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: $283.6M124 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$326K	0.1%Prev: 0.1%	2,101 SH	Increased+101 SH
ADOBE INC	COM	$1.5M	0.5%Prev: 0.3%	4,275 SH	Increased+500 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$268K	0.1%	1,500 SH	New
ALPHABET INC	CAP STK CL A	$2.8M	1.0%Prev: 1.3%	11,537 SH	Decreased+481 SH
ALPHABET INC	CAP STK CL C	$5.7M	2.0%Prev: 2.6%	23,200 SH	Decreased+391 SH
ALPS ETF TR	ALERIAN MLP	$2.6M	0.9%Prev: 1.0%	54,610 SH	Decreased+1,250 SH
ALTRIA GROUP INC	COM	$213K	0.1%Prev: 0.1%	3,225 SH	Decreased-2,384 SH
AMAZON COM INC	COM	$7.9M	2.8%Prev: 3.0%	36,184 SH	Decreased+230 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$3.3M	1.2%Prev: 1.4%	32,908 SH	Decreased-150 SH
AMGEN INC	COM	$913K	0.3%Prev: 0.4%	3,237 SH	Decreased-284 SH
APPLE INC	COM	$14.0M	4.9%Prev: 5.5%	54,867 SH	Decreased+5,768 SH
APPLIED MATLS INC	COM	$225K	0.1%Prev: 0.2%	1,100 SH	Decreased
ARES CAPITAL CORP	COM	$2.2M	0.8%Prev: 0.3%	106,975 SH	Increased+60,267 SH
AT&T INC	COM	$333K	0.1%Prev: 0.1%	11,790 SH	Increased+490 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$24.7M	8.7%Prev: 8.0%	49,185 SH	Increased+432 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.4M	2.2%Prev: 3.0%	107,678 SH	Decreased-25,950 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.6M	0.6%	30,292 SH	New
BLACKSTONE INC	COM	$4.3M	1.5%Prev: 1.0%	25,231 SH	Increased+1,485 SH
BLACKSTONE MORTGAGE TRUST IN	NOTE 5.500% 3/1	$197K	0.1%Prev: 0.1%	200,000 PRN	Decreased
BOEING CO	COM	$2.1M	0.7%Prev: 0.7%	9,692 SH	Increased+320 SH
BOOKING HOLDINGS INC	COM	$540K	0.2%Prev: 0.2%	100 SH	Increased-2,400 SH
CHEVRON CORP NEW	COM	$2.9M	1.0%	18,643 SH	New
CHURCHILL DOWNS INC	COM	$364K	0.1%Prev: 0.1%	3,753 SH	Increased+340 SH
COCA COLA CO	COM	$275K	0.1%Prev: 0.1%	4,144 SH	Decreased+85 SH
COMCAST CORP NEW	CL A	$1.2M	0.4%Prev: 0.3%	37,728 SH	Increased-2,912 SH
COSTCO WHSL CORP NEW	COM	$3.1M	1.1%	3,327 SH	New
DELTA AIR LINES INC DEL	COM NEW	$2.0M	0.7%	35,131 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.9M	1.4%Prev: 1.7%	125,222 SH	Decreased-7,581 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$6.0M	2.1%Prev: 2.7%	129,364 SH	Decreased-15,619 SH
DISNEY WALT CO	COM	$2.1M	0.7%Prev: 0.6%	18,294 SH	Increased+1,280 SH
DOMINOS PIZZA INC	COM	$898K	0.3%Prev: 0.1%	2,080 SH	Increased+1,414 SH
DT MIDSTREAM INC	COMMON STOCK	$592K	0.2%Prev: 0.2%	5,234 SH	Decreased+505 SH
DTE ENERGY CO	COM	$1.6M	0.6%Prev: 0.5%	11,656 SH	Increased+1,733 SH
DUKE ENERGY CORP NEW	COM NEW	$1.2M	0.4%Prev: 0.4%	9,430 SH	Decreased-78 SH
EATON CORP PLC	SHS	$1.5M	0.5%Prev: 0.6%	4,107 SH	Decreased-344 SH
ELI LILLY & CO	COM	$1.8M	0.6%Prev: 0.9%	2,347 SH	Decreased-25 SH
EVEREST GROUP LTD	COM	$1.1M	0.4%Prev: 0.4%	3,190 SH	Decreased-163 SH
EXXON MOBIL CORP	COM	$404K	0.1%Prev: 0.2%	3,584 SH	Decreased-7 SH
FERRARI N V	COM	$2.6M	0.9%Prev: 0.6%	5,333 SH	Increased+867 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$9.2M	3.2%Prev: 3.9%	165,356 SH	Decreased-20,864 SH
FORD MTR CO	COM	$272K	0.1%Prev: 0.1%	22,758 SH	Increased+7,259 SH
GE AEROSPACE	COM NEW	$1.2M	0.4%Prev: 0.3%	3,830 SH	Increased+1,175 SH
GE VERNOVA INC	COM	$306K	0.1%Prev: 0.1%	498 SH	Increased+226 SH
