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: $299.8M123 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$320K	0.1%Prev: 0.1%	2,000 SH	Decreased-101 SH
ADOBE INC	COM	$896K	0.3%Prev: 0.6%	3,775 SH	Decreased-456 SH
ALPHABET INC	CAP STK CL A	$3.8M	1.3%Prev: 0.8%	11,056 SH	Increased-554 SH
ALPHABET INC	CAP STK CL C	$7.9M	2.6%Prev: 1.6%	22,809 SH	Increased-700 SH
ALPS ETF TR	ALERIAN MLP	$2.9M	1.0%Prev: 1.0%	53,360 SH	Increased-2,586 SH
ALTRIA GROUP INC	COM	$416K	0.1%	5,609 SH	New
AMAZON COM INC	COM	$8.9M	3.0%Prev: 3.0%	35,954 SH	Increased-694 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$4.1M	1.4%Prev: 0.9%	33,058 SH	Increased+6,802 SH
AMGEN INC	COM	$1.3M	0.4%Prev: 0.3%	3,521 SH	Increased+1,102 SH
APPLE INC	COM	$16.4M	5.5%Prev: 4.3%	49,099 SH	Increased-6,214 SH
APPLIED MATLS INC	COM	$583K	0.2%Prev: 0.1%	1,100 SH	Increased
ARES CAPITAL CORP	COM	$895K	0.3%Prev: 0.9%	46,708 SH	Decreased-60,748 SH
AT&T INC	COM	$246K	0.1%Prev: 0.1%	11,300 SH	Decreased-490 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$23.9M	8.0%Prev: 9.0%	48,753 SH	Decreased-552 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$9.0M	3.0%Prev: 1.8%	133,628 SH	Increased+46,640 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$1.7M	0.6%	33,453 SH	New
BLACKSTONE INC	COM	$3.0M	1.0%Prev: 1.5%	23,746 SH	Decreased-2,365 SH
BLACKSTONE MORTGAGE TRUST IN	NOTE 5.500% 3/1	$198K	0.1%	200,000 PRN	New
BOEING CO	COM	$2.0M	0.7%Prev: 0.8%	9,372 SH	Decreased-402 SH
BOOKING HOLDINGS INC	COM	$454K	0.2%Prev: 0.2%	2,500 SH	Decreased+2,400 SH
CAPITAL ONE FINL CORP	COM	$388K	0.1%	1,867 SH	New
CATERPILLAR INC	COM	$238K	0.1%	270 SH	New
CHEVRON CORPORATION	COM	$3.4M	1.1%	18,230 SH	New
CHURCHILL DOWNS INC	COM	$287K	0.1%Prev: 0.1%	3,413 SH	Decreased-490 SH
COCA COLA CO	COM	$331K	0.1%Prev: 0.1%	4,059 SH	Increased-188 SH
COMCAST CORP NEW	CL A	$967K	0.3%Prev: 0.5%	40,640 SH	Decreased+3,012 SH
COSTCO WHOLESALE CORPORATION	COM	$3.0M	1.0%	3,229 SH	New
DELTA AIR LINES INC	COM NEW	$2.9M	1.0%	34,904 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.0M	1.7%Prev: 1.1%	132,803 SH	Increased+35,822 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$8.1M	2.7%Prev: 1.6%	144,983 SH	Increased+47,751 SH
DISNEY WALT CO	COM	$1.7M	0.6%Prev: 0.9%	17,014 SH	Decreased-1,615 SH
DOMINOS PIZZA INC	COM	$215K	0.1%Prev: 0.3%	666 SH	Decreased-1,139 SH
DT MIDSTREAM INC	COMMON STOCK	$686K	0.2%Prev: 0.2%	4,729 SH	Increased-525 SH
DTE ENERGY CO	COM	$1.5M	0.5%Prev: 0.6%	9,923 SH	Decreased-1,826 SH
DUKE ENERGY CORP NEW	COM NEW	$1.2M	0.4%Prev: 0.4%	9,508 SH	Increased+787 SH
EATON CORP PLC	SHS	$1.8M	0.6%Prev: 0.5%	4,451 SH	Increased+697 SH
ELI LILLY & CO	COM	$2.8M	0.9%Prev: 0.6%	2,372 SH	Increased+241 SH
EVEREST GROUP LTD	COM	$1.3M	0.4%Prev: 0.3%	3,353 SH	Increased+638 SH
EXXON MOBIL CORP	COM	$529K	0.2%Prev: 0.1%	3,591 SH	Increased+7 SH
FERRARI N V	COM	$1.7M	0.6%Prev: 1.0%	4,466 SH	Decreased-955 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$11.6M	3.9%Prev: 2.7%	186,220 SH	Increased+50,218 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$369K	0.1%	4,000 SH	New
FORD MTR CO	COM	$221K	0.1%Prev: 0.1%	15,499 SH	Decreased-7,404 SH
