Sculati Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Sculati Wealth Management, LLC reported 122 stock positions worth $299.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.0% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 5.7%) and Apple (AAPL, 5.5%). Compared with Q1 2026, it opened 10 new positions, sold out of 3, added to 35 and reduced 44. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +16%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001803397
- Portfolio Value
- $299.6M (Q2 2026)
- SEC Filing
- 0001803397-26-000008 ↗ filed Jul 21, 2026
Holdings Value
Holdings 122 stocks · $299.6M
| BRK.B Berkshire Hathaway Inc. Class B | 7.99% | 48,753 | $23.9M | Reduce -0.9% |
| IWY iShares Russell Top 200 Grow | 5.69% | 60,965 | $17.0M | Add +4.2% |
| AAPL Apple Inc. | 5.47% | 49,099 | $16.4M | Reduce -0.7% |
| FDVV Fidelity High Dividend ETF | 3.86% | 186,220 | $11.6M | Add +0.6% |
| QUAL iShares MSCI USA Quality Fac | 3.49% | 47,970 | $10.5M | Add +3.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.99% | 133,628 | $9.0M | Add +15.6% |
| AMZN Amazon.com Inc. | 2.97% | 35,954 | $8.9M | Add +0.2% |
| DFIV Dimensional International Va | 2.70% | 144,983 | $8.1M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 2.63% | 22,809 | $7.9M | Add +3.1% |
| GS Goldman Sachs Group Inc. | 2.48% | 6,974 | $7.4M | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.44% | 75,806 | $7.3M | Add +2.3% |
| MSFT Microsoft Corp. | 2.39% | 18,191 | $7.2M | Reduce -0.8% |
| MS Morgan Stanley | 2.18% | 30,255 | $6.5M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 1.89% | 16,559 | $5.6M | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 1.70% | 7,872 | $5.1M | No change |
| DFAE Dimensional Emerging Core Eq | 1.66% | 132,803 | $5.0M | Add +0.2% |
| VFMV Vanguard US Minimum Volatili | 1.63% | 34,373 | $4.9M | Add +3.0% |
| IVV iShares Core S&P 500 ETF | 1.47% | 5,913 | $4.4M | Add +2.2% |
| AVUV Avantis US Small Cap Value | 1.38% | 33,058 | $4.1M | Add +1.6% |
| SCHW Schwab (charles) Corp. | 1.32% | 38,918 | $4.0M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.32% | 15,618 | $4.0M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 1.28% | 11,056 | $3.8M | Add +0.3% |
| CVX Chevron Corp. | 1.14% | 18,230 | $3.4M | Add +0.0% |
| ORCL Oracle Corp. | 1.08% | 25,666 | $3.2M | Add +0.0% |
| UNM Unum Group | 1.06% | 35,576 | $3.2M | Reduce -0.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.05% | 9,220 | $3.2M | Reduce -2.5% |
| IHDG Wisdomtree International Hed | 1.02% | 58,802 | $3.1M | Reduce -3.1% |
| COST Costco Wholesale Corp. | 1.01% | 3,229 | $3.0M | Reduce -0.3% |
| BX Blackstone Inc. | 1.01% | 23,746 | $3.0M | Reduce -0.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.00% | 65,368 | $3.0M | Add +4.2% |
| DAL Delta Air Lines Inc. | 0.98% | 34,904 | $2.9M | No change |
| AMLP Alerian MLP ETF | 0.96% | 53,360 | $2.9M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 3,766 | $2.8M | Reduce -5.0% |
| LLY Eli Lilly & Co. | 0.93% | 2,372 | $2.8M | Add +0.3% |
| V Visa Inc. Class A | 0.93% | 7,798 | $2.8M | Reduce -0.7% |
| LOW Lowe's Cos Inc. | 0.93% | 13,333 | $2.8M | No change |
| OHI Omega Healthcare Investors | 0.86% | 51,317 | $2.6M | Reduce -3.3% |
| GD General Dynamics Corp. | 0.81% | 6,570 | $2.4M | No change |
| NVDA Nvidia Corp. | 0.79% | 11,671 | $2.4M | Add +1.4% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.70% | 52,187 | $2.1M | Reduce -2.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.68% | 88,135 | $2.0M | Add +10.0% |
| BA The Boeing Co. | 0.67% | 9,372 | $2.0M | Add +0.6% |
| NOW ServiceNow Inc. | 0.66% | 19,033 | $2.0M | Add +5.6% |
| VZ Verizon Communications Inc. | 0.63% | 43,172 | $1.9M | Reduce -1.0% |
| UPS United Parcel Service Class B | 0.62% | 15,842 | $1.9M | Add +1.0% |
| PH Parker Hannifin Corp. | 0.62% | 1,942 | $1.9M | No change |
