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CIK: 0001803397
Total reported value
$299.8M
$299.8M
116 檔
24.3%
At the close of Q4 2025, Sculati Wealth Management, LLC disclosed equity holdings valued at approximately $299.8M, spread across 116 reported holdings.
In Q4 2025, Sculati Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 9 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 | 8.73% | -0.72% | +0.17% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.39% | +0.31% | +8.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.83% | +0.83% | -8.10% | |
| 4 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.59% | +0.09% | +8.57% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.14% | +0.20% | +8.18% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.12% | -1.35% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | +0.20% | -0.84% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.55% | +0.29% | -0.46% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.48% | -0.09% | +9.17% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.45% | +0.51% | +6.07% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.28% | -0.05% | +10.97% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.25% | +0.27% | -1.64% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | — | -1.50% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.95% | +0.30% | +0.54% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | +0.04% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.76% | -0.31% | +0.09% | |
| 17 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 1.51% | -0.01% | +9.54% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.49% | — | +3.98% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.41% | -0.03% | -0.97% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.07% | +5.41% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 1.33% | -0.01% | -2.73% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.11% | -0.16% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.17% | +0.05% | -0.73% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.10% | -0.57% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.13% | -0.23% | -0.16% | |
| 26 | IHDG | Wisdomtree International Hed | ETF-Other | 1.13% | -0.06% | -18.51% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 1.07% | +0.01% | -30.70% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.18% | -1.47% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | +0.05% | -1.88% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.25% | -1.52% | |
| 31 | UNM | Unum Group | Stock-Financials | 0.99% | +0.09% | -0.31% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.02% | -1.17% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.95% | -0.04% | +401.83% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.91% | -0.13% | -2.49% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-Other | 0.91% | -0.09% | -0.01% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.13% | -0.89% | |
| 37 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.86% | +0.12% | -0.14% | |
| 38 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.85% | — | -0.72% | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.79% | -0.02% | -0.27% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.05% | -1.10% | |
| 41 | ARCC | Ares Capital CORP | Stock-Financials | 0.75% | -0.35% | -1.40% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.75% | -0.07% | +54.84% | |
| 43 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.75% | -0.05% | -18.56% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.74% | -0.01% | -0.85% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | -0.05% | -0.71% | |
| 46 | TPC | Tutor Perini CORP | Stock-Other | 0.70% | -0.22% | -10.34% | |
| 47 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.66% | +0.01% | -4.43% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.61% | -0.18% | -0.94% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.59% | -0.02% | -0.21% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | +0.05% | -6.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | -0.46% | Trim |
| 2 | IWY | Ishares Russell Top 200 Grow | +0.5% | +8.06% | Add |
| 3 | DFIV | Dimensional International Va | +0.4% | +9.17% | Add |
| 4 | FDVV | Fidelity High Dividend ETF | +0.3% | +8.57% | Add |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +8.18% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.16% | Trim |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +10.97% | Add |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +54.84% | Add |
| 9 | LLY | Eli Lilly & Co | +0.3% | -0.89% | Trim |
| 10 | MS | Morgan Stanley | +0.2% | +0.54% | Add |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +6.07% | Add |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +65.39% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | -1.64% | Trim |
| 14 | DAL | Delta Air Lines Inc | +0.2% | -0.14% | Trim |
| 15 | VFMV | Vanguard US Minimum Volatili | +0.1% | +9.54% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | -0.84% | Trim |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.57% | Trim |
| 18 | DFAE | Dimensional Emerging Core Eq | +0.1% | +3.98% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.41% | Add |
| 20 | PH | Parker Hannifin CORP | +0.1% | -0.21% | Trim |
| 21 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +0.96% | Add |
| 22 | CRM | Salesforce Inc | +0.1% | -2.49% | Trim |
| 23 | ETN | Eaton Corporation plc | -0.1% | +1.68% | Add |
| 24 | ADBE | Adobe Inc | -0.1% | -13.75% | Trim |
| 25 | NKE | Nike Inc -cl B | -0.1% | -15.39% | Trim |
| 26 | COST | Costco Wholesale CORP | -0.1% | -1.47% | Trim |
| 27 | DVY | Ishares Select Dividend ETF | -0.1% | -28.57% | Trim |
| 28 | AAPL | Apple Inc | -0.1% | -8.10% | Trim |
| 29 | RWT | Redwood Trust Inc | -0.2% | -42.16% | Trim |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.2% | -18.56% | Trim |
| 31 | IHDG | Wisdomtree International Hed | -0.2% | -18.51% | Trim |
| 32 | XMLV | Invesco S&p Midcap Low Volat | -0.2% | -39.47% | Trim |
| 33 | NOW | Servicenow Inc | -0.2% | +401.83% | Add |
| 34 | BX | Blackstone Inc | -0.2% | -2.73% | Trim |
| 35 | XSLV | Invesco S&p Smallcap Low Vol | -0.2% | -37.88% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.2% | — | Unchanged |
| 37 | RACE | Ferrari N.V. | -0.3% | -4.43% | Trim |
| 38 | MSFT | Microsoft CORP | -0.3% | -1.35% | Trim |
| 39 | VV | Vanguard Large-cap ETF | -0.4% | -30.70% | Trim |
| 40 | ORCL | Oracle CORP | -0.8% | +0.09% | Add |
| 41 | MTN | Vail Resorts Inc | — | NEW | New buy |
| 42 | SLV | Ishares Silver Trust | — | EXIT | Sold out |
| 43 | SHOP | Shopify Inc - Class A | — | EXIT | Sold out |
| 44 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 45 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 47 | HD | Home Depot Inc | — | EXIT | Sold out |
| 48 | MO | Altria Group Inc | — | EXIT | Sold out |
| 49 | UYG | Proshares Ultra Financials | — | EXIT | Sold out |
| 50 | POWR | Ishares US Power Infrastruct | — | 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 116 disclosed positions in Q4 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, IWY, AAPL) accounted for 24.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
MTN
市值: $657.8K
Top Position Liquidated / Trimmed
SLV
前期市值: $345.4K
During Q4 2025, Sculati Wealth Management, LLC's top holdings by market value included BRK-B (8.7%)、IWY (5.4%)、AAPL (4.8%). The largest single position, BRK-B, represented 8.7% of total portfolio value.
In Q4 2025, Sculati Wealth Management, LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 23 holdings, and fully liquidating 9 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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