Sculati Wealth Management, LLC
CIK: 0001803397Latest portfolio: $283.7M · Q4 2025
Holdings
116
Total Value
$283.7M
New Positions
1
Closed Positions
9
Top Holdings
View All 116 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 49,267 | $24.8M | 8.73% | +82 | |
| 2 | IWYISHARES TR | 55,167 | $15.3M | 5.39% | +4K | |
| 3 | AAPLAPPLE INC | 50,425 | $13.7M | 4.83% | -4,442 | |
| 4 | FDVVFIDELITY COVINGTON TRUST | 179,534 | $10.2M | 3.59% | +14K | |
| 5 | QUALISHARES TR | 44,861 | $8.9M | 3.14% | +3K | |
| 6 | MSFTMICROSOFT CORP | 18,416 | $8.9M | 3.14% | -252 | |
| 7 | AMZNAMAZON COM INC | 35,881 | $8.3M | 2.92% | -303 | |
| 8 | GOOGALPHABET INC | 23,094 | $7.2M | 2.55% | -106 | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 141,230 | $7.0M | 2.48% | +12K | |
| 10 | DYNFBLACKROCK ETF TRUST | 114,219 | $6.9M | 2.45% | +7K | |
| 11 | AQLTISHARES TR | 72,330 | $6.5M | 2.28% | +7K | |
| 12 | GSGOLDMAN SACHS GROUP INC | 7,276 | $6.4M | 2.25% | -121 | |
| 13 | JPMJPMORGAN CHASE & CO. | 18,041 | $5.8M | 2.05% | -274 | |
| 14 | DWDMORGAN STANLEY | 31,146 | $5.5M | 1.95% | +168 | |
| 15 | METAMETA PLATFORMS INC | 7,919 | $5.2M | 1.84% | — | |
| 16 | ORCLORACLE CORP | 25,659 | $5.0M | 1.76% | +23 | |
| 17 | VFMVVANGUARD WELLINGTON FD | 32,830 | $4.3M | 1.51% | +3K | |
| 18 | DFAEDIMENSIONAL ETF TRUST | 130,200 | $4.2M | 1.49% | +5K | |
| 19 | SCHWSCHWAB CHARLES CORP | 39,930 | $4.0M | 1.41% | -392 | |
| 20 | IVVISHARES TR | 5,708 | $3.9M | 1.38% | +293 | |
| 21 | BXBLACKSTONE INC | 24,541 | $3.8M | 1.33% | -690 | |
| 22 | GOOGLALPHABET INC | 11,519 | $3.6M | 1.27% | -18 | |
| 23 | AVUVAMERICAN CENTY ETF TR | 32,669 | $3.3M | 1.17% | -239 | |
| 24 | JNJJOHNSON & JOHNSON | 15,821 | $3.3M | 1.15% | -90 | |
| 25 | LOWLOWES COS INC | 13,325 | $3.2M | 1.13% | -22 |
Quarterly Changes
New Positions
- MTNNEW$657K
Sector Breakdown
Financial Services0.0% ($1.5277101778910708e+155T)
Industrials0.0% ($2.434222920861992e+32T)
Consumer Cyclical0.0% ($8.282321318839039e+26T)
Technology0.0% ($1.3708890650012693e+25T)
Communication Services0.0% ($7.246522736052067e+22T)
Unknown0.0% ($2.476464705529101e+22T)
Healthcare0.0% ($32742499163115233280.0T)
Utilities0.0% ($146312.1T)
Energy0.0% ($2798.6T)
Consumer Defensive0.0% ($2.8T)
Real Estate0.0% ($2.4T)
Filing History
Fund Information
Sculati Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $283.7M across 116 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 8.7% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 9 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.