Sculati Wealth Management, LLC Top Holdings and 13F Report (2026) About Sculati Wealth Management, LLCInvestment ActivitySculati Wealth Management, LLC has $270.91 million in total holdings as of March 31, 2026.Sculati Wealth Management, LLC owns shares of 116 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 2.00% of the portfolio was purchased this quarter.About 2.04% 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 51 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $23,569,452iShares Russell Top 200 Growth ETF $14,554,900Apple $12,549,606Fidelity High Dividend ETF $10,226,029iShares MSCI USA Quality Factor ETF $8,910,917 Largest New Holdings this Quarter 464286343 - iShares MSCI Global Energy Producers ETF $214,561 Holding02209S103 - Altria Group $212,818 Holding Largest Purchases this Quarter iShares Russell Top 200 Growth ETF 3,324 shares (about $827.14K)iShares Core Total USD Bond Market ETF 17,078 shares (about $788.83K)Schwab U.S. Aggregate Bond ETF 21,016 shares (about $487.99K)Fidelity High Dividend ETF 5,586 shares (about $308.57K)iShares MSCI USA Quality Factor ETF 1,596 shares (about $306.13K) Largest Sales this Quarter Tutor Perini 13,658 shares (about $1.05M)Alphabet 978 shares (about $280.55K)Apple 976 shares (about $247.70K)WisdomTree International Hedged Quality Dividend Growth Fund 5,108 shares (about $245.95K)GE Aerospace 863 shares (about $244.92K) 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$23,569,452$39,294 ▼-0.2%49,1858.7%FinanceIWYiShares Russell Top 200 Growth ETF$14,554,900$827,144 ▲6.0%58,4915.4%ETFAAPLApple$12,549,606$247,698 ▼-1.9%49,4494.6%Computer and TechnologyFDVVFidelity High Dividend ETF$10,226,029$308,571 ▲3.1%185,1203.8%ETFQUALiShares MSCI USA Quality Factor ETF$8,910,917$306,129 ▲3.6%46,4573.3%ETFDFIVDimensional International Value ETF$7,519,408$65,289 ▲0.9%142,4672.8%ETFAMZNAmazon.com$7,472,9360.0%35,8812.8%Retail/WholesaleMSFTMicrosoft$6,790,769$26,282 ▼-0.4%18,3452.5%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$6,723,106$77,845 ▲1.2%115,5572.5%ETFIEFAiShares Core MSCI EAFE ETF$6,707,006$158,971 ▲2.4%74,0862.5%ETFGOOGAlphabet$6,344,196$280,549 ▼-4.2%22,1162.3%Computer and TechnologyGSThe Goldman Sachs Group$5,983,687$171,736 ▼-2.8%7,0732.2%FinanceJPMJPMorgan Chase & Co.$5,091,321$215,619 ▼-4.1%17,3081.9%FinanceMSMorgan Stanley$5,068,262$57,435 ▼-1.1%30,7971.9%FinanceMETAMeta Platforms$4,503,807$26,890 ▼-0.6%7,8721.7%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$4,487,263$78,691 ▲1.8%132,5241.7%ETFVFMVVanguard U.S. Minimum Volatility ETF$4,446,152$72,211 ▲1.7%33,3721.6%ETFJNJJohnson & Johnson$3,837,713$29,577 ▼-0.8%15,7001.4%MedicalIVViShares Core S&P 500 ETF$3,779,473$50,950 ▲1.4%5,7861.4%ETFORCLOracle$3,774,6950.0%25,6591.4%Computer and TechnologyCVXChevron$3,770,443$27,931 ▼-0.7%18,2241.4%EnergySCHWCharles Schwab$3,661,444$91,160 ▼-2.4%38,9601.4%FinanceAVUVAvantis U.S. Small Cap Value ETF$3,595,357$13,588 ▼-0.4%32,5461.3%ETFCOSTCostco Wholesale$3,227,437$38,861 ▼-1.2%3,2391.2%Retail/WholesaleGOOGLAlphabet$3,170,349$142,055 ▼-4.3%11,0251.2%Computer and TechnologyLOWLowe's Companies$3,150,321$1,890 ▲0.1%13,3331.2%Retail/WholesaleIHDGWisdomTree International Hedged Quality Dividend Growth Fund$2,921,116$245,950 ▼-7.8%60,6671.1%FinanceIUSBiShares Core Total USD Bond Market ETF$2,896,713$788,833 ▲37.4%62,7131.1%ManufacturingAMLPAlerian MLP ETF$2,836,486$37,953 ▼-1.3%53,8851.0%ETFVVVanguard Large-Cap ETF$2,824,880$60,663 ▼-2.1%9,4531.0%ETFBXBlackstone$2,740,977$80,952 ▼-2.9%23,8371.0%FinanceUNMUnum Group$2,621,850$13,511 ▼-0.5%35,9011.0%FinanceSPYSPDR S&P 500 ETF Trust$2,579,2480.0%3,9661.0%FinanceVVisa$2,374,397$55,914 ▼-2.3%7,8560.9%Business ServicesOHIOmega Healthcare Investors$2,324,478$57,623 ▼-2.4%53,0460.9%FinanceDALDelta Air Lines$2,320,418$11,833 ▼-0.5%34,9040.9%TransportationGDGeneral Dynamics$2,254,982$17,848 ▼-0.8%6,5700.8%AerospaceVZVerizon