Sculati Wealth Management, LLC Top Holdings and 13F Report (2025) About Sculati Wealth Management, LLCInvestment ActivitySculati Wealth Management, LLC has $266.18 million in total holdings as of June 30, 2025.Sculati Wealth Management, LLC owns shares of 124 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 19.55% of the portfolio was purchased this quarter.About 18.91% of the portfolio was sold this quarter.This quarter, Sculati Wealth Management, LLC has purchased 110 new stocks and bought additional shares in 23 stocks.Sculati Wealth Management, LLC sold shares of 67 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $23,950,890Apple $11,348,584iShares Russell Top 200 Growth ETF $10,178,891Microsoft $9,331,412Amazon.com $8,040,205 Largest New Holdings this Quarter 46432F339 - iShares MSCI USA Quality Factor ETF $6,027,575 Holding09290C103 - iShares U.S. Equity Factor Rotation Active ETF $4,737,366 Holding46432F842 - iShares Core MSCI EAFE ETF $3,962,295 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $2,807,600 Holding921935409 - Vanguard U.S. Minimum Volatility ETF $2,739,377 Holding Largest Purchases this Quarter iShares Russell Top 200 Growth ETF 38,643 shares (about $9.53M)Fidelity High Dividend ETF 129,126 shares (about $6.72M)iShares MSCI USA Quality Factor ETF 32,970 shares (about $6.03M)iShares U.S. Equity Factor Rotation Active ETF 86,988 shares (about $4.74M)iShares Core MSCI EAFE ETF 47,464 shares (about $3.96M) Largest Sales this Quarter Vanguard Large-Cap ETF 49,688 shares (about $14.18M)Invesco S&P SmallCap Low Volatility ETF 133,731 shares (about $6.09M)Invesco S&P MidCap Low Volatility ETF 96,290 shares (about $5.94M)WisdomTree International Hedged Quality Dividend Growth Fund 117,880 shares (about $5.31M)Schwab Fundamental Emerging Markets Equity ETF 138,824 shares (about $4.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSculati Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$23,950,890$145,245 ▲0.6%49,3059.0%FinanceAAPLApple$11,348,584$95,815 ▼-0.8%55,3134.3%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$10,178,891$9,525,886 ▲1,458.8%41,2923.8%ETFMSFTMicrosoft$9,331,412$146,239 ▼-1.5%18,7603.5%Computer and TechnologyAMZNAmazon.com$8,040,205$69,108 ▼-0.9%36,6483.0%Retail/WholesaleVVVanguard Large-Cap ETF$7,684,698$14,176,249 ▼-64.8%26,9352.9%ETFFDVVFidelity High Dividend ETF$7,074,824$6,717,134 ▲1,877.9%136,0022.7%ETFQUALiShares MSCI USA Quality Factor ETF$6,027,575$6,027,575 ▲New Holding32,9702.3%ETFMETAMeta Platforms$5,957,862$162,380 ▼-2.7%8,0722.2%Computer and TechnologyORCLOracle$5,618,572$224,752 ▼-3.8%25,6992.1%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$5,506,371$5,310,494 ▼-49.1%122,2282.1%FinanceJPMJPMorgan Chase & Co.