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CIK: 0001803397
Total reported value
$299.8M
$299.8M
124 檔
21.0%
The Q2 2025 SEC filing reveals that Sculati Wealth Management, LLC held a total portfolio value of $299.8M, covering 124 public equity positions.
Sculati Wealth Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 2 holdings and trimming 28 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.00% | -0.72% | +0.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.26% | +0.83% | -0.84% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.82% | +0.31% | +1458.78% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | -0.12% | -1.54% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | +0.20% | -0.85% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 2.89% | +0.01% | -64.85% | |
| 7 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.66% | +0.09% | +1877.92% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.26% | +0.20% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.24% | +0.04% | -2.65% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.11% | -0.31% | -3.85% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-Other | 2.07% | -0.06% | -49.09% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | — | -2.27% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.02% | +0.27% | -2.86% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.78% | +0.51% | — | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.65% | +0.30% | -1.78% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | +0.29% | -0.25% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.56% | -0.09% | +973.44% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.49% | -0.05% | — | |
| 19 | BX | Blackstone Inc | Stock-Financials | 1.47% | -0.01% | -3.24% | |
| 20 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.40% | -0.05% | -55.19% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.39% | -0.03% | -1.03% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.37% | -0.04% | -2.24% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.25% | -0.18% | -3.60% | |
| 24 | TPC | Tutor Perini CORP | Stock-Other | 1.15% | -0.22% | -31.45% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.13% | -0.23% | -0.12% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.05% | -2.05% | |
| 27 | XSLV | Invesco S&p Smallcap Low Vol | ETF-Other | 1.10% | +0.01% | -67.44% | |
| 28 | UNM | Unum Group | Stock-Financials | 1.10% | +0.09% | -4.15% | |
| 29 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 1.07% | -0.01% | -67.64% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.05% | — | — | |
| 31 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 1.03% | -0.01% | — | |
| 32 | AMLP | Alerian Mlp ETF | ETF-Other | 1.03% | -0.09% | -3.47% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 1.03% | -0.13% | -1.09% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.07% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.25% | -1.86% | |
| 36 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.00% | +0.01% | -3.04% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | -0.02% | +2.48% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.90% | +0.05% | +720.24% | |
| 39 | ARCC | Ares Capital CORP | Stock-Financials | 0.89% | -0.35% | -3.58% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.10% | -2.40% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.87% | -0.05% | -3.94% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.77% | -0.01% | -2.81% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.11% | -1.06% | |
| 44 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.76% | — | -2.98% | |
| 45 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.75% | -0.06% | -34.60% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.73% | -0.02% | +2.31% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.70% | -0.18% | -2.26% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.05% | +11.24% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.67% | +0.05% | -0.23% | |
| 50 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.64% | +0.12% | +2.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | +3.6% | +1458.78% | Add |
| 2 | FDVV | Fidelity High Dividend ETF | +2.5% | +1877.92% | Add |
| 3 | QUAL | Ishares Msci USA Quality Fac | +2.3% | NEW | New buy |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.8% | NEW | New buy |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +1.5% | NEW | New buy |
| 6 | DFIV | Dimensional International Va | +1.4% | +973.44% | Add |
| 7 | DFAE | Dimensional Emerging Core Eq | +1.1% | NEW | New buy |
| 8 | VFMV | Vanguard US Minimum Volatili | +1% | NEW | New buy |
| 9 | IVV | Ishares Core S&p 500 ETF | +1% | NEW | New buy |
| 10 | AVUV | Avantis US Small Cap Value | +0.8% | +720.24% | Add |
| 11 | MSFT | Microsoft CORP | +0.6% | -1.54% | Trim |
| 12 | ORCL | Oracle CORP | +0.6% | -3.85% | Trim |
| 13 | META | Meta Platforms Inc-class A | +0.3% | -2.65% | Trim |
| 14 | GS | Goldman Sachs Group Inc | +0.3% | -2.86% | Trim |
| 15 | SYK | Stryker CORP | +0.3% | NEW | New buy |
| 16 | TPC | Tutor Perini CORP | +0.3% | -31.45% | Trim |
| 17 | AMGN | Amgen Inc | +0.3% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | +0.2% | +11.24% | Add |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | NEW | New buy |
| 20 | NOW | Servicenow Inc | +0.2% | -2.24% | Trim |
| 21 | WM | Waste Management Inc | +0.2% | +149.19% | Add |
| 22 | AMZN | Amazon.com Inc | +0.2% | -0.85% | Trim |
| 23 | ETN | Eaton Corporation plc | +0.2% | +25.72% | Add |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | NEW | New buy |
| 25 | MBB | Ishares Mbs ETF | +0.2% | NEW | New buy |
| 26 | MS | Morgan Stanley | +0.2% | -1.78% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -2.27% | Trim |
| 28 | PH | Parker Hannifin CORP | +0.1% | +26.41% | Add |
| 29 | DIS | Walt Disney Co/the | +0.1% | -3.94% | Trim |
| 30 | SCHW | Schwab (charles) CORP | +0.1% | -1.03% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | +0.1% | -0.25% | Trim |
| 32 | POWR | Ishares US Power Infrastruct | -0.1% | EXIT | Sold out |
| 33 | AKAM | Akamai Technologies Inc | -0.2% | EXIT | Sold out |
| 34 | BSCP | Invesco Bulletshares 2025 Cb | -0.2% | -42.70% | Trim |
| 35 | SCUS | Schwab Ultra-short Inc ETF | -0.2% | -32.01% | Trim |
| 36 | LULU | Lululemon Athletica Inc | -0.2% | -8.59% | Trim |
| 37 | REGN | Regeneron Pharmaceuticals | -0.2% | -48.64% | Trim |
| 38 | MRK | Merck & Co. Inc. | -0.2% | -39.80% | Trim |
| 39 | CVX | Chevron CORP | -0.3% | -1.86% | Trim |
| 40 | SCHI | Schwab 5-10 Year Corporate B | -0.3% | -40.04% | Trim |
| 41 | BINC | Ishares Flex I A Etf-usd Inc | -0.5% | -34.60% | Trim |
| 42 | XMMO | Invesco S&p Midcap Momentum | -0.6% | -57.37% | Trim |
| 43 | XSMO | Invesco S&p Smallcap Momentu | -0.7% | -59.46% | Trim |
| 44 | AAPL | Apple Inc | -0.8% | -0.84% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -1.6% | +0.61% | Add |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -1.7% | -55.19% | Trim |
| 47 | IHDG | Wisdomtree International Hed | -2.1% | -49.09% | Trim |
| 48 | XMLV | Invesco S&p Midcap Low Volat | -2.5% | -67.64% | Trim |
| 49 | XSLV | Invesco S&p Smallcap Low Vol | -2.6% | -67.44% | Trim |
| 50 | VV | Vanguard Large-cap ETF | -5.1% | -64.85% | Trim |
According to official SEC Form 13F filings, Sculati Wealth Management, LLC reported a total U.S. public equity portfolio value of $299.8M across 124 disclosed positions in Q2 2025.
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, AAPL, IWY) accounted for 21.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
QUAL
市值: $6.0M
Top Position Liquidated / Trimmed
AKAM
前期市值: $376.5K
During Q2 2025, Sculati Wealth Management, LLC's top holdings by market value included BRK-B (9.0%)、AAPL (4.3%)、IWY (3.8%). The largest single position, BRK-B, represented 9.0% of total portfolio value.
In Q2 2025, Sculati Wealth Management, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 9 positions, trimming 28 holdings, and fully liquidating 2 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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