Institutional
Sculati Wealth Management, LLC
CIK 0001803397
$299.8M
Reported AUM
123
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for Sculati Wealth Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $23.9M | 7.98% | — | HELD |
| 2 | IWY | ISHARES TR | $274.05 | 3.19% | 9.59% | 73.35% | $17.0M | 5.68% | — | HELD |
| 3 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $16.4M | 5.46% | — | HELD |
| 4 | FDVV | FIDELITY COVINGTON TRUST | $62.78 | 0.32% | 21.96% | 91.67% | $11.6M | 3.86% | — | HELD |
| 5 | QUAL | ISHARES TR | $218.92 | 1.36% | 21.21% | 64.41% | $10.5M | 3.49% | — | HELD |
| 6 | DYNF | BLACKROCK ETF TRUST | $66.92 | 1.95% | 22.68% | 93.86% | $9.0M | 2.99% | — | HELD |
| 7 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 9.66% | 35.70% | $8.9M | 2.96% | — | HELD |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $57.54 | 2.33% | 38.08% | 104.44% | $8.1M | 2.69% | — | HELD |
| 9 | GOOG | ALPHABET INC | $333.68 | -0.62% | 77.27% | 132.86% | $7.9M | 2.63% | — | HELD |
| 10 | GS | GOLDMAN SACHS GROUP INC | $1024.86 | 4.50% | 47.34% | 178.41% | $7.4M | 2.48% | — | HELD |
| 11 | IEFA | ISHARES TR | $98.88 | 2.75% | 25.38% | 51.77% | $7.3M | 2.43% | — | HELD |
| 12 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $7.2M | 2.39% | — | HELD |
| 13 | MS | MORGAN STANLEY | $210.06 | 3.41% | 53.60% | 134.58% | $6.5M | 2.17% | — | HELD |
| 14 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | 23.57% | 148.58% | $5.6M | 1.88% | — | HELD |
| 15 | META | META PLATFORMS INC | $539.03 | -7.95% | -27.89% | 43.33% | $5.1M | 1.70% | — | HELD |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $37.35 | 3.78% | 30.87% | 46.95% | $5.0M | 1.66% | — | HELD |
| 17 | VFMV | VANGUARD WELLINGTON FD | $143.27 | -0.89% | 15.55% | 53.37% | $4.9M | 1.63% | — | HELD |
| 18 | IVV | ISHARES TR | $745.20 | 1.65% | 20.00% | 75.17% | $4.4M | 1.47% | — | HELD |
| 19 | AVUV | AMERICAN CENTY ETF TR | $125.24 | 0.10% | 40.12% | 79.72% | $4.1M | 1.38% | — | HELD |
| 20 | SCHW | SCHWAB CHARLES CORP | $104.33 | -0.13% | 9.66% | 51.38% | $4.0M | 1.32% | — | HELD |
| 21 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | 56.99% | 69.37% | $4.0M | 1.32% | — | HELD |
| 22 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $3.8M | 1.28% | — | HELD |
| 23 | CVX | CHEVRON CORPORATION | $192.31 | 0.23% | 31.24% | 138.73% | $3.4M | 1.14% | — | HELD |
| 24 | ORCL | ORACLE CORP | $127.56 | 8.34% | -47.22% | 53.10% | $3.2M | 1.08% | — | HELD |
| 25 | UNM | UNUM GROUP | $86.77 | 3.75% | 25.18% | 272.43% | $3.2M | 1.06% | — | HELD |
| 26 | VV | VANGUARD INDEX FDS | $341.27 | 1.73% | 19.95% | 72.52% | $3.2M | 1.05% | — | HELD |
| 27 | IHDG | WISDOMTREE TR | $53.11 | 1.43% | 23.05% | 43.78% | $3.1M | 1.02% | — | HELD |
