Sculati Wealth Management, LLC Top Holdings and 13F Report (2026)

About Sculati Wealth Management, LLC

Investment Activity

Sculati Wealth Management, LLC has $299.85 million in total holdings as of June 30, 2026.
Sculati Wealth Management, LLC owns shares of 123 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 2.72% of the portfolio was purchased this quarter.
About 1.89% of the portfolio was sold this quarter.
This quarter, Sculati Wealth Management, LLC has purchased 116 new stocks and bought additional shares in 36 stocks.
Sculati Wealth Management, LLC sold shares of 44 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $23,933,335
iShares Russell Top 200 Growth ETF: $17,036,669
Apple: $16,386,297
Fidelity High Dividend ETF: $11,575,435
iShares MSCI USA Quality Factor ETF: $10,451,224

Largest New Holdings this Quarter

922908629 - Vanguard Mid-Cap ETF: $717,025 Holding
14040H105 - Capital One Financial: $388,392 Holding
33734X846 - First Trust Nasdaq Cybersecurity ETF: $369,440 Holding
78464A631 - SPDR S&P Aerospace & Defense ETF: $348,294 Holding
46436E569 - iShares ESG Select Screened S&P 500 ETF: $302,964 Holding

Largest Purchases this Quarter

iShares U.S. Equity Factor Rotation Active ETF: 18,071 shares (about $1.21M)
Vanguard Mid-Cap ETF: 8,936 shares (about $717.03K)
iShares Russell Top 200 Growth ETF: 2,474 shares (about $691.36K)
Booking: 2,400 shares (about $436.03K)
Capital One Financial: 1,867 shares (about $388.39K)

Largest Sales this Quarter

Ares Capital: 50,947 shares (about $976.65K)
DOMINOS PIZZA INC: 1,804 shares (about $581.21K)
Tutor Perini: 6,785 shares (about $533.44K)
Intel: 3,268 shares (about $310.59K)
JPMorgan Chase & Co.: 749 shares (about $255.48K)

