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: $266.2M124 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$320K	0.1%Prev: 0.1%	2,101 SH	Increased+101 SH
ADOBE INC	COM	$1.6M	0.6%Prev: 0.3%	4,231 SH	Increased+390 SH
ALPHABET INC	CAP STK CL A	$2.0M	0.8%Prev: 1.2%	11,610 SH	Decreased+585 SH
ALPHABET INC	CAP STK CL C	$4.2M	1.6%Prev: 2.3%	23,509 SH	Decreased+1,393 SH
ALPS ETF TR	ALERIAN MLP	$2.7M	1.0%Prev: 1.0%	55,946 SH	Decreased+2,061 SH
AMAZON COM INC	COM	$8.0M	3.0%Prev: 2.8%	36,648 SH	Increased+767 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.4M	0.9%Prev: 1.3%	26,256 SH	Decreased-6,290 SH
AMGEN INC	COM	$675K	0.3%Prev: 0.5%	2,419 SH	Decreased-1,102 SH
APPLE INC	COM	$11.3M	4.3%Prev: 4.6%	55,313 SH	Decreased+5,864 SH
APPLIED MATLS INC	COM	$201K	0.1%Prev: 0.1%	1,100 SH	Decreased
ARES CAPITAL CORP	COM	$2.4M	0.9%Prev: 0.6%	107,456 SH	Increased+9,801 SH
AT&T INC	COM	$341K	0.1%Prev: 0.1%	11,790 SH	Increased+490 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$24.0M	9.0%Prev: 8.7%	49,305 SH	Increased+120 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.7M	1.8%Prev: 2.5%	86,988 SH	Decreased-28,569 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.0M	0.7%Prev: 0.6%	37,715 SH	Increased+4,215 SH
BLACKSTONE INC	COM	$3.9M	1.5%Prev: 1.0%	26,111 SH	Increased+2,274 SH
BLACKSTONE MORTGAGE TRUST IN	NOTE 5.500% 3/1	$194K	0.1%	200,000 PRN	New
BOEING CO	COM	$2.0M	0.8%Prev: 0.7%	9,774 SH	Increased+458 SH
BOOKING HOLDINGS INC	COM	$579K	0.2%Prev: 0.2%	100 SH	Increased
CHARTER COMMUNICATIONS INC N	CL A	$231K	0.1%	565 SH	New
CHEVRON CORP NEW	COM	$2.7M	1.0%	18,713 SH	New
CHURCHILL DOWNS INC	COM	$394K	0.1%Prev: 0.1%	3,903 SH	Increased+150 SH
COCA COLA CO	COM	$300K	0.1%Prev: 0.1%	4,247 SH	Decreased+188 SH
COMCAST CORP NEW	CL A	$1.3M	0.5%Prev: 0.4%	37,628 SH	Increased+1,101 SH
COSTCO WHSL CORP NEW	COM	$3.3M	1.3%	3,371 SH	New
DELTA AIR LINES INC DEL	COM NEW	$1.7M	0.6%	34,532 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.8M	1.1%Prev: 1.7%	96,981 SH	Decreased-35,543 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.2M	1.6%Prev: 2.8%	97,232 SH	Decreased-45,235 SH
DISNEY WALT CO	COM	$2.3M	0.9%Prev: 0.6%	18,629 SH	Increased+1,823 SH
DOMINOS PIZZA INC	COM	$813K	0.3%Prev: 0.3%	1,805 SH	Decreased-665 SH
DT MIDSTREAM INC	COMMON STOCK	$577K	0.2%Prev: 0.2%	5,254 SH	Decreased+240 SH
DTE ENERGY CO	COM	$1.6M	0.6%Prev: 0.6%	11,749 SH	Decreased+404 SH
DUKE ENERGY CORP NEW	COM NEW	$1.0M	0.4%Prev: 0.5%	8,721 SH	Decreased-780 SH
EATON CORP PLC	SHS	$1.3M	0.5%Prev: 0.6%	3,754 SH	Decreased-697 SH
ELI LILLY & CO	COM	$1.7M	0.6%Prev: 0.8%	2,131 SH	Decreased-235 SH
EVEREST GROUP LTD	COM	$923K	0.3%Prev: 0.4%	2,715 SH	Decreased-358 SH
EXXON MOBIL CORP	COM	$386K	0.1%Prev: 0.2%	3,584 SH	Decreased
FERRARI N V	COM	$2.7M	1.0%Prev: 0.6%	5,421 SH	Increased+994 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$7.1M	2.7%Prev: 3.8%	136,002 SH	Decreased-49,118 SH
FORD MTR CO	COM	$248K	0.1%Prev: 0.1%	22,903 SH	Increased+7,404 SH
GE AEROSPACE	COM NEW	$986K	0.4%Prev: 0.3%	3,830 SH	Increased+1,175 SH
GE VERNOVA INC	COM	$279K	0.1%Prev: 0.1%	528 SH	Increased+256 SH
GENERAL DYNAMICS CORP	COM	$1.9M	0.7%Prev: 0.8%	6,650 SH	Decreased+80 SH