GENERAL DYNAMICS CORP	COM	$2.3M	0.8%Prev: 0.8%	6,640 SH	Decreased+70 SH
GOLDMAN SACHS GROUP INC	COM	$5.9M	2.1%Prev: 2.5%	7,397 SH	Decreased+423 SH
HOME DEPOT INC	COM	$233K	0.1%	575 SH	New
INTEL CORP	COM	$343K	0.1%Prev: 0.2%	10,212 SH	Decreased+5,180 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$1.2M	0.4%Prev: 0.2%	18,986 SH	Increased+8,785 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$1.4M	0.5%Prev: 0.3%	29,860 SH	Increased+12,081 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$249K	0.1%	12,056 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$629K	0.2%Prev: 0.1%	4,655 SH	Increased+1,945 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$761K	0.3%Prev: 0.2%	10,350 SH	Increased+3,128 SH
INVESCO QQQ TR	UNIT SER 1	$509K	0.2%Prev: 0.2%	848 SH	Decreased+56 SH
IRON MTN INC DEL	COM	$389K	0.1%Prev: 0.1%	3,820 SH	Increased+1,375 SH
ISHARES INC	GLB ENR PROD ETF	$205K	0.1%	8,180 SH	New
ISHARES SILVER TR	ISHARES	$345K	0.1%	8,153 SH	New
ISHARES TR	CORE MSCI EAFE	$5.7M	2.0%Prev: 2.4%	65,181 SH	Decreased-10,625 SH
ISHARES TR	CORE S&P500 ETF	$3.6M	1.3%Prev: 1.5%	5,415 SH	Decreased-498 SH
ISHARES TR	CORE TOTAL USD	$1.4M	0.5%	29,472 SH	New
ISHARES TR	ISHARES BIOTECH	$414K	0.1%Prev: 0.1%	2,865 SH	Increased+970 SH
ISHARES TR	ISHARES SEMICDTR	$267K	0.1%Prev: 0.2%	983 SH	Decreased
ISHARES TR	JPMORGAN USD EMG	$297K	0.1%Prev: 0.2%	3,122 SH	Decreased-1,813 SH
ISHARES TR	MBS ETF	$682K	0.2%Prev: 0.4%	7,167 SH	Decreased-4,457 SH
ISHARES TR	MSCI USA QLT FCT	$8.1M	2.8%Prev: 3.5%	41,467 SH	Decreased-6,503 SH
ISHARES TR	RUS TP200 GR ETF	$14.0M	4.9%Prev: 5.7%	51,053 SH	Decreased-9,912 SH
ISHARES TR	SELECT DIVID ETF	$994K	0.4%Prev: 0.3%	6,998 SH	Increased+1,999 SH
ISHARES TR	US TREAS BD ETF	$291K	0.1%Prev: 0.2%	12,585 SH	Decreased-7,621 SH
JOHNSON & JOHNSON	COM	$3.0M	1.0%Prev: 1.3%	15,911 SH	Decreased+293 SH
JPMORGAN CHASE & CO.	COM	$5.8M	2.0%	18,315 SH	New
LOWES COS INC	COM	$3.4M	1.2%Prev: 0.9%	13,347 SH	Increased+14 SH
LULULEMON ATHLETICA INC	COM	$947K	0.3%Prev: 0.1%	5,322 SH	Increased+3,357 SH
MARATHON PETE CORP	COM	$279K	0.1%Prev: 0.2%	1,450 SH	Decreased
MEDTRONIC PLC	SHS	$1.7M	0.6%Prev: 0.5%	18,254 SH	Increased+933 SH
MERCADOLIBRE INC	COM	$1.1M	0.4%Prev: 0.3%	450 SH	Increased
MERCK & CO INC	COM	$506K	0.2%Prev: 0.2%	6,025 SH	Increased+2,242 SH
META PLATFORMS INC	CL A	$5.8M	2.1%Prev: 1.7%	7,919 SH	Increased+47 SH
MICROSOFT CORP	COM	$9.7M	3.4%Prev: 2.4%	18,668 SH	Increased+477 SH
MORGAN STANLEY	COM NEW	$4.9M	1.7%Prev: 2.2%	30,978 SH	Decreased+723 SH
NETFLIX INC	COM	$398K	0.1%	332 SH	New
NIKE INC	CL B	$1.2M	0.4%Prev: 0.2%	16,754 SH	Increased+348 SH
NORTHROP GRUMMAN CORP	COM	$777K	0.3%Prev: 0.2%	1,275 SH	Increased
NVIDIA CORPORATION	COM	$2.2M	0.8%Prev: 0.8%	11,601 SH	Decreased-70 SH
OMEGA HEALTHCARE INVS INC	COM	$2.3M	0.8%Prev: 0.9%	54,757 SH	Decreased+3,440 SH
ORACLE CORP	COM	$7.2M	2.5%Prev: 1.1%	25,636 SH	Increased-30 SH
PARKER-HANNIFIN CORP	COM	$1.5M	0.5%Prev: 0.6%	1,924 SH	Decreased-18 SH
PFIZER INC	COM	$347K	0.1%	13,634 SH	New
PROSHARES TR	ULTRA FNCLS NEW	$208K	0.1%	2,100 SH	New
PROSPECT CAP CORP	COM	$73K	0.0%	26,635 SH	New
REDWOOD TRUST INC	COM	$1.1M	0.4%Prev: 0.1%	190,898 SH	Increased+156,793 SH
