Sculati Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$270.9M
Q ending 2026-03-31
Prior quarter
$283.7M
Q ending 2025-12-31
Change
-4.5% QoQ · +9.5% YoY
Positions
116
reported holdings
Largest positions
Top 100 of 116 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/B | Shares | $23.6M | 49K |
| Ishares Tr | IWY | Shares | $14.6M | 58K |
| Apple Inc | AAPL | Shares | $12.5M | 49K |
| Fidelity Covington Trust | FDVV | Shares | $10.2M | 185K |
| Ishares Tr | QUAL | Shares | $8.9M | 46K |
| Dimensional Etf Trust | DFIV | Shares | $7.5M | 142K |
| Amazon Com Inc | AMZN | Shares | $7.5M | 36K |
| Microsoft Corp | MSFT | Shares | $6.8M | 18K |
| Blackrock Etf Trust | DYNF | Shares | $6.7M | 116K |
| Ishares Tr | IEFA | Shares | $6.7M | 74K |
| Alphabet Inc | GOOG | Shares | $6.3M | 22K |
| Goldman Sachs Group Inc | GS | Shares | $6.0M | 7K |
| Jpmorgan Chase & Co | JPM | Shares | $5.1M | 17K |
| Morgan Stanley | MS | Shares | $5.1M | 31K |
| Meta Platforms Inc | META | Shares | $4.5M | 8K |
| Dimensional Etf Trust | DFAE | Shares | $4.5M | 133K |
| Vanguard Wellington Fd | VFMV | Shares | $4.4M | 33K |
| Johnson & Johnson | JNJ | Shares | $3.8M | 16K |
| Ishares Tr | IVV | Shares | $3.8M | 6K |
| Oracle Corp | ORCL | Shares | $3.8M | 26K |
| Chevron Corporation | CVX | Shares | $3.8M | 18K |
| Schwab Charles Corp | SCHW | Shares | $3.7M | 39K |
| American Centy Etf Tr | AVUV | Shares | $3.6M | 33K |
| Costco Wholesale Corporation | COST | Shares | $3.2M | 3K |
| Alphabet Inc | GOOGL | Shares | $3.2M | 11K |
| Lowes Cos Inc | LOW | Shares | $3.2M | 13K |
| Wisdomtree Tr | IHDG | Shares | $2.9M | 61K |
| Ishares Tr | IUSB | Shares | $2.9M | 63K |
| Alps Etf Tr | AMLP | Shares | $2.8M | 54K |
| Vanguard Index Fds | VV | Shares | $2.8M | 9K |
| Blackstone Inc | BX | Shares | $2.7M | 24K |
| Unum Group | UNM | Shares | $2.6M | 36K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.6M | 4K |
| Visa Inc | V | Shares | $2.4M | 8K |
| Omega Healthcare Invs Inc | OHI | Shares | $2.3M | 53K |
| Delta Air Lines Inc | DAL | Shares | $2.3M | 35K |
| General Dynamics Corp | GD | Shares | $2.3M | 7K |
| Verizon Communications Inc | VZ | Shares | $2.2M | 44K |
| Eli Lilly & Co | LLY | Shares | $2.2M | 2K |
| Schwab Strategic Tr | FNDE | Shares | $2.0M | 53K |
| Nvidia Corporation | NVDA | Shares | $2.0M | 12K |
| Salesforce Inc | CRM | Shares | $1.9M | 10K |
| Servicenow Inc | NOW | Shares | $1.9M | 18K |
| Schwab Strategic Tr | SCHZ | Shares | $1.9M | 80K |
| Boeing Co | BA | Shares | $1.9M | 9K |
| Ares Capital Corp | ARCC | Shares | $1.8M | 98K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.7M | 34K |
| Parker-Hannifin Corp | PH | Shares | $1.7M | 2K |
| Dte Energy Co | DTE | Shares | $1.7M | 11K |
| Disney Walt Co | DIS | Shares | $1.6M | 17K |
| Eaton Corp Plc | Shares | $1.6M | 4K | |
| United Parcel Svcs Inc | UPS | Shares | $1.5M | 16K |
| Medtronic Plc | Shares | $1.5M | 17K | |
| Ferrari N V | Shares | $1.5M | 4K | |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $1.5M | 3K |
| Schwab Strategic Tr | SCHG | Shares | $1.4M | 49K |
| Southern Co | SO | Shares | $1.3M | 14K |
| Waste Mgmt Inc Del | WM | Shares | $1.3M | 6K |
| Duke Energy Corp New | DUK | Shares | $1.2M | 10K |
| Tutor Perini Corp | TPC | Shares | $1.2M | 16K |
| Amgen Inc | AMGN | Shares | $1.2M | 4K |
| Schwab Strategic Tr | SCHI | Shares | $1.2M | 52K |
| Schwab Strategic Tr | SCHM | Shares | $1.2M | 37K |
| Schwab Strategic Tr | SCHA | Shares | $1.1M | 36K |
| Comcast Corp New | CMCSA | Shares | $1.0M | 37K |
| Everest Group Ltd | Shares | $1.0M | 3K | |
| Ishares Tr | MBB | Shares | $984K | 10K |
| Adobe Inc | ADBE | Shares | $934K | 4K |
| Dominos Pizza Inc | DPZ | Shares | $886K | 2K |
| Northrop Grumman Corp | NOC | Shares | $870K | 1K |
| Stryker Corporation | SYK | Shares | $858K | 3K |
| Vail Resorts Inc | MTN | Shares | $853K | 7K |
| Invesco Exch Traded Fd Tr Ii | XSLV | Shares | $850K | 18K |
| Mercadolibre Inc | MELI | Shares | $778K | 450 |
| Nike Inc | NKE | Shares | $770K | 15K |
| Ishares Tr | DVY | Shares | $757K | 5K |
| Ge Aerospace | GE | Shares | $753K | 3K |
| Schwab Strategic Tr | SCHV | Shares | $704K | 23K |
| Dt Midstream Inc | DTM | Shares | $675K | 5K |
| Invesco Exch Traded Fd Tr Ii | XMLV | Shares | $647K | 10K |
| Exxon Mobil Corp | XOM | Shares | $608K | 4K |
| Lululemon Athletica Inc | LULU | Shares | $571K | 4K |
| Invesco Exchange Traded Fd T | XSMO | Shares | $569K | 7K |
| Truist Finl Corp | TFC | Shares | $536K | 12K |
| Vaneck Etf Trust | GDX | Shares | $459K | 5K |
| Invesco Qqq Tr | QQQ | Shares | $457K | 792 |
| Merck & Co Inc | MRK | Shares | $455K | 4K |
| Booking Holdings Inc | BKNG | Shares | $421K | 100 |
| Walmart Inc | WMT | Shares | $418K | 3K |
| Ishares Tr | EMB | Shares | $414K | 4K |
| Ishares Tr | GOVT | Shares | $401K | 18K |
| Redwood Trust Inc | RWT | Shares | $401K | 71K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $396K | 3K |
| Iron Mtn Inc Del | IRM | Shares | $388K | 4K |
| Applied Matls Inc | AMAT | Shares | $376K | 1K |
| Intel Corp | INTC | Shares | $366K | 8K |
| Marathon Pete Corp | MPC | Shares | $354K | 1K |
| Schwab Strategic Tr | SCUS | Shares | $350K | 14K |
| Churchill Downs Inc | CHDN | Shares | $337K | 4K |
| Starbucks Corp | SBUX | Shares | $333K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.