GOLDMAN SACHS GROUP INC	COM	$5.4M	2.0%Prev: 2.2%	7,587 SH	Decreased+514 SH
HOME DEPOT INC	COM	$211K	0.1%	575 SH	New
INTEL CORP	COM	$279K	0.1%Prev: 0.1%	12,463 SH	Decreased+4,163 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$2.8M	1.1%Prev: 0.2%	46,068 SH	Increased+35,790 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$2.9M	1.1%Prev: 0.3%	64,571 SH	Increased+46,555 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$488K	0.2%	23,581 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$229K	0.1%	11,749 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$1.4M	0.5%Prev: 0.1%	10,565 SH	Increased+7,831 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$1.3M	0.5%Prev: 0.2%	19,640 SH	Increased+12,159 SH
INVESCO QQQ TR	UNIT SER 1	$468K	0.2%Prev: 0.2%	848 SH	Increased+56 SH
IRON MTN INC DEL	COM	$443K	0.2%Prev: 0.1%	4,320 SH	Increased+525 SH
ISHARES SILVER TR	ISHARES	$213K	0.1%	6,489 SH	New
ISHARES TR	CORE MSCI EAFE	$4.0M	1.5%Prev: 2.5%	47,464 SH	Decreased-26,622 SH
ISHARES TR	CORE S&P500 ETF	$2.7M	1.0%Prev: 1.4%	4,390 SH	Decreased-1,396 SH
ISHARES TR	CORE TOTAL USD	$620K	0.2%	13,421 SH	New
ISHARES TR	ISHARES BIOTECH	$490K	0.2%Prev: 0.1%	3,874 SH	Increased+1,979 SH
ISHARES TR	ISHARES SEMICDTR	$206K	0.1%Prev: 0.1%	863 SH	Decreased-120 SH
ISHARES TR	MBS ETF	$417K	0.2%Prev: 0.4%	4,445 SH	Decreased-5,923 SH
ISHARES TR	MSCI USA QLT FCT	$6.0M	2.3%Prev: 3.3%	32,970 SH	Decreased-13,487 SH
ISHARES TR	RUS TP200 GR ETF	$10.2M	3.8%Prev: 5.4%	41,292 SH	Decreased-17,199 SH
ISHARES TR	SELECT DIVID ETF	$929K	0.3%Prev: 0.3%	6,998 SH	Increased+1,999 SH
JOHNSON & JOHNSON	COM	$2.3M	0.9%Prev: 1.4%	15,132 SH	Decreased-568 SH
JPMORGAN CHASE & CO.	COM	$5.4M	2.0%	18,651 SH	New
LOWES COS INC	COM	$3.0M	1.1%Prev: 1.2%	13,507 SH	Decreased+174 SH
LULULEMON ATHLETICA INC	COM	$1.4M	0.5%Prev: 0.2%	6,003 SH	Increased+2,275 SH
MARATHON PETE CORP	COM	$241K	0.1%Prev: 0.1%	1,450 SH	Decreased
MEDTRONIC PLC	SHS	$1.6M	0.6%Prev: 0.6%	18,064 SH	Increased+743 SH
MERCADOLIBRE INC	COM	$1.2M	0.4%Prev: 0.3%	450 SH	Increased
MERCK & CO INC	COM	$631K	0.2%Prev: 0.2%	7,968 SH	Increased+4,185 SH
META PLATFORMS INC	CL A	$6.0M	2.2%Prev: 1.7%	8,072 SH	Increased+200 SH
MICROSOFT CORP	COM	$9.3M	3.5%Prev: 2.5%	18,760 SH	Increased+415 SH
MORGAN STANLEY	COM NEW	$4.4M	1.6%Prev: 1.9%	31,172 SH	Decreased+375 SH
NETFLIX INC	COM	$453K	0.2%	338 SH	New
NIKE INC	CL B	$1.2M	0.5%Prev: 0.3%	16,941 SH	Increased+2,362 SH
NORTHROP GRUMMAN CORP	COM	$637K	0.2%Prev: 0.3%	1,275 SH	Decreased
NVIDIA CORPORATION	COM	$1.9M	0.7%Prev: 0.7%	11,733 SH	Decreased+223 SH
OMEGA HEALTHCARE INVS INC	COM	$2.0M	0.8%Prev: 0.9%	55,124 SH	Decreased+2,078 SH
ORACLE CORP	COM	$5.6M	2.1%Prev: 1.4%	25,699 SH	Increased+40 SH
PARKER-HANNIFIN CORP	COM	$1.2M	0.5%Prev: 0.6%	1,747 SH	Decreased-195 SH
PFIZER INC	COM	$366K	0.1%Prev: 0.1%	15,090 SH	Increased+4,714 SH
PHILIP MORRIS INTL INC	COM	$219K	0.1%	1,200 SH	New
PROSHARES TR	ULTRA FNCLS NEW	$201K	0.1%	2,100 SH	New
PROSPECT CAP CORP	COM	$93K	0.0%Prev: 0.0%	29,219 SH	Increased+12,954 SH
REDWOOD TRUST INC	COM	$1.1M	0.4%Prev: 0.1%	184,390 SH	Increased+112,965 SH
REGENERON PHARMACEUTICALS	COM	$396K	0.1%	754 SH	New
