Sculati Wealth Management, LLC
CIK 1803397 · View on SEC EDGAR ↗
- Portfolio value
- $299.8M
- Positions
- 123
- As of
- June 30, 2026
#5,174 of 9,443 by 13F value · top 54.8%
Portfolio value QoQ: +10.7% 13F does not disclose cash
- Top 10 holdings weight
- 40.23%
- Top 25 holdings weight
- 64.14%
- Positions above 1%
- 30
- Effective number of positions
- 39.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.98% Est. buys $8,163,456 · sells $5,658,319
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 87.2% still held
- New positions
- 10
- Increased
- 36
- Decreased
- 44
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
11.6%
Financial Services
8.4%
Communication Services
6.6%
Retail
5.3%
Industrials
5.2%
Healthcare
4.1%
Financials
3.7%
Consumer Discretionary
1.8%
Energy
1.7%
Utilities
1.3%
Real Estate
1.0%
Telecommunication
0.7%
Logistics & Transportation
0.6%
Consumer Staples
0.3%
Other/Unmapped
47.6%
Full portfolio 123 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $23,933,335 | 7.98% | 48,753 | $363,883 | Down ×2 | ||
| IWY | $17,036,669 | 5.68% | 60,965 | $2,481,769 | Up ×5 | ||
| AAPL Apple Inc. - Common Stock | $16,386,297 | 5.46% | 49,099 | $3,836,691 | Down ×6 | ||
| FDVV | $11,575,435 | 3.86% | 186,220 | $1,349,406 | Up ×5 | ||
| QUAL | $10,451,224 | 3.49% | 47,970 | $1,540,307 | Up ×4 | ||
| DYNF | $8,951,740 | 2.99% | 133,628 | $2,228,634 | Up ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8,888,907 | 2.96% | 35,954 | $1,415,971 | Up ×1 | ||
| DFIV | $8,079,903 | 2.69% | 144,983 | $560,495 | Up ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7,894,526 | 2.63% | 22,809 | $1,550,330 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $7,428,844 | 2.48% | 6,974 | $1,445,157 | Down ×6 | ||
| IEFA | $7,296,328 | 2.43% | 75,806 | $589,322 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $7,163,980 | 2.39% | 18,191 | $373,211 | Down ×6 | ||
| MS Morgan Stanley Common Stock | $6,519,953 | 2.17% | 30,255 | $1,451,691 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5,648,275 | 1.88% | 16,559 | $556,954 | Down ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5,085,391 | 1.70% | 7,872 | $581,584 | |||
| DFAE | $4,962,848 | 1.66% | 132,803 | $475,585 | Up ×4 | ||
| VFMV | $4,894,144 | 1.63% | 34,373 | $447,992 | Up ×4 | ||
| IVV | $4,415,355 | 1.47% | 5,913 | $635,882 | Up ×4 | ||
| AVUV | $4,143,820 | 1.38% | 33,058 | $548,463 | Up ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $3,952,494 | 1.32% | 38,918 | $291,050 | Down ×6 | ||
| JNJ Johnson & Johnson Common Stock | $3,951,983 | 1.32% | 15,618 | $114,270 | Down ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,833,889 | 1.28% | 11,056 | $663,540 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $3,415,844 | 1.14% | 18,230 | $-354,599 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $3,244,439 | 1.08% | 25,666 | $-530,256 | Up ×1 | ||
| UNM Unum Group Common Stock | $3,168,043 | 1.06% | 35,576 | $546,193 | Down ×6 | ||
| VV | $3,152,885 | 1.05% | 9,220 | $328,005 | Down ×5 | ||
| IHDG | $3,060,644 | 1.02% | 58,802 | $139,528 | Down ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $3,038,069 | 1.01% | 3,229 | $-189,368 | Down ×6 | ||
| BX Blackstone Inc. Common Stock | $3,013,561 | 1.01% | 23,746 | $272,584 | Down ×6 | ||
| IUSB iShares Core Universal USD Bond ETF | $2,993,201 | 1.00% | 65,368 | $96,488 | Up ×4 | ||
| DAL Delta Air Lines, Inc. Common Stock | $2,937,870 | 0.98% | 34,904 | $617,452 | |||
| AMLP | $2,883,020 | 0.96% | 53,360 | $46,534 | Down ×5 | ||
| SPY SPY | $2,799,230 | 0.93% | 3,766 | $219,982 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2,796,849 | 0.93% | 2,372 | $620,673 | Up ×2 | ||
