Sculati Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Sculati Wealth Management, LLC reported 109 stock positions worth $247.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.6% of the portfolio, followed by Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 8.0%) and Apple (AAPL, 5.0%). Compared with Q4 2024, it opened 7 new positions, sold out of 3, added to 33 and reduced 51. The biggest buy was Schwab 5-10 Year Corporate B (SCHI, shares +277%) and the biggest sale Apple (AAPL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001803397
- Portfolio Value
- $247.1M (Q1 2025)
- SEC Filing
- 0001803397-25-000004 ↗ filed May 12, 2025
Holdings Value
Holdings 109 stocks · $247.1M
| BRK.B Berkshire Hathaway Inc. Class B | 10.56% | 49,006 | $26.1M | Reduce -2.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 7.97% | 76,623 | $19.7M | Add +0.6% |
| AAPL Apple Inc. | 5.01% | 55,780 | $12.4M | Reduce -5.0% |
| IHDG Wisdomtree International Hed | 4.22% | 240,108 | $10.4M | Reduce -0.8% |
| XSLV Invesco S&P Smallcap Low Vol | 3.71% | 198,302 | $9.2M | Add +4.0% |
| XMLV Invesco S&P Midcap Low Volat | 3.56% | 142,358 | $8.8M | Add +8.2% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 3.13% | 251,527 | $7.7M | Add +1.2% |
| MSFT Microsoft Corp. | 2.89% | 19,054 | $7.2M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 2.85% | 36,963 | $7.0M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.93% | 8,292 | $4.8M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 1.89% | 19,084 | $4.7M | Reduce -1.5% |
| GS Goldman Sachs Group Inc. | 1.73% | 7,810 | $4.3M | Reduce -2.5% |
| BX Blackstone Inc. | 1.53% | 26,985 | $3.8M | Reduce -4.4% |
| ORCL Oracle Corp. | 1.51% | 26,727 | $3.7M | Reduce -4.8% |
| MS Morgan Stanley | 1.50% | 31,736 | $3.7M | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 1.49% | 23,569 | $3.7M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 1.34% | 3,497 | $3.3M | Reduce -3.0% |
| SCHW Schwab (charles) Corp. | 1.30% | 41,060 | $3.2M | Reduce -2.0% |
| CVX Chevron Corp. | 1.29% | 19,067 | $3.2M | Add +1.6% |
| LOW Lowe's Cos Inc. | 1.28% | 13,523 | $3.2M | Reduce -1.0% |
| UNM Unum Group | 1.25% | 37,807 | $3.1M | Reduce -2.8% |
| XSMO Invesco S&P Smallcap Momentu | 1.23% | 48,442 | $3.0M | Add +1.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.22% | 57,664 | $3.0M | Add +40.3% |
| AMLP Alerian MLP ETF | 1.22% | 57,956 | $3.0M | Add +0.6% |
| V Visa Inc. Class A | 1.20% | 8,468 | $3.0M | Add +3.4% |
| NOW ServiceNow Inc. | 1.16% | 3,616 | $2.9M | Add +0.9% |
| XMMO Invesco S&P Midcap Momentum | 1.14% | 24,783 | $2.8M | Add +3.3% |
| CRM Salesforce Inc. | 1.10% | 10,133 | $2.7M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.04% | 15,504 | $2.6M | Add +1.1% |
| ARCC Ares Capital Corp. | 1.00% | 111,445 | $2.5M | Reduce -0.2% |
| RACE Ferrari NV | 0.97% | 5,591 | $2.4M | Reduce -4.9% |
| TPC Tutor Perini Corp. | 0.89% | 95,394 | $2.2M | Reduce -27.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.89% | 3,916 | $2.2M | Reduce -0.0% |
| OHI Omega Healthcare Investors | 0.88% | 56,817 | $2.2M | Add +3.1% |
| VZ Verizon Communications Inc. | 0.81% | 44,011 | $2.0M | Add +6.7% |
| UPS United Parcel Service Class B | 0.79% | 17,745 | $2.0M | Add +5.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.77% | 19,393 | $1.9M | Add +3.1% |
