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: $270.9M116 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$290K	0.1%Prev: 0.1%	2,000 SH	Decreased-101 SH
ADOBE INC	COM	$934K	0.3%Prev: 0.7%	3,841 SH	Decreased-406 SH
ALPHABET INC	CAP STK CL A	$3.2M	1.2%Prev: 0.7%	11,025 SH	Increased-709 SH
ALPHABET INC	CAP STK CL C	$6.3M	2.3%Prev: 1.5%	22,116 SH	Increased-1,453 SH
ALPS ETF TR	ALERIAN MLP	$2.8M	1.0%Prev: 1.2%	53,885 SH	Decreased-4,071 SH
ALTRIA GROUP INC	COM	$213K	0.1%	3,225 SH	New
AMAZON COM INC	COM	$7.5M	2.8%Prev: 2.8%	35,881 SH	Increased-1,082 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$3.6M	1.3%Prev: 0.1%	32,546 SH	Increased+29,345 SH
AMGEN INC	COM	$1.2M	0.5%	3,521 SH	New
APPLE INC	COM	$12.5M	4.6%Prev: 5.0%	49,449 SH	Increased-6,331 SH
APPLIED MATLS INC	COM	$376K	0.1%	1,100 SH	New
ARES CAPITAL CORP	COM	$1.8M	0.6%Prev: 1.0%	97,655 SH	Decreased-13,790 SH
AT&T INC	COM	$328K	0.1%Prev: 0.1%	11,300 SH	Decreased-1,610 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$23.6M	8.7%Prev: 10.6%	49,185 SH	Decreased+179 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.7M	2.5%	115,557 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.7M	0.6%Prev: 1.2%	33,500 SH	Decreased-24,164 SH
BLACKSTONE INC	COM	$2.7M	1.0%Prev: 1.5%	23,837 SH	Decreased-3,148 SH
BLACKSTONE MORTGAGE TRUST IN	NOTE 5.500% 3/1	$198K	0.1%	200,000 PRN	New
BOEING CO	COM	$1.9M	0.7%Prev: 0.7%	9,316 SH	Increased-741 SH
BOOKING HOLDINGS INC	COM	$421K	0.2%Prev: 0.2%	100 SH	Decreased
CHEVRON CORPORATION	COM	$3.8M	1.4%	18,224 SH	New
CHURCHILL DOWNS INC	COM	$337K	0.1%Prev: 0.2%	3,753 SH	Decreased-296 SH
COCA COLA CO	COM	$309K	0.1%Prev: 0.2%	4,059 SH	Decreased-1,309 SH
COMCAST CORP NEW	CL A	$1.0M	0.4%Prev: 0.5%	36,527 SH	Decreased+160 SH
COSTCO WHOLESALE CORPORATION	COM	$3.2M	1.2%	3,239 SH	New
DELTA AIR LINES INC	COM NEW	$2.3M	0.9%	34,904 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$4.5M	1.7%	132,524 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.5M	2.8%Prev: 0.1%	142,467 SH	Increased+133,409 SH
DISNEY WALT CO	COM	$1.6M	0.6%Prev: 0.8%	16,806 SH	Decreased-2,587 SH
DOMINOS PIZZA INC	COM	$886K	0.3%Prev: 0.2%	2,470 SH	Increased+1,339 SH
DT MIDSTREAM INC	COMMON STOCK	$675K	0.2%Prev: 0.2%	5,014 SH	Increased-240 SH
DTE ENERGY CO	COM	$1.7M	0.6%Prev: 0.7%	11,345 SH	Increased-639 SH
DUKE ENERGY CORP NEW	COM NEW	$1.2M	0.5%Prev: 0.4%	9,501 SH	Increased+1,936 SH
EATON CORP PLC	SHS	$1.6M	0.6%Prev: 0.3%	4,451 SH	Increased+1,465 SH
ELI LILLY & CO	COM	$2.2M	0.8%Prev: 0.6%	2,366 SH	Increased+535 SH
EVEREST GROUP LTD	COM	$1.0M	0.4%Prev: 0.3%	3,073 SH	Increased+1,198 SH
EXXON MOBIL CORP	COM	$608K	0.2%Prev: 0.2%	3,584 SH	Increased
FERRARI N V	COM	$1.5M	0.6%Prev: 1.0%	4,427 SH	Decreased-1,164 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$10.2M	3.8%Prev: 0.1%	185,120 SH	Increased+178,244 SH
FORD MTR CO	COM	$179K	0.1%Prev: 0.1%	15,499 SH	Decreased-9,592 SH
GE AEROSPACE	COM NEW	$753K	0.3%Prev: 0.3%	2,655 SH	Decreased-1,340 SH
