Sculati Wealth Management, Llc Portfolio Stock Holdings
Sculati Wealth Management, Llc disclosed 116 stock positions valued at approximately $270.9 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, ISHARES TR, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 116
- Portfolio Value
- $270.9M
Holdings by Sector
Sculati Wealth Management, Llc Portfolio Holdings in Q1 2026
114 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 8.70% | 49,185 | -82 | -0.17% | $23,569,452 |
| ISHARES TR | IWY | Other | 5.37% | 58,491 | +3,324 | +6.03% | $14,554,900 |
| APPLE INC | AAPL | Technology | 4.63% | 49,449 | -976 | -1.94% | $12,549,606 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 3.77% | 185,120 | +5,586 | +3.11% | $10,226,029 |
| ISHARES TR | QUAL | Other | 3.29% | 46,457 | +1,596 | +3.56% | $8,910,917 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.78% | 142,467 | +1,237 | +0.88% | $7,519,408 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.76% | 35,881 | - | - | $7,472,936 |
| MICROSOFT CORP | MSFT | Technology | 2.51% | 18,345 | -71 | -0.39% | $6,790,769 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.48% | 115,557 | +1,338 | +1.17% | $6,723,106 |
| ISHARES TR | IEFA | Other | 2.48% | 74,086 | +1,756 | +2.43% | $6,707,006 |
| ALPHABET INC | GOOG | Communication Services | 2.34% | 22,116 | -978 | -4.23% | $6,344,196 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.21% | 7,073 | -203 | -2.79% | $5,983,687 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.88% | 17,308 | -733 | -4.06% | $5,091,321 |
| MORGAN STANLEY | MS | Financial Services | 1.87% | 30,797 | -349 | -1.12% | $5,068,262 |
| META PLATFORMS INC | META | Communication Services | 1.66% | 7,872 | -47 | -0.59% | $4,503,807 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.66% | 132,524 | +2,324 | +1.78% | $4,487,263 |
| VANGUARD WELLINGTON FD | VFMV | Other | 1.64% | 33,372 | +542 | +1.65% | $4,446,152 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.42% | 15,700 | -121 | -0.76% | $3,837,713 |
| ISHARES TR | IVV | Other | 1.40% | 5,786 | +78 | +1.37% | $3,779,473 |
| ORACLE CORP | ORCL | Technology | 1.39% | 25,659 | - | - | $3,774,695 |
| CHEVRON CORPORATION | CVX | Energy | 1.39% | 18,224 | -135 | -0.74% | $3,770,443 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.35% | 38,960 | -970 | -2.43% | $3,661,444 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.33% | 32,546 | -123 | -0.38% | $3,595,357 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.19% | 3,239 | -39 | -1.19% | $3,227,437 |
| ALPHABET INC | GOOGL | Communication Services | 1.17% | 11,025 | -494 | -4.29% | $3,170,349 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.16% | 13,333 | +8 | +0.06% | $3,150,321 |
| WISDOMTREE TR | IHDG | Other | 1.08% | 60,667 | -5,108 | -7.77% | $2,921,116 |
| ISHARES TR | IUSB | Other | 1.07% | 62,713 | +17,078 | +37.42% | $2,896,713 |
| ALPS ETF TR | AMLP | Other | 1.05% | 53,885 | -721 | -1.32% | $2,836,486 |
| VANGUARD INDEX FDS | VV | Other | 1.04% | 9,453 | -203 | -2.10% | $2,824,880 |
| BLACKSTONE INC | BX | Financial Services | 1.01% | 23,837 | -704 | -2.87% | $2,740,977 |
| UNUM GROUP | UNM | Financial Services | 0.97% | 35,901 | -185 | -0.51% | $2,621,850 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.95% | 3,966 | - | - | $2,579,248 |
| VISA INC | V | Financial Services | 0.88% | 7,856 | -185 | -2.30% | $2,374,397 |
| OMEGA HEALTHCARE INVS INC | OHI | Real Estate | 0.86% | 53,046 | -1,315 | -2.42% | $2,324,478 |
| DELTA AIR LINES INC | DAL | Industrials | 0.86% | 34,904 | -178 | -0.51% | $2,320,418 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.83% | 6,570 | -52 | -0.79% | $2,254,982 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.81% | 43,599 | +805 | +1.88% | $2,188,670 |
| ELI LILLY & CO | LLY | Healthcare | 0.80% | 2,366 | +40 | +1.72% | $2,176,176 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.75% | 53,315 | -5,448 | -9.27% | $2,039,832 |
| NVIDIA CORPORATION | NVDA | Technology | 0.74% | 11,510 | +37 | +0.32% | $2,007,344 |
| SALESFORCE INC | CRM | Technology | 0.70% | 10,162 | +391 | +4.00% | $1,896,941 |
| SERVICENOW INC | NOW | Technology | 0.70% | 18,020 | +441 | +2.51% | $1,883,991 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.69% | 80,151 | +21,016 | +35.54% | $1,861,106 |
| BOEING CO | BA | Industrials | 0.68% | 9,316 | -294 | -3.06% | $1,854,163 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.65% | 97,655 | -7,821 | -7.41% | $1,759,745 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.64% | 33,500 | +3,396 | +11.28% | $1,739,655 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.64% | 1,942 | +22 | +1.15% | $1,738,556 |