$5,407,111$125,531 ▼-2.3%18,6512.0%FinanceGSThe Goldman Sachs Group$5,369,699$157,828 ▼-2.9%7,5872.0%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$4,737,366$4,737,366 ▲New Holding86,9881.8%ETFMSMorgan Stanley$4,390,888$79,445 ▼-1.8%31,1721.6%FinanceGOOGAlphabet$4,170,262$10,643 ▼-0.3%23,5091.6%Computer and TechnologyDFIVDimensional International Value ETF$4,164,447$3,776,493 ▲973.4%97,2321.6%ETFIEFAiShares Core MSCI EAFE ETF$3,962,295$3,962,295 ▲New Holding47,4641.5%ETFBXBlackstone$3,905,782$130,736 ▼-3.2%26,1111.5%FinanceFNDESchwab Fundamental Emerging Markets Equity ETF$3,720,326$4,582,580 ▼-55.2%112,7031.4%ETFSCHWCharles Schwab$3,707,977$38,413 ▼-1.0%40,6391.4%FinanceNOWServiceNow$3,634,263$83,274 ▼-2.2%3,5351.4%Computer and TechnologyCOSTCostco Wholesale$3,337,088$124,732 ▼-3.6%3,3711.3%Retail/WholesaleTPCTutor Perini$3,058,851$1,403,681 ▼-31.5%65,3881.1%ConstructionLOWLowe's Companies$2,996,798$3,550 ▼-0.1%13,5071.1%Retail/WholesaleVVisa$2,944,785$61,779 ▼-2.1%8,2941.1%Business ServicesXSLVInvesco S&P SmallCap Low Volatility ETF$2,941,232$6,091,495 ▼-67.4%64,5711.1%ETFUNMUnum Group$2,926,581$126,712 ▼-4.2%36,2381.1%FinanceXMLVInvesco S&P MidCap Low Volatility ETF$2,841,044$5,938,268 ▼-67.6%46,0681.1%ETFDFAEDimensional Emerging Core Equity Market ETF$2,807,600$2,807,600 ▲New Holding96,9811.1%ETFVFMVVanguard U.S. Minimum Volatility ETF$2,739,377$2,739,377 ▲New Holding21,3631.0%ETFAMLPAlerian MLP ETF$2,733,551$98,210 ▼-3.5%55,9461.0%ETFCRMSalesforce$2,733,172$29,996 ▼-1.1%10,0231.0%Computer and TechnologyIVViShares Core S&P 500 ETF$2,725,751$2,725,751 ▲New Holding4,3901.0%ETFCVXChevron$2,679,587$50,691 ▼-1.9%18,7131.0%EnergyRACEFerrari$2,660,302$83,426 ▼-3.0%5,4211.0%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$2,479,432$59,931 ▲2.5%4,0130.9%FinanceAVUVAvantis U.S. Small Cap Value ETF$2,391,922$2,100,311 ▲720.2%26,2560.9%ETFARCCAres Capital$2,359,736$87,599 ▼-3.6%107,4560.9%FinanceJNJJohnson & Johnson$2,311,416$56,823 ▼-2.4%15,1320.9%MedicalDISWalt Disney$2,310,182$94,744 ▼-3.9%18,6290.9%Consumer DiscretionaryBABoeing$2,047,946$59,297 ▼-2.8%9,7740.8%AerospaceGOOGLAlphabet$2,046,030$21,853 ▼-1.1%11,6100.8%Computer and TechnologyOHIOmega Healthcare Investors$2,020,297$62,049 ▼-3.0%55,1240.8%FinanceBINCiShares Flexible Income Active ETF$1,992,861$1,054,105 ▼-34.6%37,7150.7%ETFGDGeneral Dynamics$1,939,561$43,749 ▲2.3%6,6500.7%AerospaceVZVerizon Communications$1,861,389$42,967 ▼-2.3%43,0180.7%Computer and TechnologyNVDANVIDIA$1,853,697$187,376 ▲11.2%11,7330.7%Computer and TechnologyUPSUnited Parcel Service$1,787,107$4,139 ▼-0.2%17,7040.7%TransportationDALDelta Air Lines$1,698,284$34,180 ▲2.1%34,5320.6%TransportationLLYEli Lilly and Company$1,661,178$233,859 ▲16.4%2,1310.6%MedicalADBEAdobe$1,636,889$6,190 ▼-0.4%4,2310.6%Computer and TechnologyMDTMedtronic$1,574,639$67,644 ▲4.5%18,0640.6%MedicalDTEDTE Energy$1,556,273$31,128 ▼-2.0%11,7490.6%UtilitiesSCHGSchwab U.S. Large-Cap Growth