Sculati Wealth Management, LLC

Est. AUM

$270.9M

13F long equity, this entity only

Positions

116

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$23.6M	49185	8.70%	SOLE
2	ISHARES TR	RUS TP200 GR ETF	$14.6M	58491	5.37%	SOLE
3	APPLE INC	COM	$12.6M	49449	4.63%	SOLE
4	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$10.2M	185120	3.77%	SOLE
5	ISHARES TR	MSCI USA QLT FCT	$8.9M	46457	3.29%	SOLE
6	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.5M	142467	2.78%	SOLE
7	AMAZON COM INC	COM	$7.5M	35881	2.76%	SOLE
8	MICROSOFT CORP	COM	$6.8M	18345	2.51%	SOLE
9	BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.7M	115557	2.48%	SOLE
10	ISHARES TR	CORE MSCI EAFE	$6.7M	74086	2.48%	SOLE
11	ALPHABET INC	CAP STK CL C	$6.3M	22116	2.34%	SOLE
12	GOLDMAN SACHS GROUP INC	COM	$6.0M	7073	2.21%	SOLE
13	JPMORGAN CHASE & CO	COM	$5.1M	17308	1.88%	SOLE
14	MORGAN STANLEY	COM NEW	$5.1M	30797	1.87%	SOLE
15	META PLATFORMS INC	CL A	$4.5M	7872	1.66%	SOLE
16	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$4.5M	132524	1.66%	SOLE
17	VANGUARD WELLINGTON FD	US MINIMUM	$4.4M	33372	1.64%	SOLE
18	JOHNSON & JOHNSON	COM	$3.8M	15700	1.42%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$3.8M	5786	1.39%	SOLE
20	ORACLE CORP	COM	$3.8M	25659	1.39%	SOLE
21	CHEVRON CORPORATION	COM	$3.8M	18224	1.39%	SOLE
22	SCHWAB CHARLES CORP	COM	$3.7M	38960	1.35%	SOLE
23	AMERICAN CENTY ETF TR	US SML CP VALU	$3.6M	32546	1.33%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$3.2M	3239	1.19%	SOLE
25	ALPHABET INC	CAP STK CL A	$3.2M	11025	1.17%	SOLE
26	LOWES COS INC	COM	$3.1M	13333	1.16%	SOLE
27	WISDOMTREE TR	ITL HDG QTLY DIV	$2.9M	60667	1.08%	SOLE
28	ISHARES TR	CORE UNIVRSL USD	$2.9M	62713	1.07%	SOLE
29	ALPS ETF TR	ALERIAN MLP	$2.8M	53885	1.05%	SOLE
30	VANGUARD INDEX FDS	LARGE CAP ETF	$2.8M	9453	1.04%	SOLE
31	BLACKSTONE INC	COM	$2.7M	23837	1.01%	SOLE
32	UNUM GROUP	COM	$2.6M	35901	0.97%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	3966	0.95%	SOLE
34	VISA INC	COM CL A	$2.4M	7856	0.88%	SOLE
35	OMEGA HEALTHCARE INVS INC	COM	$2.3M	53046	0.86%	SOLE
36	DELTA AIR LINES INC	COM NEW	$2.3M	34904	0.86%	SOLE
37	GENERAL DYNAMICS CORP	COM	$2.3M	6570	0.83%	SOLE
38	VERIZON COMMUNICATIONS INC	COM	$2.2M	43599	0.81%	SOLE
39	ELI LILLY & CO	COM	$2.2M	2366	0.80%	SOLE
40	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$2.0M	53315	0.75%	SOLE
41	NVIDIA CORPORATION	COM	$2.0M	11510	0.74%	SOLE
42	SALESFORCE INC	COM	$1.9M	10162	0.70%	SOLE
43	SERVICENOW INC	COM	$1.9M	18020	0.70%	SOLE
44	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.9M	80151	0.69%	SOLE
45	BOEING CO	COM	$1.9M	9316	0.68%	SOLE
46	ARES CAPITAL CORP	COM	$1.8M	97655	0.65%	SOLE
47	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.7M	33500	0.64%	SOLE
48	PARKER-HANNIFIN CORP	COM	$1.7M	1942	0.64%	SOLE
49	DTE ENERGY CO	COM	$1.7M	11345	0.61%	SOLE
50	DISNEY WALT CO	COM	$1.6M	16806	0.60%	SOLE

1–50 of 116

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.