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CIK: 0001803397
Total reported value
$299.8M
$299.8M
103 檔
20.9%
During the Q1 2024 filing period, Sculati Wealth Management, LLC (CIK: 0001803397) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $299.8M across 103 reported positions.
During Q1 2024, Sculati Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, IHDG, AAPL) accounted for 20.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.27% | -0.72% | -1.12% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-Other | 4.83% | -0.06% | +2.17% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.54% | +0.83% | -0.20% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.49% | +0.01% | +5.84% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.12% | -0.48% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.38% | +0.03% | -0.98% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.20% | +0.48% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.48% | +0.02% | -0.82% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.45% | — | -2.35% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.24% | -0.05% | +8.15% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.04% | — | +0.75% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | +0.04% | -1.24% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | — | -0.02% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.73% | -0.01% | -0.03% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.29% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.59% | -0.31% | +3.85% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.53% | -0.23% | +0.55% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.47% | +0.27% | -0.26% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.44% | -0.01% | -0.28% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 1.42% | +0.30% | -3.85% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.34% | -0.03% | +0.04% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.33% | -0.25% | +1.04% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.32% | -0.13% | +0.05% | |
| 24 | TPC | Tutor Perini CORP | Stock-Other | 1.30% | -0.22% | +1.37% | |
| 25 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.27% | -0.13% | -0.95% | |
| 26 | XSLV | Invesco S&p Smallcap Low Vol | ETF-Other | 1.24% | +0.01% | +4.61% | |
| 27 | AMLP | Alerian Mlp ETF | ETF-Other | 1.22% | -0.09% | +1.64% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 1.19% | -0.04% | +0.06% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.18% | +0.86% | |
| 30 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.13% | +0.01% | +2.22% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.10% | +0.39% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.08% | +0.05% | +1.36% | |
| 33 | ARCC | Ares Capital CORP | Stock-Financials | 1.04% | -0.35% | +2.27% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.05% | +0.28% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.99% | -0.05% | +0.78% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | -0.02% | -0.66% | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.88% | +0.02% | -2.34% | |
| 38 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.85% | — | +0.74% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.84% | -0.04% | +1.64% | |
| 40 | UNM | Unum Group | Stock-Financials | 0.82% | +0.09% | +39.10% | |
| 41 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.79% | — | -1.05% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.11% | -0.03% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.77% | -0.01% | -3.22% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.77% | -0.02% | +9.02% | |
| 45 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.77% | — | +2.66% | |
| 46 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.77% | +0.12% | +5.58% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.71% | -0.18% | +17.06% | |
| 48 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.70% | -0.01% | -1.50% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.68% | — | -22.37% | |
| 50 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.66% | -0.01% | +17.26% |
According to official SEC Form 13F filings, Sculati Wealth Management, LLC reported a total U.S. public equity portfolio value of $299.8M across 103 disclosed positions in Q1 2024.
During Q1 2024, Sculati Wealth Management, LLC's top holdings by market value included BRK-B (9.3%)、IHDG (4.8%)、AAPL (4.5%). The largest single position, BRK-B, represented 9.3% of total portfolio value.
In Q1 2024, Sculati Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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