Q2 2026 13F · SEC CIK 1803397

Sculati Wealth Management, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $299.6M
Reported positions: 122
Top holdings a year, 3 yrs: +21.3%
Assets under management: $381.5M

Sculati Wealth Management, LLC is a wealth manager that reported 122 positions worth $299.6M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 8.0%), Ishares Russell Top 200 Growth ETF (IWY, 5.7%), Apple Inc (AAPL, 5.5%). A portfolio copying its top holdings returned 21.3% a year over the last 3 years, against 23.7% for the S&P 500.

Sculati Wealth Management, LLC holdings largest 50 of 122 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sculati Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	8.0%	8.7%	48,753	-0.9%	$23.9M
IWYIshares Russell Top 200 Growth ETF	5.7%	5.4%	60,965	+4.2%	$17.0M
AAPLApple Inc	5.5%	4.6%	49,099	-0.7%	$16.4M
FDVVFidelity High Dividend ETF Total	3.9%	3.8%	186,220	+0.6%	$11.6M
QUALIshares Msci USA Quality Factor ETF	3.5%	3.3%	47,970	+3.3%	$10.5M
DYNFIshares U.s. Equity Factor Rotation Acti	3.0%	2.5%	133,628	+15.6%	$9.0M
AMZNAmazon Com Inc Com	3.0%	2.8%	35,954	+0.2%	$8.9M
DFIVDimensional ETF Trust	2.7%	2.8%	144,983	+1.8%	$8.1M
GOOGAlphabet Inc	2.6%	2.3%	22,809	+3.1%	$7.9M
GSGoldman Sachs Group Inc	2.5%	2.2%	6,974	-1.4%	$7.4M
IEFAIshares Core Msci Eafe ETF	2.4%	2.5%	75,806	+2.3%	$7.3M
MSFTMicrosoft Corp	2.4%	2.5%	18,191	-0.8%	$7.2M
MSMorgan Stanley Com New	2.2%	1.9%	30,255	-1.8%	$6.5M
JPMJpmorgan Chase & Co	1.9%	1.9%	16,559	-4.3%	$5.6M
METAMeta Platforms Inc Class A	1.7%	1.7%	7,872	+0.0%	$5.1M
DFAEDimensional ETF Trust	1.7%	1.7%	132,803	+0.2%	$5.0M
VFMVVanguard Wellington Fd	1.6%	1.6%	34,373	+3.0%	$4.9M
IVVIshares Core S&p 500 ETF	1.5%	1.4%	5,913	+2.2%	$4.4M
AVUVAvantis US Small Cap Value ETF	1.4%	1.3%	33,058	+1.6%	$4.1M
SCHWSchwab Charles Corp	1.3%	1.4%	38,918	-0.1%	$4.0M
JNJJohnson & Johnson	1.3%	1.4%	15,618	-0.5%	$4.0M
GOOGLAlphabet Inc	1.3%	1.2%	11,056	+0.3%	$3.8M
CVXChevron Corp New	1.1%	1.4%	18,230	+0.0%	$3.4M
ORCLOracle Corp	1.1%	1.4%	25,666	+0.0%	$3.2M
UNMUnum Group	1.1%	1.0%	35,576	-0.9%	$3.2M
VVVanguard Inx Lrg	1.1%	1.0%	9,220	-2.5%	$3.2M
IHDGWisdomtree Tr	1.0%	1.1%	58,802	-3.1%	$3.1M
COSTCostco Whsl Corp New	1.0%	1.2%	3,229	-0.3%	$3.0M
BXBlackstone Inc Com	1.0%	1.0%	23,746	-0.4%	$3.0M
IUSBIshares Core Universal Usd Bond ETF	1.0%	1.1%	65,368	+4.2%	$3.0M
DALDelta Air Lines Inc Com New	1.0%	0.9%	34,904	+0.0%	$2.9M
AMLPAlps ETF Tr	1.0%	1.0%	53,360	-1.0%	$2.9M
SPYSpdr S&p 500 ETF Tr	0.9%	1.0%	3,766	-5.0%	$2.8M
LLYLilly Eli & Co	0.9%	0.8%	2,372	+0.3%	$2.8M
VVisa Inc Com Cl A	0.9%	0.9%	7,798	-0.7%	$2.8M
LOWLowes Cos Inc	0.9%	1.2%	13,333	+0.0%	$2.8M
OHIOmega Healthcare Investors Inc	0.9%	0.9%	51,317	-3.3%	$2.6M
GDGeneral Dynamics Corp	0.8%	0.8%	6,570	+0.0%	$2.4M
NVDANvidia Corporation Com	0.8%	0.7%	11,671	+1.4%	$2.4M
FNDESchwab Fundamental Emerging Markets Equi	0.7%	0.8%	52,187	-2.1%	$2.1M
SCHZSchwab Strategic Tr	0.7%	0.7%	88,135	+10.0%	$2.0M
BABoeing Co	0.7%	0.7%	9,372	+0.6%	$2.0M
NOWServicenow Inc Com	0.7%	0.7%	19,033	+5.6%	$2.0M
VZVerizon Communications Inc Com	0.6%	0.8%	43,172	-1.0%	$1.9M
UPSUnited Parcel Svcs Inc Cl B	0.6%	—	15,842	—	$1.9M
PHParker-Hannifin Corp	0.6%	0.6%	1,942	+0.0%	$1.9M
ETNEaton Corp PLC	0.6%	—	4,451	—	$1.8M
BINCIshares Flexible Income Active ETF	0.6%	0.6%	33,453	-0.1%	$1.7M
CRMSalesforce Inc Com	0.6%	0.7%	10,011	-1.5%	$1.7M
RACEFerrari N V	0.6%	—	4,466	—	$1.7M

