 0.6% | -7% | 68.9 |
| 51 | $ETN | Eaton Corp plc | $1.6M | 0.6% | +7% | — |
| 52 |  $UPS | UNITED PARCEL SERVICE INC | $1.5M | 0.6% | -5% | 58.2 |
| 53 |  $MDT | Medtronic plc | $1.5M | 0.6% | +2% | — |
| 54 |  $RACE | Ferrari N.V. | $1.5M | 0.6% | -13% | — |
| 55 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.5M | 0.5% | -2% | 76.6 |
| 56 | — | SCHWAB STRATEGIC TR | $1.4M | 0.5% | -1% | — |
| 57 |  $SO | SOUTHERN CO | $1.3M | 0.5% | +0% | 65.1 |
| 58 | $WM | WASTE MANAGEMENT INC | $1.3M | 0.5% | +8% | 70.7 |
| 59 |  $DUK | Duke Energy CORP | $1.2M | 0.5% | +4% | 64 |
| 60 |  $TPC | TUTOR PERINI CORP | $1.2M | 0.5% | -46% | 61.9 |
| 61 |  $AMGN | AMGEN INC | $1.2M | 0.5% | +8% | 79.5 |
| 62 | — | SCHWAB STRATEGIC TR | $1.2M | 0.4% | +10% | — |
| 63 | — | SCHWAB STRATEGIC TR | $1.2M | 0.4% | +0% | — |
| 64 | — | SCHWAB STRATEGIC TR | $1.1M | 0.4% | -0% | — |
| 65 |  $CCZ | COMCAST CORP | $1.0M | 0.4% | +7% | 70.4 |
| 66 |  $EG | EVEREST GROUP, LTD. | $1.0M | 0.4% | +3% | — |
| 67 | — | ISHARES TR | $984,442 | 0.4% | +25% | — |
| 68 |  $ADBE | ADOBE INC. | $933,670 | 0.3% | +4% | 80.4 |
| 69 |  $DPZ | DOMINOS PIZZA INC | $886,211 | 0.3% | +18% | 69.8 |
| 70 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $869,856 | 0.3% | +0% | 60.5 |
| 71 |  $SYK | STRYKER CORP | $857,620 | 0.3% | +9% | 69.8 |
| 72 |  $MTN | VAIL RESORTS INC | $852,686 | 0.3% | +34% | 65 |
| 73 |  $IVZ | Invesco Ltd. | $850,251 | 0.3% | -3% | — |
| 74 |  $MELI | MERCADOLIBRE INC | $778,059 | 0.3% | +0% | 77.5 |
| 75 |  $NKE | NIKE, Inc. | $770,063 | 0.3% | +3% | 53.4 |
| 76 | — | ISHARES TR | $756,899 | 0.3% | +0% | — |
| 77 |  $GE | GENERAL ELECTRIC CO | $753,478 | 0.3% | -25% | 74.8 |
| 78 | — | SCHWAB STRATEGIC TR | $704,062 | 0.3% | +0% | — |
| 79 |  $DTM | DT Midstream, Inc. | $675,235 | 0.3% | -3% | 74.5 |
| 80 | $IVZ | Invesco Ltd. | $647,174 | 0.2% | -11% | — |
| 81 |  $XOM | EXXON MOBIL CORP | $608,061 | 0.2% | +0% | 61.8 |
| 82 |  $LULU | lululemon athletica inc. | $570,757 | 0.2% | -13% | 62.9 |
| 83 | $IVZ | Invesco Ltd. | $568,668 | 0.2% | -5% | — |
| 84 |  $TFC | TRUIST FINANCIAL CORP | $535,964 | 0.2% | +0% | — |
| 85 | — | VANECK ETF TRUST | $458,850 | 0.2% | +0% | — |
| 86 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $457,127 | 0.2% | +0% | — |
| 87 |  $MRK | Merck & Co., Inc. | $455,057 | 0.2% | -5% | 70.9 |
| 88 |  $BKNG | Booking Holdings Inc. | $421,032 | 0.2% | +0% | 55.3 |
| 89 |  $WMT | Walmart Inc. | $417,581 | 0.1% | +1% | 63.2 |
| 90 | — | ISHARES TR | $413,856 | 0.1% | +19% | — |
| 91 | — | ISHARES TR | $401,246 | 0.1% | +20% | — |
| 92 |  $RWT | REDWOOD TRUST INC | $400,694 | 0.1% | -35% | — |
| 93 | $IVZ | Invesco Ltd. | $396,485 | 0.1% | -17% | — |
| 94 |  $IRM | IRON MOUNTAIN INC | $387,621 | 0.1% | +0% | 50.7 |
| 95 |  $AMAT | APPLIED MATERIALS INC /DE | $375,969 | 0.1% | +0% | 74.8 |
| 96 |  $INTC | INTEL CORP | $366,279 | 0.1% | -4% | 41.5 |
| 97 |  $MPC | Marathon Petroleum Corp | $354,061 | 0.1% | +0% | 50.7 |
| 98 | — | SCHWAB STRATEGIC TR | $350,053 | 0.1% | -4% | — |
| 99 |  $CHDN | Churchill Downs Inc | $337,132 | 0.1% | +0% | 65.5 |
| 100 |  $SBUX | STARBUCKS CORP | $333,275 | 0.1% | +0% | 54.6 |
| 101 |  $TSLA | Tesla, Inc. | $330,486 | 0.1% | +0% | 50.1 |
| 102 |  $T | AT&T INC. | $327,596 | 0.1% | +0% | 71.9 |
| 103 | — | ISHARES TR | $323,073 | 0.1% | +0% | — |
| 104 | — | ISHARES TR | $319,971 | 0.1% | -31% | — |
| 105 |  $NFLX | NETFLIX INC | $316,814 | 0.1% | -1% | 86.7 |
| 106 |  $KO | COCA COLA CO | $308,687 | 0.1% | +0% | 74 |
| 107 |  $PFE | PFIZER INC | $291,358 | 0.1% | -5% | 69 |
| 108 |  $MMM | 3M CO | $290,460 | 0.1% | +0% | 60.7 |
| 109 |  $SPGI | S&P Global Inc. | $279,874 | 0.1% | +0% | 79.4 |
| 110 |  $GEV | GE Vernova Inc. | $237,429 | 0.1% | -25% | 70.1 |
| 111 | — | ISHARES INC | $214,561 | 0.1% | NEW | — |
| 112 |  $MO | ALTRIA GROUP, INC. | $212,818 | 0.1% | NEW | 72.1 |
| 113 |  $WFC | WELLS FARGO & COMPANY/MN | $201,891 | 0.1% | -12% | — |
| 114 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $198,164 | 0.1% | +0% | — |
| 115 |  $F | FORD MOTOR CO | $178,860 | 0.1% | -10% | 58.5 |
| 116 |  $PSEC | PROSPECT CAPITAL CORP | $42,452 | 0.0% | -16% | — |
New Positions (2)
$MO ALTRIA GROUP, INC.$212,818
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