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: $283.7M116 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$320K	0.1%Prev: 0.1%	2,000 SH	Decreased-101 SH
ADOBE INC	COM	$1.3M	0.5%Prev: 0.5%	3,687 SH	Decreased-588 SH
ALPHABET INC	CAP STK CL A	$3.6M	1.3%Prev: 1.0%	11,519 SH	Increased-18 SH
ALPHABET INC	CAP STK CL C	$7.2M	2.6%Prev: 2.0%	23,094 SH	Increased-106 SH
ALPS ETF TR	ALERIAN MLP	$2.6M	0.9%Prev: 0.9%	54,606 SH	Increased-4 SH
AMAZON COM INC	COM	$8.3M	2.9%Prev: 2.8%	35,881 SH	Increased-303 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$3.3M	1.2%Prev: 1.2%	32,669 SH	Increased-239 SH
AMGEN INC	COM	$1.1M	0.4%Prev: 0.3%	3,275 SH	Increased+38 SH
APPLE INC	COM	$13.7M	4.8%Prev: 4.9%	50,425 SH	Decreased-4,442 SH
APPLIED MATLS INC	COM	$283K	0.1%Prev: 0.1%	1,100 SH	Increased
ARES CAPITAL CORP	COM	$2.1M	0.8%Prev: 0.8%	105,476 SH	Decreased-1,499 SH
AT&T INC	COM	$281K	0.1%Prev: 0.1%	11,300 SH	Decreased-490 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$24.8M	8.7%Prev: 8.7%	49,267 SH	Increased+82 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.9M	2.4%Prev: 2.2%	114,219 SH	Increased+6,541 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.6M	0.6%Prev: 0.6%	30,104 SH	Decreased-188 SH
BLACKSTONE INC	COM	$3.8M	1.3%Prev: 1.5%	24,541 SH	Decreased-690 SH
BLACKSTONE MORTGAGE TRUST IN	NOTE 5.500% 3/1	$196K	0.1%Prev: 0.1%	200,000 PRN	Decreased
BOEING CO	COM	$2.1M	0.7%Prev: 0.7%	9,610 SH	Decreased-82 SH
BOOKING HOLDINGS INC	COM	$536K	0.2%Prev: 0.2%	100 SH	Decreased
CHEVRON CORP NEW	COM	$2.8M	1.0%Prev: 1.0%	18,359 SH	Decreased-284 SH
CHURCHILL DOWNS INC	COM	$427K	0.2%Prev: 0.1%	3,753 SH	Increased
COCA COLA CO	COM	$284K	0.1%Prev: 0.1%	4,059 SH	Increased-85 SH
COMCAST CORP NEW	CL A	$1.0M	0.4%Prev: 0.4%	34,173 SH	Decreased-3,555 SH
COSTCO WHSL CORP NEW	COM	$2.8M	1.0%Prev: 1.1%	3,278 SH	Decreased-49 SH
DELTA AIR LINES INC DEL	COM NEW	$2.4M	0.9%Prev: 0.7%	35,082 SH	Increased-49 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$4.2M	1.5%Prev: 1.4%	130,200 SH	Increased+4,978 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.0M	2.5%Prev: 2.1%	141,230 SH	Increased+11,866 SH
DISNEY WALT CO	COM	$2.1M	0.7%Prev: 0.7%	18,165 SH	Decreased-129 SH
DOMINOS PIZZA INC	COM	$876K	0.3%Prev: 0.3%	2,101 SH	Decreased+21 SH
DT MIDSTREAM INC	COMMON STOCK	$620K	0.2%Prev: 0.2%	5,180 SH	Increased-54 SH
DTE ENERGY CO	COM	$1.5M	0.5%Prev: 0.6%	11,345 SH	Decreased-311 SH
DUKE ENERGY CORP NEW	COM NEW	$1.1M	0.4%Prev: 0.4%	9,095 SH	Decreased-335 SH
EATON CORP PLC	SHS	$1.3M	0.5%Prev: 0.5%	4,176 SH	Decreased+69 SH
ELI LILLY & CO	COM	$2.5M	0.9%Prev: 0.6%	2,326 SH	Increased-21 SH
EVEREST GROUP LTD	COM	$1.0M	0.4%Prev: 0.4%	2,989 SH	Decreased-201 SH
EXXON MOBIL CORP	COM	$431K	0.2%Prev: 0.1%	3,584 SH	Increased
FERRARI N V	COM	$1.9M	0.7%Prev: 0.9%	5,097 SH	Decreased-236 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$10.2M	3.6%Prev: 3.2%	179,534 SH	Increased+14,178 SH
FORD MTR CO	COM	$227K	0.1%Prev: 0.1%	17,308 SH	Decreased-5,450 SH
GE AEROSPACE	COM NEW	$1.1M	0.4%Prev: 0.4%	3,518 SH	Decreased-312 SH
