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CIK: 0001803397
Total reported value
$306.3M
$306.3M
123 檔
25.9%
As reported in its official Q2 2026 Form 13F filing, Sculati Wealth Management, LLC's tracked investment portfolio stood at $306.3M with 123 total positions.
Sculati Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 10 new positions while fully exiting 3 holdings and trimming 44 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.98% | +0.36% | -0.88% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.68% | -0.96% | +4.23% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.46% | -0.01% | -0.71% | |
| 4 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.86% | -1.44% | +0.59% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.49% | +0.13% | +3.26% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.99% | +0.22% | +15.64% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.96% | +0.09% | +0.20% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 2.69% | +0.02% | +1.77% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.63% | -0.06% | +3.13% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.48% | -0.55% | -1.40% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.43% | +0.05% | +2.32% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +0.80% | -0.84% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 2.17% | -0.30% | -1.76% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.15% | -4.33% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | +0.18% | — | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.66% | +0.08% | +0.21% | |
| 17 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 1.63% | -0.05% | +3.00% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.03% | +2.19% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.38% | -0.21% | +1.57% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.32% | -0.09% | -0.11% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | +0.04% | -0.52% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | — | +0.28% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.14% | +0.14% | +0.03% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.08% | +0.07% | +0.03% | |
| 25 | UNM | Unum Group | Stock-Financials | 1.06% | — | -0.91% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 1.05% | +0.02% | -2.46% | |
| 27 | IHDG | Wisdomtree International Hed | ETF-Other | 1.02% | -0.06% | -3.07% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | — | -0.31% | |
| 29 | BX | Blackstone Inc | Stock-Financials | 1.01% | -0.11% | -0.38% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.00% | -0.09% | +4.23% | |
| 31 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.98% | -0.08% | — | |
| 32 | AMLP | Alerian Mlp ETF | ETF-Other | 0.96% | -0.03% | -0.97% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.02% | -5.04% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | -0.01% | +0.25% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.07% | -0.74% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.93% | -0.12% | — | |
| 37 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.86% | -0.12% | -3.26% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.81% | -0.08% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.08% | +1.40% | |
| 40 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.70% | — | -2.12% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.67% | -0.02% | +9.96% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.67% | -0.09% | +0.60% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.66% | +0.22% | +5.62% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.04% | -0.98% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.62% | -0.12% | +0.99% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.62% | -0.01% | — | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | +0.04% | — | |
| 48 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.58% | -0.05% | -0.14% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.57% | +0.19% | -1.49% | |
| 50 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.56% | +0.06% | +0.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | -0.71% | Trim |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.5% | +15.64% | Add |
| 3 | IWY | Ishares Russell Top 200 Grow | +0.3% | +4.23% | Add |
| 4 | MS | Morgan Stanley | +0.3% | -1.76% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +3.13% | Add |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | -1.40% | Trim |
| 7 | VO | Vanguard Mid-cap ETF | +0.2% | NEW | New buy |
| 8 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +3.26% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.20% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | +0.25% | Add |
| 11 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 12 | DAL | Delta Air Lines Inc | +0.1% | — | Unchanged |
| 13 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | NEW | New buy |
| 14 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.28% | Add |
| 16 | XVV | Ishares Esg Select Screened | +0.1% | NEW | New buy |
| 17 | FDVV | Fidelity High Dividend ETF | +0.1% | +0.59% | Add |
| 18 | UNM | Unum Group | +0.1% | -0.91% | Trim |
| 19 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 20 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 21 | USB | US Bancorp | +0.1% | NEW | New buy |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.19% | Add |
| 23 | TLH | Ishares 10-20 Year Treasury | +0.1% | NEW | New buy |
| 24 | EG | Everest Group, Ltd. | +0.1% | +9.11% | Add |
| 25 | MO | Altria Group Inc | +0.1% | +73.92% | Add |
| 26 | PFFD | Global X US Preferred ETF | +0.1% | NEW | New buy |
| 27 | AVUV | Avantis US Small Cap Value | +0.1% | +1.57% | Add |
| 28 | V | Visa Inc-class A Shares | +0.1% | -0.74% | Trim |
| 29 | NVDA | Nvidia CORP | +0.1% | +1.40% | Add |
| 30 | UPS | United Parcel Service-cl B | +0.1% | +0.99% | Add |
| 31 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 32 | SOXX | Ishares Semiconductor ETF | +0.1% | — | Unchanged |
| 33 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 34 | SCHG | Schwab US Large-cap Growth | 0% | -0.56% | Trim |
| 35 | GE | General Electric | 0% | — | Unchanged |
| 36 | SCHA | Schwab US Small-cap ETF | 0% | — | Unchanged |
| 37 | MTN | Vail Resorts Inc | 0% | -0.80% | Trim |
| 38 | INTC | Intel CORP | 0% | -39.37% | Trim |
| 39 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 40 | VV | Vanguard Large-cap ETF | 0% | -2.46% | Trim |
| 41 | RACE | Ferrari N.V. | 0% | +0.88% | Add |
| 42 | XSLV | Invesco S&p Smallcap Low Vol | 0% | -1.32% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 44 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +12.01% | Add |
| 46 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 47 | JPM | Jpmorgan Chase & Co | — | -4.33% | Trim |
| 48 | DFAE | Dimensional Emerging Core Eq | — | +0.21% | Add |
| 49 | OHI | Omega Healthcare Investors | — | -3.26% | Trim |
| 50 | ETN | Eaton Corporation plc | — | — | Unchanged |
According to official SEC Form 13F filings, Sculati Wealth Management, LLC reported a total U.S. public equity portfolio value of $306.3M across 123 disclosed positions in Q2 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 25.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
VO
市值: $717.0K
Top Position Liquidated / Trimmed
PFE
前期市值: $291.4K
During Q2 2026, Sculati Wealth Management, LLC's top holdings by market value included BRK-B (8.0%)、IWY (5.7%)、AAPL (5.5%). The largest single position, BRK-B, represented 8.0% of total portfolio value.
In Q2 2026, Sculati Wealth Management, LLC made 93 total portfolio adjustments, initiating 10 new buys, adding to 36 positions, trimming 44 holdings, and fully liquidating 3 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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