Sculati Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 26, 2025), Sculati Wealth Management, LLC reported 105 stock positions worth $252.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.0% of the portfolio, followed by Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 8.1%) and Apple (AAPL, 5.8%). Compared with Q3 2024, it opened 3 new positions, sold out of 6, added to 26 and reduced 52. The biggest buy was iShares Flex I A ETF-Usd (BINC, shares +71%) and the biggest sale an exit from Invesco Bulletshares 2024 CB (BSCO).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001803397
- Portfolio Value
- $252.1M (Q4 2024)
- SEC Filing
- 0001803397-25-000002 ↗ filed Feb 26, 2025
Holdings Value
Holdings 105 stocks · $252.1M
| BRK.B Berkshire Hathaway Inc. Class B | 9.00% | 50,063 | $22.7M | Reduce -0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 8.15% | 76,147 | $20.5M | Add +2.4% |
| AAPL Apple Inc. | 5.83% | 58,707 | $14.7M | Reduce -1.7% |
| IHDG Wisdomtree International Hed | 4.17% | 241,939 | $10.5M | Add +2.1% |
| XSLV Invesco S&P Smallcap Low Vol | 3.57% | 190,575 | $9.0M | Add +3.1% |
| MSFT Microsoft Corp. | 3.26% | 19,499 | $8.2M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 3.24% | 37,273 | $8.2M | Reduce -0.5% |
| XMLV Invesco S&P Midcap Low Volat | 3.17% | 131,540 | $8.0M | Add +4.8% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 2.86% | 248,475 | $7.2M | Add +2.6% |
| META Meta Platforms Inc. Class A | 1.99% | 8,553 | $5.0M | No change |
| BX Blackstone Inc. | 1.93% | 28,237 | $4.9M | Reduce -1.3% |
| ORCL Oracle Corp. | 1.86% | 28,063 | $4.7M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 1.84% | 19,375 | $4.6M | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 1.82% | 8,008 | $4.6M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 1.80% | 23,803 | $4.5M | No change |
| MS Morgan Stanley | 1.63% | 32,774 | $4.1M | Reduce -3.1% |
| NOW ServiceNow Inc. | 1.51% | 3,582 | $3.8M | Reduce -0.7% |
| CRM Salesforce Inc. | 1.35% | 10,143 | $3.4M | Reduce -0.7% |
| LOW Lowe's Cos Inc. | 1.34% | 13,663 | $3.4M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 1.31% | 3,606 | $3.3M | Reduce -0.6% |
| TPC Tutor Perini Corp. | 1.26% | 130,869 | $3.2M | Reduce -15.5% |
| XSMO Invesco S&P Smallcap Momentu | 1.25% | 47,671 | $3.2M | Add +0.6% |
| SCHW Schwab (charles) Corp. | 1.23% | 41,905 | $3.1M | Reduce -0.5% |
| XMMO Invesco S&P Midcap Momentum | 1.18% | 24,002 | $3.0M | Add +0.4% |
| UNM Unum Group | 1.13% | 38,901 | $2.8M | Add +0.5% |
| AMLP Alerian MLP ETF | 1.10% | 57,605 | $2.8M | Reduce -3.1% |
| LULU Lululemon Athletica Inc. | 1.10% | 7,246 | $2.8M | Reduce -2.5% |
| CVX Chevron Corp. | 1.08% | 18,759 | $2.7M | Reduce -6.5% |
| V Visa Inc. Class A | 1.03% | 8,192 | $2.6M | Reduce -0.6% |
| RACE Ferrari NV | 0.99% | 5,878 | $2.5M | Reduce -0.6% |
| ARCC Ares Capital Corp. | 0.97% | 111,642 | $2.4M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 3,917 | $2.3M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.90% | 11,962 | $2.3M | No change |
| JNJ Johnson & Johnson | 0.88% | 15,340 | $2.2M | Reduce -3.3% |