GE VERNOVA INC	COM	$236K	0.1%Prev: 0.1%	361 SH	Decreased-137 SH
GENERAL DYNAMICS CORP	COM	$2.2M	0.8%Prev: 0.8%	6,622 SH	Decreased-18 SH
GOLDMAN SACHS GROUP INC	COM	$6.4M	2.3%Prev: 2.1%	7,276 SH	Increased-121 SH
INTEL CORP	COM	$318K	0.1%Prev: 0.1%	8,625 SH	Decreased-1,587 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$717K	0.3%Prev: 0.4%	11,492 SH	Decreased-7,494 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$860K	0.3%Prev: 0.5%	18,549 SH	Decreased-11,311 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$456K	0.2%Prev: 0.2%	3,295 SH	Decreased-1,360 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$570K	0.2%Prev: 0.3%	7,914 SH	Decreased-2,436 SH
INVESCO QQQ TR	UNIT SER 1	$487K	0.2%Prev: 0.2%	792 SH	Decreased-56 SH
IRON MTN INC DEL	COM	$315K	0.1%Prev: 0.1%	3,795 SH	Decreased-25 SH
ISHARES TR	CORE MSCI EAFE	$6.5M	2.3%Prev: 2.0%	72,330 SH	Increased+7,149 SH
ISHARES TR	CORE S&P500 ETF	$3.9M	1.4%Prev: 1.3%	5,708 SH	Increased+293 SH
ISHARES TR	CORE UNIVRSL USD	$2.1M	0.7%	45,635 SH	New
ISHARES TR	ISHARES BIOTECH	$461K	0.2%Prev: 0.1%	2,730 SH	Increased-135 SH
ISHARES TR	ISHARES SEMICDTR	$296K	0.1%Prev: 0.1%	983 SH	Increased
ISHARES TR	JPMORGAN USD EMG	$357K	0.1%Prev: 0.1%	3,707 SH	Increased+585 SH
ISHARES TR	MBS ETF	$790K	0.3%Prev: 0.2%	8,298 SH	Increased+1,131 SH
ISHARES TR	MSCI USA QLT FCT	$8.9M	3.1%Prev: 2.8%	44,861 SH	Increased+3,394 SH
ISHARES TR	RUS TP200 GR ETF	$15.3M	5.4%Prev: 4.9%	55,167 SH	Increased+4,114 SH
ISHARES TR	SELECT DIVID ETF	$706K	0.2%Prev: 0.4%	4,999 SH	Decreased-1,999 SH
ISHARES TR	US TREAS BD ETF	$335K	0.1%Prev: 0.1%	14,569 SH	Increased+1,984 SH
JOHNSON & JOHNSON	COM	$3.3M	1.2%Prev: 1.0%	15,821 SH	Increased-90 SH
JPMORGAN CHASE & CO.	COM	$5.8M	2.0%Prev: 2.0%	18,041 SH	Increased-274 SH
LOWES COS INC	COM	$3.2M	1.1%Prev: 1.2%	13,325 SH	Decreased-22 SH
LULULEMON ATHLETICA INC	COM	$888K	0.3%Prev: 0.3%	4,275 SH	Decreased-1,047 SH
MARATHON PETE CORP	COM	$236K	0.1%Prev: 0.1%	1,450 SH	Decreased
MEDTRONIC PLC	SHS	$1.6M	0.6%Prev: 0.6%	16,979 SH	Decreased-1,275 SH
MERCADOLIBRE INC	COM	$906K	0.3%Prev: 0.4%	450 SH	Decreased
MERCK & CO INC	COM	$418K	0.1%Prev: 0.2%	3,973 SH	Decreased-2,052 SH
META PLATFORMS INC	CL A	$5.2M	1.8%Prev: 2.1%	7,919 SH	Decreased
MICROSOFT CORP	COM	$8.9M	3.1%Prev: 3.4%	18,416 SH	Decreased-252 SH
MORGAN STANLEY	COM NEW	$5.5M	1.9%Prev: 1.7%	31,146 SH	Increased+168 SH
NETFLIX INC	COM	$311K	0.1%Prev: 0.1%	3,320 SH	Decreased+2,988 SH
NIKE INC	CL B	$903K	0.3%Prev: 0.4%	14,176 SH	Decreased-2,578 SH
NORTHROP GRUMMAN CORP	COM	$727K	0.3%Prev: 0.3%	1,275 SH	Decreased
NVIDIA CORPORATION	COM	$2.1M	0.8%Prev: 0.8%	11,473 SH	Decreased-128 SH
OMEGA HEALTHCARE INVS INC	COM	$2.4M	0.8%Prev: 0.8%	54,361 SH	Increased-396 SH
ORACLE CORP	COM	$5.0M	1.8%Prev: 2.5%	25,659 SH	Decreased+23 SH
PARKER-HANNIFIN CORP	COM	$1.7M	0.6%Prev: 0.5%	1,920 SH	Increased-4 SH
PFIZER INC	COM	$271K	0.1%Prev: 0.1%	10,888 SH	Decreased-2,746 SH
PROSPECT CAP CORP	COM	$50K	0.0%Prev: 0.0%	19,300 SH	Decreased-7,335 SH
