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Sculati Wealth Management, LLC

hedge fundUpdated 17 days ago

Managed by Sculati Wealth Management, Llc • Latest filing Q3 2026

Portfolio value
$306.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
8.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$283.6M
Q4 2025$283.7M
Q1 2026$270.9M
Q2 2026$299.8M
Q3 2026$306.3M

Top holdings

120 positions as of Q3 2026

View filing
B

BERKSHIRE HATHAWAY INC DEL

+1.2%
Value
$25.5M
Shares
49.3K
% Port
8.34%
A

APPLE INC

-0.3%
Value
$16.7M
Shares
48.9K
% Port
5.45%
E

ISHARES TR

-20.7%
Value
$14.4M
Shares
48.3K
% Port
4.72%
E

ISHARES TR

+1.6%
Value
$11.1M
Shares
48.7K
% Port
3.62%
E

BLACKROCK ETF TRUST

+4.6%
Value
$9.8M
Shares
139.7K
% Port
3.21%
M

MICROSOFT CORP

-0.7%
Value
$9.8M
Shares
18.1K
% Port
3.19%
A

AMAZON COM INC

Unchanged
Value
$9.3M
Shares
36.0K
% Port
3.05%
M

DIMENSIONAL ETF TRUST

+3.2%
Value
$8.3M
Shares
149.6K
% Port
2.71%
G

ALPHABET INC

-1.0%
Value
$7.9M
Shares
22.6K
% Port
2.57%
E

ISHARES TR

+4.3%
Value
$7.6M
Shares
79.1K
% Port
2.48%
F

FIDELITY COVINGTON TRUST

-35.6%
Value
$7.4M
Shares
120.0K
% Port
2.42%
V

VANGUARD INDEX FDS

+751.5%
Value
$6.2M
Shares
76.1K
% Port
2.01%
G

GOLDMAN SACHS GROUP INC

-5.0%
Value
$5.9M
Shares
6.6K
% Port
1.93%
M

META PLATFORMS INC

-1.7%
Value
$5.7M
Shares
7.7K
% Port
1.88%
M

MORGAN STANLEY

-0.6%
Value
$5.7M
Shares
30.1K
% Port
1.87%
N

DIMENSIONAL ETF TRUST

+3.0%
Value
$5.3M
Shares
136.8K
% Port
1.75%
J

JPMORGAN CHASE & CO

-4.1%
Value
$5.3M
Shares
15.9K
% Port
1.73%
?
18.N/A

VANGUARD WELLINGTON FD

-2.8%
Value
$4.8M
Shares
33.4K
% Port
1.58%
E

ISHARES TR

-0.4%
Value
$4.6M
Shares
5.9K
% Port
1.50%
V

VANGUARD INDEX FDS

Value
$4.2M
Shares
14.7K
% Port
1.38%

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