| ETN Eaton Corp. PLC | 0.59% | 4,451 | $1.8M | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.58% | 33,453 | $1.7M | Reduce -0.1% |
| CRM Salesforce Inc. | 0.57% | 10,011 | $1.7M | Reduce -1.5% |
| RACE Ferrari NV | 0.56% | 4,466 | $1.7M | Add +0.9% |
| SCHG Schwab US Large-Cap Growth | 0.56% | 48,943 | $1.7M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.55% | 17,014 | $1.7M | Add +1.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.51% | 3,146 | $1.5M | Reduce -4.1% |
| DTE DTE Energy Company | 0.49% | 9,923 | $1.5M | Reduce -12.5% |
| MDT Medtronic PLC | 0.48% | 17,321 | $1.4M | No change |
| WM Waste Management Inc. | 0.46% | 5,770 | $1.4M | No change |
| SCHM Schwab US Mid Cap ETF | 0.43% | 37,191 | $1.3M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.43% | 3,521 | $1.3M | No change |
| EG Everest Group Ltd. | 0.43% | 3,353 | $1.3M | Add +9.1% |
| SCHA Schwab US Small-Cap ETF | 0.41% | 36,242 | $1.2M | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.41% | 54,113 | $1.2M | Add +4.3% |
| DUK Duke Energy Corp. | 0.40% | 9,508 | $1.2M | Add +0.1% |
| SO The Southern Co. | 0.38% | 12,077 | $1.2M | Reduce -13.2% |
| MBB iShares MBS ETF | 0.36% | 11,624 | $1.1M | Add +12.1% |
| MTN Vail Resorts Inc. | 0.33% | 6,592 | $975K | Reduce -0.8% |
| CMCSA Comcast Corp. Class A | 0.32% | 40,640 | $967K | Add +11.3% |
| XSLV Invesco S&P Smallcap Low Vol | 0.32% | 17,779 | $958K | Reduce -1.3% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 2,655 | $926K | No change |
| SYK Stryker Corp. | 0.30% | 2,801 | $896K | Add +7.3% |
| ADBE Adobe Inc. | 0.30% | 3,775 | $896K | Reduce -1.7% |
| ARCC Ares Capital Corp. | 0.30% | 46,708 | $895K | Reduce -52.2% |
| MELI MercadoLibre Inc. | 0.27% | 450 | $816K | No change |
| DVY iShares Select Dividend ETF | 0.27% | 4,999 | $809K | No change |
| SCHV Schwab US Large-Cap Value | 0.26% | 23,035 | $779K | Reduce -0.2% |
| TPC Tutor Perini Corp. | 0.24% | 9,289 | $730K | Reduce -42.2% |
| NKE Nike Inc. Class B | 0.24% | 16,406 | $718K | Add +12.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 8,936 | $717K | New |
| XMLV Invesco S&P Midcap Low Volat | 0.23% | 10,201 | $701K | Reduce -0.8% |
| DTM DT Midstream Inc. | 0.23% | 4,729 | $686K | Reduce -5.7% |
| NOC Northrop Grumman Corp. | 0.22% | 1,275 | $665K | No change |
| XSMO Invesco S&P Smallcap Momentu | 0.21% | 7,222 | $634K | Reduce -3.5% |
| TFC Truist Financial Corp. | 0.20% | 11,659 | $612K | No change |
| AMAT Applied Materials Inc. | 0.19% | 1,100 | $583K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 792 | $551K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 3,591 | $529K | Add +0.2% |
| SOXX iShares Semiconductor ETF | 0.17% | 983 | $513K | No change |
| MRK Merck & Co. Inc. | 0.16% | 3,783 | $482K | No change |
| INTC Intel Corp. | 0.16% | 5,032 | $478K | Reduce -39.4% |
| EMB iShares JP Morgan Usd Emergi | 0.16% | 4,935 | $471K | Add +12.0% |
| GOVT iShares US Treasury Bond ETF | 0.15% | 20,206 | $457K | Add +15.4% |
| BKNG Booking Holdings Inc. | 0.15% | 2,500 | $454K | No change |
| MPC Marathon Petroleum Corp. | 0.15% | 1,450 | $453K | No change |
| XMMO Invesco S&P Midcap Momentum | 0.14% | 2,710 | $426K | Reduce -0.9% |
| MO Altria Group Inc. | 0.14% | 5,609 | $416K | Add +73.9% |
| SBUX Starbucks Corp. | 0.13% | 3,720 | $392K | No change |
| COF Capital One Financial Corp. | 0.13% | 1,867 | $388K | New |
| WMT Walmart Inc. | 0.13% | 3,360 | $384K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.12% | 4,000 | $369K | New |
| IBB iShares Biotechnology ETF | 0.12% | 1,895 | $360K | No change |
| GDX Vaneck Gold Miners ETF | 0.12% | 5,000 | $357K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $198K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | 200,000 | $198K | No change |
Total filed on the 13F, all lines: $299.8M.