| 28 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | 0.49% | 120.47% | $3.0M | 1.01% | — | HELD |
| 29 | BX | BLACKSTONE INC | $128.07 | -1.03% | -22.11% | 20.09% | $3.0M | 1.01% | — | HELD |
| 30 | IUSB | ISHARES TR | $45.55 | 0.09% | 2.48% | 0.22% | $3.0M | 1.00% | — | HELD |
| 31 | DAL | DELTA AIR LINES INC | $88.59 | 2.71% | — | — | $2.9M | 0.98% | — | HELD |
| 32 | AMLP | ALPS ETF TR | $54.83 | 0.02% | — | — | $2.9M | 0.96% | — | HELD |
| 33 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | — | — | $2.8M | 0.93% | — | HELD |
| 34 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | — | — | $2.8M | 0.93% | — | HELD |
| 35 | V | VISA INC | $366.27 | -0.67% | — | — | $2.8M | 0.93% | — | HELD |
| 36 | LOW | LOWES COS INC | $210.08 | -2.60% | — | — | $2.8M | 0.93% | — | HELD |
| 37 | OHI | OMEGA HEALTHCARE INVS INC | $50.40 | -1.89% | — | — | $2.6M | 0.86% | — | HELD |
| 38 | GD | GENERAL DYNAMICS CORP | $382.20 | 0.33% | — | — | $2.4M | 0.81% | — | HELD |
| 39 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | — | — | $2.4M | 0.79% | — | HELD |
| 40 | FNDE | SCHWAB STRATEGIC TR | $41.01 | 2.09% | — | — | $2.1M | 0.70% | — | HELD |
| 41 | SCHZ | SCHWAB STRATEGIC TR | $22.83 | 0.04% | — | — | $2.0M | 0.67% | — | HELD |
| 42 | BA | BOEING CO | $220.90 | 3.22% | — | — | $2.0M | 0.67% | — | HELD |
| 43 | NOW | SERVICENOW INC | $110.07 | -4.92% | — | — | $2.0M | 0.66% | — | HELD |
| 44 | VZ | VERIZON COMMUNICATIONS INC | $46.11 | -2.35% | — | — | $1.9M | 0.63% | — | HELD |
| 45 | UPS | UNITED PARCEL SVCS INC | $105.27 | 0.68% | — | — | $1.9M | 0.62% | — | HELD |
| 46 | PH | PARKER-HANNIFIN CORP | $962.79 | 1.23% | — | — | $1.9M | 0.62% | — | HELD |
| 47 | ETN | EATON CORP PLC | $386.89 | 6.91% | — | — | $1.8M | 0.59% | — | HELD |
| 48 | BINC | BLACKROCK ETF TRUST II | $52.03 | 0.21% | — | — | $1.7M | 0.58% | — | HELD |
| 49 | CRM | SALESFORCE INC | $180.71 | -4.07% | — | — | $1.7M | 0.57% | — | HELD |
| 50 | RACE | FERRARI N V | $397.73 | 3.12% | — | — | $1.7M | 0.56% | — | HELD |
| 51 | SCHG | SCHWAB STRATEGIC TR | $33.79 | 1.65% | — | — | $1.7M | 0.56% | — | HELD |
| 52 | DIS | DISNEY WALT CO | $96.16 | -2.36% | — | — | $1.7M | 0.55% | — | HELD |
| 53 | VRTX | VERTEX PHARMACEUTICALS INC | $481.70 | -0.34% | — | — | $1.5M | 0.51% | — | HELD |
| 54 | DTE | DTE ENERGY CO | $141.70 | -1.27% | — | — | $1.5M | 0.49% | — | HELD |
| 55 | MDT | MEDTRONIC PLC | $85.71 | -2.09% | — | — | $1.4M | 0.48% | — | HELD |
| 56 | WM | WASTE MGMT INC DEL | $226.33 | -4.34% | — | — | $1.4M | 0.46% | — | HELD |
| 57 | SCHM | SCHWAB STRATEGIC TR | $34.79 | 1.90% | — | — | $1.3M | 0.43% | — | HELD |
| 58 | AMGN | AMGEN INC | $387.64 | 0.00% | — | — | $1.3M | 0.43% | — | HELD |