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	$23,933,335	$212,073 â–¼	-0.9%	48,753	8.0%	Finance
IWY iShares Russell Top 200 Growth ETF	$17,036,669	$691,359 â–²	4.2%	60,965	5.7%	ETF
AAPL Apple	$16,386,297	$116,809 â–¼	-0.7%	49,099	5.5%	Computer and Technology
FDVV Fidelity High Dividend ETF	$11,575,435	$68,376 â–²	0.6%	186,220	3.9%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$10,451,224	$329,637 â–²	3.3%	47,970	3.5%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$8,951,740	$1,210,576 â–²	15.6%	133,628	3.0%	ETF
AMZN Amazon.com	$8,888,907	$18,048 â–²	0.2%	35,954	3.0%	Retail/Wholesale
DFIV Dimensional International Value ETF	$8,079,903	$140,217 â–²	1.8%	144,983	2.7%	ETF
GOOG Alphabet	$7,894,526	$239,857 â–²	3.1%	22,809	2.6%	Computer and Technology
GS The Goldman Sachs Group	$7,428,844	$105,457 â–¼	-1.4%	6,974	2.5%	Finance
IEFA iShares Core MSCI EAFE ETF	$7,296,328	$165,550 â–²	2.3%	75,806	2.4%	ETF
MSFT Microsoft	$7,163,980	$60,648 â–¼	-0.8%	18,191	2.4%	Computer and Technology
MS Morgan Stanley	$6,519,953	$116,801 â–¼	-1.8%	30,255	2.2%	Finance
JPM JPMorgan Chase & Co.	$5,648,275	$255,484 â–¼	-4.3%	16,559	1.9%	Finance
META Meta Platforms	$5,085,391		0.0%	7,872	1.7%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$4,962,848	$10,426 â–²	0.2%	132,803	1.7%	ETF
VFMV Vanguard U.S. Minimum Volatility ETF	$4,894,144	$142,526 â–²	3.0%	34,373	1.6%	ETF
IVV iShares Core S&P 500 ETF	$4,415,355	$94,833 â–²	2.2%	5,913	1.5%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$4,143,820	$64,179 â–²	1.6%	33,058	1.4%	ETF
SCHW Charles Schwab	$3,952,494	$4,266 â–¼	-0.1%	38,918	1.3%	Finance
JNJ Johnson & Johnson	$3,951,983	$20,749 â–¼	-0.5%	15,618	1.3%	Medical
GOOGL Alphabet	$3,833,889	$10,750 â–²	0.3%	11,056	1.3%	Computer and Technology
CVX Chevron	$3,415,844	$1,124 â–²	0.0%	18,230	1.1%	Energy
ORCL Oracle	$3,244,439	$885 â–²	0.0%	25,666	1.1%	Computer and Technology
UNM Unum Group	$3,168,043	$28,941 â–¼	-0.9%	35,576	1.1%	Finance
VV Vanguard Large-Cap ETF	$3,152,885	$79,677 â–¼	-2.5%	9,220	1.1%	ETF
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$3,060,644	$97,073 â–¼	-3.1%	58,802	1.0%	Finance
COST Costco Wholesale	$3,038,069	$9,409 â–¼	-0.3%	3,229	1.0%	Retail/Wholesale
BX Blackstone	$3,013,561	$11,549 â–¼	-0.4%	23,746	1.0%	Finance
IUSB iShares Core Total USD Bond Market ETF	$2,993,201	$121,572 â–²	4.2%	65,368	1.0%	Manufacturing
DAL Delta Air Lines	$2,937,870		0.0%	34,904	1.0%	Transportation
AMLP Alerian MLP ETF	$2,883,020	$28,366 â–¼	-1.0%	53,360	1.0%	ETF
SPY SPDR S&P 500 ETF Trust	$2,799,230	$148,658 â–¼	-5.0%	3,766	0.9%	Finance
LLY Eli Lilly and Company	$2,796,849	$7,075 â–²	0.3%	2,372	0.9%	Medical
V Visa	$2,796,051	$20,796 â–¼	-0.7%	7,798	0.9%	Business Services
LOW Lowe's Companies	$2,782,997		0.0%	13,333	0.9%	Retail/Wholesale
OHI Omega Healthcare Investors	$2,576,629	$86,813 â–¼	-3.3%	51,317	0.9%	Finance
GD General Dynamics	$2,421,599		0.0%	6,570	0.8%	Aerospace
NVDA NVIDIA	$2,366,996	$32,652 â–²	1.4%	11,671	0.8%	Computer and Technology
FNDE Schwab Fundamental Emerging Markets Equity ETF	$2,093,742	$45,255 â–¼	-2.1%	52,187	0.7%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$2,023,580	$183,313 â–²	10.0%	88,135	0.7%	ETF
BA Boeing	$2,005,889	$11,986 â–²	0.6%	9,372	0.7%	Aerospace
NOW ServiceNow	$1,964,967	$104,582 â–²	5.6%	19,033	0.7%	Computer and Technology
VZ Verizon Communications	$1,881,867	$18,613 â–¼	-1.0%	43,172	0.6%	Computer and Technology
UPS United Parcel Service	$1,864,878	$18,246 â–²	1.0%	15,842	0.6%	Transportation
PH Parker-Hannifin	$1,851,134		0.0%	1,942	0.6%	Industrials
ETN Eaton	$1,780,355		0.0%	4,451	0.6%	Industrials
BINC iShares Flexible Income Active ETF	$1,744,239	$2,451 â–¼	-0.1%	33,453	0.6%	ETF
CRM Salesforce	$1,709,578	$25,786 â–¼	-1.5%	10,011	0.6%	Computer and Technology
RACE Ferrari	$1,682,923	$14,696 â–²	0.9%	4,466	0.6%	Auto/Tires/Trucks
