Sculati Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Sculati Wealth Management, LLC reported 123 stock positions worth $266.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.0% of the portfolio, followed by Apple (AAPL, 4.3%) and iShares Russell Top 200 Grow (IWY, 3.8%). Compared with Q1 2025, it opened 16 new positions, sold out of 2, added to 23 and reduced 67. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +1459%) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001803397
- Portfolio Value
- $266.0M (Q2 2025)
- SEC Filing
- 0001803397-25-000005 ↗ filed Aug 8, 2025
Holdings Value
Holdings 123 stocks · $266.0M
| BRK.B Berkshire Hathaway Inc. Class B | 9.00% | 49,305 | $24.0M | Add +0.6% |
| AAPL Apple Inc. | 4.27% | 55,313 | $11.3M | Reduce -0.8% |
| IWY iShares Russell Top 200 Grow | 3.83% | 41,292 | $10.2M | Add +1458.8% |
| MSFT Microsoft Corp. | 3.51% | 18,760 | $9.3M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 3.02% | 36,648 | $8.0M | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.89% | 26,935 | $7.7M | Reduce -64.8% |
| FDVV Fidelity High Dividend ETF | 2.66% | 136,002 | $7.1M | Add +1877.9% |
| QUAL iShares MSCI USA Quality Fac | 2.27% | 32,970 | $6.0M | New |
| META Meta Platforms Inc. Class A | 2.24% | 8,072 | $6.0M | Reduce -2.6% |
| ORCL Oracle Corp. | 2.11% | 25,699 | $5.6M | Reduce -3.9% |
| IHDG Wisdomtree International Hed | 2.07% | 122,228 | $5.5M | Reduce -49.1% |
| JPM JPMorgan Chase & Co. | 2.03% | 18,651 | $5.4M | Reduce -2.3% |
| GS Goldman Sachs Group Inc. | 2.02% | 7,587 | $5.4M | Reduce -2.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.78% | 86,988 | $4.7M | New |
| MS Morgan Stanley | 1.65% | 31,172 | $4.4M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 1.57% | 23,509 | $4.2M | Reduce -0.3% |
| DFIV Dimensional International Va | 1.57% | 97,232 | $4.2M | Add +973.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.49% | 47,464 | $4.0M | New |
| BX Blackstone Inc. | 1.47% | 26,111 | $3.9M | Reduce -3.2% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.40% | 112,703 | $3.7M | Reduce -55.2% |
| SCHW Schwab (charles) Corp. | 1.39% | 40,639 | $3.7M | Reduce -1.0% |
| NOW ServiceNow Inc. | 1.37% | 3,535 | $3.6M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 1.25% | 3,371 | $3.3M | Reduce -3.6% |
| TPC Tutor Perini Corp. | 1.15% | 65,388 | $3.1M | Reduce -31.4% |
| LOW Lowe's Cos Inc. | 1.13% | 13,507 | $3.0M | Reduce -0.1% |
| V Visa Inc. Class A | 1.11% | 8,294 | $2.9M | Reduce -2.0% |
| XSLV Invesco S&P Smallcap Low Vol | 1.11% | 64,571 | $2.9M | Reduce -67.4% |
| UNM Unum Group | 1.10% | 36,238 | $2.9M | Reduce -4.2% |
| XMLV Invesco S&P Midcap Low Volat | 1.07% | 46,068 | $2.8M | Reduce -67.6% |
| DFAE Dimensional Emerging Core Eq | 1.06% | 96,981 | $2.8M | New |
| VFMV Vanguard US Minimum Volatili | 1.03% | 21,363 | $2.7M | New |
| AMLP Alerian MLP ETF | 1.03% | 55,946 | $2.7M | Reduce -3.5% |
| CRM Salesforce Inc. | 1.03% | 10,023 | $2.7M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 1.02% | 4,390 | $2.7M | New |
| CVX Chevron Corp. | 1.01% | 18,713 | $2.7M | Reduce -1.9% |
| RACE Ferrari NV | 1.00% | 5,421 | $2.7M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 4,013 | $2.5M | Add +2.5% |