Portfolio Sells Q1 2026 → Q2 2026
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 7.99% | −0.72 |
| ARCC Ares Capital Corp. | Reduce -52.2% | 0.30% | −0.35 |
| DPZ Domino's Pizza Inc. | Reduce -73.0% | 0.07% | −0.26 |
| TPC Tutor Perini Corp. | Reduce -42.2% | 0.24% | −0.21 |
| VZ Verizon Communications Inc. | Reduce -1.0% | 0.63% | −0.18 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 1.01% | −0.18 |
| LULU Lululemon Athletica Inc. | Reduce -47.3% | 0.08% | −0.13 |
| CRM Salesforce Inc. | Reduce -1.5% | 0.57% | −0.13 |
| DTE DTE Energy Company | Reduce -12.5% | 0.49% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.8% | 2.39% | −0.12 |
| SO The Southern Co. | Reduce -13.2% | 0.38% | −0.11 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.11 |
| JNJ Johnson & Johnson | Reduce -0.5% | 1.32% | −0.10 |
| RWT Redwood Trust Inc. | Reduce -52.3% | 0.06% | −0.09 |
| AMLP Alerian MLP ETF | Reduce -1.0% | 0.96% | −0.09 |
| POWR iShares US Power Infrastruct | Sold out | 0.00% | −0.08 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -0.1% | 0.58% | −0.06 |
| IHDG Wisdomtree International Hed | Reduce -3.1% | 1.02% | −0.06 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -2.1% | 0.70% | −0.05 |
| ADBE Adobe Inc. | Reduce -1.7% | 0.30% | −0.05 |
| IRM Iron Mountain Inc. | Reduce -35.6% | 0.10% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -0.1% | 1.32% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -4.1% | 0.51% | −0.03 |
| CHDN Churchill Downs Inc. | Reduce -9.1% | 0.10% | −0.03 |
| SCUS Schwab Ultra-Short Inc. ETF | Reduce -7.9% | 0.11% | −0.02 |
| DTM DT Midstream Inc. | Reduce -5.7% | 0.23% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.0% | 0.93% | −0.02 |
| PSEC Prospect Capital Corp. | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Reduce -0.4% | 1.01% | −0.01 |
| XMLV Invesco S&P Midcap Low Volat | Reduce -0.8% | 0.23% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -5.4% | 0.07% | −0.00 |
| XMMO Invesco S&P Midcap Momentum | Reduce -0.9% | 0.14% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -0.2% | 0.26% | −0.00 |
| OHI Omega Healthcare Investors | Reduce -3.3% | 0.86% | +0.00 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -3.5% | 0.21% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -4.3% | 1.89% | +0.00 |
| XSLV Invesco S&P Smallcap Low Vol | Reduce -1.3% | 0.32% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.8% | 0.43% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.5% | 1.05% | +0.01 |
| MTN Vail Resorts Inc. | Reduce -0.8% | 0.33% | +0.01 |
| INTC Intel Corp. | Reduce -39.4% | 0.16% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.6% | 0.56% | +0.03 |
| V Visa Inc. Class A | Reduce -0.7% | 0.93% | +0.06 |
| UNM Unum Group | Reduce -0.9% | 1.06% | +0.09 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 2.48% | +0.27 |
| MS Morgan Stanley | Reduce -1.8% | 2.18% | +0.30 |
| AAPL Apple Inc. | Reduce -0.7% | 5.47% | +0.83 |
Portfolio Buys Q1 2026 → Q2 2026
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +15.6% | 2.99% | +0.50 |
| IWY iShares Russell Top 200 Grow | Add +4.2% | 5.69% | +0.31 |
