SW

Sculati Wealth Management, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$270.9M

Reporting period: 2026-03-31 · Number of holdings: 116

Sculati Wealth Management, LLC disclosed 116 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $270.9M and a quarterly turnover rate of 11.0%.

Personality snowflake

Concentration
9.94
Portfolio Stability
10.97
Momentum/Contrarian
100
Sector conviction
55.26
Diversification
100
Sizing Uniformity
86.22

Recent moves

  • Trim MSFT

    -0.4%　-$2.1M

  • Add CVX

    -0.7%　$972.4K

  • Trim ORCL

    0.0%　-$1.2M

  • Trim BX

    -2.9%　-$1.0M

  • Add IUSB

    +37.4%　$772.9K

  • Add DFIV

    +0.9%　$472.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-BBerkshire Hathaway Inc-cl BStock-Other8.70%-0.03%-0.17%
2IWYIshares Russell Top 200 GrowETF-Other5.37%-0.02%+6.03%
3AAPLApple INCStock-Tech4.63%-0.20%-1.94%
4FDVVFidelity High Dividend ETFETF-Other3.77%—+3.11%
5QUALIshares Msci USA Quality FacETF-Other3.29%—+3.56%
6DFIVDimensional International VaETF-Other2.78%+0.30%+0.88%
7AMZNAmazon.com INCStock-Consumer Disc2.76%-0.16%—
8MSFTMicrosoft CORPStock-Tech2.51%-0.63%-0.39%
9DYNFIshrs US E F R A Etf-usd INCETF-Other2.48%+0.03%+1.17%
10IEFAIshares Core Msci Eafe ETFETF-Other2.48%+0.20%+2.43%
11GOOGAlphabet Inc-cl CStock-Comm Services2.34%-0.21%-4.23%
12GSGoldman Sachs Group INCStock-Financials2.21%-0.04%-2.79%
13JPMJpmorgan Chase & CoStock-Financials1.88%-0.17%-4.06%
14MSMorgan StanleyStock-Financials1.87%-0.08%-1.12%
15METAMeta Platforms Inc-class AStock-Comm Services1.66%-0.18%-0.59%
16DFAEDimensional Emerging Core EqETF-Emerging Markets1.66%+0.17%+1.78%
17VFMVVanguard US Minimum VolatiliETF-Other1.64%—+1.65%
18JNJJohnson & JohnsonStock-Healthcare1.42%+0.27%-0.76%
19IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.40%—+1.37%
20ORCLOracle CORPStock-Tech1.39%-0.37%—
21CVXChevron CORPStock-Energy1.39%+0.40%-0.74%
22SCHWSchwab (charles) CORPStock-Financials1.35%-0.06%-2.43%
23AVUVAvantis US Small Cap ValueETF-Small Cap1.33%+0.16%-0.38%
24COSTCostco Wholesale CORPStock-Consumer Staples1.19%+0.19%-1.19%
25GOOGLAlphabet Inc-cl AStock-Comm Services1.17%-0.10%-4.29%
26LOWLowe's Cos INCStock-Consumer Disc1.16%—+0.06%
27IHDGWisdomtree International HedETF-Other1.08%-0.05%-7.77%
28IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other1.07%+0.32%+37.42%
29AMLPAlerian Mlp ETFETF-Other1.05%+0.14%-1.32%
30VVVanguard Large-cap ETFETF-Other1.04%-0.03%-2.10%
31BXBlackstone INCStock-Financials1.01%-0.32%-2.87%
32UNMUnum GroupStock-Financials0.97%—-0.51%
33SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.95%——
34VVisa Inc-class A SharesStock-Financials0.88%-0.11%-2.30%
35OHIOmega Healthcare InvestorsStock-Real Estate0.86%—-2.42%
36DALDelta Air Lines INCStock-Industrials0.86%—-0.51%
37GDGeneral Dynamics CORPStock-Industrials0.83%—-0.79%
38VZVerizon Communications INCStock-Comm Services0.81%+0.20%+1.88%
39LLYEli Lilly & CoStock-Healthcare0.80%-0.08%+1.72%
40FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other0.75%—-9.27%
41NVDANvidia CORPStock-Tech0.74%—+0.32%
42CRMSalesforce INCStock-Tech0.70%-0.21%+4.00%
43NOWServicenow INCStock-Tech0.70%-0.25%+2.51%
44SCHZSchwab US Aggregate Bond ETFETF-Other0.69%+0.20%+35.54%
45BABoeing Co/theStock-Industrials0.68%-0.06%-3.06%
46ARCCAres Capital CORPStock-Financials0.65%-0.10%-7.42%
47BINCIshares Flex I A Etf-usd INCETF-Other0.64%—+11.28%
48PHParker Hannifin CORPStock-Industrials0.64%—+1.15%
49DTEDte Energy CompanyStock-Utilities0.61%+0.09%—
50DISWalt Disney Co/theStock-Comm Services0.60%-0.13%-7.48%
1–50 of 116

Holding changes this quarter

Sculati Wealth Management, LLC's most significant position changes for 2026-03-31: Sold out: US Bancorp (USB); New buy: Ishares US Power Infrastruct (POWR); New buy: Altria Group INC (MO); Sold out: Tegna INC (TGNA); Trim: Microsoft CORP (MSFT) — shares -0.39%.

