Sculati Wealth Management, LLC

CIK 0001803397 • 7 13F filings • May 12, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $247.3M110 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$309K	0.1%	2,101 SH
ADOBE INC	COM	$1.6M	0.7%	4,247 SH
AKAMAI TECHNOLOGIES INC	COM	$376K	0.2%	4,677 SH
ALPHABET INC	CAP STK CL A	$1.8M	0.7%	11,734 SH
ALPHABET INC	CAP STK CL C	$3.7M	1.5%	23,569 SH
ALPS ETF TR	ALERIAN MLP	$3.0M	1.2%	57,956 SH
AMAZON COM INC	COM	$7.0M	2.8%	36,963 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$279K	0.1%	3,201 SH
APPLE INC	COM	$12.4M	5.0%	55,780 SH
ARES CAPITAL CORP	COM	$2.5M	1.0%	111,445 SH
AT&T INC	COM	$365K	0.1%	12,910 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$26.1M	10.6%	49,006 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.0M	1.2%	57,664 SH
BLACKSTONE INC	COM	$3.8M	1.5%	26,985 SH
BLACKSTONE MORTGAGE TRUST IN	NOTE 5.500% 3/1	$194K	0.1%	200,000 PRN
BOEING CO	COM	$1.7M	0.7%	10,057 SH
BOOKING HOLDINGS INC	COM	$461K	0.2%	100 SH
CHARTER COMMUNICATIONS INC N	CL A	$208K	0.1%	565 SH
CHEVRON CORP NEW	COM	$3.2M	1.3%	19,067 SH
CHURCHILL DOWNS INC	COM	$450K	0.2%	4,049 SH
COCA COLA CO	COM	$384K	0.2%	5,368 SH
COMCAST CORP NEW	CL A	$1.3M	0.5%	36,367 SH
COSTCO WHSL CORP NEW	COM	$3.3M	1.3%	3,497 SH
DELTA AIR LINES INC DEL	COM NEW	$1.5M	0.6%	33,837 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$357K	0.1%	9,058 SH
DISNEY WALT CO	COM	$1.9M	0.8%	19,393 SH
DOMINOS PIZZA INC	COM	$520K	0.2%	1,131 SH
DT MIDSTREAM INC	COMMON STOCK	$507K	0.2%	5,254 SH
DTE ENERGY CO	COM	$1.7M	0.7%	11,984 SH
DUKE ENERGY CORP NEW	COM NEW	$923K	0.4%	7,565 SH
EATON CORP PLC	SHS	$812K	0.3%	2,986 SH
ELI LILLY & CO	COM	$1.5M	0.6%	1,831 SH
EVEREST GROUP LTD	COM	$681K	0.3%	1,875 SH
EXXON MOBIL CORP	COM	$426K	0.2%	3,584 SH
FERRARI N V	COM	$2.4M	1.0%	5,591 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$341K	0.1%	6,876 SH
FORD MTR CO	COM	$252K	0.1%	25,091 SH
GE AEROSPACE	COM NEW	$800K	0.3%	3,995 SH
GENERAL DYNAMICS CORP	COM	$1.8M	0.7%	6,500 SH
GOLDMAN SACHS GROUP INC	COM	$4.3M	1.7%	7,810 SH
HOME DEPOT INC	COM	$246K	0.1%	670 SH
INTEL CORP	COM	$472K	0.2%	20,803 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$8.8M	3.6%	142,358 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$9.2M	3.7%	198,302 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$851K	0.3%	41,152 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$461K	0.2%	23,642 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$2.8M	1.1%	24,783 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$3.0M	1.2%	48,442 SH
INVESCO QQQ TR	UNIT SER 1	$338K	0.1%	720 SH
IRON MTN INC DEL	COM	$372K	0.2%	4,320 SH
ISHARES INC	GLB ENR PROD ETF	$347K	0.1%	13,942 SH
ISHARES SILVER TR	ISHARES	$201K	0.1%	6,489 SH
ISHARES TR	ISHARES BIOTECH	$684K	0.3%	5,349 SH
ISHARES TR	ISHARES SEMICDTR	$212K	0.1%	1,125 SH