| SCHG Schwab US Large-Cap Growth | 0.87% | 78,541 | $2.2M | Reduce -9.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.85% | 41,090 | $2.1M | Add +71.4% |
| UPS United Parcel Service Class B | 0.84% | 16,786 | $2.1M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.83% | 18,801 | $2.1M | Add +0.9% |
| OHI Omega Healthcare Investors | 0.83% | 55,109 | $2.1M | Reduce -2.7% |
| DAL Delta Air Lines Inc. | 0.73% | 30,599 | $1.9M | Reduce -8.3% |
| ADBE Adobe Inc. | 0.69% | 3,923 | $1.7M | Reduce -0.8% |
| GD General Dynamics Corp. | 0.69% | 6,583 | $1.7M | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.67% | 17,045 | $1.7M | Reduce -8.6% |
| SCUS Schwab Ultra-Short Inc. ETF | 0.67% | 67,382 | $1.7M | Add +32.8% |
| BA The Boeing Co. | 0.67% | 9,541 | $1.7M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.65% | 41,238 | $1.6M | Add +3.4% |
| DTE DTE Energy Company | 0.59% | 12,329 | $1.5M | No change |
| SCHM Schwab US Mid Cap ETF | 0.58% | 52,512 | $1.5M | Reduce -2.0% |
| REGN Regeneron Pharmaceuticals | 0.55% | 1,953 | $1.4M | Reduce -1.9% |
| SCHA Schwab US Small-Cap ETF | 0.50% | 48,343 | $1.3M | Reduce -4.8% |
| SO The Southern Co. | 0.49% | 14,910 | $1.2M | Reduce -5.7% |
| LLY Eli Lilly & Co. | 0.47% | 1,542 | $1.2M | Add +10.0% |
| MDT Medtronic PLC | 0.47% | 14,701 | $1.2M | Add +1.2% |
| DVY iShares Select Dividend ETF | 0.46% | 8,893 | $1.2M | No change |
| CMCSA Comcast Corp. Class A | 0.46% | 30,792 | $1.2M | Add +0.9% |
| RWT Redwood Trust Inc. | 0.44% | 168,748 | $1.1M | Reduce -1.6% |
| NKE Nike Inc. Class B | 0.43% | 14,387 | $1.1M | Add +1.4% |
| NVDA Nvidia Corp. | 0.42% | 7,867 | $1.1M | Add +8.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.41% | 2,556 | $1.0M | Add +1.0% |
| SCHV Schwab US Large-Cap Value | 0.35% | 34,008 | $887K | Reduce -6.1% |
| BSCP Invesco Bulletshares 2025 CB | 0.35% | 42,257 | $873K | Reduce -0.0% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 4,865 | $811K | Reduce -1.9% |
| IBB iShares Biotechnology ETF | 0.31% | 5,911 | $781K | Reduce -2.9% |
| MELI MercadoLibre Inc. | 0.30% | 450 | $765K | No change |
| ETN Eaton Corp. PLC | 0.30% | 2,275 | $755K | Add +21.3% |
| PH Parker Hannifin Corp. | 0.28% | 1,094 | $696K | Add +15.4% |
| PFE Pfizer Inc. | 0.26% | 24,677 | $655K | Reduce -17.7% |
| AKAM Akamai Technologies Inc. | 0.24% | 6,417 | $614K | Reduce -15.3% |
| INTC Intel Corp. | 0.24% | 29,881 | $599K | Reduce -16.7% |
| NOC Northrop Grumman Corp. | 0.24% | 1,275 | $598K | No change |
| CHDN Churchill Downs Inc. | 0.21% | 4,049 | $541K | No change |
| DTM DT Midstream Inc. | 0.21% | 5,254 | $522K | No change |
| TFC Truist Financial Corp. | 0.20% | 11,659 | $506K | No change |
| BKNG Booking Holdings Inc. | 0.20% | 100 | $497K | No change |
| DUK Duke Energy Corp. | 0.20% | 4,575 | $493K | Add +31.5% |
| SCHI Schwab 5-10 Year Corporate B | 0.19% | 22,205 | $490K | New |
| BSCQ Invesco Bulletshares 2026 CB | 0.19% | 24,472 | $475K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.18% | 4,320 | $454K | No change |
| SBUX Starbucks Corp. | 0.18% | 4,902 | $447K | Reduce -14.6% |
| EG Everest Group Ltd. | 0.16% | 1,143 | $414K | Add +47.5% |
| TGNA Tegna Inc. | 0.16% | 21,924 | $401K | Reduce -17.6% |