GE VERNOVA INC	COM	$237K	0.1%	272 SH	New
GENERAL DYNAMICS CORP	COM	$2.3M	0.8%Prev: 0.7%	6,570 SH	Increased+70 SH
GOLDMAN SACHS GROUP INC	COM	$6.0M	2.2%Prev: 1.7%	7,073 SH	Increased-737 SH
INTEL CORP	COM	$366K	0.1%Prev: 0.2%	8,300 SH	Decreased-12,503 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$647K	0.2%Prev: 3.6%	10,278 SH	Decreased-132,080 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$850K	0.3%Prev: 3.7%	18,016 SH	Decreased-180,286 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$396K	0.1%Prev: 1.1%	2,734 SH	Decreased-22,049 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$569K	0.2%Prev: 1.2%	7,481 SH	Decreased-40,961 SH
INVESCO QQQ TR	UNIT SER 1	$457K	0.2%Prev: 0.1%	792 SH	Increased+72 SH
IRON MTN INC DEL	COM	$388K	0.1%Prev: 0.2%	3,795 SH	Increased-525 SH
ISHARES INC	US POWER INFRAST	$215K	0.1%	8,180 SH	New
ISHARES TR	CORE MSCI EAFE	$6.7M	2.5%	74,086 SH	New
ISHARES TR	CORE S&P500 ETF	$3.8M	1.4%	5,786 SH	New
ISHARES TR	CORE UNIVRSL USD	$2.9M	1.1%	62,713 SH	New
ISHARES TR	ISHARES BIOTECH	$320K	0.1%Prev: 0.3%	1,895 SH	Decreased-3,454 SH
ISHARES TR	ISHARES SEMICDTR	$323K	0.1%Prev: 0.1%	983 SH	Increased-142 SH
ISHARES TR	JPMORGAN USD EMG	$414K	0.2%	4,406 SH	New
ISHARES TR	MBS ETF	$984K	0.4%	10,368 SH	New
ISHARES TR	MSCI USA QLT FCT	$8.9M	3.3%	46,457 SH	New
ISHARES TR	RUS TP200 GR ETF	$14.6M	5.4%Prev: 0.2%	58,491 SH	Increased+55,842 SH
ISHARES TR	SELECT DIVID ETF	$757K	0.3%Prev: 0.5%	4,999 SH	Decreased-3,719 SH
ISHARES TR	US TREAS BD ETF	$401K	0.1%	17,514 SH	New
JOHNSON & JOHNSON	COM	$3.8M	1.4%Prev: 1.0%	15,700 SH	Increased+196 SH
JPMORGAN CHASE & CO	COM	$5.1M	1.9%	17,308 SH	New
LOWES COS INC	COM	$3.2M	1.2%Prev: 1.3%	13,333 SH	Decreased-190 SH
LULULEMON ATHLETICA INC	COM	$571K	0.2%Prev: 0.8%	3,728 SH	Decreased-2,839 SH
MARATHON PETE CORP	COM	$354K	0.1%Prev: 0.1%	1,450 SH	Increased
MEDTRONIC PLC	SHS	$1.5M	0.6%Prev: 0.6%	17,321 SH	Decreased+33 SH
MERCADOLIBRE INC	COM	$778K	0.3%Prev: 0.4%	450 SH	Decreased
MERCK & CO INC	COM	$455K	0.2%Prev: 0.5%	3,783 SH	Decreased-9,453 SH
META PLATFORMS INC	CL A	$4.5M	1.7%Prev: 1.9%	7,872 SH	Decreased-420 SH
MICROSOFT CORP	COM	$6.8M	2.5%Prev: 2.9%	18,345 SH	Decreased-709 SH
MORGAN STANLEY	COM NEW	$5.1M	1.9%Prev: 1.5%	30,797 SH	Increased-939 SH
NETFLIX INC.	COM	$317K	0.1%	3,295 SH	New
NIKE INC	CL B	$770K	0.3%Prev: 0.4%	14,579 SH	Decreased-1,878 SH
NORTHROP GRUMMAN CORP	COM	$870K	0.3%Prev: 0.3%	1,275 SH	Increased
NVIDIA CORPORATION	COM	$2.0M	0.7%Prev: 0.5%	11,510 SH	Increased+963 SH
OMEGA HEALTHCARE INVS INC	COM	$2.3M	0.9%Prev: 0.9%	53,046 SH	Increased-3,771 SH
ORACLE CORP	COM	$3.8M	1.4%Prev: 1.5%	25,659 SH	Increased-1,068 SH
PARKER-HANNIFIN CORP	COM	$1.7M	0.6%Prev: 0.3%	1,942 SH	Increased+560 SH
PFIZER INC	COM	$291K	0.1%Prev: 0.2%	10,376 SH	Decreased-10,703 SH
PROSPECT CAP CORP	COM	$42K	0.0%Prev: 0.1%	16,265 SH	Decreased-14,245 SH
REDWOOD TRUST INC	COM	$401K	0.1%Prev: 0.5%	71,425 SH	Decreased-116,120 SH
S&P GLOBAL INC	COM	$280K	0.1%Prev: 0.1%	658 SH	Decreased-51 SH