| V Visa Inc. | $2,796,051 | 0.93% | 7,798 | $421,654 | Down ×5 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2,782,997 | 0.93% | 13,333 | $-367,324 | |||
| OHI Omega Healthcare Investors, Inc. Common Stock | $2,576,629 | 0.86% | 51,317 | $252,151 | Down ×5 | ||
| GD General Dynamics Corporation Common Stock | $2,421,599 | 0.81% | 6,570 | $166,617 | |||
| NVDA NVIDIA Corporation - Common Stock | $2,366,996 | 0.79% | 11,671 | $359,652 | Up ×2 | ||
| FNDE | $2,093,742 | 0.70% | 52,187 | $53,910 | Down ×5 | ||
| SCHZ | $2,023,580 | 0.67% | 88,135 | $162,474 | Up ×4 | ||
| BA Boeing Company (The) Common Stock | $2,005,889 | 0.67% | 9,372 | $151,726 | Up ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $1,964,967 | 0.66% | 19,033 | $80,976 | Up ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $1,881,867 | 0.63% | 43,172 | $-306,803 | Down ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $1,864,878 | 0.62% | 15,842 | $321,626 | Up ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $1,851,134 | 0.62% | 1,942 | $112,578 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $1,780,355 | 0.59% | 4,451 | $188,366 | |||
| BINC | $1,744,239 | 0.58% | 33,453 | $4,584 | Down ×1 | ||
| CRM Salesforce, Inc. Common Stock | $1,709,578 | 0.57% | 10,011 | $-187,363 | Down ×1 | ||
| RACE Ferrari N.V. Common Shares | $1,682,923 | 0.56% | 4,466 | $184,605 | Up ×1 | ||
| SCHG | $1,672,872 | 0.56% | 48,943 | $239,093 | Down ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $1,661,757 | 0.55% | 17,014 | $41,995 | Up ×1 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $1,527,855 | 0.51% | 3,146 | $63,204 | Down ×2 | ||
| DTE DTE Energy Company Common Stock | $1,470,489 | 0.49% | 9,923 | $-188,377 | Down ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $1,441,107 | 0.48% | 17,321 | $-59,758 | |||
| WM Waste Management, Inc. Common Stock | $1,380,819 | 0.46% | 5,770 | $54,931 | |||
| SCHM | $1,301,313 | 0.43% | 37,191 | $140,685 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $1,289,707 | 0.43% | 3,521 | $50,843 | |||
| EG Everest Group, Ltd. Common Stock | $1,282,757 | 0.43% | 3,353 | $278,347 | Up ×2 | ||
| SCHA | $1,234,040 | 0.41% | 36,242 | $180,123 | |||
| SCHI | $1,214,837 | 0.41% | 54,113 | $38,040 | Up ×3 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1,188,595 | 0.40% | 9,508 | $-55,466 | Up ×2 | ||
| SO Southern Company (The) Common Stock | $1,150,938 | 0.38% | 12,077 | $-191,173 | Down ×1 | ||
| MBB iShares MBS ETF | $1,090,099 | 0.36% | 11,624 | $105,657 | Up ×4 | ||
| MTN Vail Resorts, Inc. Common Stock | $974,693 | 0.33% | 6,592 | $122,007 | Down ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $966,833 | 0.32% | 40,640 | $-81,866 | Up ×2 | ||
| XSLV | $957,646 | 0.32% | 17,779 | $107,395 | Down ×5 | ||
| GE GE Aerospace Common Stock | $926,235 | 0.31% | 2,655 | $172,757 | |||
| SYK Stryker Corporation Common Stock | $895,956 | 0.30% | 2,801 | $38,336 | Up ×4 | ||
| ADBE Adobe Inc. - Common Stock | $895,619 | 0.30% | 3,775 | $-38,051 | Down ×1 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $895,392 | 0.30% | 46,708 | $-864,353 | Down ×6 | ||
| MELI MercadoLibre, Inc. - Common Stock | $816,260 | 0.27% | 450 | $38,201 | |||
| DVY iShares Select Dividend ETF | $808,988 | 0.27% | 4,999 | $52,089 | |||
| SCHV | $778,813 | 0.26% | 23,035 | $74,751 | Down ×1 | ||
| TPC Tutor Perini Corporation Common Stock | $730,301 | 0.24% | 9,289 | $-510,451 | Down ×6 | ||
| NKE Nike, Inc. Common Stock | $717,927 | 0.24% | 16,406 | $-52,136 | Up ×2 | ||
| VO | $717,025 | 0.24% | 8,936 | Up ×1 | |||
| XMLV | $701,038 | 0.23% | 10,201 | $53,864 | Down ×5 | ||