| SCHI Schwab 5-10 Year Corporate B | 0.76% | 83,816 | $1.9M | Add +277.5% |
| LULU Lululemon Athletica Inc. | 0.75% | 6,567 | $1.9M | Reduce -9.4% |
| GOOGL Alphabet Inc. Class A | 0.73% | 11,734 | $1.8M | Reduce -1.9% |
| GD General Dynamics Corp. | 0.72% | 6,500 | $1.8M | Reduce -1.3% |
| BA The Boeing Co. | 0.69% | 10,057 | $1.7M | Add +5.4% |
| SCHG Schwab US Large-Cap Growth | 0.67% | 66,547 | $1.7M | Reduce -15.3% |
| DTE DTE Energy Company | 0.67% | 11,984 | $1.7M | Reduce -2.8% |
| ADBE Adobe Inc. | 0.66% | 4,247 | $1.6M | Add +8.3% |
| MDT Medtronic PLC | 0.63% | 17,288 | $1.6M | Add +17.6% |
| LLY Eli Lilly & Co. | 0.61% | 1,831 | $1.5M | Add +18.7% |
| DAL Delta Air Lines Inc. | 0.60% | 33,837 | $1.5M | Add +10.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.58% | 2,937 | $1.4M | Add +14.9% |
| CMCSA Comcast Corp. Class A | 0.54% | 36,367 | $1.3M | Add +18.1% |
| SO The Southern Co. | 0.54% | 14,530 | $1.3M | Reduce -2.5% |
| SCHM Schwab US Mid Cap ETF | 0.50% | 47,619 | $1.2M | Reduce -9.3% |
| MRK Merck & Co. Inc. | 0.48% | 13,236 | $1.2M | Reduce -22.4% |
| DVY iShares Select Dividend ETF | 0.47% | 8,718 | $1.2M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.46% | 10,547 | $1.1M | Add +34.1% |
| RWT Redwood Trust Inc. | 0.46% | 187,545 | $1.1M | Add +11.1% |
| SCUS Schwab Ultra-Short Inc. ETF | 0.43% | 41,828 | $1.1M | Reduce -37.9% |
| NKE Nike Inc. Class B | 0.42% | 16,457 | $1.0M | Add +14.4% |
| SCHA Schwab US Small-Cap ETF | 0.40% | 42,033 | $985K | Reduce -13.1% |
| REGN Regeneron Pharmaceuticals | 0.38% | 1,468 | $931K | Reduce -24.8% |
| DUK Duke Energy Corp. | 0.37% | 7,565 | $923K | Add +65.4% |
| MELI MercadoLibre Inc. | 0.36% | 450 | $878K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.34% | 41,152 | $851K | Reduce -2.6% |
| PH Parker Hannifin Corp. | 0.34% | 1,382 | $840K | Add +26.3% |
| ETN Eaton Corp. PLC | 0.33% | 2,986 | $812K | Add +31.3% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 3,995 | $800K | Reduce -17.9% |
| SCHV Schwab US Large-Cap Value | 0.31% | 28,780 | $765K | Reduce -15.4% |
| IBB iShares Biotechnology ETF | 0.28% | 5,349 | $684K | Reduce -9.5% |
| EG Everest Group Ltd. | 0.28% | 1,875 | $681K | Add +64.0% |
| NOC Northrop Grumman Corp. | 0.26% | 1,275 | $653K | No change |
| IWY iShares Russell Top 200 Grow | 0.23% | 2,649 | $559K | New |
| PFE Pfizer Inc. | 0.22% | 21,079 | $534K | Reduce -14.6% |
| DPZ Domino's Pizza Inc. | 0.21% | 1,131 | $520K | New |
| DTM DT Midstream Inc. | 0.21% | 5,254 | $507K | No change |
| TFC Truist Financial Corp. | 0.19% | 11,659 | $480K | No change |
| INTC Intel Corp. | 0.19% | 20,803 | $472K | Reduce -30.4% |
| BKNG Booking Holdings Inc. | 0.19% | 100 | $461K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.19% | 23,642 | $461K | Reduce -3.4% |
| CHDN Churchill Downs Inc. | 0.18% | 4,049 | $450K | No change |
| SBUX Starbucks Corp. | 0.18% | 4,502 | $442K | Reduce -8.2% |
| XOM Exxon Mobil Corp. | 0.17% | 3,584 | $426K | No change |
| WM Waste Management Inc. | 0.17% | 1,791 | $415K | No change |
| KO The Coca-Cola Co. | 0.16% | 5,368 | $384K | No change |
| AKAM Akamai Technologies Inc. | 0.15% | 4,677 | $376K | Reduce -27.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.15% | 4,320 | $372K | No change |
| T AT&T Inc. | 0.15% | 12,910 | $365K | Reduce -21.2% |