What Sculati Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

DYNF Ishares U.s. Equity Factor Rotation Acti+15.6% shares
SCHZ Schwab Strategic Tr+10.0% shares
NOW Servicenow Inc Com+5.6% shares

Reduced

SPY Spdr S&p 500 ETF Tr-5.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.2% /yr; S&P 500 +20.1%
3 years: +21.3% /yr; S&P 500 +23.7%
5 years: +10.3% /yr; S&P 500 +12.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$299.6M	122
Q1 2026	$270.7M	115
Q4 2025	$283.5M	115
Q3 2025	$283.4M	123
Q2 2025	$266.0M	123
Q1 2025	$247.1M	109
Q4 2024	$252.1M	105
Q3 2024	$249.7M	108
Q2 2024	$233.1M	100
Q1 2024	$230.9M	101
Q4 2023	$213.7M	100
Q3 2023	$194.5M	98

Questions about Sculati Wealth Management, LLC's portfolio

What stocks does Sculati Wealth Management, LLC own?

Sculati Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 122 positions worth $299.6M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 8.0%, Ishares Russell Top 200 Growth ETF (IWY) at 5.7%, Apple Inc (AAPL) at 5.5%, Fidelity High Dividend ETF Total (FDVV) at 3.9% and Ishares Msci USA Quality Factor ETF (QUAL) at 3.5%.

What did Sculati Wealth Management, LLC buy last quarter?

In Q2 2026, Sculati Wealth Management, LLC added Ishares U.s. Equity Factor Rotation Acti (DYNF) (+15.6% shares), Schwab Strategic Tr (SCHZ) (+10.0% shares) and Servicenow Inc Com (NOW) (+5.6% shares), compared with its Q1 2026 filing.

What did Sculati Wealth Management, LLC sell last quarter?

In Q2 2026, Sculati Wealth Management, LLC cut from its top 50 Ares Capital Corp. (ARCC), cut from its top 50 Dte Energy Co (DTE), cut from its top 50 Disney Walt Co (DIS) and Spdr S&p 500 ETF Tr (SPY) (-5.0% shares), compared with its Q1 2026 filing.

How has Sculati Wealth Management, LLC's portfolio performed?

A portfolio copying Sculati Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.3% a year over the last 3 years, against +23.7% for the S&P 500. Over 1 year: +14.2% against +20.1%. Over 5 years: +10.3% a year against +12.9%.

When is Sculati Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sculati Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sculati Wealth Management, LLC manage?

Sculati Wealth Management, LLC reported $381.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $299.6M.