| 59 | EG | EVEREST GROUP LTD | $375.36 | -4.70% | — | — | $1.3M | 0.43% | — | HELD |
| 60 | SCHA | SCHWAB STRATEGIC TR | $33.69 | 2.53% | — | — | $1.2M | 0.41% | — | HELD |
| 61 | SCHI | SCHWAB STRATEGIC TR | $22.30 | 0.18% | — | — | $1.2M | 0.41% | — | HELD |
| 62 | DUK | DUKE ENERGY CORP NEW | $126.27 | -2.18% | — | — | $1.2M | 0.40% | — | HELD |
| 63 | SO | SOUTHERN CO | $94.34 | -1.78% | — | — | $1.2M | 0.38% | — | HELD |
| 64 | MBB | ISHARES TR | $93.29 | 0.06% | — | — | $1.1M | 0.36% | — | HELD |
| 65 | MTN | VAIL RESORTS INC | $152.82 | -4.49% | — | — | $975K | 0.33% | — | HELD |
| 66 | CMCSA | COMCAST CORP NEW | $23.67 | -3.82% | — | — | $967K | 0.32% | — | HELD |
| 67 | XSLV | INVESCO EXCH TRADED FD TR II | $53.65 | -0.72% | — | — | $958K | 0.32% | — | HELD |
| 68 | GE | GE AEROSPACE | $355.04 | 1.26% | — | — | $926K | 0.31% | — | HELD |
| 69 | SYK | STRYKER CORPORATION | $348.04 | -1.20% | — | — | $896K | 0.30% | — | HELD |
| 70 | ADBE | ADOBE INC | $247.90 | -5.90% | — | — | $896K | 0.30% | — | HELD |
| 71 | ARCC | ARES CAPITAL CORP | $18.83 | 0.64% | — | — | $895K | 0.30% | — | HELD |
| 72 | MELI | MERCADOLIBRE INC | $1885.73 | 1.20% | — | — | $816K | 0.27% | — | HELD |
| 73 | DVY | ISHARES TR | $161.93 | -1.09% | — | — | $809K | 0.27% | — | HELD |
| 74 | SCHV | SCHWAB STRATEGIC TR | $34.16 | 1.18% | — | — | $779K | 0.26% | — | HELD |
| 75 | TPC | TUTOR PERINI CORP | $83.28 | 8.61% | — | — | $730K | 0.24% | — | HELD |
| 76 | NKE | NIKE INC | $42.29 | -2.15% | — | — | $718K | 0.24% | — | HELD |
| 77 | VO | VANGUARD INDEX FDS | $80.99 | 0.46% | — | — | $717K | 0.24% | — | HELD |
| 78 | XMLV | INVESCO EXCH TRADED FD TR II | $68.64 | -1.15% | — | — | $701K | 0.23% | — | HELD |
| 79 | DTM | DT MIDSTREAM INC | $136.77 | 0.60% | — | — | $686K | 0.23% | — | HELD |
| 80 | NOC | NORTHROP GRUMMAN CORP | $534.85 | -0.04% | — | — | $665K | 0.22% | — | HELD |
| 81 | XSMO | INVESCO EXCHANGE TRADED FD T | $86.96 | 2.56% | — | — | $634K | 0.21% | — | HELD |
| 82 | TFC | TRUIST FINL CORP | $52.01 | -0.57% | — | — | $612K | 0.20% | — | HELD |
| 83 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | — | — | $583K | 0.19% | — | HELD |
| 84 | QQQ | INVESCO QQQ TR | — | — | — | — | $551K | 0.18% | — | HELD |
| 85 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $529K | 0.18% | — | HELD |
| 86 | SOXX | ISHARES TR | $504.53 | 8.50% | — | — | $513K | 0.17% | — | HELD |
| 87 | MRK | MERCK & CO INC | $129.79 | -0.44% | — | — | $482K | 0.16% | — | HELD |
| 88 | INTC | INTEL CORP | $91.13 | 11.30% | — | — | $478K | 0.16% | — | HELD |
| 89 | EMB | ISHARES TR | $94.79 | 0.24% | — | — | $471K | 0.16% | — | HELD |
| 90 | GOVT | ISHARES TR | $22.51 | 0.04% | — | — | $457K | 0.15% | — | HELD |