| SPGI S&P Global Inc. | 0.15% | 709 | $360K | No change |
| DFIV Dimensional International Va | 0.14% | 9,058 | $357K | New |
| POWR iShares US Power Infrastruct | 0.14% | 13,942 | $347K | Reduce -14.3% |
| FDVV Fidelity High Dividend ETF | 0.14% | 6,876 | $341K | New |
| WMT Walmart Inc. | 0.14% | 3,855 | $338K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 720 | $338K | Reduce -4.8% |
| NFLX Netflix Inc. | 0.13% | 338 | $315K | Add +2.4% |
| MMM 3M Co. | 0.12% | 2,101 | $309K | No change |
| TGNA Tegna Inc. | 0.12% | 15,869 | $289K | Reduce -27.6% |
| AVUV Avantis US Small Cap Value | 0.11% | 3,201 | $279K | New |
| USB US Bancorp | 0.10% | 6,113 | $258K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.10% | 25,091 | $252K | Reduce -16.5% |
| HD Home Depot Inc. | 0.10% | 670 | $246K | Reduce -16.0% |
| SFM Sprouts Farmers Market Inc. | 0.10% | 1,600 | $244K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $194K (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 | $194K | No change |
Total filed on the 13F, all lines: $247.3M.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -5.0% | 5.01% | −0.82 |
| BX Blackstone Inc. | Reduce -4.4% | 1.53% | −0.41 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 2.85% | −0.40 |
| MSFT Microsoft Corp. | Reduce -2.3% | 2.89% | −0.37 |
| TPC Tutor Perini Corp. | Reduce -27.1% | 0.89% | −0.36 |
| LULU Lululemon Athletica Inc. | Reduce -9.4% | 0.75% | −0.35 |
| ORCL Oracle Corp. | Reduce -4.8% | 1.51% | −0.34 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 1.49% | −0.31 |
| SCUS Schwab Ultra-Short Inc. ETF | Reduce -37.9% | 0.43% | −0.25 |
| CRM Salesforce Inc. | Reduce -0.1% | 1.10% | −0.24 |
| SCHG Schwab US Large-Cap Growth | Reduce -15.3% | 0.67% | −0.19 |
| MRK Merck & Co. Inc. | Reduce -22.4% | 0.48% | −0.19 |
| REGN Regeneron Pharmaceuticals | Reduce -24.8% | 0.38% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 0.73% | −0.16 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.15 |
| MS Morgan Stanley | Reduce -3.2% | 1.50% | −0.14 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.11 |
| SCHA Schwab US Small-Cap ETF | Reduce -13.1% | 0.40% | −0.10 |
| GS Goldman Sachs Group Inc. | Reduce -2.5% | 1.73% | −0.09 |
| AKAM Akamai Technologies Inc. | Reduce -27.1% | 0.15% | −0.09 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.09 |
| SCHM Schwab US Mid Cap ETF | Reduce -9.3% | 0.50% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -1.0% | 1.28% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -3.0% | 1.93% | −0.05 |
| INTC Intel Corp. | Reduce -30.4% | 0.19% | −0.05 |
| PFE Pfizer Inc. | Reduce -14.6% | 0.22% | −0.04 |
| SLV iShares Silver Trust | Reduce -45.5% | 0.08% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -15.4% | 0.31% | −0.04 |
| TGNA Tegna Inc. | Reduce -27.6% | 0.12% | −0.04 |
| IBB iShares Biotechnology ETF | Reduce -9.5% | 0.28% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 0.89% | −0.02 |
| HD Home Depot Inc. | Reduce -16.0% | 0.10% | −0.02 |
| RACE Ferrari NV | Reduce -4.9% | 0.97% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.8% | 0.14% | −0.02 |
| F Ford Motor Co. | Reduce -16.5% | 0.10% | −0.02 |
| GLD SPDR Gold Shares | Reduce -27.6% | 0.08% | −0.01 |
| POWR iShares US Power Infrastruct | Reduce -14.3% | 0.14% | −0.01 |
