Sculati Wealth Management, LLC Top Holdings and 13F Report (2025)

About Sculati Wealth Management, LLC

Investment Activity

Sculati 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: $23,950,890
Apple: $11,348,584
iShares Russell Top 200 Growth ETF: $10,178,891
Microsoft: $9,331,412
Amazon.com: $8,040,205

Largest New Holdings this Quarter

46432F339 - iShares MSCI USA Quality Factor ETF: $6,027,575 Holding
09290C103 - iShares U.S. Equity Factor Rotation Active ETF: $4,737,366 Holding
46432F842 - iShares Core MSCI EAFE ETF: $3,962,295 Holding
25434V302 - Dimensional Emerging Core Equity Market ETF: $2,807,600 Holding
921935409 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$23,950,890	$145,245 ▲	0.6%	49,305	9.0%	Finance
AAPL Apple	$11,348,584	$95,815 ▼	-0.8%	55,313	4.3%	Computer and Technology
IWY iShares Russell Top 200 Growth ETF	$10,178,891	$9,525,886 ▲	1,458.8%	41,292	3.8%	ETF
MSFT Microsoft	$9,331,412	$146,239 ▼	-1.5%	18,760	3.5%	Computer and Technology
AMZN Amazon.com	$8,040,205	$69,108 ▼	-0.9%	36,648	3.0%	Retail/Wholesale
VV Vanguard Large-Cap ETF	$7,684,698	$14,176,249 ▼	-64.8%	26,935	2.9%	ETF
FDVV Fidelity High Dividend ETF	$7,074,824	$6,717,134 ▲	1,877.9%	136,002	2.7%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$6,027,575	$6,027,575 ▲	New Holding	32,970	2.3%	ETF
META Meta Platforms	$5,957,862	$162,380 ▼	-2.7%	8,072	2.2%	Computer and Technology
ORCL Oracle	$5,618,572	$224,752 ▼	-3.8%	25,699	2.1%	Computer and Technology
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$5,506,371	$5,310,494 ▼	-49.1%	122,228	2.1%	Finance
JPM JPMorgan Chase & Co.	$5,407,111	$125,531 ▼	-2.3%	18,651	2.0%	Finance
GS The Goldman Sachs Group	$5,369,699	$157,828 ▼	-2.9%	7,587	2.0%	Finance
DYNF iShares U.S. Equity Factor Rotation Active ETF	$4,737,366	$4,737,366 ▲	New Holding	86,988	1.8%	ETF
MS Morgan Stanley	$4,390,888	$79,445 ▼	-1.8%	31,172	1.6%	Finance
GOOG Alphabet	$4,170,262	$10,643 ▼	-0.3%	23,509	1.6%	Computer and Technology
DFIV Dimensional International Value ETF	$4,164,447	$3,776,493 ▲	973.4%	97,232	1.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,962,295	$3,962,295 ▲	New Holding	47,464	1.5%	ETF
BX Blackstone	$3,905,782	$130,736 ▼	-3.2%	26,111	1.5%	Finance
FNDE Schwab Fundamental Emerging Markets Equity ETF	$3,720,326	$4,582,580 ▼	-55.2%	112,703	1.4%	ETF
SCHW Charles Schwab	$3,707,977	$38,413 ▼	-1.0%	40,639	1.4%	Finance
NOW ServiceNow	$3,634,263	$83,274 ▼	-2.2%	3,535	1.4%	Computer and Technology
COST Costco Wholesale	$3,337,088	$124,732 ▼	-3.6%	3,371	1.3%	Retail/Wholesale
TPC Tutor Perini	$3,058,851	$1,403,681 ▼	-31.5%	65,388	1.1%	Construction
LOW Lowe's Companies	$2,996,798	$3,550 ▼	-0.1%	13,507	1.1%	Retail/Wholesale
V Visa	$2,944,785	$61,779 ▼	-2.1%	8,294	1.1%	Business Services
XSLV Invesco S&P SmallCap Low Volatility ETF	$2,941,232	$6,091,495 ▼	-67.4%	64,571	1.1%	ETF