| SHOP Shopify Inc. Class A | 0.15% | 3,640 | $387K | Reduce -3.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 756 | $386K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 3,584 | $386K | No change |
| T AT&T Inc. | 0.15% | 16,383 | $373K | Reduce -15.6% |
| POWR iShares US Power Infrastruct | 0.15% | 16,266 | $371K | Reduce -7.8% |
| WM Waste Management Inc. | 0.14% | 1,791 | $361K | No change |
| SPGI S&P Global Inc. | 0.14% | 709 | $353K | No change |
| WMT Walmart Inc. | 0.14% | 3,855 | $348K | Reduce -11.1% |
| KO The Coca-Cola Co. | 0.13% | 5,368 | $334K | Reduce -12.0% |
| TSLA Tesla Inc. | 0.13% | 812 | $328K | No change |
| SLV iShares Silver Trust | 0.12% | 11,902 | $313K | Add +60.5% |
| HD Home Depot Inc. | 0.12% | 798 | $310K | Reduce -0.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.12% | 30,041 | $297K | Reduce -20.9% |
| NFLX Netflix Inc. | 0.12% | 330 | $294K | No change |
| USB US Bancorp | 0.12% | 6,113 | $292K | No change |
| GEV GE Vernova Inc. | 0.11% | 878 | $289K | Reduce -16.9% |
| MMM 3M Co. | 0.11% | 2,101 | $271K | No change |
| SOXX iShares Semiconductor ETF | 0.10% | 1,125 | $242K | No change |
| GLD SPDR Gold Shares | 0.10% | 991 | $240K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $965K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | NOTE 6.375% 3/0 · principal | 779,000 | $773K | No change |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | 200,000 | $192K | No change |
Total filed on the 13F, all lines: $253.0M.
Portfolio Sells Q3 2024 → Q4 2024
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.46 |
| TPC Tutor Perini Corp. | Reduce -15.5% | 1.26% | −0.43 |
| REGN Regeneron Pharmaceuticals | Reduce -1.9% | 0.55% | −0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 9.00% | −0.24 |
| LOW Lowe's Cos Inc. | Reduce -2.2% | 1.34% | −0.18 |
| MRK Merck & Co. Inc. | Reduce -8.6% | 0.67% | −0.18 |
| MSFT Microsoft Corp. | Reduce -2.2% | 3.26% | −0.18 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.88% | −0.15 |
| ADBE Adobe Inc. | Reduce -0.8% | 0.69% | −0.13 |
| RACE Ferrari NV | Reduce -0.6% | 0.99% | −0.12 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.12 |
| GD General Dynamics Corp. | Reduce -1.3% | 0.69% | −0.12 |
| CVX Chevron Corp. | Reduce -6.5% | 1.08% | −0.11 |
| INTC Intel Corp. | Reduce -16.7% | 0.24% | −0.10 |
| ORCL Oracle Corp. | Reduce -2.0% | 1.86% | −0.10 |
| OHI Omega Healthcare Investors | Reduce -2.7% | 0.83% | −0.10 |
| RWT Redwood Trust Inc. | Reduce -1.6% | 0.44% | −0.09 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.09 |
| PFE Pfizer Inc. | Reduce -17.7% | 0.26% | −0.09 |
| ES Eversource Energy | Sold out | 0.00% | −0.09 |
| SO The Southern Co. | Reduce -5.7% | 0.49% | −0.08 |
| UPS United Parcel Service Class B | Reduce -0.1% | 0.84% | −0.08 |
| AKAM Akamai Technologies Inc. | Reduce -15.3% | 0.24% | −0.06 |
| GE General Electric | Reduce -1.9% | 0.32% | −0.05 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −0.05 |
| SBUX Starbucks Corp. | Reduce -14.6% | 0.18% | −0.05 |
| IBB iShares Biotechnology ETF | Reduce -2.9% | 0.31% | −0.04 |
| KO The Coca-Cola Co. | Reduce -12.0% | 0.13% | −0.04 |