| DTE ENERGY CO | DTE | Utilities | 0.61% | 11,345 | - | - | $1,658,866 |
| DISNEY WALT CO | DIS | Communication Services | 0.60% | 16,806 | -1,359 | -7.48% | $1,619,762 |
| EATON CORP PLC | ETN | Other | 0.59% | 4,451 | +275 | +6.59% | $1,591,989 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.57% | 15,687 | -765 | -4.65% | $1,543,252 |
| MEDTRONIC PLC | MDT | Other | 0.55% | 17,321 | +342 | +2.01% | $1,500,865 |
| FERRARI N V | RACE | Other | 0.55% | 4,427 | -670 | -13.14% | $1,498,318 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.54% | 3,280 | -80 | -2.38% | $1,464,651 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.53% | 49,220 | -313 | -0.63% | $1,433,779 |
| SOUTHERN CO | SO | Utilities | 0.50% | 13,905 | - | - | $1,342,111 |
| WASTE MGMT INC DEL | WM | Industrials | 0.49% | 5,770 | +406 | +7.57% | $1,325,888 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.46% | 9,501 | +406 | +4.46% | $1,244,061 |
| TUTOR PERINI CORP | TPC | Industrials | 0.46% | 16,074 | -13,658 | -45.94% | $1,240,752 |
| AMGEN INC | AMGN | Healthcare | 0.46% | 3,521 | +246 | +7.51% | $1,238,864 |
| SCHWAB STRATEGIC TR | SCHI | Other | 0.43% | 51,887 | +4,829 | +10.26% | $1,176,797 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.43% | 37,488 | - | - | $1,160,628 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.39% | 36,242 | -15 | -0.04% | $1,053,917 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.39% | 36,527 | +2,354 | +6.89% | $1,048,699 |
| EVEREST GROUP LTD | EG | Other | 0.37% | 3,073 | +84 | +2.81% | $1,004,410 |
| ISHARES TR | MBB | Other | 0.36% | 10,368 | +2,070 | +24.95% | $984,442 |
| ADOBE INC | ADBE | Technology | 0.34% | 3,841 | +154 | +4.18% | $933,670 |
| DOMINOS PIZZA INC | DPZ | Consumer Cyclical | 0.33% | 2,470 | +369 | +17.56% | $886,211 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.32% | 1,275 | - | - | $869,856 |
| STRYKER CORPORATION | SYK | Healthcare | 0.32% | 2,610 | +220 | +9.21% | $857,620 |
| VAIL RESORTS INC | MTN | Consumer Cyclical | 0.31% | 6,645 | +1,692 | +34.16% | $852,686 |
| INVESCO EXCH TRADED FD TR II | XSLV | Other | 0.31% | 18,016 | -533 | -2.87% | $850,251 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.29% | 450 | - | - | $778,059 |
| NIKE INC | NKE | Consumer Cyclical | 0.28% | 14,579 | +403 | +2.84% | $770,063 |
| ISHARES TR | DVY | Other | 0.28% | 4,999 | - | - | $756,899 |
| GE AEROSPACE | GE | Industrials | 0.28% | 2,655 | -863 | -24.53% | $753,478 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.26% | 23,084 | - | - | $704,062 |
| DT MIDSTREAM INC | DTM | Energy | 0.25% | 5,014 | -166 | -3.20% | $675,235 |
| INVESCO EXCH TRADED FD TR II | XMLV | Other | 0.24% | 10,278 | -1,214 | -10.56% | $647,174 |
| EXXON MOBIL CORP | XOM | Energy | 0.22% | 3,584 | - | - | $608,061 |
| LULULEMON ATHLETICA INC | LULU | Consumer Cyclical | 0.21% | 3,728 | -547 | -12.80% | $570,757 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 0.21% | 7,481 | -433 | -5.47% | $568,668 |
| TRUIST FINL CORP | TFC | Financial Services | 0.20% | 11,659 | - | - | $535,964 |
| VANECK ETF TRUST | GDX | Other | 0.17% | 5,000 | - | - | $458,850 |
| INVESCO QQQ TR | QQQ | Other | 0.17% | 792 | - | - | $457,127 |
| MERCK & CO INC | MRK | Healthcare | 0.17% | 3,783 | -190 | -4.78% | $455,057 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.16% | 100 | - | - | $421,032 |
| WALMART INC | WMT | Consumer Defensive | 0.15% | 3,360 | +30 | +0.90% | $417,581 |
| ISHARES TR | EMB | Other | 0.15% | 4,406 | +699 | +18.86% | $413,856 |
| ISHARES TR | GOVT | Other | 0.15% | 17,514 | +2,945 | +20.21% | $401,246 |
| REDWOOD TRUST INC | RWT | Real Estate | 0.15% | 71,425 | -38,982 | -35.31% | $400,694 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.15% | 2,734 | -561 | -17.03% | $396,485 |
| IRON MTN INC DEL | IRM | Real Estate | 0.14% | 3,795 | - | - | $387,621 |
| APPLIED MATLS INC | AMAT | Technology | 0.14% | 1,100 | - | - | $375,969 |
| INTEL CORP | INTC | Technology | 0.14% | 8,300 | -325 | -3.77% | $366,279 |
| MARATHON PETE CORP | MPC | Energy | 0.13% | 1,450 | - | - | $354,061 |
| CHURCHILL DOWNS INC | CHDN | Consumer Cyclical | 0.12% | 3,753 | - | - | $337,132 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.12% | 3,720 | - | - | $333,275 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 889 | - | - | $330,486 |