SCHG Schwab U.S. Large-Cap Growth ETF	$1,672,872	$9,468 â–¼	-0.6%	48,943	0.6%	ETF
DIS Walt Disney	$1,661,757	$20,315 â–²	1.2%	17,014	0.6%	Consumer Discretionary
VRTX Vertex Pharmaceuticals	$1,527,855	$65,077 â–¼	-4.1%	3,146	0.5%	Medical
DTE DTE Energy	$1,470,489	$210,726 â–¼	-12.5%	9,923	0.5%	Utilities
MDT Medtronic	$1,441,107		0.0%	17,321	0.5%	Medical
WM Waste Management	$1,380,819		0.0%	5,770	0.5%	Business Services
SCHM Schwab U.S. Mid-Cap ETF	$1,301,313	$10,392 â–¼	-0.8%	37,191	0.4%	ETF
AMGN Amgen	$1,289,707		0.0%	3,521	0.4%	Medical
EG Everest Group	$1,282,757	$107,120 â–²	9.1%	3,353	0.4%	Finance
SCHA Schwab US Small-Cap ETF	$1,234,040		0.0%	36,242	0.4%	ETF
SCHI Schwab 5-10 Year Corporate Bond ETF	$1,214,837	$49,974 â–²	4.3%	54,113	0.4%	ETF
DUK Duke Energy	$1,188,595	$875 â–²	0.1%	9,508	0.4%	Utilities
SO Southern	$1,150,938	$174,208 â–¼	-13.1%	12,077	0.4%	Utilities
MBB iShares MBS ETF	$1,090,099	$117,788 â–²	12.1%	11,624	0.4%	ETF
MTN Vail Resorts	$974,693	$7,837 â–¼	-0.8%	6,592	0.3%	Consumer Discretionary
CMCSA Comcast	$966,833	$97,849 â–²	11.3%	40,640	0.3%	Consumer Discretionary
XSLV Invesco S&P SmallCap Low Volatility ETF	$957,646	$12,766 â–¼	-1.3%	17,779	0.3%	ETF
GE GE Aerospace	$926,235		0.0%	2,655	0.3%	Aerospace
SYK Stryker	$895,956	$61,095 â–²	7.3%	2,801	0.3%	Medical
ADBE Adobe	$895,619	$15,659 â–¼	-1.7%	3,775	0.3%	Computer and Technology
ARCC Ares Capital	$895,392	$976,654 â–¼	-52.2%	46,708	0.3%	Finance
MELI MercadoLibre	$816,260		0.0%	450	0.3%	Retail/Wholesale
DVY iShares Select Dividend ETF	$808,988		0.0%	4,999	0.3%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$778,813	$1,657 â–¼	-0.2%	23,035	0.3%	ETF
TPC Tutor Perini	$730,301	$533,437 â–¼	-42.2%	9,289	0.2%	Construction
NKE NIKE	$717,927	$79,950 â–²	12.5%	16,406	0.2%	Consumer Discretionary
VO Vanguard Mid-Cap ETF	$717,025	$717,025 â–²	New Holding	8,936	0.2%	ETF
XMLV Invesco S&P MidCap Low Volatility ETF	$701,038	$5,292 â–¼	-0.7%	10,201	0.2%	ETF
DTM DT Midstream	$685,941	$41,339 â–¼	-5.7%	4,729	0.2%	Energy
NOC Northrop Grumman	$665,002		0.0%	1,275	0.2%	Aerospace
XSMO Invesco S&P SmallCap Momentum ETF	$633,759	$22,728 â–¼	-3.5%	7,222	0.2%	ETF
TFC Truist Financial	$612,098		0.0%	11,659	0.2%	Finance
AMAT Applied Materials	$582,626		0.0%	1,100	0.2%	Computer and Technology
QQQ Invesco QQQ	$550,701		0.0%	792	0.2%	Finance
XOM ExxonMobil	$529,170	$1,032 â–²	0.2%	3,591	0.2%	Energy
SOXX iShares Semiconductor ETF	$512,939		0.0%	983	0.2%	ETF
MRK Merck & Co., Inc.	$482,333		0.0%	3,783	0.2%	Medical
INTC Intel	$478,241	$310,591 â–¼	-39.4%	5,032	0.2%	Computer and Technology
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$471,441	$50,535 â–²	12.0%	4,935	0.2%	ETF
GOVT iShares U.S. Treasury Bond ETF	$457,262	$60,920 â–²	15.4%	20,206	0.2%	ETF
BKNG Booking	$454,200	$436,032 â–²	2,400.0%	2,500	0.2%	Retail/Wholesale
MPC Marathon Petroleum	$453,270		0.0%	1,450	0.2%	Energy
XMMO Invesco S&P MidCap Momentum ETF	$425,687	$3,770 â–¼	-0.9%	2,710	0.1%	ETF
MO Altria Group	$416,244	$176,917 â–²	73.9%	5,609	0.1%	Consumer Staples
SBUX Starbucks	$392,423		0.0%	3,720	0.1%	Retail/Wholesale
COF Capital One Financial	$388,392	$388,392 â–²	New Holding	1,867	0.1%	Finance
WALMART INC	$383,846		0.0%	3,360	0.1%	COM
CIBR First Trust Nasdaq Cybersecurity ETF	$369,440	$369,440 â–²	New Holding	4,000	0.1%	Manufacturing
IBB iShares Biotechnology ETF	$359,595		0.0%	1,895	0.1%	Finance
GDX VanEck Gold Miners ETF	$356,600		0.0%	5,000	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Sculati Wealth Management, LLC Top Holdings and 13F Report (2026)

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

About MarketBeat

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Sculati Wealth Management, LLC Top Holdings and 13F Report (2026)

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