GE AEROSPACE	COM NEW	$926K	0.3%Prev: 0.4%	2,655 SH	Decreased-1,175 SH
GE VERNOVA INC	COM	$288K	0.1%Prev: 0.1%	272 SH	Increased-256 SH
GENERAL DYNAMICS CORP	COM	$2.4M	0.8%Prev: 0.7%	6,570 SH	Increased-80 SH
GLOBAL X FDS	US PFD ETF	$187K	0.1%	10,061 SH	New
GOLDMAN SACHS GROUP INC	COM	$7.4M	2.5%Prev: 2.0%	6,974 SH	Increased-613 SH
INTEL CORP	COM	$478K	0.2%Prev: 0.1%	5,032 SH	Increased-7,431 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$701K	0.2%Prev: 1.1%	10,201 SH	Decreased-35,867 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$958K	0.3%Prev: 1.1%	17,779 SH	Decreased-46,792 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$426K	0.1%Prev: 0.5%	2,710 SH	Decreased-7,855 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$634K	0.2%Prev: 0.5%	7,222 SH	Decreased-12,418 SH
INVESCO QQQ TR	UNIT SER 1	$551K	0.2%Prev: 0.2%	792 SH	Increased-56 SH
IRON MTN INC DEL	COM	$303K	0.1%Prev: 0.2%	2,445 SH	Decreased-1,875 SH
ISHARES TR	10-20 YR TRS ETF	$210K	0.1%	2,130 SH	New
ISHARES TR	CORE MSCI EAFE	$7.3M	2.4%Prev: 1.5%	75,806 SH	Increased+28,342 SH
ISHARES TR	CORE S&P500 ETF	$4.4M	1.5%Prev: 1.0%	5,913 SH	Increased+1,523 SH
ISHARES TR	CORE UNIVRSL USD	$3.0M	1.0%	65,368 SH	New
ISHARES TR	ESG SELECT SCRE	$303K	0.1%	5,332 SH	New
ISHARES TR	ISHARES BIOTECH	$360K	0.1%Prev: 0.2%	1,895 SH	Decreased-1,979 SH
ISHARES TR	ISHARES SEMICDTR	$513K	0.2%Prev: 0.1%	983 SH	Increased+120 SH
ISHARES TR	JPMORGAN USD EMG	$471K	0.2%	4,935 SH	New
ISHARES TR	MBS ETF	$1.1M	0.4%Prev: 0.2%	11,624 SH	Increased+7,179 SH
ISHARES TR	MSCI USA QLT FCT	$10.5M	3.5%Prev: 2.3%	47,970 SH	Increased+15,000 SH
ISHARES TR	RUS TP200 GR ETF	$17.0M	5.7%Prev: 3.8%	60,965 SH	Increased+19,673 SH
ISHARES TR	SELECT DIVID ETF	$809K	0.3%Prev: 0.3%	4,999 SH	Decreased-1,999 SH
ISHARES TR	US TREAS BD ETF	$457K	0.2%	20,206 SH	New
JOHNSON & JOHNSON	COM	$4.0M	1.3%Prev: 0.9%	15,618 SH	Increased+486 SH
JPMORGAN CHASE & CO	COM	$5.6M	1.9%	16,559 SH	New
LOWES COS INC	COM	$2.8M	0.9%Prev: 1.1%	13,333 SH	Decreased-174 SH
LULULEMON ATHLETICA INC	COM	$229K	0.1%Prev: 0.5%	1,965 SH	Decreased-4,038 SH
MARATHON PETE CORP	COM	$453K	0.2%Prev: 0.1%	1,450 SH	Increased
MEDTRONIC PLC	SHS	$1.4M	0.5%Prev: 0.6%	17,321 SH	Decreased-743 SH
MERCADOLIBRE INC	COM	$816K	0.3%Prev: 0.4%	450 SH	Decreased
MERCK & CO INC	COM	$482K	0.2%Prev: 0.2%	3,783 SH	Decreased-4,185 SH
META PLATFORMS INC	CL A	$5.1M	1.7%Prev: 2.2%	7,872 SH	Decreased-200 SH
MICROSOFT CORP	COM	$7.2M	2.4%Prev: 3.5%	18,191 SH	Decreased-569 SH
MORGAN STANLEY	COM NEW	$6.5M	2.2%Prev: 1.6%	30,255 SH	Increased-917 SH
NETFLIX INC.	COM	$227K	0.1%	3,295 SH	New
NIKE INC	CL B	$718K	0.2%Prev: 0.5%	16,406 SH	Decreased-535 SH
NORTHROP GRUMMAN CORP	COM	$665K	0.2%Prev: 0.2%	1,275 SH	Increased
NVIDIA CORPORATION	COM	$2.4M	0.8%Prev: 0.7%	11,671 SH	Increased-62 SH
OMEGA HEALTHCARE INVS INC	COM	$2.6M	0.9%Prev: 0.8%	51,317 SH	Increased-3,807 SH
ORACLE CORP	COM	$3.2M	1.1%Prev: 2.1%	25,666 SH	Decreased-33 SH
PARKER-HANNIFIN CORP	COM	$1.9M	0.6%Prev: 0.5%	1,942 SH	Increased+195 SH
PHILIP MORRIS INTL INC	COM	$232K	0.1%Prev: 0.1%	1,200 SH	Increased
REDWOOD TRUST INC	COM	$175K	0.1%Prev: 0.4%	34,105 SH	Decreased-150,285 SH
S&P GLOBAL INC	COM	$297K	0.1%Prev: 0.1%	658 SH	Decreased-51 SH
