Sculati Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Sculati Wealth Management, Llc disclosed 121 stock positions valued at approximately $299.85M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, ISHARES TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 121
- Portfolio Value
- $299.85M
Holdings by Sector
Sculati Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 7.98% | 48,753 | -432 | -0.88% | $23,933,335 |
| ISHARES TR | IWY | Other | 5.68% | 60,965 | +2,474 | +4.23% | $17,036,669 |
| APPLE INC | AAPL | Technology | 5.46% | 49,099 | -350 | -0.71% | $16,386,297 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 3.86% | 186,220 | +1,100 | +0.59% | $11,575,435 |
| ISHARES TR | QUAL | Other | 3.49% | 47,970 | +1,513 | +3.26% | $10,451,224 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.99% | 133,628 | +18,071 | +15.64% | $8,951,740 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.96% | 35,954 | +73 | +0.20% | $8,888,907 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.69% | 144,983 | +2,516 | +1.77% | $8,079,903 |
| ALPHABET INC | GOOG | Communication Services | 2.63% | 22,809 | +693 | +3.13% | $7,894,526 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.48% | 6,974 | -99 | -1.40% | $7,428,844 |
| ISHARES TR | IEFA | Other | 2.43% | 75,806 | +1,720 | +2.32% | $7,296,328 |
| MICROSOFT CORP | MSFT | Technology | 2.39% | 18,191 | -154 | -0.84% | $7,163,980 |
| MORGAN STANLEY | MS | Financial Services | 2.17% | 30,255 | -542 | -1.76% | $6,519,953 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.88% | 16,559 | -749 | -4.33% | $5,648,275 |
| META PLATFORMS INC | META | Communication Services | 1.70% | 7,872 | - | - | $5,085,391 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.66% | 132,803 | +279 | +0.21% | $4,962,848 |
| VANGUARD WELLINGTON FD | VFMV | Other | 1.63% | 34,373 | +1,001 | +3.00% | $4,894,144 |
| ISHARES TR | IVV | Other | 1.47% | 5,913 | +127 | +2.19% | $4,415,355 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.38% | 33,058 | +512 | +1.57% | $4,143,820 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.32% | 38,918 | -42 | -0.11% | $3,952,494 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.32% | 15,618 | -82 | -0.52% | $3,951,983 |
| ALPHABET INC | GOOGL | Communication Services | 1.28% | 11,056 | +31 | +0.28% | $3,833,889 |
| CHEVRON CORPORATION | CVX | Energy | 1.14% | 18,230 | +6 | +0.03% | $3,415,844 |
| ORACLE CORP | ORCL | Technology | 1.08% | 25,666 | +7 | +0.03% | $3,244,439 |
| UNUM GROUP | UNM | Financial Services | 1.06% | 35,576 | -325 | -0.91% | $3,168,043 |
| VANGUARD INDEX FDS | VV | Other | 1.05% | 9,220 | -233 | -2.46% | $3,152,885 |
| WISDOMTREE TR | IHDG | Other | 1.02% | 58,802 | -1,865 | -3.07% | $3,060,644 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.01% | 3,229 | -10 | -0.31% | $3,038,069 |
| BLACKSTONE INC | BX | Financial Services | 1.01% | 23,746 | -91 | -0.38% | $3,013,561 |
| ISHARES TR | IUSB | Other | 1.00% | 65,368 | +2,655 | +4.23% | $2,993,201 |
Showing 30 of 121 holdings in the latest reporting period.