| AVUV Avantis US Small Cap Value | 0.90% | 26,256 | $2.4M | Add +720.2% |
| ARCC Ares Capital Corp. | 0.89% | 107,456 | $2.4M | Reduce -3.6% |
| JNJ Johnson & Johnson | 0.87% | 15,132 | $2.3M | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.87% | 18,629 | $2.3M | Reduce -3.9% |
| BA The Boeing Co. | 0.77% | 9,774 | $2.0M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.77% | 11,610 | $2.0M | Reduce -1.1% |
| OHI Omega Healthcare Investors | 0.76% | 55,124 | $2.0M | Reduce -3.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.75% | 37,715 | $2.0M | Reduce -34.6% |
| GD General Dynamics Corp. | 0.73% | 6,650 | $1.9M | Add +2.3% |
| VZ Verizon Communications Inc. | 0.70% | 43,018 | $1.9M | Reduce -2.3% |
| NVDA Nvidia Corp. | 0.70% | 11,733 | $1.9M | Add +11.2% |
| UPS United Parcel Service Class B | 0.67% | 17,704 | $1.8M | Reduce -0.2% |
| DAL Delta Air Lines Inc. | 0.64% | 34,532 | $1.7M | Add +2.0% |
| LLY Eli Lilly & Co. | 0.62% | 2,131 | $1.7M | Add +16.4% |
| ADBE Adobe Inc. | 0.62% | 4,231 | $1.6M | Reduce -0.4% |
| MDT Medtronic PLC | 0.59% | 18,064 | $1.6M | Add +4.5% |
| DTE DTE Energy Company | 0.59% | 11,749 | $1.6M | Reduce -2.0% |
| SCHG Schwab US Large-Cap Growth | 0.55% | 49,801 | $1.5M | Reduce -25.2% |
| LULU Lululemon Athletica Inc. | 0.54% | 6,003 | $1.4M | Reduce -8.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.53% | 3,179 | $1.4M | Add +8.2% |
| XMMO Invesco S&P Midcap Momentum | 0.51% | 10,565 | $1.4M | Reduce -57.4% |
| CMCSA Comcast Corp. Class A | 0.50% | 37,628 | $1.3M | Add +3.5% |
| ETN Eaton Corp. PLC | 0.50% | 3,754 | $1.3M | Add +25.7% |
| XSMO Invesco S&P Smallcap Momentu | 0.50% | 19,640 | $1.3M | Reduce -59.5% |
| SO The Southern Co. | 0.48% | 13,965 | $1.3M | Reduce -3.9% |
| PH Parker Hannifin Corp. | 0.46% | 1,747 | $1.2M | Add +26.4% |
| NKE Nike Inc. Class B | 0.45% | 16,941 | $1.2M | Add +2.9% |
| MELI MercadoLibre Inc. | 0.44% | 450 | $1.2M | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.43% | 50,258 | $1.1M | Reduce -40.0% |
| RWT Redwood Trust Inc. | 0.41% | 184,390 | $1.1M | Reduce -1.7% |
| SCHM Schwab US Mid Cap ETF | 0.41% | 38,479 | $1.1M | Reduce -19.2% |
| DUK Duke Energy Corp. | 0.39% | 8,721 | $1.0M | Add +15.3% |
| WM Waste Management Inc. | 0.38% | 4,463 | $1.0M | Add +149.2% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 3,830 | $986K | Reduce -4.1% |
| SCHA Schwab US Small-Cap ETF | 0.36% | 37,457 | $948K | Reduce -10.9% |
| DVY iShares Select Dividend ETF | 0.35% | 6,998 | $929K | Reduce -19.7% |
| EG Everest Group Ltd. | 0.35% | 2,715 | $923K | Add +44.8% |
| DPZ Domino's Pizza Inc. | 0.31% | 1,805 | $813K | Add +59.6% |
| SYK Stryker Corp. | 0.27% | 1,825 | $722K | New |
| SCUS Schwab Ultra-Short Inc. ETF | 0.27% | 28,439 | $716K | Reduce -32.0% |
| AMGN Amgen Inc. | 0.25% | 2,419 | $675K | New |
| SCHV Schwab US Large-Cap Value | 0.25% | 23,656 | $655K | Reduce -17.8% |
| NOC Northrop Grumman Corp. | 0.24% | 1,275 | $637K | No change |
| MRK Merck & Co. Inc. | 0.24% | 7,968 | $631K | Reduce -39.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.23% | 13,421 | $620K | New |