S&P GLOBAL INC	COM	$374K	0.1%Prev: 0.1%	709 SH	Increased+51 SH
SALESFORCE INC	COM	$2.7M	1.0%Prev: 0.7%	10,023 SH	Increased-139 SH
SCHWAB CHARLES CORP	COM	$3.7M	1.4%Prev: 1.4%	40,639 SH	Increased+1,679 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$1.1M	0.4%Prev: 0.4%	50,258 SH	Decreased-1,629 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$3.7M	1.4%Prev: 0.8%	112,703 SH	Increased+59,388 SH
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$716K	0.3%Prev: 0.1%	28,439 SH	Increased+14,548 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$432K	0.2%Prev: 0.7%	18,603 SH	Decreased-61,548 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.5M	0.5%Prev: 0.5%	49,801 SH	Increased+581 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$655K	0.2%Prev: 0.3%	23,656 SH	Decreased+572 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	0.4%Prev: 0.4%	38,479 SH	Decreased+991 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$948K	0.4%Prev: 0.4%	37,457 SH	Decreased+1,215 SH
SERVICENOW INC	COM	$3.6M	1.4%Prev: 0.7%	3,535 SH	Increased-14,485 SH
SHOPIFY INC	CL A SUB VTG SHS	$212K	0.1%	1,840 SH	New
SOUTHERN CO	COM	$1.3M	0.5%Prev: 0.5%	13,965 SH	Decreased+60 SH
SPDR GOLD TR	GOLD SHS	$256K	0.1%	840 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.5M	0.9%	4,013 SH	New
SPROUTS FMRS MKT INC	COM	$263K	0.1%	1,600 SH	New
STARBUCKS CORP	COM	$341K	0.1%Prev: 0.1%	3,720 SH	Increased
STRYKER CORPORATION	COM	$722K	0.3%Prev: 0.3%	1,825 SH	Decreased-785 SH
TEGNA INC	COM	$225K	0.1%	13,419 SH	New
TESLA INC	COM	$282K	0.1%Prev: 0.1%	889 SH	Decreased
TRUIST FINL CORP	COM	$501K	0.2%Prev: 0.2%	11,659 SH	Decreased
TUTOR PERINI CORP	COM	$3.1M	1.1%Prev: 0.5%	65,388 SH	Increased+49,314 SH
UNITED PARCEL SERVICE INC	CL B	$1.8M	0.7%	17,704 SH	New
UNUM GROUP	COM	$2.9M	1.1%Prev: 1.0%	36,238 SH	Increased+337 SH
US BANCORP DEL	COM NEW	$277K	0.1%	6,113 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$260K	0.1%Prev: 0.2%	5,000 SH	Decreased
VANGUARD INDEX FDS	LARGE CAP ETF	$7.7M	2.9%Prev: 1.0%	26,935 SH	Increased+17,482 SH
VANGUARD WELLINGTON FD	US MINIMUM	$2.7M	1.0%Prev: 1.6%	21,363 SH	Decreased-12,009 SH
VERIZON COMMUNICATIONS INC	COM	$1.9M	0.7%Prev: 0.8%	43,018 SH	Decreased-581 SH
VERTEX PHARMACEUTICALS INC	COM	$1.4M	0.5%Prev: 0.5%	3,179 SH	Decreased-101 SH
VISA INC	COM CL A	$2.9M	1.1%Prev: 0.9%	8,294 SH	Increased+438 SH
WALMART INC	COM	$326K	0.1%Prev: 0.2%	3,330 SH	Decreased-30 SH
WASTE MGMT INC DEL	COM	$1.0M	0.4%Prev: 0.5%	4,463 SH	Decreased-1,307 SH
WELLS FARGO CO NEW	COM	$246K	0.1%	3,074 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$5.5M	2.1%Prev: 1.1%	122,228 SH	Increased+61,561 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $213K
BLACKSTONE MORTGAGE TRUST IN — $198K
CHEVRON CORPORATION — $3.8M
COSTCO WHOLESALE CORPORATION — $3.2M
DELTA AIR LINES INC — $2.3M
ISHARES INC — $215K
ISHARES TR — $2.9M
ISHARES TR — $414K
ISHARES TR — $401K
JPMORGAN CHASE & CO — $5.1M
NETFLIX INC. — $317K
STATE STR SPDR S&P 500 ETF T — $2.6M
UNITED PARCEL SVCS INC — $1.5M
VAIL RESORTS INC — $853K
WELLS FARGO & CO — $202K

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