| PSEC Prospect Capital Corp. | Reduce -8.0% | 0.05% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -3.4% | 0.19% | −0.00 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -2.6% | 0.34% | −0.00 |
| T AT&T Inc. | Reduce -21.2% | 0.15% | −0.00 |
| SBUX Starbucks Corp. | Reduce -8.2% | 0.18% | +0.00 |
| GE General Electric | Reduce -17.9% | 0.32% | +0.00 |
| DVY iShares Select Dividend ETF | Reduce -2.0% | 0.47% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -3.0% | 1.34% | +0.03 |
| GD General Dynamics Corp. | Reduce -1.3% | 0.72% | +0.03 |
| ARCC Ares Capital Corp. | Reduce -0.2% | 1.00% | +0.03 |
| IHDG Wisdomtree International Hed | Reduce -0.8% | 4.22% | +0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 1.89% | +0.05 |
| SO The Southern Co. | Reduce -2.5% | 0.54% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHI Schwab 5-10 Year Corporate B | Add +277.5% | 0.76% | +0.57 |
| XMLV Invesco S&P Midcap Low Volat | Add +8.2% | 3.56% | +0.38 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +40.3% | 1.22% | +0.37 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +1.2% | 3.13% | +0.27 |
| IWY iShares Russell Top 200 Grow | New | 0.23% | +0.23 |
| CVX Chevron Corp. | Add +1.6% | 1.29% | +0.21 |
| DPZ Domino's Pizza Inc. | New | 0.21% | +0.21 |
| DUK Duke Energy Corp. | Add +65.4% | 0.37% | +0.18 |
| V Visa Inc. Class A | Add +3.4% | 1.20% | +0.17 |
| VRTX Vertex Pharmaceuticals Inc. | Add +14.9% | 0.58% | +0.17 |
| MDT Medtronic PLC | Add +17.6% | 0.63% | +0.16 |
| JNJ Johnson & Johnson | Add +1.1% | 1.04% | +0.16 |
| VZ Verizon Communications Inc. | Add +6.7% | 0.81% | +0.15 |
| DFIV Dimensional International Va | New | 0.14% | +0.14 |
| LLY Eli Lilly & Co. | Add +18.7% | 0.61% | +0.14 |
| FDVV Fidelity High Dividend ETF | New | 0.14% | +0.14 |
| XSLV Invesco S&P Smallcap Low Vol | Add +4.0% | 3.71% | +0.13 |
| AMLP Alerian MLP ETF | Add +0.6% | 1.22% | +0.12 |
| AVUV Avantis US Small Cap Value | New | 0.11% | +0.11 |
| EG Everest Group Ltd. | Add +64.0% | 0.28% | +0.11 |
| GDX Vaneck Gold Miners ETF | New | 0.09% | +0.09 |
| CMCSA Comcast Corp. Class A | Add +18.1% | 0.54% | +0.08 |
| CHTR Charter Communications Inc. Class A | New | 0.08% | +0.08 |
| PH Parker Hannifin Corp. | Add +26.3% | 0.34% | +0.06 |
| OHI Omega Healthcare Investors | Add +3.1% | 0.88% | +0.05 |
| NVDA Nvidia Corp. | Add +34.1% | 0.46% | +0.04 |
| ETN Eaton Corp. PLC | Add +31.3% | 0.33% | +0.03 |
| BA The Boeing Co. | Add +5.4% | 0.69% | +0.02 |
| RWT Redwood Trust Inc. | Add +11.1% | 0.46% | +0.02 |
| NFLX Netflix Inc. | Add +2.4% | 0.13% | +0.01 |
| NKE Nike Inc. Class B | Add +14.4% | 0.42% | −0.01 |
| XSMO Invesco S&P Smallcap Momentu | Add +1.6% | 1.23% | −0.02 |
| ADBE Adobe Inc. | Add +8.3% | 0.66% | −0.03 |
| XMMO Invesco S&P Midcap Momentum | Add +3.3% | 1.14% | −0.04 |
| TSLA Tesla Inc. | Add +8.4% | 0.09% | −0.04 |
| UPS United Parcel Service Class B | Add +5.7% | 0.79% | −0.05 |
| DIS The Walt Disney Co. | Add +3.1% | 0.77% | −0.06 |
| DAL Delta Air Lines Inc. | Add +10.6% | 0.60% | −0.14 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.6% | 7.97% | −0.18 |
| NOW ServiceNow Inc. | Add +0.9% | 1.16% | −0.34 |
Notes & Other Activity Q4 2024 → Q1 2025
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | NOTE 6.375% 3/0 · principal | Sold out | 779,000 | $773Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |