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CIK: 0001803397
Total reported value
$299.8M
$299.8M
124 檔
23.9%
In Q3 2025, Sculati Wealth Management, LLC's U.S. equity holdings reached a combined market value of $299.8M, distributed across 124 disclosed stock positions.
Sculati Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 11 new positions while fully exiting 1 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.72% | -0.72% | -0.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.93% | +0.83% | -0.81% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.93% | +0.31% | +23.64% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.12% | -0.49% | |
| 5 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.25% | +0.09% | +21.58% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.84% | +0.20% | +25.77% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | +0.20% | -1.27% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.54% | -0.31% | -0.25% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.25% | +0.51% | +23.78% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 2.10% | -0.09% | +33.05% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.08% | +0.27% | -2.50% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | +0.04% | -1.90% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.04% | — | -1.80% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.01% | -0.05% | +37.33% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | +0.29% | -1.31% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 1.74% | +0.30% | -0.62% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 1.52% | -0.01% | -3.37% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 1.51% | +0.01% | -48.27% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.39% | — | +29.12% | |
| 20 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 1.39% | -0.01% | +40.30% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.36% | -0.03% | -0.78% | |
| 22 | IHDG | Wisdomtree International Hed | ETF-Other | 1.31% | -0.06% | -33.96% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.07% | +23.35% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.18% | -0.23% | -1.18% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.15% | +0.05% | +25.34% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 1.14% | -0.04% | -0.91% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.18% | -1.31% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.10% | +5.15% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.25% | -0.37% | |
| 30 | UNM | Unum Group | Stock-Financials | 0.99% | +0.09% | -0.10% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.11% | -0.63% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | +0.05% | -1.19% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.02% | — | |
| 34 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.92% | -0.05% | -35.98% | |
| 35 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.91% | +0.01% | -1.62% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-Other | 0.90% | -0.09% | -2.39% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.84% | -0.13% | -0.02% | |
| 38 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.82% | — | -0.67% | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.80% | -0.02% | -0.15% | |
| 40 | ARCC | Ares Capital CORP | Stock-Financials | 0.77% | -0.35% | -0.45% | |
| 41 | TPC | Tutor Perini CORP | Stock-Other | 0.77% | -0.22% | -49.28% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.05% | -1.13% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.74% | -0.05% | -1.80% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.74% | -0.01% | -0.84% | |
| 45 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.70% | +0.12% | +1.73% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.67% | -0.18% | +0.42% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.13% | +10.14% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.61% | -0.07% | +1.05% | |
| 49 | DTE | Dte Energy Company | Stock-Utilities | 0.58% | -0.12% | -0.79% | |
| 50 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.57% | -0.06% | -19.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | +4.7% | +23.64% | Add |
| 2 | FDVV | Fidelity High Dividend ETF | +3.1% | +21.58% | Add |
| 3 | DFIV | Dimensional International Va | +2% | +33.05% | Add |
| 4 | AVUV | Avantis US Small Cap Value | +1% | +25.34% | Add |
| 5 | ORCL | Oracle CORP | +1% | -0.25% | Trim |
| 6 | MSFT | Microsoft CORP | +0.5% | -0.49% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | -1.31% | Trim |
| 8 | GS | Goldman Sachs Group Inc | +0.4% | -2.50% | Trim |
| 9 | NVDA | Nvidia CORP | +0.3% | -1.13% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.63% | Trim |
| 11 | MS | Morgan Stanley | +0.2% | -0.62% | Trim |
| 12 | WM | Waste Management Inc | +0.2% | +19.07% | Add |
| 13 | ETN | Eaton Corporation plc | +0.2% | +9.40% | Add |
| 14 | PH | Parker Hannifin CORP | +0.2% | +10.13% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | -1.80% | Trim |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -1.90% | Trim |
| 17 | DAL | Delta Air Lines Inc | +0.1% | +1.73% | Add |
| 18 | GD | General Dynamics CORP | +0.1% | -0.15% | Add |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | -0.78% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Add |
| 21 | BX | Blackstone Inc | 0% | -3.37% | Trim |
| 22 | AMZN | Amazon.com Inc | 0% | -1.27% | Trim |
| 23 | AAPL | Apple Inc | -0.1% | -0.81% | Trim |
| 24 | BSCP | Invesco Bulletshares 2025 Cb | -0.3% | -48.87% | Trim |
| 25 | UPS | United Parcel Service-cl B | -0.3% | -0.48% | Trim |
| 26 | SCUS | Schwab Ultra-short Inc ETF | -0.3% | -44.88% | Trim |
| 27 | MRK | Merck & Co. Inc. | -0.3% | -24.39% | Trim |
| 28 | SCHI | Schwab 5-10 Year Corporate B | -0.4% | -14.38% | Trim |
| 29 | LULU | Lululemon Athletica Inc | -0.4% | -11.34% | Trim |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | -0.7% | -19.68% | Trim |
| 31 | XMMO | Invesco S&p Midcap Momentum | -0.9% | -55.94% | Trim |
| 32 | XSMO | Invesco S&p Smallcap Momentu | -1% | -47.30% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -1.8% | -0.24% | Add |
| 34 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -2.2% | -35.98% | Trim |
| 35 | IHDG | Wisdomtree International Hed | -2.9% | -33.96% | Trim |
| 36 | XMLV | Invesco S&p Midcap Low Volat | -3.1% | -58.79% | Trim |
| 37 | XSLV | Invesco S&p Smallcap Low Vol | -3.2% | -53.76% | Trim |
| 38 | VV | Vanguard Large-cap ETF | -6.5% | -48.27% | Trim |
| 39 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | — | NEW | New buy |
| 41 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 42 | DFAE | Dimensional Emerging Core Eq | — | NEW | New buy |
| 43 | VFMV | Vanguard US Minimum Volatili | — | NEW | New buy |
| 44 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | NEW | New buy |
| 46 | REGN | Regeneron Pharmaceuticals | — | EXIT | Sold out |
| 47 | AMGN | Amgen Inc | — | NEW | New buy |
| 48 | SYK | Stryker CORP | — | NEW | New buy |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | New buy |
| 50 | MBB | Ishares Mbs ETF | — | NEW | New buy |
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 Q3 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 23.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
QUAL
市值: $8.1M
Top Position Liquidated / Trimmed
REGN
前期市值: $931.1K
During Q3 2025, Sculati Wealth Management, LLC's top holdings by market value included BRK-B (8.7%)、AAPL (4.9%)、IWY (4.9%). The largest single position, BRK-B, represented 8.7% of total portfolio value.
In Q3 2025, Sculati Wealth Management, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 12 positions, trimming 26 holdings, and fully liquidating 1 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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