Sculati Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Sculati Wealth Management, LLC held in its portfolio 115 assets valued at $283,679,036 (i.e. $283.68M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($24.76M), ISHARES TR ($15.28M), and APPLE INC ($13.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sculati Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 49267 | 24764058 | CL B NEW |
| ISHARES TR | 55167 | 15277949 | RUS TP200 GR ETF |
| APPLE INC | 50425 | 13708421 | COM |
| FIDELITY COVINGTON TRUST | 179534 | 10177782 | HIGH DIVID ETF |
| ISHARES TR | 44861 | 8910292 | MSCI USA QLT FCT |
| MICROSOFT CORP | 18416 | 8906346 | COM |
| AMAZON COM INC | 35881 | 8282052 | COM |
| ALPHABET INC | 23094 | 7246897 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 141230 | 7047377 | INTERNATNAL VAL |
| BLACKROCK ETF TRUST | 114219 | 6945657 | ISHARES US EQUIT |
| ISHARES TR | 72330 | 6470642 | CORE MSCI EAFE |
| GOLDMAN SACHS GROUP INC | 7276 | 6395604 | COM |
| JPMORGAN CHASE & CO. | 18041 | 5813171 | COM |
| MORGAN STANLEY | 31146 | 5529349 | COM NEW |
| META PLATFORMS INC | 7919 | 5227253 | CL A |
| ORACLE CORP | 25659 | 5001196 | COM |
| VANGUARD WELLINGTON FD | 32830 | 4280047 | US MINIMUM |
| DIMENSIONAL ETF TRUST | 130200 | 4240614 | EMGR CRE EQT MNG |
| SCHWAB CHARLES CORP | 39930 | 3989388 | COM |
| ISHARES TR | 5708 | 3909638 | CORE S&P500 ETF |
| BLACKSTONE INC | 24541 | 3782697 | COM |
| ALPHABET INC | 11519 | 3605447 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 32669 | 3331585 | US SML CP VALU |
| JOHNSON & JOHNSON | 15821 | 3274160 | COM |
| LOWES COS INC | 13325 | 3213457 | COM |
| WISDOMTREE TR | 65775 | 3200612 | ITL HDG QTLY DIV |
| VANGUARD INDEX FDS | 9656 | 3039551 | LARGE CAP ETF |
| COSTCO WHSL CORP NEW | 3278 | 2826751 | COM |
| VISA INC | 8041 | 2820059 | COM CL A |
| CHEVRON CORP NEW | 18359 | 2798020 | COM |
| UNUM GROUP | 36086 | 2796665 | COM |
| SPDR S&P 500 ETF TR | 3966 | 2704495 | TR UNIT |
| SERVICENOW INC | 17579 | 2692927 | COM |
| SALESFORCE INC | 9771 | 2588436 | COM |
| ALPS ETF TR | 54606 | 2567556 | ALERIAN MLP |
| ELI LILLY & CO | 2326 | 2499706 | COM |
| DELTA AIR LINES INC DEL | 35082 | 2434691 | COM NEW |
| OMEGA HEALTHCARE INVS INC | 54361 | 2410369 | COM |
| GENERAL DYNAMICS CORP | 6622 | 2229388 | COM |
| NVIDIA CORPORATION | 11473 | 2139715 | COM |
| ARES CAPITAL CORP | 105476 | 2133781 | COM |
| ISHARES TR | 45635 | 2123853 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 58763 | 2118994 | FUNDAMENTAL EMER |
| BOEING CO | 9610 | 2086523 | COM |
| DISNEY WALT CO | 18165 | 2066632 | COM |
| TUTOR PERINI CORP | 29732 | 1992639 | COM |
| FERRARI N V | 5097 | 1883647 | COM |
| VERIZON COMMUNICATIONS INC | 42794 | 1743000 | COM |
| PARKER-HANNIFIN CORP | 1920 | 1687603 | COM |
| UNITED PARCEL SERVICE INC | 16452 | 1631839 | CL B |
| MEDTRONIC PLC | 16979 | 1631003 | SHS |
| SCHWAB STRATEGIC TR | 49533 | 1615766 | US LCAP GR ETF |
