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%	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%	Consumer Discretionary
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%	Communication Services
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%	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%	Communication Services
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%	Healthcare
GOOGL Alphabet	$3,833,889	$10,750 â–²	0.3%	11,056	1.3%	Communication Services
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%	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%	ETF
COST Costco Wholesale	$3,038,069	$9,409 â–¼	-0.3%	3,229	1.0%	Consumer Staples
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%	ETF
DAL Delta Air Lines	$2,937,870		0.0%	34,904	1.0%	Industrials
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%	ETF
LLY Eli Lilly and Company	$2,796,849	$7,075 â–²	0.3%	2,372	0.9%	Healthcare
V Visa	$2,796,051	$20,796 â–¼	-0.7%	7,798	0.9%	Finance
LOW Lowe's Companies	$2,782,997		0.0%	13,333	0.9%	Consumer Discretionary
OHI Omega Healthcare Investors	$2,576,629	$86,813 â–¼	-3.3%	51,317	0.9%	Real Estate
GD General Dynamics	$2,421,599		0.0%	6,570	0.8%	Industrials
NVDA NVIDIA	$2,366,996	$32,652 â–²	1.4%	11,671	0.8%	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%	Industrials
NOW ServiceNow	$1,964,967	$104,582 â–²	5.6%	19,033	0.7%	Technology
VZ Verizon Communications	$1,881,867	$18,613 â–¼	-1.0%	43,172	0.6%	Communication Services
UPS United Parcel Service	$1,864,878	$18,246 â–²	1.0%	15,842	0.6%	Industrials
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%	Technology
RACE Ferrari	$1,682,923	$14,696 â–²	0.9%	4,466	0.6%	Consumer Discretionary
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%	Communication Services
VRTX Vertex Pharmaceuticals	$1,527,855	$65,077 â–¼	-4.1%	3,146	0.5%	Healthcare
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%	Healthcare
WM Waste Management	$1,380,819		0.0%	5,770	0.5%	Industrials
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%	Healthcare
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%	Communication Services
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%	Industrials
SYK Stryker	$895,956	$61,095 â–²	7.3%	2,801	0.3%	Healthcare
ADBE Adobe	$895,619	$15,659 â–¼	-1.7%	3,775	0.3%	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%	Consumer Discretionary
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%	Industrials
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%	Industrials
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%	Technology
QQQ Invesco QQQ	$550,701		0.0%	792	0.2%	ETF
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%	Healthcare
INTC Intel	$478,241	$310,591 â–¼	-39.4%	5,032	0.2%	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%	Consumer Discretionary
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%	Consumer Discretionary
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%	ETF
IBB iShares Biotechnology ETF	$359,595		0.0%	1,895	0.1%	ETF
GDX VanEck Gold Miners ETF	$356,600		0.0%	5,000	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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