| F Ford Motor Co. | Reduce -20.9% | 0.12% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -9.8% | 0.87% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -6.1% | 0.35% | −0.04 |
| SWKS Skyworks Solutions Inc. | Reduce -15.5% | 0.09% | −0.03 |
| POWR iShares US Power Infrastruct | Reduce -7.8% | 0.15% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -4.8% | 0.50% | −0.03 |
| RUM Rum Group Inc. | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Reduce -15.6% | 0.15% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -3.1% | 1.10% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.0% | 0.58% | −0.02 |
| PSEC Prospect Capital Corp. | Reduce -1.6% | 0.06% | −0.02 |
| TGNA Tegna Inc. | Reduce -17.6% | 0.16% | −0.01 |
| HD Home Depot Inc. | Reduce -0.5% | 0.12% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -0.0% | 0.35% | −0.00 |
| WMT Walmart Inc. | Reduce -11.1% | 0.14% | −0.00 |
| GEV GE Vernova Inc. | Reduce -16.9% | 0.11% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 1.31% | +0.02 |
| SHOP Shopify Inc. Class A | Reduce -3.7% | 0.15% | +0.03 |
| DAL Delta Air Lines Inc. | Reduce -8.3% | 0.73% | +0.06 |
| V Visa Inc. Class A | Reduce -0.6% | 1.03% | +0.12 |
| SCHW Schwab (charles) Corp. | Reduce -0.5% | 1.23% | +0.14 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 1.84% | +0.18 |
Portfolio Buys Q3 2024 → Q4 2024
| BINC iShares Flex I A ETF-Usd Inc. | Add +71.4% | 0.85% | +0.33 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +2.4% | 8.15% | +0.30 |
| UNM Unum Group | Add +0.5% | 1.13% | +0.21 |
| SCHI Schwab 5-10 Year Corporate B | New | 0.19% | +0.19 |
| SCUS Schwab Ultra-Short Inc. ETF | Add +32.8% | 0.67% | +0.16 |
| DIS The Walt Disney Co. | Add +0.9% | 0.83% | +0.11 |
| XMLV Invesco S&P Midcap Low Volat | Add +4.8% | 3.17% | +0.11 |
| BA The Boeing Co. | Add +0.1% | 0.67% | +0.09 |
| WFC Wells Fargo & Co. | New | 0.09% | +0.09 |
| SFM Sprouts Farmers Market Inc. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +8.6% | 0.42% | +0.07 |
| ARCC Ares Capital Corp. | Add +2.3% | 0.97% | +0.05 |
| ETN Eaton Corp. PLC | Add +21.3% | 0.30% | +0.05 |
| EG Everest Group Ltd. | Add +47.5% | 0.16% | +0.04 |
| SLV iShares Silver Trust | Add +60.5% | 0.12% | +0.04 |
| PH Parker Hannifin Corp. | Add +15.4% | 0.28% | +0.04 |
| DUK Duke Energy Corp. | Add +31.5% | 0.20% | +0.03 |
| XMMO Invesco S&P Midcap Momentum | Add +0.4% | 1.18% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 0.91% | +0.01 |
| XSLV Invesco S&P Smallcap Low Vol | Add +3.1% | 3.57% | +0.01 |
| XSMO Invesco S&P Smallcap Momentu | Add +0.6% | 1.25% | −0.01 |
| LLY Eli Lilly & Co. | Add +10.0% | 0.47% | −0.03 |
| CMCSA Comcast Corp. Class A | Add +0.9% | 0.46% | −0.05 |
| MDT Medtronic PLC | Add +1.2% | 0.47% | −0.06 |
| VZ Verizon Communications Inc. | Add +3.4% | 0.65% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.0% | 0.41% | −0.06 |
| NKE Nike Inc. Class B | Add +1.4% | 0.43% | −0.07 |
| IHDG Wisdomtree International Hed | Add +2.1% | 4.17% | −0.16 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +2.6% | 2.86% | −0.27 |
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 |