UNM Unum Group	$2,926,581	$126,712 ▼	-4.2%	36,238	1.1%	Finance
XMLV Invesco S&P MidCap Low Volatility ETF	$2,841,044	$5,938,268 ▼	-67.6%	46,068	1.1%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$2,807,600	$2,807,600 ▲	New Holding	96,981	1.1%	ETF
VFMV Vanguard U.S. Minimum Volatility ETF	$2,739,377	$2,739,377 ▲	New Holding	21,363	1.0%	ETF
AMLP Alerian MLP ETF	$2,733,551	$98,210 ▼	-3.5%	55,946	1.0%	ETF
CRM Salesforce	$2,733,172	$29,996 ▼	-1.1%	10,023	1.0%	Computer and Technology
IVV iShares Core S&P 500 ETF	$2,725,751	$2,725,751 ▲	New Holding	4,390	1.0%	ETF
CVX Chevron	$2,679,587	$50,691 ▼	-1.9%	18,713	1.0%	Energy
RACE Ferrari	$2,660,302	$83,426 ▼	-3.0%	5,421	1.0%	Auto/Tires/Trucks
SPY SPDR S&P 500 ETF Trust	$2,479,432	$59,931 ▲	2.5%	4,013	0.9%	Finance
AVUV Avantis U.S. Small Cap Value ETF	$2,391,922	$2,100,311 ▲	720.2%	26,256	0.9%	ETF
ARCC Ares Capital	$2,359,736	$87,599 ▼	-3.6%	107,456	0.9%	Finance
JNJ Johnson & Johnson	$2,311,416	$56,823 ▼	-2.4%	15,132	0.9%	Medical
DIS Walt Disney	$2,310,182	$94,744 ▼	-3.9%	18,629	0.9%	Consumer Discretionary
BA Boeing	$2,047,946	$59,297 ▼	-2.8%	9,774	0.8%	Aerospace
GOOGL Alphabet	$2,046,030	$21,853 ▼	-1.1%	11,610	0.8%	Computer and Technology
OHI Omega Healthcare Investors	$2,020,297	$62,049 ▼	-3.0%	55,124	0.8%	Finance
BINC iShares Flexible Income Active ETF	$1,992,861	$1,054,105 ▼	-34.6%	37,715	0.7%	ETF
GD General Dynamics	$1,939,561	$43,749 ▲	2.3%	6,650	0.7%	Aerospace
VZ Verizon Communications	$1,861,389	$42,967 ▼	-2.3%	43,018	0.7%	Computer and Technology
NVDA NVIDIA	$1,853,697	$187,376 ▲	11.2%	11,733	0.7%	Computer and Technology
UPS United Parcel Service	$1,787,107	$4,139 ▼	-0.2%	17,704	0.7%	Transportation
DAL Delta Air Lines	$1,698,284	$34,180 ▲	2.1%	34,532	0.6%	Transportation
LLY Eli Lilly and Company	$1,661,178	$233,859 ▲	16.4%	2,131	0.6%	Medical
ADBE Adobe	$1,636,889	$6,190 ▼	-0.4%	4,231	0.6%	Computer and Technology
MDT Medtronic	$1,574,639	$67,644 ▲	4.5%	18,064	0.6%	Medical
DTE DTE Energy	$1,556,273	$31,128 ▼	-2.0%	11,749	0.6%	Utilities
SCHG Schwab U.S. Large-Cap Growth ETF	$1,454,687	$489,151 ▼	-25.2%	49,801	0.5%	ETF
LULU lululemon athletica	$1,426,193	$133,995 ▼	-8.6%	6,003	0.5%	Consumer Discretionary
VRTX Vertex Pharmaceuticals	$1,415,291	$107,738 ▲	8.2%	3,179	0.5%	Medical
XMMO Invesco S&P MidCap Momentum ETF	$1,358,976	$1,828,861 ▼	-57.4%	10,565	0.5%	ETF
CMCSA Comcast	$1,342,955	$45,005 ▲	3.5%	37,628	0.5%	Consumer Discretionary
ETN Eaton	$1,340,140	$274,168 ▲	25.7%	3,754	0.5%	Industrials
XSMO Invesco S&P SmallCap Momentum ETF	$1,335,913	$1,959,112 ▼	-59.5%	19,640	0.5%	ETF
SO Southern	$1,282,406	$51,884 ▼	-3.9%	13,965	0.5%	Utilities
PH Parker-Hannifin	$1,220,227	$254,942 ▲	26.4%	1,747	0.5%	Industrials
NKE NIKE	$1,203,489	$34,383 ▲	2.9%	16,941	0.5%	Consumer Discretionary