REDWOOD TRUST INC	COM	$611K	0.2%Prev: 0.4%	110,407 SH	Decreased-80,491 SH
S&P GLOBAL INC	COM	$344K	0.1%Prev: 0.1%	658 SH	Increased
SALESFORCE INC	COM	$2.6M	0.9%Prev: 0.8%	9,771 SH	Increased-250 SH
SCHWAB CHARLES CORP	COM	$4.0M	1.4%Prev: 1.4%	39,930 SH	Increased-392 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$1.1M	0.4%Prev: 0.4%	47,058 SH	Increased+4,029 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$2.1M	0.7%Prev: 0.9%	58,763 SH	Decreased-13,390 SH
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$363K	0.1%Prev: 0.1%	14,402 SH	Decreased-1,274 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.4M	0.5%Prev: 0.3%	59,135 SH	Increased+23,380 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.6M	0.6%Prev: 0.6%	49,533 SH	Increased-132 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$684K	0.2%Prev: 0.2%	23,084 SH	Increased-176 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	0.4%Prev: 0.4%	37,488 SH	Increased-466 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.0M	0.4%Prev: 0.4%	36,257 SH	Increased-79 SH
SERVICENOW INC	COM	$2.7M	0.9%Prev: 1.1%	17,579 SH	Decreased+14,076 SH
SOUTHERN CO	COM	$1.2M	0.4%Prev: 0.5%	13,905 SH	Decreased-60 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.7M	1.0%Prev: 0.9%	3,966 SH	Increased-47 SH
STARBUCKS CORP	COM	$313K	0.1%Prev: 0.1%	3,720 SH	Decreased
STRYKER CORPORATION	COM	$840K	0.3%Prev: 0.3%	2,390 SH	Decreased+64 SH
TEGNA INC	COM	$200K	0.1%Prev: 0.1%	10,285 SH	Decreased-2,734 SH
TESLA INC	COM	$400K	0.1%Prev: 0.1%	889 SH	Increased
TRUIST FINL CORP	COM	$574K	0.2%Prev: 0.2%	11,659 SH	Increased
TUTOR PERINI CORP	COM	$2.0M	0.7%Prev: 0.8%	29,732 SH	Decreased-3,430 SH
UNITED PARCEL SERVICE INC	CL B	$1.6M	0.6%Prev: 0.5%	16,452 SH	Increased-1,167 SH
UNUM GROUP	COM	$2.8M	1.0%Prev: 1.0%	36,086 SH	Decreased-114 SH
US BANCORP DEL	COM NEW	$270K	0.1%Prev: 0.1%	5,060 SH	Decreased-1,053 SH
VAIL RESORTS INC	COM	$658K	0.2%	4,953 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$429K	0.2%Prev: 0.1%	5,000 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$3.0M	1.1%Prev: 1.5%	9,656 SH	Decreased-4,277 SH
VANGUARD WELLINGTON FD	US MINIMUM	$4.3M	1.5%Prev: 1.4%	32,830 SH	Increased+2,858 SH
VERIZON COMMUNICATIONS INC	COM	$1.7M	0.6%Prev: 0.7%	42,794 SH	Decreased-404 SH
VERTEX PHARMACEUTICALS INC	COM	$1.5M	0.5%Prev: 0.5%	3,360 SH	Increased+32 SH
VISA INC	COM CL A	$2.8M	1.0%Prev: 1.0%	8,041 SH	Increased-154 SH
WALMART INC	COM	$371K	0.1%Prev: 0.1%	3,330 SH	Increased
WASTE MGMT INC DEL	COM	$1.2M	0.4%Prev: 0.4%	5,364 SH	Increased+50 SH
WELLS FARGO CO NEW	COM	$268K	0.1%Prev: 0.1%	2,875 SH	Increased-199 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$3.2M	1.1%Prev: 1.3%	65,775 SH	Decreased-14,940 SH

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $268K
ALTRIA GROUP INC — $213K
HOME DEPOT INC — $233K
INVESCO EXCH TRD SLF IDX FD — $249K
ISHARES INC — $205K
ISHARES SILVER TR — $345K
ISHARES TR — $1.4M
PROSHARES TR — $208K
SHOPIFY INC — $273K
SPDR GOLD TR — $255K

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