SALESFORCE INC	COM	$1.7M	0.6%Prev: 1.0%	10,011 SH	Decreased-12 SH
SCHWAB CHARLES CORP	COM	$4.0M	1.3%Prev: 1.4%	38,918 SH	Increased-1,721 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$1.2M	0.4%Prev: 0.4%	54,113 SH	Increased+3,855 SH
SCHWAB STRATEGIC TR	FUND EM EQUI ETF	$2.1M	0.7%	52,187 SH	New
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$322K	0.1%Prev: 0.3%	12,790 SH	Decreased-15,649 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$2.0M	0.7%Prev: 0.2%	88,135 SH	Increased+69,532 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.7M	0.6%Prev: 0.5%	48,943 SH	Increased-858 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$779K	0.3%Prev: 0.2%	23,035 SH	Increased-621 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.3M	0.4%Prev: 0.4%	37,191 SH	Increased-1,288 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.2M	0.4%Prev: 0.4%	36,242 SH	Increased-1,215 SH
SERVICENOW INC	COM	$2.0M	0.7%Prev: 1.4%	19,033 SH	Decreased+15,498 SH
SOUTHERN CO	COM	$1.2M	0.4%Prev: 0.5%	12,077 SH	Decreased-1,888 SH
SPDR SERIES TRUST	ST STR SP AERO	$348K	0.1%	1,347 SH	New
STARBUCKS CORP	COM	$392K	0.1%Prev: 0.1%	3,720 SH	Increased
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	0.9%	3,766 SH	New
STRYKER CORPORATION	COM	$896K	0.3%Prev: 0.3%	2,801 SH	Increased+976 SH
TESLA INC	COM	$339K	0.1%Prev: 0.1%	889 SH	Increased
TRUIST FINL CORP	COM	$612K	0.2%Prev: 0.2%	11,659 SH	Increased
TUTOR PERINI CORP	COM	$730K	0.2%Prev: 1.1%	9,289 SH	Decreased-56,099 SH
UNITED PARCEL SVCS INC	CL B	$1.9M	0.6%	15,842 SH	New
UNUM GROUP	COM	$3.2M	1.1%Prev: 1.1%	35,576 SH	Increased-662 SH
US BANCORP	COM NEW	$228K	0.1%	3,611 SH	New
VAIL RESORTS INC	COM	$975K	0.3%	6,592 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$357K	0.1%Prev: 0.1%	5,000 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$3.2M	1.1%Prev: 2.9%	9,220 SH	Decreased-17,715 SH
VANGUARD INDEX FDS	MID CAP ETF	$717K	0.2%	8,936 SH	New
VANGUARD WELLINGTON FD	US MINIMUM	$4.9M	1.6%Prev: 1.0%	34,373 SH	Increased+13,010 SH
VERIZON COMMUNICATIONS INC	COM	$1.9M	0.6%Prev: 0.7%	43,172 SH	Increased+154 SH
VERTEX PHARMACEUTICALS INC	COM	$1.5M	0.5%Prev: 0.5%	3,146 SH	Increased-33 SH
VISA INC	COM CL A	$2.8M	0.9%Prev: 1.1%	7,798 SH	Decreased-496 SH
WALMART INC	COM	$384K	0.1%Prev: 0.1%	3,360 SH	Increased+30 SH
WASTE MGMT INC DEL	COM	$1.4M	0.5%Prev: 0.4%	5,770 SH	Increased+1,307 SH
WELLS FARGO & CO	COM	$210K	0.1%	2,400 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$3.1M	1.0%Prev: 2.1%	58,802 SH	Decreased-63,426 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST II — $2.0M
BLACKSTONE MORTGAGE TRUST IN — $194K
CHARTER COMMUNICATIONS INC N — $231K
CHEVRON CORP NEW — $2.7M
COSTCO WHSL CORP NEW — $3.3M
DELTA AIR LINES INC DEL — $1.7M
HOME DEPOT INC — $211K
INVESCO EXCH TRD SLF IDX FD — $488K
INVESCO EXCH TRD SLF IDX FD — $229K
ISHARES SILVER TR — $213K
ISHARES TR — $620K
JPMORGAN CHASE & CO. — $5.4M
NETFLIX INC — $453K
PFIZER INC — $366K
PROSHARES TR — $201K
PROSPECT CAP CORP — $93K
REGENERON PHARMACEUTICALS — $396K
SCHWAB STRATEGIC TR — $3.7M
SHOPIFY INC — $212K
SPDR GOLD TR — $256K
… and 6 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