S&P GLOBAL INC	COM	$320K	0.1%Prev: 0.1%	658 SH	Increased
SALESFORCE INC	COM	$2.4M	0.8%Prev: 0.6%	10,021 SH	Increased+10 SH
SCHWAB CHARLES CORP	COM	$3.8M	1.4%Prev: 1.3%	40,322 SH	Decreased+1,404 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$993K	0.4%Prev: 0.4%	43,029 SH	Decreased-11,084 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$2.6M	0.9%	72,153 SH	New
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$396K	0.1%Prev: 0.1%	15,676 SH	Increased+2,886 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$839K	0.3%Prev: 0.7%	35,755 SH	Decreased-52,380 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.6M	0.6%Prev: 0.6%	49,665 SH	Decreased+722 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$677K	0.2%Prev: 0.3%	23,260 SH	Decreased+225 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	0.4%Prev: 0.4%	37,954 SH	Decreased+763 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.0M	0.4%Prev: 0.4%	36,336 SH	Decreased+94 SH
SERVICENOW INC	COM	$3.2M	1.1%Prev: 0.7%	3,503 SH	Increased-15,530 SH
SHOPIFY INC	CL A SUB VTG SHS	$273K	0.1%	1,840 SH	New
SOUTHERN CO	COM	$1.3M	0.5%Prev: 0.4%	13,965 SH	Increased+1,888 SH
SPDR GOLD TR	GOLD SHS	$255K	0.1%	717 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.7M	0.9%	4,013 SH	New
STARBUCKS CORP	COM	$315K	0.1%Prev: 0.1%	3,720 SH	Decreased
STRYKER CORPORATION	COM	$860K	0.3%Prev: 0.3%	2,326 SH	Decreased-475 SH
TEGNA INC	COM	$265K	0.1%	13,019 SH	New
TESLA INC	COM	$395K	0.1%Prev: 0.1%	889 SH	Increased
TRUIST FINL CORP	COM	$533K	0.2%Prev: 0.2%	11,659 SH	Decreased
TUTOR PERINI CORP	COM	$2.2M	0.8%Prev: 0.2%	33,162 SH	Increased+23,873 SH
UNITED PARCEL SERVICE INC	CL B	$1.5M	0.5%	17,619 SH	New
UNUM GROUP	COM	$2.8M	1.0%Prev: 1.1%	36,200 SH	Decreased+624 SH
US BANCORP DEL	COM NEW	$295K	0.1%	6,113 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$382K	0.1%Prev: 0.1%	5,000 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$4.3M	1.5%Prev: 1.1%	13,933 SH	Increased+4,713 SH
VANGUARD WELLINGTON FD	US MINIMUM	$3.9M	1.4%Prev: 1.6%	29,972 SH	Decreased-4,401 SH
VERIZON COMMUNICATIONS INC	COM	$1.9M	0.7%Prev: 0.6%	43,198 SH	Increased+26 SH
VERTEX PHARMACEUTICALS INC	COM	$1.3M	0.5%Prev: 0.5%	3,328 SH	Decreased+182 SH
VISA INC	COM CL A	$2.8M	1.0%Prev: 0.9%	8,195 SH	Increased+397 SH
WALMART INC	COM	$343K	0.1%Prev: 0.1%	3,330 SH	Decreased-30 SH
WASTE MGMT INC DEL	COM	$1.2M	0.4%Prev: 0.5%	5,314 SH	Decreased-456 SH
WELLS FARGO CO NEW	COM	$258K	0.1%	3,074 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$3.7M	1.3%Prev: 1.0%	80,715 SH	Increased+21,913 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST II — $1.7M
CAPITAL ONE FINL CORP — $388K
CATERPILLAR INC — $238K
CHEVRON CORPORATION — $3.4M
COSTCO WHOLESALE CORPORATION — $3.0M
DELTA AIR LINES INC — $2.9M
FIRST TR EXCHANGE-TRADED FD — $369K
GLOBAL X FDS — $187K
ISHARES TR — $210K
ISHARES TR — $3.0M
ISHARES TR — $303K
JPMORGAN CHASE & CO — $5.6M
NETFLIX INC. — $227K
PHILIP MORRIS INTL INC — $232K
SCHWAB STRATEGIC TR — $2.1M
SPDR SERIES TRUST — $348K
STATE STR SPDR S&P 500 ETF T — $2.8M
UNITED PARCEL SVCS INC — $1.9M
US BANCORP — $228K
VAIL RESORTS INC — $975K
… and 2 more

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