| BKNG Booking Holdings Inc. | 0.22% | 100 | $579K | No change |
| DTM DT Midstream Inc. | 0.22% | 5,254 | $577K | No change |
| TFC Truist Financial Corp. | 0.19% | 11,659 | $501K | No change |
| IBB iShares Biotechnology ETF | 0.18% | 3,874 | $490K | Reduce -27.6% |
| BSCP Invesco Bulletshares 2025 CB | 0.18% | 23,581 | $488K | Reduce -42.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 848 | $468K | Add +17.8% |
| NFLX Netflix Inc. | 0.17% | 338 | $453K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.17% | 4,320 | $443K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.16% | 18,603 | $432K | New |
| MBB iShares MBS ETF | 0.16% | 4,445 | $417K | New |
| REGN Regeneron Pharmaceuticals | 0.15% | 754 | $396K | Reduce -48.6% |
| CHDN Churchill Downs Inc. | 0.15% | 3,903 | $394K | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.15% | 3,584 | $386K | No change |
| SPGI S&P Global Inc. | 0.14% | 709 | $374K | No change |
| PFE Pfizer Inc. | 0.14% | 15,090 | $366K | Reduce -28.4% |
| T AT&T Inc. | 0.13% | 11,790 | $341K | Reduce -8.7% |
| SBUX Starbucks Corp. | 0.13% | 3,720 | $341K | Reduce -17.4% |
| WMT Walmart Inc. | 0.12% | 3,330 | $326K | Reduce -13.6% |
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: $266.2M.
Portfolio Sells Q1 2025 → Q2 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -64.8% | 2.89% | −5.08 |
| XSLV Invesco S&P Smallcap Low Vol | Reduce -67.4% | 1.11% | −2.60 |
| XMLV Invesco S&P Midcap Low Volat | Reduce -67.6% | 1.07% | −2.49 |
| IHDG Wisdomtree International Hed | Reduce -49.1% | 2.07% | −2.15 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -55.2% | 1.40% | −1.74 |
| AAPL Apple Inc. | Reduce -0.8% | 4.27% | −0.75 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -59.5% | 0.50% | −0.73 |
| XMMO Invesco S&P Midcap Momentum | Reduce -57.4% | 0.51% | −0.63 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -34.6% | 0.75% | −0.47 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -40.0% | 0.43% | −0.33 |
| CVX Chevron Corp. | Reduce -1.9% | 1.01% | −0.28 |
| MRK Merck & Co. Inc. | Reduce -39.8% | 0.24% | −0.24 |
| REGN Regeneron Pharmaceuticals | Reduce -48.6% | 0.15% | −0.23 |
| LULU Lululemon Athletica Inc. | Reduce -8.6% | 0.54% | −0.22 |
| AMLP Alerian MLP ETF | Reduce -3.5% | 1.03% | −0.19 |
| JNJ Johnson & Johnson | Reduce -2.4% | 0.87% | −0.17 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -42.7% | 0.18% | −0.16 |
| SCUS Schwab Ultra-Short Inc. ETF | Reduce -32.0% | 0.27% | −0.16 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 1.13% | −0.15 |
| UNM Unum Group | Reduce -4.2% | 1.10% | −0.15 |
| POWR iShares US Power Infrastruct | Sold out | 0.00% | −0.14 |
| SCHG Schwab US Large-Cap Growth | Reduce -25.2% | 0.55% | −0.13 |
| DVY iShares Select Dividend ETF | Reduce -19.7% | 0.35% | −0.12 |
| UPS United Parcel Service Class B | Reduce -0.2% | 0.67% | −0.12 |
| OHI Omega Healthcare Investors | Reduce -3.0% | 0.76% | −0.12 |
| ARCC Ares Capital Corp. | Reduce -3.6% | 0.89% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -2.3% | 0.70% | −0.11 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -50.3% | 0.09% | −0.10 |
| SCHM Schwab US Mid Cap ETF | Reduce -19.2% | 0.41% | −0.10 |
