Sculati Wealth Management, LLC

CIK 0001803397 · BLOOMFIELD HILLS, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Sculati Wealth Management, LLC reported 123 positions worth $299.8M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: BRK-B (8.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$299.8M
2026 Q2
Positions
123
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.2%
Est. Net Flow (Q)
2026 Q2
10 / 123 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$23.9M7.98%48,753
2IWYISHARES TRSH$17.0M5.68%60,965
3AAPLAPPLE INCSH$16.4M5.46%49,099
4FDVVFIDELITY COVINGTON TRUSTSH$11.6M3.86%186,220
5QUALISHARES TRSH$10.5M3.49%47,970
6DYNFBLACKROCK ETF TRUSTSH$9.0M2.99%133,628
7AMZNAMAZON COM INCSH$8.9M2.96%35,954
8DFIVDIMENSIONAL ETF TRUSTSH$8.1M2.69%144,983
9GOOGALPHABET INCSH$7.9M2.63%22,809
10GSGOLDMAN SACHS GROUP INCSH$7.4M2.48%6,974

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sculati Wealth Management, LLC hold as of Q2 2026?

Sculati Wealth Management, LLC reported 123 positions worth $299.8M in its Q2 2026 13F filing. Largest positions: BRK-B (8.0%), IWY (5.7%), AAPL (5.5%), FDVV (3.9%) and QUAL (3.5%).

What did Sculati Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sculati Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.