Communications$2,188,670$40,411 ▲1.9%43,5990.8%Computer and TechnologyLLYEli Lilly and Company$2,176,176$36,791 ▲1.7%2,3660.8%MedicalFNDESchwab Fundamental Emerging Markets Equity ETF$2,039,832$208,440 ▼-9.3%53,3150.8%ETFNVDANVIDIA$2,007,344$6,453 ▲0.3%11,5100.7%Computer and TechnologyCRMSalesforce$1,896,941$72,988 ▲4.0%10,1620.7%Computer and TechnologyNOWServiceNow$1,883,991$46,107 ▲2.5%18,0200.7%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$1,861,106$487,991 ▲35.5%80,1510.7%ETFBABoeing$1,854,163$58,515 ▼-3.1%9,3160.7%AerospaceARCCAres Capital$1,759,745$140,935 ▼-7.4%97,6550.6%FinanceBINCiShares Flexible Income Active ETF$1,739,655$176,354 ▲11.3%33,5000.6%ETFPHParker-Hannifin$1,738,556$19,695 ▲1.1%1,9420.6%IndustrialsDTEDTE Energy$1,658,8660.0%11,3450.6%UtilitiesDISWalt Disney$1,619,762$130,980 ▼-7.5%16,8060.6%Consumer DiscretionaryETNEaton$1,591,989$98,359 ▲6.6%4,4510.6%IndustrialsUPSUnited Parcel Service$1,543,252$75,259 ▼-4.6%15,6870.6%TransportationMDTMedtronic$1,500,865$29,634 ▲2.0%17,3210.6%MedicalRACEFerrari$1,498,318$226,761 ▼-13.1%4,4270.6%Auto/Tires/TrucksVRTXVertex Pharmaceuticals$1,464,651$35,723 ▼-2.4%3,2800.5%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$1,433,779$9,118 ▼-0.6%49,2200.5%ETFSOSouthern$1,342,1110.0%13,9050.5%UtilitiesWMWaste Management$1,325,888$93,295 ▲7.6%5,7700.5%Business ServicesDUKDuke Energy$1,244,061$53,162 ▲4.5%9,5010.5%UtilitiesTPCTutor Perini$1,240,752$1,054,261 ▼-45.9%16,0740.5%ConstructionAMGNAmgen$1,238,864$86,555 ▲7.5%3,5210.5%MedicalSCHISchwab 5-10 Year Corporate Bond ETF$1,176,797$109,522 ▲10.3%51,8870.4%ETFSCHMSchwab U.S. Mid-Cap ETF$1,160,6280.0%37,4880.4%ETFSCHASchwab US Small-Cap ETF$1,053,917$436 ▼0.0%36,2420.4%ETFCMCSAComcast$1,048,699$67,584 ▲6.9%36,5270.4%Consumer DiscretionaryEGEverest Group$1,004,410$27,455 ▲2.8%3,0730.4%FinanceMBBiShares MBS ETF$984,442$196,547 ▲24.9%10,3680.4%ETFADBEAdobe$933,670$37,434 ▲4.2%3,8410.3%Computer and TechnologyDOMINOS PIZZA INC$886,211$132,393 ▲17.6%2,4700.3%COMNOCNorthrop Grumman$869,8560.0%1,2750.3%AerospaceSYKStryker$857,620$72,290 ▲9.2%2,6100.3%MedicalMTNVail Resorts$852,686$217,117 ▲34.2%6,6450.3%Consumer DiscretionaryXSLVInvesco S&P SmallCap Low Volatility ETF$850,251$25,155 ▼-2.9%18,0160.3%ETFMELIMercadoLibre$778,0590.0%4500.3%Retail/WholesaleNKENIKE$770,063$21,286 ▲2.8%14,5790.3%Consumer DiscretionaryDVYiShares Select Dividend ETF$756,8990.0%4,9990.3%ETFGEGE Aerospace$753,478$244,916 ▼-24.5%2,6550.3%AerospaceSCHVSchwab U.S. Large-Cap Value ETF$704,0620.0%23,0840.3%ETFDTMDT Midstream$675,235$22,355 ▼-3.2%5,0140.2%EnergyXMLVInvesco S&P MidCap Low Volatility ETF$647,174$76,442 ▼-10.6%10,2780.2%ETFXOMExxonMobil$608,0610.0%3,5840.2%EnergyLULUlululemon athletica$570,757$83,746 ▼-12.8%3,7280.2%Consumer DiscretionaryXSMOInvesco S&P SmallCap Momentum ETF$568,668$32,914 ▼-5.5%7,4810.2%ETFTFCTruist Financial$535,9640.0%11,6590.2%FinanceGDXVanEck Gold Miners ETF$458,8500.0%5,0000.2%ETFQQQInvesco QQQ$457,1270.0%7920.2%FinanceMRKMerck & Co., Inc.$455,057$22,855 ▼-4.8%3,7830.2%MedicalBKNGBooking$421,0320.0%1000.2%Retail/WholesaleWALMART INC$417,581$3,728 ▲0.9%3,3600.2%COMEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$413,856$65,657 ▲18.9%4,4060.2%ETFGOVTiShares U.S. Treasury Bond ETF$401,246$67,470 ▲20.2%17,5140.1%ETFRWTRedwood Trust$400,694$218,689 ▼-35.3%71,4250.1%FinanceXMMOInvesco S&P MidCap Momentum ETF$396,485$81,356 ▼-17.0%2,7340.1%ETFIRMIron Mountain$387,6210.0%3,7950.1%Business ServicesAMATApplied Materials$375,9690.0%1,1000.1%Computer and TechnologyINTCIntel$366,279$14,342 ▼-3.8%8,3000.1%Computer and TechnologyMPCMarathon Petroleum$354,0610.0%1,4500.1%EnergySCHWAB STRATEGIC TR$350,053$12,877 ▼-3.5%13,8910.1%ULTRA SHORT INCMCHDNChurchill Downs$337,1320.0%3,7530.1%Consumer DiscretionarySBUXStarbucks$333,2750.0%3,7200.1%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. 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