Position changes disclosed by Sculati Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CVXChevron CORP+0.4%-0.74%Trim
2IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.3%+37.42%Add
3DFIVDimensional International Va+0.3%+0.88%Add
4JNJJohnson & Johnson+0.3%-0.76%Trim
5SCHZSchwab US Aggregate Bond ETF+0.2%+35.54%Add
6VZVerizon Communications INC+0.2%+1.88%Add
7IEFAIshares Core Msci Eafe ETF+0.2%+2.43%Add
8COSTCostco Wholesale CORP+0.2%-1.19%Trim
9DFAEDimensional Emerging Core Eq+0.2%+1.78%Add
10AVUVAvantis US Small Cap Value+0.2%-0.38%Trim
11AMLPAlerian Mlp ETF+0.1%-1.32%Trim
12ETNEaton Corporation plc+0.1%+6.59%Add
13DTEDte Energy Company+0.1%—Unchanged
14MTNVail Resorts INC+0.1%+34.16%Add
15MBBIshares Mbs ETF+0.1%+24.95%Add
16DYNFIshrs US E F R A Etf-usd INC0%+1.17%Add
17IWYIshares Russell Top 200 Grow0%+6.03%Add
18BRK-BBerkshire Hathaway Inc-cl B0%-0.17%Trim
19VVVanguard Large-cap ETF0%-2.10%Trim
20GSGoldman Sachs Group INC0%-2.79%Trim
21SCHGSchwab US Large-cap Growth0%-0.63%Trim
22IHDGWisdomtree International Hed-0.1%-7.77%Trim
23SCHWSchwab (charles) CORP-0.1%-2.43%Trim
24BABoeing Co/the-0.1%-3.06%Trim
25RWTRedwood Trust INC-0.1%-35.31%Trim
26MSMorgan Stanley-0.1%-1.12%Trim
27LLYEli Lilly & Co-0.1%+1.72%Add
28GOOGLAlphabet Inc-cl A-0.1%-4.29%Trim
29ARCCAres Capital CORP-0.1%-7.42%Trim
30GEGeneral Electric-0.1%-24.53%Trim
31LULULululemon Athletica INC-0.1%-12.80%Trim
32VVisa Inc-class A Shares-0.1%-2.30%Trim
33RACEFerrari N.V.-0.1%-13.14%Trim
34ADBEAdobe INC-0.1%+4.18%Add
35DISWalt Disney Co/the-0.1%-7.48%Trim
36AMZNAmazon.com INC-0.2%—Unchanged
37JPMJpmorgan Chase & Co-0.2%-4.06%Trim
38METAMeta Platforms Inc-class A-0.2%-0.59%Trim
39AAPLApple INC-0.2%-1.94%Trim
40GOOGAlphabet Inc-cl C-0.2%-4.23%Trim
41CRMSalesforce INC-0.2%+4.00%Add
42TPCTutor Perini CORP-0.2%-45.94%Trim
43NOWServicenow INC-0.3%+2.51%Add
44BXBlackstone INC-0.3%-2.87%Trim
45ORCLOracle CORP-0.4%—Unchanged
46MSFTMicrosoft CORP-0.6%-0.39%Trim
47USBUS Bancorp—EXITSold out
48POWRIshares US Power Infrastruct—NEWNew buy
49MOAltria Group INC—NEWNew buy
50TGNATegna INC—EXITSold out

FAQ

What is Sculati Wealth Management, LLC and what type of investor is it?
Sculati Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $270.9M, spread across 116 disclosed positions.
What are Sculati Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Sculati Wealth Management, LLC's top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $23.6M (8.7%) 2. Ishares Russell Top 200 Grow (IWY) — $14.6M (5.4%) 3. Apple INC (AAPL) — $12.5M (4.6%) 4. Fidelity High Dividend ETF (FDVV) — $10.2M (3.8%) 5. Ishares Msci USA Quality Fac (QUAL) — $8.9M (3.3%)
What changes did Sculati Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Sculati Wealth Management, LLC made 47 notable position adjustments: 2 new positions were initiated, 15 existing holdings were added to, 28 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: US Bancorp (USB); New buy: Ishares US Power Infrastruct (POWR); New buy: Altria Group INC (MO); Sold out: Tegna INC (TGNA); Trim: Microsoft CORP (MSFT) — shares -0.39%
What sectors does Sculati Wealth Management, LLC focus on?
Sculati Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 33.1% • Information Technology: 18.4% • Communication Services: 11.8% • Consumer Discretionary: 10.6% • Industrials: 8.9% • Health Care: 7.1%