| 91 | BKNG | BOOKING HOLDINGS INC | $193.24 | -4.00% | — | — | $454K | 0.15% | — | HELD |
| 92 | MPC | MARATHON PETE CORP | $314.08 | 1.74% | — | — | $453K | 0.15% | — | HELD |
| 93 | XMMO | INVESCO EXCHANGE TRADED FD T | $153.95 | 2.87% | — | — | $426K | 0.14% | — | HELD |
| 94 | MO | ALTRIA GROUP INC | $67.94 | -9.32% | — | — | $416K | 0.14% | — | HELD |
| 95 | SBUX | STARBUCKS CORP | $105.85 | 1.64% | — | — | $392K | 0.13% | — | HELD |
| 96 | COF | CAPITAL ONE FINL CORP | $210.14 | 0.69% | — | — | $388K | 0.13% | — | HELD |
| 97 | WMT | WALMART INC | $111.10 | -2.73% | — | — | $384K | 0.13% | — | HELD |
| 98 | CIBR | FIRST TR EXCHANGE-TRADED FD | $90.02 | 1.39% | — | — | $369K | 0.12% | — | HELD |
| 99 | IBB | ISHARES TR | $189.96 | 0.76% | — | — | $360K | 0.12% | — | HELD |
| 100 | GDX | VANECK ETF TRUST | $76.78 | 4.36% | — | — | $357K | 0.12% | — | HELD |
| 101 | XAR | SPDR SERIES TRUST | — | — | — | — | $348K | 0.12% | — | HELD |
| 102 | TSLA | TESLA INC | — | — | — | — | $339K | 0.11% | — | HELD |
| 103 | KO | COCA COLA CO | — | — | — | — | $331K | 0.11% | — | HELD |
| 104 | SCUS | SCHWAB STRATEGIC TR | — | — | — | — | $322K | 0.11% | — | HELD |
| 105 | MMM | 3M CO | — | — | — | — | $320K | 0.11% | — | HELD |
| 106 | XVV | ISHARES TR | — | — | — | — | $303K | 0.10% | — | HELD |
| 107 | IRM | IRON MTN INC DEL | — | — | — | — | $303K | 0.10% | — | HELD |
| 108 | SPGI | S&P GLOBAL INC | — | — | — | — | $297K | 0.10% | — | HELD |
| 109 | GEV | GE VERNOVA INC | — | — | — | — | $288K | 0.10% | — | HELD |
| 110 | CHDN | CHURCHILL DOWNS INC | — | — | — | — | $287K | 0.10% | — | HELD |
| 111 | T | AT&T INC | — | — | — | — | $246K | 0.08% | — | HELD |
| 112 | CAT | CATERPILLAR INC | — | — | — | — | $238K | 0.08% | — | HELD |
| 113 | PM | PHILIP MORRIS INTL INC | — | — | — | — | $232K | 0.08% | — | HELD |
| 114 | LULU | LULULEMON ATHLETICA INC | — | — | — | — | $229K | 0.08% | — | HELD |
| 115 | USB | US BANCORP | — | — | — | — | $228K | 0.08% | — | HELD |
| 116 | NFLX | NETFLIX INC. | — | — | — | — | $227K | 0.08% | — | HELD |
| 117 | F | FORD MTR CO | — | — | — | — | $221K | 0.07% | — | HELD |
| 118 | DPZ | DOMINOS PIZZA INC | — | — | — | — | $215K | 0.07% | — | HELD |
| 119 | TLH | ISHARES TR | — | — | — | — | $210K | 0.07% | — | HELD |
| 120 | WMT2 | WELLS FARGO & CO | — | — | — | — | $210K | 0.07% | — | HELD |
| 121 | BXMT 5.5 03/15/27 | BLACKSTONE MORTGAGE TRUST IN | — | — | — | — | $198K | 0.07% | — | HELD |
| 122 | PFFD | GLOBAL X FDS | — | — | — | — | $187K | 0.06% | — | HELD |
| 123 | RWT | REDWOOD TRUST INC | — | — | — | — | $175K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001803397-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.