MELI MercadoLibre	$1,176,134		0.0%	450	0.4%	Retail/Wholesale
SCHI Schwab 5-10 Year Corporate Bond ETF	$1,143,872	$763,780 ▼	-40.0%	50,258	0.4%	ETF
RWT Redwood Trust	$1,089,748	$18,646 ▼	-1.7%	184,390	0.4%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$1,079,336	$256,377 ▼	-19.2%	38,479	0.4%	ETF
DUK Duke Energy	$1,029,078	$136,408 ▲	15.3%	8,721	0.4%	Utilities
WM Waste Management	$1,021,224	$611,407 ▲	149.2%	4,463	0.4%	Business Services
GE GE Aerospace	$985,855	$42,472 ▼	-4.1%	3,830	0.4%	Aerospace
SCHA Schwab US Small-Cap ETF	$947,662	$115,773 ▼	-10.9%	37,457	0.4%	ETF
DVY iShares Select Dividend ETF	$929,404	$228,433 ▼	-19.7%	6,998	0.3%	ETF
EG Everest Group	$922,693	$285,474 ▲	44.8%	2,715	0.3%	Finance
DOMINOS PIZZA INC	$813,333	$303,704 ▲	59.6%	1,805	0.3%	COM
SYK Stryker	$722,025	$722,025 ▲	New Holding	1,825	0.3%	Medical
SCHWAB STRATEGIC TR	$716,378	$337,269 ▼	-32.0%	28,439	0.3%	ULTRA SHORT INCM
AMGN Amgen	$675,409	$675,409 ▲	New Holding	2,419	0.3%	Medical
SCHV Schwab U.S. Large-Cap Value ETF	$654,562	$141,781 ▼	-17.8%	23,656	0.2%	ETF
NOC Northrop Grumman	$637,475		0.0%	1,275	0.2%	Aerospace
MRK Merck & Co., Inc.	$630,747	$417,015 ▼	-39.8%	7,968	0.2%	Medical
IUSB iShares Core Total USD Bond Market ETF	$620,453	$620,453 ▲	New Holding	13,421	0.2%	Manufacturing
BKNG Booking	$578,924		0.0%	100	0.2%	Retail/Wholesale
DTM DT Midstream	$577,467		0.0%	5,254	0.2%	Energy
TFC Truist Financial	$501,220		0.0%	11,659	0.2%	Finance
IBB iShares Biotechnology ETF	$490,100	$186,602 ▼	-27.6%	3,874	0.2%	Finance
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$487,655	$363,368 ▼	-42.7%	23,581	0.2%	ETF
QQQ Invesco QQQ	$467,791	$70,610 ▲	17.8%	848	0.2%	Finance
NFLX Netflix	$452,626		0.0%	338	0.2%	Consumer Discretionary
IRM Iron Mountain	$443,102		0.0%	4,320	0.2%	Business Services
SCHZ Schwab U.S. Aggregate Bond ETF	$432,334	$432,334 ▲	New Holding	18,603	0.2%	ETF
MBB iShares MBS ETF	$417,341	$417,341 ▲	New Holding	4,445	0.2%	ETF
REGN Regeneron Pharmaceuticals	$395,850	$374,850 ▼	-48.6%	754	0.1%	Medical
CHDN Churchill Downs	$394,203	$14,746 ▼	-3.6%	3,903	0.1%	Consumer Discretionary
XOM Exxon Mobil	$386,355		0.0%	3,584	0.1%	Energy
SPGI S&P Global	$373,849		0.0%	709	0.1%	Finance
PFE Pfizer	$365,782	$145,174 ▼	-28.4%	15,090	0.1%	Medical
T AT&T	$341,211	$32,414 ▼	-8.7%	11,790	0.1%	Computer and Technology
SBUX Starbucks	$340,864	$71,655 ▼	-17.4%	3,720	0.1%	Retail/Wholesale
WMT Walmart	$325,607	$51,334 ▼	-13.6%	3,330	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Sculati Wealth Management, LLC Top Holdings and 13F Report (2025)

About Sculati Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Sculati Wealth Management, LLC Top Holdings and 13F Report (2025)

About Sculati Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSculati Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools