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CIK: 0001803397
Total reported value
$299.8M
$299.8M
116 檔
23.3%
During the Q1 2026 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 116 reported positions.
In Q1 2026, Sculati Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 51 positions and completely liquidating 2 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 | 8.70% | -0.72% | -0.17% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.37% | +0.31% | +6.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.63% | +0.83% | -1.94% | |
| 4 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.77% | +0.09% | +3.11% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.29% | +0.20% | +3.56% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 2.78% | -0.09% | +0.88% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.76% | +0.20% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.12% | -0.39% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.48% | +0.51% | +1.17% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.48% | -0.05% | +2.43% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | +0.29% | -4.23% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.21% | +0.27% | -2.79% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | — | -4.06% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.87% | +0.30% | -1.12% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | +0.04% | -0.59% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.66% | — | +1.78% | |
| 17 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 1.64% | -0.01% | +1.65% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.42% | -0.10% | -0.76% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.07% | +1.37% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.39% | -0.31% | — | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.39% | -0.25% | -0.74% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.35% | -0.03% | -2.43% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.33% | +0.05% | -0.38% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.19% | -0.18% | -1.19% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.11% | -4.29% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.16% | -0.23% | +0.06% | |
| 27 | IHDG | Wisdomtree International Hed | ETF-Other | 1.08% | -0.06% | -7.77% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.07% | -0.07% | +37.42% | |
| 29 | AMLP | Alerian Mlp ETF | ETF-Other | 1.05% | -0.09% | -1.32% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 1.04% | +0.01% | -2.10% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 1.01% | -0.01% | -2.87% | |
| 32 | UNM | Unum Group | Stock-Financials | 0.97% | +0.09% | -0.51% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.02% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.05% | -2.30% | |
| 35 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.86% | — | -2.42% | |
| 36 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.86% | +0.12% | -0.51% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.83% | -0.02% | -0.79% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | -0.18% | +1.88% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.13% | +1.72% | |
| 40 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.75% | -0.05% | -9.27% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.05% | +0.32% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.70% | -0.13% | +4.00% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.70% | -0.04% | +2.51% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.69% | -0.02% | +35.54% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.68% | -0.01% | -3.06% | |
| 46 | ARCC | Ares Capital CORP | Stock-Financials | 0.65% | -0.35% | -7.42% | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.64% | -0.06% | +11.28% | |
| 48 | PH | Parker Hannifin CORP | Stock-Industrials | 0.64% | -0.02% | +1.15% | |
| 49 | DTE | Dte Energy Company | Stock-Utilities | 0.61% | -0.12% | — | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.05% | -7.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.4% | -0.74% | Trim |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +37.42% | Add |
| 3 | DFIV | Dimensional International Va | +0.3% | +0.88% | Add |
| 4 | JNJ | Johnson & Johnson | +0.3% | -0.76% | Trim |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +35.54% | Add |
| 6 | VZ | Verizon Communications Inc | +0.2% | +1.88% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +2.43% | Add |
| 8 | COST | Costco Wholesale CORP | +0.2% | -1.19% | Trim |
| 9 | FDVV | Fidelity High Dividend ETF | +0.2% | +3.11% | Add |
| 10 | DFAE | Dimensional Emerging Core Eq | +0.2% | +1.78% | Add |
| 11 | AVUV | Avantis US Small Cap Value | +0.2% | -0.38% | Trim |
| 12 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +3.56% | Add |
| 13 | AMLP | Alerian Mlp ETF | +0.1% | -1.32% | Trim |
| 14 | VFMV | Vanguard US Minimum Volatili | +0.1% | +1.65% | Add |
| 15 | ETN | Eaton Corporation plc | +0.1% | +6.59% | Add |
| 16 | DTE | Dte Energy Company | +0.1% | — | Unchanged |
| 17 | MTN | Vail Resorts Inc | +0.1% | +34.16% | Add |
| 18 | MBB | Ishares Mbs ETF | +0.1% | +24.95% | Add |
| 19 | DUK | Duke Energy CORP | +0.1% | +4.46% | Add |
| 20 | AMGN | Amgen Inc | +0.1% | +7.51% | Add |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +11.28% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 23 | WM | Waste Management Inc | +0.1% | +7.57% | Add |
| 24 | SO | Southern Co/the | +0.1% | — | Unchanged |
| 25 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 26 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 27 | SCHI | Schwab 5-10 Year Corporate B | +0.1% | +10.26% | Add |
| 28 | PH | Parker Hannifin CORP | +0.1% | +1.15% | Add |
| 29 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 30 | GD | General Dynamics CORP | 0% | -0.79% | Trim |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +1.17% | Add |
| 32 | IRM | Iron Mountain Inc | 0% | — | Unchanged |
| 33 | GOVT | Ishares US Treasury Bond ETF | 0% | +20.21% | Add |
| 34 | LOW | Lowe's Cos Inc | 0% | +0.06% | Add |
| 35 | DTM | Dt Midstream Inc | 0% | -3.20% | Trim |
| 36 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 37 | INTC | Intel CORP | 0% | -3.77% | Trim |
| 38 | SCHM | Schwab US Mid Cap ETF | 0% | — | Unchanged |
| 39 | CMCSA | Comcast Corp-class A | 0% | +6.89% | Add |
| 40 | SCHA | Schwab US Small-cap ETF | 0% | -0.04% | Trim |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | +1.37% | Add |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +18.86% | Add |
| 43 | T | At&t Inc | 0% | — | Unchanged |
| 44 | WMT | Walmart Inc | 0% | +0.90% | Add |
| 45 | MRK | Merck & Co. Inc. | 0% | -4.78% | Trim |
| 46 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 47 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 48 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 49 | SYK | Stryker CORP | 0% | +9.21% | Add |
| 50 | DPZ | Domino's Pizza Inc | 0% | +17.56% | Add |
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 Q1 2026.
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 23.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
POWR
市值: $214.6K
Top Position Liquidated / Trimmed
USB
前期市值: $270.0K
During Q1 2026, Sculati Wealth Management, LLC's top holdings by market value included BRK-B (8.7%)、IWY (5.4%)、AAPL (4.6%). The largest single position, BRK-B, represented 8.7% of total portfolio value.
In Q1 2026, Sculati Wealth Management, LLC made 91 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 51 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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