ETF$1,454,687$489,151 ▼-25.2%49,8010.5%ETFLULUlululemon athletica$1,426,193$133,995 ▼-8.6%6,0030.5%Consumer DiscretionaryVRTXVertex Pharmaceuticals$1,415,291$107,738 ▲8.2%3,1790.5%MedicalXMMOInvesco S&P MidCap Momentum ETF$1,358,976$1,828,861 ▼-57.4%10,5650.5%ETFCMCSAComcast$1,342,955$45,005 ▲3.5%37,6280.5%Consumer DiscretionaryETNEaton$1,340,140$274,168 ▲25.7%3,7540.5%IndustrialsXSMOInvesco S&P SmallCap Momentum ETF$1,335,913$1,959,112 ▼-59.5%19,6400.5%ETFSOSouthern$1,282,406$51,884 ▼-3.9%13,9650.5%UtilitiesPHParker-Hannifin$1,220,227$254,942 ▲26.4%1,7470.5%IndustrialsNKENIKE$1,203,489$34,383 ▲2.9%16,9410.5%Consumer DiscretionaryMELIMercadoLibre$1,176,1340.0%4500.4%Retail/WholesaleSCHISchwab 5-10 Year Corporate Bond ETF$1,143,872$763,780 ▼-40.0%50,2580.4%ETFRWTRedwood Trust$1,089,748$18,646 ▼-1.7%184,3900.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$1,079,336$256,377 ▼-19.2%38,4790.4%ETFDUKDuke Energy$1,029,078$136,408 ▲15.3%8,7210.4%UtilitiesWMWaste Management$1,021,224$611,407 ▲149.2%4,4630.4%Business ServicesGEGE Aerospace$985,855$42,472 ▼-4.1%3,8300.4%AerospaceSCHASchwab US Small-Cap ETF$947,662$115,773 ▼-10.9%37,4570.4%ETFDVYiShares Select Dividend ETF$929,404$228,433 ▼-19.7%6,9980.3%ETFEGEverest Group$922,693$285,474 ▲44.8%2,7150.3%FinanceDOMINOS PIZZA INC$813,333$303,704 ▲59.6%1,8050.3%COMSYKStryker$722,025$722,025 ▲New Holding1,8250.3%MedicalSCHWAB STRATEGIC TR$716,378$337,269 ▼-32.0%28,4390.3%ULTRA SHORT INCMAMGNAmgen$675,409$675,409 ▲New Holding2,4190.3%MedicalSCHVSchwab U.S. Large-Cap Value ETF$654,562$141,781 ▼-17.8%23,6560.2%ETFNOCNorthrop Grumman$637,4750.0%1,2750.2%AerospaceMRKMerck & Co., Inc.$630,747$417,015 ▼-39.8%7,9680.2%MedicalIUSBiShares Core Total USD Bond Market ETF$620,453$620,453 ▲New Holding13,4210.2%ManufacturingBKNGBooking$578,9240.0%1000.2%Retail/WholesaleDTMDT Midstream$577,4670.0%5,2540.2%EnergyTFCTruist Financial$501,2200.0%11,6590.2%FinanceIBBiShares Biotechnology ETF$490,100$186,602 ▼-27.6%3,8740.2%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$487,655$363,368 ▼-42.7%23,5810.2%ETFQQQInvesco QQQ$467,791$70,610 ▲17.8%8480.2%FinanceNFLXNetflix$452,6260.0%3380.2%Consumer DiscretionaryIRMIron Mountain$443,1020.0%4,3200.2%Business ServicesSCHZSchwab U.S. Aggregate Bond ETF$432,334$432,334 ▲New Holding18,6030.2%ETFMBBiShares MBS ETF$417,341$417,341 ▲New Holding4,4450.2%ETFREGNRegeneron Pharmaceuticals$395,850$374,850 ▼-48.6%7540.1%MedicalCHDNChurchill Downs$394,203$14,746 ▼-3.6%3,9030.1%Consumer DiscretionaryXOMExxon Mobil$386,3550.0%3,5840.1%EnergySPGIS&P Global$373,8490.0%7090.1%FinancePFEPfizer$365,782$145,174 ▼-28.4%15,0900.1%MedicalTAT&T$341,211$32,414 ▼-8.7%11,7900.1%Computer and TechnologySBUXStarbucks$340,864$71,655 ▼-17.4%3,7200.1%Retail/WholesaleWMTWalmart$325,607$51,334 ▼-13.6%3,3300.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