| DTM DT Midstream, Inc. Common Stock | $685,941 | 0.23% | 4,729 | $10,706 | Down ×4 | ||
| NOC Northrop Grumman Corporation Common Stock | $665,002 | 0.22% | 1,275 | $-204,854 | |||
| XSMO | $633,759 | 0.21% | 7,222 | $65,091 | Down ×5 | ||
| TFC Truist Financial Corporation Common Stock | $612,098 | 0.20% | 11,659 | $76,134 | |||
| AMAT Applied Materials, Inc. - Common Stock | $582,626 | 0.19% | 1,100 | $206,657 | |||
| QQQ Invesco QQQ Trust, Series 1 | $550,701 | 0.18% | 792 | $93,574 | |||
| XOM Exxon Mobil Corporation Common Stock | $529,170 | 0.18% | 3,591 | $-78,891 | Up ×1 | ||
| SOXX SOXX | $512,939 | 0.17% | 983 | $189,866 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $482,333 | 0.16% | 3,783 | $27,276 | |||
| INTC Intel Corporation - Common Stock | $478,241 | 0.16% | 5,032 | $111,962 | Down ×6 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $471,441 | 0.16% | 4,935 | $57,585 | Up ×3 | ||
| GOVT | $457,262 | 0.15% | 20,206 | $56,016 | Up ×3 | ||
| BKNG Booking Holdings Inc. - Common Stock | $454,200 | 0.15% | 2,500 | $33,168 | Up ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $453,270 | 0.15% | 1,450 | $99,209 | |||
| XMMO | $425,687 | 0.14% | 2,710 | $29,202 | Down ×5 | ||
| MO Altria Group, Inc. | $416,244 | 0.14% | 5,609 | $203,426 | Up ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $392,423 | 0.13% | 3,720 | $59,148 | |||
| COF Capital One Financial Corporation Common Stock | $388,392 | 0.13% | 1,867 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $383,846 | 0.13% | 3,360 | $-33,735 | |||
| CIBR First Trust NASDAQ Cybersecurity ETF | $369,440 | 0.12% | 4,000 | Up ×1 | |||
| IBB IBB | $359,595 | 0.12% | 1,895 | $39,624 | |||
| GDX GDX | $356,600 | 0.12% | 5,000 | $-102,250 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IWY | $17,036,669 | 5.68% | up ×5 |
| FDVV | $11,575,435 | 3.86% | up ×5 |
| QUAL | $10,451,224 | 3.49% | up ×4 |
| DYNF | $8,951,740 | 2.99% | up ×4 |
| DFIV | $8,079,903 | 2.69% | up ×5 |
| IEFA | $7,296,328 | 2.43% | up ×4 |
| DFAE | $4,962,848 | 1.66% | up ×4 |
| VFMV | $4,894,144 | 1.63% | up ×4 |
| IVV | $4,415,355 | 1.47% | up ×4 |
| IUSB | $2,993,201 | 1.00% | up ×4 |
| SCHZ | $2,023,580 | 0.67% | up ×4 |
| NOW | $1,964,967 | 0.66% | up ×3 |
| SCHI | $1,214,837 | 0.41% | up ×3 |
| MBB | $1,090,099 | 0.36% | up ×4 |
| SYK | $895,956 | 0.30% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| REGN | Sept. 30, 2025 | 754 | $395,850 | 48.5% |
| SHOP | March 31, 2025 | 3,640 | $387,041 | 52.9% |
| AKAM | June 30, 2025 | 4,677 | $376,499 | 40.1% |
| POWR | June 30, 2025 | 13,942 | $346,738 | No longer tracked |
| SLV | Dec. 31, 2025 | 8,153 | $345,443 | No longer tracked |
| PFE | June 30, 2026 | 10,376 | $291,358 | 15.6% |
| GEV | March 31, 2025 | 878 | $288,801 | 218.2% |
| SHOP | Dec. 31, 2025 | 1,840 | $273,442 | -9.3% |
| USB | March 31, 2026 | 5,060 | $270,002 | 20.3% |
| BABA | Dec. 31, 2025 | 1,500 | $268,095 | -14.5% |
| SFM | Sept. 30, 2025 | 1,600 | $263,424 | -27.7% |
| GLD | Dec. 31, 2025 | 717 | $254,872 | No longer tracked |
| BSCP | Dec. 31, 2025 | 12,056 | $249,439 | No longer tracked |
| HD | Dec. 31, 2025 | 575 | $232,984 | -1.8% |
| CHTR | Sept. 30, 2025 | 565 | $230,978 | -44.4% |
| BSCQ | Sept. 30, 2025 | 11,749 | $229,340 | |
| PM | Sept. 30, 2025 | 1,200 | $218,556 | 17.8% |
| SWKS | March 31, 2025 | 2,437 | $216,113 | 7.7% |
| POWR | June 30, 2026 | 8,180 | $214,561 | No longer tracked |
| MO | Dec. 31, 2025 | 3,225 | $213,044 | 15.0% |
| UYG | Dec. 31, 2025 | 2,100 | $208,425 | No longer tracked |
| POWR | Dec. 31, 2025 | 8,180 | $205,194 | No longer tracked |
| TGNA | March 31, 2026 | 10,285 | $199,632 | No longer tracked |
| PSEC | June 30, 2026 | 16,265 | $42,452 | -1.1% |