SALESFORCE INC	COM	$1.9M	0.7%Prev: 1.1%	10,162 SH	Decreased+29 SH
SCHWAB CHARLES CORP	COM	$3.7M	1.4%Prev: 1.3%	38,960 SH	Increased-2,100 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$1.2M	0.4%Prev: 0.8%	51,887 SH	Decreased-31,929 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$2.0M	0.8%Prev: 3.1%	53,315 SH	Decreased-198,212 SH
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$350K	0.1%Prev: 0.4%	13,891 SH	Decreased-27,937 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.9M	0.7%	80,151 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.4M	0.5%Prev: 0.7%	49,220 SH	Decreased-17,327 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$704K	0.3%Prev: 0.3%	23,084 SH	Decreased-5,696 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	0.4%Prev: 0.5%	37,488 SH	Decreased-10,131 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.1M	0.4%Prev: 0.4%	36,242 SH	Increased-5,791 SH
SERVICENOW INC	COM	$1.9M	0.7%Prev: 1.2%	18,020 SH	Decreased+14,404 SH
SOUTHERN CO	COM	$1.3M	0.5%Prev: 0.5%	13,905 SH	Increased-625 SH
STARBUCKS CORP	COM	$333K	0.1%Prev: 0.2%	3,720 SH	Decreased-782 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	1.0%	3,966 SH	New
STRYKER CORPORATION	COM	$858K	0.3%	2,610 SH	New
TESLA INC	COM	$330K	0.1%Prev: 0.1%	889 SH	Increased+9 SH
TRUIST FINL CORP	COM	$536K	0.2%Prev: 0.2%	11,659 SH	Increased
TUTOR PERINI CORP	COM	$1.2M	0.5%Prev: 0.9%	16,074 SH	Decreased-79,320 SH
UNITED PARCEL SVCS INC	CL B	$1.5M	0.6%	15,687 SH	New
UNUM GROUP	COM	$2.6M	1.0%Prev: 1.2%	35,901 SH	Decreased-1,906 SH
VAIL RESORTS INC	COM	$853K	0.3%	6,645 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$459K	0.2%Prev: 0.1%	5,000 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$2.8M	1.0%Prev: 8.0%	9,453 SH	Decreased-67,170 SH
VANGUARD WELLINGTON FD	US MINIMUM	$4.4M	1.6%	33,372 SH	New
VERIZON COMMUNICATIONS INC	COM	$2.2M	0.8%Prev: 0.8%	43,599 SH	Increased-412 SH
VERTEX PHARMACEUTICALS INC	COM	$1.5M	0.5%Prev: 0.6%	3,280 SH	Increased+343 SH
VISA INC	COM CL A	$2.4M	0.9%Prev: 1.2%	7,856 SH	Decreased-612 SH
WALMART INC	COM	$418K	0.2%Prev: 0.1%	3,360 SH	Increased-495 SH
WASTE MGMT INC DEL	COM	$1.3M	0.5%Prev: 0.2%	5,770 SH	Increased+3,979 SH
WELLS FARGO & CO	COM	$202K	0.1%	2,536 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$2.9M	1.1%Prev: 4.2%	60,667 SH	Decreased-179,441 SH

Sold (vs prior filing)

AKAMAI TECHNOLOGIES INC — $376K
BLACKSTONE MORTGAGE TRUST IN — $194K
CHARTER COMMUNICATIONS INC N — $208K
CHEVRON CORP NEW — $3.2M
COSTCO WHSL CORP NEW — $3.3M
DELTA AIR LINES INC DEL — $1.5M
HOME DEPOT INC — $246K
INVESCO EXCH TRD SLF IDX FD — $851K
INVESCO EXCH TRD SLF IDX FD — $461K
ISHARES INC — $347K
ISHARES SILVER TR — $201K
JPMORGAN CHASE & CO. — $4.7M
NETFLIX INC — $315K
REGENERON PHARMACEUTICALS — $931K
SPDR GOLD TR — $207K
SPDR S&P 500 ETF TR — $2.2M
SPROUTS FMRS MKT INC — $244K
TEGNA INC — $289K
UNITED PARCEL SERVICE INC — $2.0M
US BANCORP DEL — $258K
… and 1 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