Investor
Sculati Wealth Management, LLC
CIK 0001803397 · filed 2026-04-09 · SEC filing
13F book
$270.9M
Positions
116
2 new · 2 sold
Largest name
8.7%
Berkshire Hathaway Inc Del
Est. mark
−$12.6M
Price effect on 114 names still held. Flow −$165.8K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 49.2K | $23.6M | 8.7% | −$1.15M | Cut−$1.19M |
| Ishares Tr | — | 58.5K | $14.6M | 5.4% | −$1.55M | Added−$723K |
| Apple Inc. | AAPL | 49.4K | $12.5M | 4.6% | −$893.5K | Cut−$1.16M |
| Fidelity Covington Trust | — | 185.1K | $10.2M | 3.8% | −$260.3K | Added$48.2K |
| Ishares Tr | — | 46.5K | $8.91M | 3.3% | −$305.5K | Added$625 |
| Dimensional Etf Trust | — | 142.5K | $7.52M | 2.8% | $406.7K | Added$472K |
| Amazon Com Inc | AMZN | 35.9K | $7.47M | 2.8% | −$809.1K | Held |
| Microsoft Corp | MSFT | 18.3K | $6.79M | 2.5% | −$2.08M | Cut−$2.12M |
| Blackrock Etf Trust | — | 115.6K | $6.72M | 2.5% | −$300.4K | Added−$222.6K |
| Ishares Tr | — | 74.1K | $6.71M | 2.5% | $77.4K | Added$236.4K |
| Alphabet Inc | — | 22.1K | $6.34M | 2.3% | −$595.8K | Cut−$902.7K |
| Goldman Sachs Group Inc | — | 7.07K | $5.98M | 2.2% | −$233.5K | Cut−$411.9K |
| Jpmorgan Chase & Co. | — | 17.3K | $5.09M | 1.9% | −$485.7K | Cut−$721.9K |
| Morgan Stanley | — | 30.8K | $5.07M | 1.9% | −$399.1K | Cut−$461.1K |
| Meta Platforms, Inc. | META | 7.87K | $4.5M | 1.7% | −$692.4K | Cut−$723.4K |
| Dimensional Etf Trust | — | 132.5K | $4.49M | 1.7% | $168K | Added$246.6K |
| Vanguard Wellington Fd | — | 33.4K | $4.45M | 1.6% | $93.9K | Added$166.1K |
| Johnson & Johnson | JNJ | 15.7K | $3.84M | 1.4% | $588.6K | Cut$563.6K |
| Ishares Tr | — | 5.79K | $3.78M | 1.4% | −$181.1K | Added−$130.2K |
| Oracle Corp | — | 25.7K | $3.77M | 1.4% | −$1.23M | Held |
| Chevron Corp New | CVX | 18.2K | $3.77M | 1.4% | $993K | Cut$972.4K |
| Schwab Charles Corp | — | 39K | $3.66M | 1.4% | −$231K | Cut−$327.9K |
| American Centy Etf Tr | — | 32.5K | $3.6M | 1.3% | $276.3K | Cut$263.8K |
| Costco Whsl Corp New | — | 3.24K | $3.23M | 1.2% | $434.3K | Cut$400.7K |
| Alphabet Inc | — | 11K | $3.17M | 1.2% | −$280.5K | Cut−$435.1K |
| Lowes Cos Inc | — | 13.3K | $3.15M | 1.2% | −$65K | Added−$63.1K |
| Wisdomtree Tr | — | 60.7K | $2.92M | 1.1% | −$30.9K | Cut−$279.5K |
| Ishares Tr | — | 62.7K | $2.9M | 1.1% | −$16K | Added$772.9K |
| Alps Etf Tr | — | 53.9K | $2.84M | 1.0% | $302.8K | Cut$268.9K |
| Vanguard Index Fds | — | 9.45K | $2.82M | 1.0% | −$150.8K | Cut−$214.7K |
| Blackstone Inc. | BX | 23.8K | $2.74M | 1.0% | −$933.2K | Cut−$1.04M |
| Unum Group | — | 35.9K | $2.62M | 1.0% | −$160.5K | Cut−$174.8K |
| Spdr S&P 500 Etf Tr | — | 3.97K | $2.58M | 1.0% | −$125.2K | Held |
| Visa Inc. | V | 7.86K | $2.37M | 0.9% | −$380.8K | Cut−$445.7K |
| Omega Healthcare Invs Inc | — | 53K | $2.32M | 0.9% | −$27.6K | Cut−$85.9K |
| Delta Air Lines Inc Del | DAL | 34.9K | $2.32M | 0.9% | −$101.9K | Cut−$114.3K |