| BLACKROCK ETF TRUST II | 30104 | 1588588 | ISHARES FLEXIBLE |
| VERTEX PHARMACEUTICALS INC | 3360 | 1523290 | COM |
| DTE ENERGY CO | 11345 | 1463278 | COM |
| SCHWAB STRATEGIC TR | 59135 | 1381985 | US AGGREGATE B |
| EATON CORP PLC | 4176 | 1330098 | SHS |
| ADOBE INC | 3687 | 1290413 | COM |
| SOUTHERN CO | 13905 | 1212516 | COM |
| WASTE MGMT INC DEL | 5364 | 1178524 | COM |
| SCHWAB STRATEGIC TR | 37488 | 1127264 | US MID-CAP ETF |
| GE AEROSPACE | 3518 | 1083720 | COM NEW |
| SCHWAB STRATEGIC TR | 47058 | 1080922 | 5 10YR CORP BD |
| AMGEN INC | 3275 | 1071940 | COM |
| DUKE ENERGY CORP NEW | 9095 | 1066025 | COM NEW |
| SCHWAB STRATEGIC TR | 36257 | 1032599 | US SML CAP ETF |
| COMCAST CORP NEW | 34173 | 1021440 | CL A |
| EVEREST GROUP LTD | 2989 | 1014317 | COM |
| MERCADOLIBRE INC | 450 | 906417 | COM |
| NIKE INC | 14176 | 903153 | CL B |
| LULULEMON ATHLETICA INC | 4275 | 888388 | COM |
| DOMINOS PIZZA INC | 2101 | 875739 | COM |
| INVESCO EXCH TRADED FD TR II | 18549 | 860094 | S&P SMLCP LOW |
| STRYKER CORPORATION | 2390 | 840013 | COM |
| ISHARES TR | 8298 | 790136 | MBS ETF |
| NORTHROP GRUMMAN CORP | 1275 | 727018 | COM |
| INVESCO EXCH TRADED FD TR II | 11492 | 716700 | S&P MIDCP LOW |
| ISHARES TR | 4999 | 705559 | SELECT DIVID ETF |
| SCHWAB STRATEGIC TR | 23084 | 683517 | US LCAP VA ETF |
| VAIL RESORTS INC | 4953 | 657758 | COM |
| DT MIDSTREAM INC | 5180 | 619942 | COMMON STOCK |
| REDWOOD TRUST INC | 110407 | 610551 | COM |
| TRUIST FINL CORP | 11659 | 573739 | COM |
| INVESCO EXCHANGE TRADED FD T | 7914 | 569851 | S&P SMLCP MOMENT |
| BOOKING HOLDINGS INC | 100 | 535533 | COM |
| INVESCO QQQ TR | 792 | 486534 | UNIT SER 1 |
| ISHARES TR | 2730 | 460742 | ISHARES BIOTECH |
| INVESCO EXCHANGE TRADED FD T | 3295 | 456226 | S&P MDCP MOMNTUM |
| EXXON MOBIL CORP | 3584 | 431299 | COM |
| VANECK ETF TRUST | 5000 | 428850 | GOLD MINERS ETF |
| CHURCHILL DOWNS INC | 3753 | 427016 | COM |
| MERCK & CO INC | 3973 | 418198 | COM |
| TESLA INC | 889 | 399801 | COM |
| WALMART INC | 3330 | 370995 | COM |
| SCHWAB STRATEGIC TR | 14402 | 362642 | ULTRA SHORT INCM |
| ISHARES TR | 3707 | 356910 | JPMORGAN USD EMG |
| S&P GLOBAL INC | 658 | 343864 | COM |
| ISHARES TR | 14569 | 335451 | US TREAS BD ETF |
| 3M CO | 2000 | 320200 | COM |
| INTEL CORP | 8625 | 318263 | COM |
| IRON MTN INC DEL | 3795 | 314795 | COM |
| STARBUCKS CORP | 3720 | 313261 | COM |
| NETFLIX INC | 3320 | 311283 | COM |
| ISHARES TR | 983 | 296030 | ISHARES SEMICDTR |
| COCA COLA CO | 4059 | 283765 | COM |
| APPLIED MATLS INC | 1100 | 282689 | COM |
| AT&T INC | 11300 | 280699 | COM |
| PFIZER INC | 10888 | 271111 | COM |
| US BANCORP DEL | 5060 | 270002 | COM NEW |
| WELLS FARGO CO NEW | 2875 | 267950 | COM |
| GE VERNOVA INC | 361 | 235939 | COM |
| MARATHON PETE CORP | 1450 | 235814 | COM |
| FORD MTR CO | 17308 | 227083 | COM |
| TEGNA INC | 10285 | 199632 | COM |
| PROSPECT CAP CORP | 19300 | 49987 | COM |
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