Sculati Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Sculati Wealth Management, Llc disclosed 119 stock positions valued at approximately $306.27M as of quarter-end September 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, APPLE INC, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 119
- Portfolio Value
- $306.27M
Holdings by Sector
Sculati Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 8.34% | 49,333 | +580 | +1.19% | $25,534,761 |
| APPLE INC | AAPL | Technology | 5.45% | 48,938 | -161 | -0.33% | $16,686,457 |
| ISHARES TR | IWY | Other | 4.72% | 48,332 | -12,633 | -20.72% | $14,445,957 |
| ISHARES TR | QUAL | Other | 3.62% | 48,735 | +765 | +1.59% | $11,097,949 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.21% | 139,717 | +6,089 | +4.56% | $9,836,092 |
| MICROSOFT CORP | MSFT | Technology | 3.19% | 18,059 | -132 | -0.73% | $9,772,628 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.05% | 35,954 | - | - | $9,331,142 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.71% | 149,639 | +4,656 | +3.21% | $8,296,008 |
| ALPHABET INC | GOOG | Communication Services | 2.57% | 22,589 | -220 | -0.96% | $7,882,758 |
| ISHARES TR | IEFA | Other | 2.48% | 79,073 | +3,267 | +4.31% | $7,605,241 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 2.42% | 119,973 | -66,247 | -35.57% | $7,422,750 |
| VANGUARD INDEX FDS | VO | Other | 2.01% | 76,093 | +67,157 | +751.53% | $6,157,408 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.93% | 6,623 | -351 | -5.03% | $5,920,631 |
| META PLATFORMS INC | META | Communication Services | 1.88% | 7,737 | -135 | -1.71% | $5,748,282 |
| MORGAN STANLEY | MS | Financial Services | 1.87% | 30,072 | -183 | -0.60% | $5,714,281 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.75% | 136,826 | +4,023 | +3.03% | $5,344,442 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.73% | 15,882 | -677 | -4.09% | $5,309,353 |
| VANGUARD WELLINGTON FD | VFMV | Other | 1.58% | 33,425 | -948 | -2.76% | $4,837,464 |
| ISHARES TR | IVV | Other | 1.50% | 5,890 | -23 | -0.39% | $4,602,688 |
| VANGUARD INDEX FDS | VB | Other | 1.38% | 14,653 | +14,653 | +100.00% | $4,222,435 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.36% | 15,757 | +139 | +0.89% | $4,155,599 |
| CHEVRON CORPORATION | CVX | Energy | 1.28% | 18,232 | +2 | +0.01% | $3,919,773 |
| ALPHABET INC | GOOGL | Communication Services | 1.28% | 11,082 | +26 | +0.24% | $3,908,843 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 1.23% | 38,918 | - | - | $3,777,364 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.17% | 29,829 | -3,229 | -9.77% | $3,577,698 |
| ORACLE CORP | ORCL | Technology | 1.15% | 25,724 | +58 | +0.23% | $3,534,220 |
| VANGUARD INDEX FDS | VV | Other | 1.07% | 9,131 | -89 | -0.97% | $3,278,215 |
| UNUM GROUP | UNM | Financial Services | 1.06% | 35,252 | -324 | -0.91% | $3,261,163 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.01% | 3,230 | +1 | +0.03% | $3,098,991 |
| VISA INC | V | Financial Services | 1.00% | 7,836 | +38 | +0.49% | $3,050,320 |
Showing 30 of 119 holdings in the latest reporting period.