ISHARES TR	RUS TP200 GR ETF	$559K	0.2%	2,649 SH
ISHARES TR	SELECT DIVID ETF	$1.2M	0.5%	8,718 SH
JOHNSON & JOHNSON	COM	$2.6M	1.0%	15,504 SH
JPMORGAN CHASE & CO.	COM	$4.7M	1.9%	19,084 SH
LOWES COS INC	COM	$3.2M	1.3%	13,523 SH
LULULEMON ATHLETICA INC	COM	$1.9M	0.8%	6,567 SH
MARATHON PETE CORP	COM	$211K	0.1%	1,450 SH
MEDTRONIC PLC	SHS	$1.6M	0.6%	17,288 SH
MERCADOLIBRE INC	COM	$878K	0.4%	450 SH
MERCK & CO INC	COM	$1.2M	0.5%	13,236 SH
META PLATFORMS INC	CL A	$4.8M	1.9%	8,292 SH
MICROSOFT CORP	COM	$7.2M	2.9%	19,054 SH
MORGAN STANLEY	COM NEW	$3.7M	1.5%	31,736 SH
NETFLIX INC	COM	$315K	0.1%	338 SH
NIKE INC	CL B	$1.0M	0.4%	16,457 SH
NORTHROP GRUMMAN CORP	COM	$653K	0.3%	1,275 SH
NVIDIA CORPORATION	COM	$1.1M	0.5%	10,547 SH
OMEGA HEALTHCARE INVS INC	COM	$2.2M	0.9%	56,817 SH
ORACLE CORP	COM	$3.7M	1.5%	26,727 SH
PARKER-HANNIFIN CORP	COM	$840K	0.3%	1,382 SH
PFIZER INC	COM	$534K	0.2%	21,079 SH
PROSPECT CAP CORP	COM	$125K	0.1%	30,510 SH
REDWOOD TRUST INC	COM	$1.1M	0.5%	187,545 SH
REGENERON PHARMACEUTICALS	COM	$931K	0.4%	1,468 SH
S&P GLOBAL INC	COM	$360K	0.1%	709 SH
SALESFORCE INC	COM	$2.7M	1.1%	10,133 SH
SCHWAB CHARLES CORP	COM	$3.2M	1.3%	41,060 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$1.9M	0.8%	83,816 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$7.7M	3.1%	251,527 SH
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$1.1M	0.4%	41,828 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.7M	0.7%	66,547 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$765K	0.3%	28,780 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	0.5%	47,619 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$985K	0.4%	42,033 SH
SERVICENOW INC	COM	$2.9M	1.2%	3,616 SH
SOUTHERN CO	COM	$1.3M	0.5%	14,530 SH
SPDR GOLD TR	GOLD SHS	$207K	0.1%	717 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	0.9%	3,916 SH
SPROUTS FMRS MKT INC	COM	$244K	0.1%	1,600 SH
STARBUCKS CORP	COM	$442K	0.2%	4,502 SH
TEGNA INC	COM	$289K	0.1%	15,869 SH
TESLA INC	COM	$228K	0.1%	880 SH
TRUIST FINL CORP	COM	$480K	0.2%	11,659 SH
TUTOR PERINI CORP	COM	$2.2M	0.9%	95,394 SH
UNITED PARCEL SERVICE INC	CL B	$2.0M	0.8%	17,745 SH
UNUM GROUP	COM	$3.1M	1.2%	37,807 SH
US BANCORP DEL	COM NEW	$258K	0.1%	6,113 SH
VANECK ETF TRUST	GOLD MINERS ETF	$230K	0.1%	5,000 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$19.7M	8.0%	76,623 SH
VERIZON COMMUNICATIONS INC	COM	$2.0M	0.8%	44,011 SH
VERTEX PHARMACEUTICALS INC	COM	$1.4M	0.6%	2,937 SH
VISA INC	COM CL A	$3.0M	1.2%	8,468 SH
WALMART INC	COM	$338K	0.1%	3,855 SH
WASTE MGMT INC DEL	COM	$415K	0.2%	1,791 SH
WELLS FARGO CO NEW	COM	$221K	0.1%	3,074 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$10.4M	4.2%	240,108 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001803397-26-000010	—	View
Feb 5, 2026	Q4 2025	13F-HR	0001803397-26-000002	$283.7M	View
Nov 14, 2025	Q3 2025