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CIK: 0001803397
Total reported value
$299.8M
$299.8M
107 檔
25.8%
During the Q4 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 107 reported positions.
In Q4 2024, Sculati Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.97% | -0.72% | -0.23% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 8.12% | +0.01% | +2.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.81% | +0.83% | -1.67% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-Other | 4.16% | -0.06% | +2.14% | |
| 5 | XSLV | Invesco S&p Smallcap Low Vol | ETF-Other | 3.56% | +0.01% | +3.11% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.12% | -2.22% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | +0.20% | -0.51% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 3.16% | -0.01% | +4.85% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.85% | -0.05% | +2.56% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | +0.04% | — | |
| 11 | BX | Blackstone Inc | Stock-Financials | 1.92% | -0.01% | -1.27% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.85% | -0.31% | -1.99% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | — | -1.87% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.81% | +0.27% | -1.29% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.79% | +0.29% | — | |
| 16 | MS | Morgan Stanley | Stock-Financials | 1.63% | +0.30% | -3.14% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.50% | -0.04% | -0.72% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.34% | -0.13% | -0.73% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.33% | -0.23% | -2.23% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | -0.18% | -0.61% | |
| 21 | TPC | Tutor Perini CORP | Stock-Other | 1.25% | -0.22% | -15.47% | |
| 22 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.25% | — | +0.57% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.23% | -0.03% | -0.46% | |
| 24 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.17% | -0.01% | +0.41% | |
| 25 | UNM | Unum Group | Stock-Financials | 1.12% | +0.09% | +0.52% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-Other | 1.10% | -0.09% | -3.09% | |
| 27 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.10% | -0.13% | -2.46% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.25% | -6.50% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | +0.05% | -0.57% | |
| 30 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.99% | +0.01% | -0.56% | |
| 31 | ARCC | Ares Capital CORP | Stock-Financials | 0.97% | -0.35% | +2.28% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.02% | +0.03% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.11% | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.10% | -3.31% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | +0.03% | +260.59% | |
| 36 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.84% | -0.06% | +71.40% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.84% | +0.05% | -0.14% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.83% | -0.05% | +0.87% | |
| 39 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.82% | — | -2.66% | |
| 40 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.73% | +0.12% | -8.33% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.69% | -0.04% | -0.83% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.69% | -0.02% | -1.27% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | -0.01% | -8.59% | |
| 44 | SCUS | Schwab Ultra-short Inc ETF | ETF-Other | 0.67% | -0.02% | +32.75% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.67% | -0.01% | +0.08% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.65% | -0.18% | +3.43% | |
| 47 | DTE | Dte Energy Company | Stock-Utilities | 0.59% | -0.12% | — | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | — | +193.87% | |
| 49 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.55% | — | -1.91% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.49% | +0.02% | +90.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | -0.51% | Trim |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | +71.40% | Add |
| 3 | VV | Vanguard Large-cap ETF | +0.3% | +2.35% | Add |
| 4 | LULU | Lululemon Athletica Inc | +0.3% | -2.46% | Trim |
| 5 | AAPL | Apple Inc | +0.3% | -1.67% | Trim |
| 6 | CRM | Salesforce Inc | +0.2% | -0.73% | Trim |
| 7 | MS | Morgan Stanley | +0.2% | -3.14% | Trim |
| 8 | NOW | Servicenow Inc | +0.2% | -0.72% | Trim |
| 9 | GS | Goldman Sachs Group Inc | +0.2% | -1.29% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 11 | UNM | Unum Group | +0.2% | +0.52% | Add |
| 12 | SCHI | Schwab 5-10 Year Corporate B | +0.2% | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -1.87% | Trim |
| 14 | BX | Blackstone Inc | +0.2% | -1.27% | Trim |
| 15 | SCUS | Schwab Ultra-short Inc ETF | +0.2% | +32.75% | Add |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | -0.46% | Trim |
| 17 | V | Visa Inc-class A Shares | +0.1% | -0.57% | Trim |
| 18 | XMLV | Invesco S&p Midcap Low Volat | +0.1% | +4.85% | Add |
| 19 | DIS | Walt Disney Co/the | +0.1% | +0.87% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 21 | BA | Boeing Co/the | +0.1% | +0.08% | Add |
| 22 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 23 | SFM | Sprouts Farmers Market Inc | +0.1% | NEW | New buy |
| 24 | NVDA | Nvidia CORP | +0.1% | +8.57% | Add |
| 25 | UPS | United Parcel Service-cl B | -0.1% | -0.14% | Trim |
| 26 | NKE | Nike Inc -cl B | -0.1% | +1.37% | Add |
| 27 | MELI | Mercadolibre Inc | -0.1% | — | Unchanged |
| 28 | SO | Southern Co/the | -0.1% | -5.69% | Trim |
| 29 | RWT | Redwood Trust Inc | -0.1% | -1.63% | Trim |
| 30 | AMAT | Applied Materials Inc | -0.1% | EXIT | Sold out |
| 31 | ES | Eversource Energy | -0.1% | EXIT | Sold out |
| 32 | PFE | Pfizer Inc | -0.1% | -17.69% | Trim |
| 33 | INTC | Intel CORP | -0.1% | -16.68% | Trim |
| 34 | OHI | Omega Healthcare Investors | -0.1% | -2.66% | Trim |
| 35 | ORCL | Oracle CORP | -0.1% | -1.99% | Trim |
| 36 | GD | General Dynamics CORP | -0.1% | -1.27% | Trim |
| 37 | CVX | Chevron CORP | -0.1% | -6.50% | Trim |
| 38 | BTI | British American Tob-sp Adr | -0.1% | EXIT | Sold out |
| 39 | RACE | Ferrari N.V. | -0.1% | -0.56% | Trim |
| 40 | ADBE | Adobe Inc | -0.1% | -0.83% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.2% | -3.31% | Trim |
| 42 | IHDG | Wisdomtree International Hed | -0.2% | +2.14% | Add |
| 43 | MRK | Merck & Co. Inc. | -0.2% | -8.59% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | -2.22% | Trim |
| 45 | LOW | Lowe's Cos Inc | -0.2% | -2.23% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.23% | Trim |
| 47 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.3% | +2.56% | Add |
| 48 | REGN | Regeneron Pharmaceuticals | -0.3% | -1.91% | Trim |
| 49 | TPC | Tutor Perini CORP | -0.4% | -15.47% | Trim |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Sculati Wealth Management, LLC reported a total U.S. public equity portfolio value of $299.8M across 107 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VV, AAPL) accounted for 25.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SCHI
市值: $490.1K
Top Position Liquidated / Trimmed
BSCO
前期市值: $1.1M
During Q4 2024, Sculati Wealth Management, LLC's top holdings by market value included BRK-B (9.0%)、VV (8.1%)、AAPL (5.8%). The largest single position, BRK-B, represented 9.0% of total portfolio value.
In Q4 2024, Sculati Wealth Management, LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 29 holdings, and fully liquidating 4 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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