| General Dynamics Corp | GD | 6.57K | $2.25M | 0.8% | $43.1K | Cut$25.6K |
| Verizon Communications Inc | VZ | 43.6K | $2.19M | 0.8% | $405.3K | Added$445.7K |
| Eli Lilly & Co | LLY | 2.37K | $2.18M | 0.8% | −$360.3K | Added−$323.5K |
| Schwab Strategic Tr | — | 53.3K | $2.04M | 0.8% | $117.3K | Cut−$79.2K |
| Nvidia Corp | NVDA | 11.5K | $2.01M | 0.7% | −$138.8K | Added−$132.4K |
| Salesforce, Inc. | CRM | 10.2K | $1.9M | 0.7% | −$764.5K | Added−$691.5K |
| ServiceNow, Inc. | NOW | 18K | $1.88M | 0.7% | −$855K | Added−$808.9K |
| Schwab Us Aggregate Bond | — | 80.2K | $1.86M | 0.7% | −$8.87K | Added$479.1K |
| Boeing Co | — | 9.32K | $1.85M | 0.7% | −$168.5K | Cut−$232.4K |
| Ares Capital Corp | ARCC | 97.7K | $1.76M | 0.7% | −$215.8K | Cut−$374K |
| Blackrock Etf Trust Ii | — | 33.5K | $1.74M | 0.6% | −$25.3K | Added$151.1K |
| Parker-Hannifin Corp | PH | 1.94K | $1.74M | 0.6% | $31.3K | Added$51K |
| Dte Energy Co | — | 11.3K | $1.66M | 0.6% | $195.6K | Held |
| Disney Walt Co | — | 16.8K | $1.62M | 0.6% | −$292.3K | Cut−$446.9K |
| Eaton Corp Plc | ETN | 4.45K | $1.59M | 0.6% | $163.5K | Added$261.9K |
| United Parcel Service Inc | UPS | 15.7K | $1.54M | 0.6% | −$12.7K | Cut−$88.6K |
| Medtronic Plc | MDT | 17.3K | $1.5M | 0.6% | −$159.8K | Added−$130.1K |
| Ferrari N.V. | RACE | 4.43K | $1.5M | 0.6% | −$137.7K | Cut−$385.3K |
| Vertex Pharmaceuticals Inc | — | 3.28K | $1.46M | 0.5% | −$22.4K | Cut−$58.6K |
| Schwab Strategic Tr | — | 49.2K | $1.43M | 0.5% | −$171.8K | Cut−$182K |
| Southern Co | — | 13.9K | $1.34M | 0.5% | $129.6K | Held |
| Waste Mgmt Inc Del | — | 5.77K | $1.33M | 0.5% | $54.1K | Added$147.4K |
| Duke Energy Corp New | — | 9.5K | $1.24M | 0.5% | $124.9K | Added$178K |
| Tutor Perini Corp | TPC | 16.1K | $1.24M | 0.5% | $163.5K | Cut−$751.9K |
| Amgen Inc | AMGN | 3.52K | $1.24M | 0.5% | $80.4K | Added$166.9K |
| Schwab Strategic Tr | — | 51.9K | $1.18M | 0.4% | −$13.6K | Added$95.9K |
| Schwab Strategic Tr | — | 37.5K | $1.16M | 0.4% | $33.4K | Held |
| Schwab Strategic Tr | — | 36.2K | $1.05M | 0.4% | $21.7K | Cut$21.3K |
| Comcast Corp New | — | 36.5K | $1.05M | 0.4% | −$40.3K | Added$27.3K |
| Everest Group, Ltd. | EG | 3.07K | $1M | 0.4% | −$37.4K | Added−$9.91K |
| Ishares Tr | — | 10.4K | $984.4K | 0.4% | −$2.24K | Added$194.3K |
| Adobe Inc. | ADBE | 3.84K | $933.7K | 0.3% | −$394.2K | Added−$356.7K |
| Dominos Pizza Inc | DPZ | 2.47K | $886.2K | 0.3% | −$121.9K | Added$10.5K |
| Northrop Grumman Corp | — | 1.27K | $869.9K | 0.3% | $142.8K | Held |
| Stryker Corp | SYK | 2.61K | $857.6K | 0.3% | −$54.7K | Added$17.6K |
| Vail Resorts Inc | MTN | 6.64K | $852.7K | 0.3% | −$22.2K | Added$194.9K |
| Invesco Exch Traded Fd Tr Ii | — | 18K | $850.3K | 0.3% | $14.9K | Cut−$9.84K |
| Mercadolibre Inc | MELI | 450 | $778.1K | 0.3% | −$128.4K | Held |
| NIKE, Inc. | NKE | 14.6K | $770.1K | 0.3% | −$154.4K | Added−$133.1K |
