Sculati Wealth Management, LLC
Q3 2026 13F filing
Updated 17 days ago120 disclosed positions worth $306.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL | $25.5M | 49.3K | 8.34% | Added(+1.2%) |
| 2 | A APPLE INC | $16.7M | 48.9K | 5.45% | Trimmed(-0.3%) |
| 3 | E ISHARES TR | $14.4M | 48.3K | 4.72% | Trimmed(-20.7%) |
| 4 | E ISHARES TR | $11.1M | 48.7K | 3.62% | Added(+1.6%) |
| 5 | E BLACKROCK ETF TRUST | $9.8M | 139.7K | 3.21% | Added(+4.6%) |
| 6 | M MICROSOFT CORP | $9.8M | 18.1K | 3.19% | Trimmed(-0.7%) |
| 7 | A AMAZON COM INC | $9.3M | 36.0K | 3.05% | Unchanged |
| 8 | M DIMENSIONAL ETF TRUST | $8.3M | 149.6K | 2.71% | Added(+3.2%) |
| 9 | G ALPHABET INC | $7.9M | 22.6K | 2.57% | Trimmed(-1.0%) |
| 10 | E ISHARES TR | $7.6M | 79.1K | 2.48% | Added(+4.3%) |
| 11 | F FIDELITY COVINGTON TRUST | $7.4M | 120.0K | 2.42% | Trimmed(-35.6%) |
| 12 | V VANGUARD INDEX FDS | $6.2M | 76.1K | 2.01% | Added(+751.5%) |
| 13 | G GOLDMAN SACHS GROUP INC | $5.9M | 6.6K | 1.93% | Trimmed(-5.0%) |
| 14 | M META PLATFORMS INC | $5.7M | 7.7K | 1.88% | Trimmed(-1.7%) |
| 15 | M MORGAN STANLEY | $5.7M | 30.1K | 1.87% | Trimmed(-0.6%) |
| 16 | N DIMENSIONAL ETF TRUST | $5.3M | 136.8K | 1.75% | Added(+3.0%) |
| 17 | J JPMORGAN CHASE & CO | $5.3M | 15.9K | 1.73% | Trimmed(-4.1%) |
| 18 | ? N/A VANGUARD WELLINGTON FD | $4.8M | 33.4K | 1.58% | Trimmed(-2.8%) |
| 19 | E ISHARES TR | $4.6M | 5.9K | 1.50% | Trimmed(-0.4%) |
| 20 | V VANGUARD INDEX FDS | $4.2M | 14.7K | 1.38% | — |
| 21 | J JOHNSON & JOHNSON | $4.2M | 15.8K | 1.36% | Added(+0.9%) |
| 22 | C CHEVRON CORPORATION | $3.9M | 18.2K | 1.28% | Added(+0.0%) |
| 23 | G ALPHABET INC | $3.9M | 11.1K | 1.28% | Added(+0.2%) |
| 24 | S CHARLES SCHWAB CORP (THE) | $3.8M | 38.9K | 1.23% | Unchanged |
| 25 | ? N/A AMERICAN CENTY ETF TR | $3.6M | 29.8K | 1.17% | Trimmed(-9.8%) |
| 26 | O ORACLE CORP | $3.5M | 25.7K | 1.15% | Added(+0.2%) |
| 27 | V VANGUARD INDEX FDS | $3.3M | 9.1K | 1.07% | Trimmed(-1.0%) |
| 28 | U UNUM GROUP | $3.3M | 35.3K | 1.06% | Trimmed(-0.9%) |
| 29 | C COSTCO WHOLESALE CORPORATION | $3.1M | 3.2K | 1.01% | Added(+0.0%) |
| 30 | V VISA INC | $3.1M | 7.8K | 1.00% | Added(+0.5%) |
| 31 | B WISDOMTREE TR | $2.9M | 57.0K | 0.96% | Trimmed(-3.1%) |
| 32 | S STATE STR SPDR S&P 500 ETF T | $2.9M | 3.7K | 0.95% | Trimmed(-0.7%) |
| 33 | A ALPS ETF TR | $2.8M | 53.8K | 0.93% | Added(+0.8%) |
| 34 | L ELI LILLY & CO | $2.8M | 2.4K | 0.92% | Unchanged |
| 35 | E ISHARES TR | $2.8M | 62.8K | 0.91% | Trimmed(-3.9%) |
| 36 | D DELTA AIR LINES INC | $2.8M | 34.5K | 0.90% | Trimmed(-1.2%) |
| 37 | B BLACKSTONE INC | $2.7M | 23.8K | 0.89% | Added(+0.2%) |
| 38 | N SERVICENOW INC | $2.7M | 19.3K | 0.88% | Added(+1.3%) |
| 39 | N NVIDIA CORPORATION | $2.7M | 11.7K | 0.87% | Added(+0.6%) |
| 40 | L LOWES COS INC | $2.5M | 13.3K | 0.81% | Trimmed(-0.1%) |
| 41 | C SALESFORCE INC | $2.3M | 10.0K | 0.76% | Trimmed(-0.1%) |
| 42 | O OMEGA HEALTHCARE INVS INC | $2.3M | 50.4K | 0.74% | Trimmed(-1.8%) |
| 43 | G GENERAL DYNAMICS CORP | $2.2M | 6.7K | 0.73% | Added(+1.3%) |
| 44 | S SCHWAB STRATEGIC TR | $2.1M | 50.1K | 0.70% | Trimmed(-4.0%) |
| 45 | S SCHWAB STRATEGIC TR | $2M | 89.5K | 0.65% | Added(+1.6%) |
| 46 | E EATON CORP PLC | $1.9M | 4.5K | 0.63% | Added(+1.1%) |
| 47 | R FERRARI N V | $1.9M | 4.8K | 0.62% | Added(+8.5%) |
| 48 | P PARKER-HANNIFIN CORP | $1.9M | 2.0K | 0.61% | Added(+0.8%) |
| 49 | D DISNEY WALT CO | $1.8M | 16.9K | 0.60% | Trimmed(-0.5%) |
| 50 | V VERIZON COMMUNICATIONS INC | $1.8M | 42.6K | 0.59% | Trimmed(-1.4%) |