| GOOG Alphabet Inc. Class C | Add +3.1% | 2.63% | +0.29 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.24% | +0.24 |
| AMZN Amazon.com Inc. | Add +0.2% | 2.97% | +0.21 |
| QUAL iShares MSCI USA Quality Fac | Add +3.3% | 3.49% | +0.20 |
| COF Capital One Financial Corp. | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.93% | +0.13 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.12% | +0.12 |
| XAR SS SPDR S&P Aerospace Def | New | 0.12% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 1.28% | +0.11 |
| XVV iShares ESG Select Screened | New | 0.10% | +0.10 |
| FDVV Fidelity High Dividend ETF | Add +0.6% | 3.86% | +0.09 |
| CAT Caterpillar Inc. | New | 0.08% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +2.2% | 1.47% | +0.08 |
| PM Philip Morris International | New | 0.08% | +0.08 |
| USB US Bancorp | New | 0.08% | +0.08 |
| TLH iShares 10-20 Year Treasury | New | 0.07% | +0.07 |
| PFFD Global X US Preferred ETF | New | 0.06% | +0.06 |
| MO Altria Group Inc. | Add +73.9% | 0.14% | +0.06 |
| EG Everest Group Ltd. | Add +9.1% | 0.43% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +1.6% | 1.38% | +0.05 |
| UPS United Parcel Service Class B | Add +1.0% | 0.62% | +0.05 |
| NVDA Nvidia Corp. | Add +1.4% | 0.79% | +0.05 |
| RACE Ferrari NV | Add +0.9% | 0.56% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +12.0% | 0.16% | +0.00 |
| GOVT iShares US Treasury Bond ETF | Add +15.4% | 0.15% | +0.00 |
| MBB iShares MBS ETF | Add +12.1% | 0.36% | +0.00 |
| DFAE Dimensional Emerging Core Eq | Add +0.2% | 1.66% | −0.00 |
| VFMV Vanguard US Minimum Volatili | Add +3.0% | 1.63% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Add +10.0% | 0.68% | −0.01 |
| BA The Boeing Co. | Add +0.6% | 0.67% | −0.02 |
| SYK Stryker Corp. | Add +7.3% | 0.30% | −0.02 |
| SCHI Schwab 5-10 Year Corporate B | Add +4.3% | 0.41% | −0.03 |
| NOW ServiceNow Inc. | Add +5.6% | 0.66% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.3% | 2.44% | −0.04 |
| DIS The Walt Disney Co. | Add +1.2% | 0.55% | −0.04 |
| NKE Nike Inc. Class B | Add +12.5% | 0.24% | −0.04 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.18% | −0.05 |
| DUK Duke Energy Corp. | Add +0.1% | 0.40% | −0.06 |
| CMCSA Comcast Corp. Class A | Add +11.3% | 0.32% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +4.2% | 1.00% | −0.07 |
| DFIV Dimensional International Va | Add +1.8% | 2.70% | −0.08 |
| CVX Chevron Corp. | Add +0.0% | 1.14% | −0.25 |
| ORCL Oracle Corp. | Add +0.0% | 1.08% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 122 | $299.6M | BRK.B, IWY, AAPL, FDVV, QUAL |
| Q1 2026 | 115 | $270.7M | BRK.B, IWY, AAPL, FDVV, QUAL |
| Q4 2025 | 115 | $283.5M | BRK.B, IWY, AAPL, FDVV, QUAL |
| Q3 2025 | 123 | $283.4M | BRK.B, AAPL, IWY, MSFT, FDVV |
| Q2 2025 | 123 | $266.0M | BRK.B, AAPL, IWY, MSFT, AMZN |
| Q1 2025 | 109 | $247.1M | BRK.B, VV, AAPL, IHDG, XSLV |
| Q4 2024Amended | 105 | $252.1M | BRK.B, VV, AAPL, IHDG, XSLV |
| Q3 2024Amended | 108 | $249.7M | BRK.B, VV, AAPL, IHDG, XSLV |
| Q2 2024 | 100 | $233.1M | BRK.B, VV, AAPL, IHDG, MSFT |
| Q1 2024 | 101 | $230.9M | BRK.B, IHDG, AAPL, VV, MSFT |