| Ishares Tr | — | 5K | $756.9K | 0.3% | $51.3K | Held |
| Ge Aerospace | — | 2.65K | $753.5K | 0.3% | −$64.4K | Cut−$330.2K |
| Schwab Strategic Tr | — | 23.1K | $704.1K | 0.3% | $20.5K | Held |
| DT Midstream, Inc. | DTM | 5.01K | $675.2K | 0.2% | $75.2K | Cut$55.3K |
| Invesco Exch Traded Fd Tr Ii | — | 10.3K | $647.2K | 0.2% | $6.19K | Cut−$69.5K |
| Exxon Mobil Corp | — | 3.58K | $608.1K | 0.2% | $176.8K | Held |
| lululemon athletica inc. | LULU | 3.73K | $570.8K | 0.2% | −$204K | Cut−$317.6K |
| Invesco Exchange Traded Fd T | — | 7.48K | $568.7K | 0.2% | $30K | Cut−$1.18K |
| Truist Finl Corp | — | 11.7K | $536K | 0.2% | −$37.8K | Held |
| Vaneck Etf Trust | — | 5K | $458.9K | 0.2% | $30K | Held |
| Invesco Qqq Tr | — | 792 | $457.1K | 0.2% | −$29.4K | Held |
| Merck & Co., Inc. | MRK | 3.78K | $455.1K | 0.2% | $56.9K | Cut$36.9K |
| Booking Holdings Inc. | BKNG | 100 | $421K | 0.2% | −$114.5K | Held |
| Walmart Inc. | WMT | 3.36K | $417.6K | 0.2% | $42.9K | Added$46.6K |
| Ishares Tr | — | 4.41K | $413.9K | 0.2% | −$8.71K | Added$56.9K |
| Ishares Tr | — | 17.5K | $401.2K | 0.1% | −$1.67K | Added$65.8K |
| Redwood Trust Inc | — | 71.4K | $400.7K | 0.1% | $5.71K | Cut−$209.9K |
| Invesco Exchange Traded Fd T | — | 2.73K | $396.5K | 0.1% | $17.9K | Cut−$59.7K |
| Iron Mtn Inc Del | — | 3.79K | $387.6K | 0.1% | $72.8K | Held |
| Applied Matls Inc | — | 1.1K | $376K | 0.1% | $93.3K | Held |
| Intel Corp | INTC | 8.3K | $366.3K | 0.1% | $60K | Cut$48K |
| Marathon Pete Corp | — | 1.45K | $354.1K | 0.1% | $118.2K | Held |
| Schwab Strategic Tr | — | 13.9K | $350.1K | 0.1% | $278 | Cut−$12.6K |
| Churchill Downs Inc | CHDN | 3.75K | $337.1K | 0.1% | −$89.9K | Held |
| Starbucks Corp | SBUX | 3.72K | $333.3K | 0.1% | $20K | Held |
| Tesla, Inc. | TSLA | 889 | $330.5K | 0.1% | −$69.3K | Held |
| At&T Inc | — | 11.3K | $327.6K | 0.1% | $46.9K | Held |
| Ishares Tr | — | 983 | $323.1K | 0.1% | $27K | Held |
| Ishares Tr | — | 1.9K | $320K | 0.1% | $152 | Cut−$140.8K |
| Netflix Inc | NFLX | 3.29K | $316.8K | 0.1% | $7.87K | Cut$5.53K |
| Coca Cola Co | KO | 4.06K | $308.7K | 0.1% | $24.9K | Held |
| Pfizer Inc | PFE | 10.4K | $291.4K | 0.1% | $33K | Cut$20.2K |
| 3M CO | MMM | 2K | $290.5K | 0.1% | −$29.7K | Held |
| S&P Global Inc. | SPGI | 658 | $279.9K | 0.1% | −$64K | Held |
| GE Vernova Inc. | GEV | 272 | $237.4K | 0.1% | $59.7K | Cut$1.49K |
| Ishares Inc | — | 8.18K | $214.6K | 0.1% | — | New |
| Altria Group, Inc. | MO | 3.23K | $212.8K | 0.1% | — | New |
| Wells Fargo Co New | — | 2.54K | $201.9K | 0.1% | −$34.5K | Cut−$66.1K |
| Blackstone Mortgage Trust In | — | 200K | $198.2K | 0.1% | $2.49K | Held |
| Ford Mtr Co | — | 15.5K | $178.9K | 0.1% | −$24.5K | Cut−$48.2K |
| Prospect Cap Corp | — | 16.3K | $42.5K | 0.0% | $326 | Cut−$7.54K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.