| V Visa Inc. Class A | Reduce -2.0% | 1.11% | −0.09 |
| IBB iShares Biotechnology ETF | Reduce -27.6% | 0.18% | −0.09 |
| INTC Intel Corp. | Reduce -40.1% | 0.10% | −0.09 |
| DTE DTE Energy Company | Reduce -2.0% | 0.59% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -3.6% | 1.25% | −0.08 |
| PFE Pfizer Inc. | Reduce -28.4% | 0.14% | −0.08 |
| CRM Salesforce Inc. | Reduce -1.1% | 1.03% | −0.07 |
| SCHV Schwab US Large-Cap Value | Reduce -17.8% | 0.25% | −0.06 |
| SO The Southern Co. | Reduce -3.9% | 0.48% | −0.06 |
| BX Blackstone Inc. | Reduce -3.2% | 1.47% | −0.06 |
| RWT Redwood Trust Inc. | Reduce -1.7% | 0.41% | −0.05 |
| SBUX Starbucks Corp. | Reduce -17.4% | 0.13% | −0.05 |
| ADBE Adobe Inc. | Reduce -0.4% | 0.62% | −0.04 |
| KO The Coca-Cola Co. | Reduce -20.9% | 0.11% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -10.9% | 0.36% | −0.04 |
| CHDN Churchill Downs Inc. | Reduce -3.6% | 0.15% | −0.03 |
| TGNA Tegna Inc. | Reduce -15.4% | 0.08% | −0.03 |
| HD Home Depot Inc. | Reduce -14.2% | 0.08% | −0.02 |
| T AT&T Inc. | Reduce -8.7% | 0.13% | −0.02 |
| PSEC Prospect Capital Corp. | Reduce -4.2% | 0.03% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| IWY iShares Russell Top 200 Grow | Add +1458.8% | 3.83% | +3.60 |
| FDVV Fidelity High Dividend ETF | Add +1877.9% | 2.66% | +2.52 |
| QUAL iShares MSCI USA Quality Fac | New | 2.27% | +2.27 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 1.78% | +1.78 |
| IEFA iShares Core MSCI Eafe ETF | New | 1.49% | +1.49 |
| DFIV Dimensional International Va | Add +973.4% | 1.57% | +1.42 |
| DFAE Dimensional Emerging Core Eq | New | 1.06% | +1.06 |
| VFMV Vanguard US Minimum Volatili | New | 1.03% | +1.03 |
| IVV iShares Core S&P 500 ETF | New | 1.02% | +1.02 |
| AVUV Avantis US Small Cap Value | Add +720.2% | 0.90% | +0.79 |
| SYK Stryker Corp. | New | 0.27% | +0.27 |
| AMGN Amgen Inc. | New | 0.25% | +0.25 |
| NVDA Nvidia Corp. | Add +11.2% | 0.70% | +0.23 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.23% | +0.23 |
| WM Waste Management Inc. | Add +149.2% | 0.38% | +0.22 |
| ETN Eaton Corp. PLC | Add +25.7% | 0.50% | +0.18 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.16% | +0.16 |
| MBB iShares MBS ETF | New | 0.16% | +0.16 |
| PH Parker Hannifin Corp. | Add +26.4% | 0.46% | +0.12 |
| GEV GE Vernova Inc. | New | 0.10% | +0.10 |
| DPZ Domino's Pizza Inc. | Add +59.6% | 0.31% | +0.10 |
| PM Philip Morris International | New | 0.08% | +0.08 |
| SHOP Shopify Inc. Class A | New | 0.08% | +0.08 |
| AMAT Applied Materials Inc. | New | 0.08% | +0.08 |
| UYG Proshares Ultra Financials | New | 0.08% | +0.08 |
| EG Everest Group Ltd. | Add +44.8% | 0.35% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.5% | 0.93% | +0.05 |
| DAL Delta Air Lines Inc. | Add +2.0% | 0.64% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +17.8% | 0.18% | +0.04 |
| NKE Nike Inc. Class B | Add +2.9% | 0.45% | +0.03 |
| TSLA Tesla Inc. | Add +1.0% | 0.11% | +0.01 |
| DUK Duke Energy Corp. | Add +15.3% | 0.39% | +0.01 |
| GLD SPDR Gold Shares | Add +17.1% | 0.10% | +0.01 |
| LLY Eli Lilly & Co. | Add +16.4% | 0.62% | +0.01 |
| GD General Dynamics Corp. | Add +2.3% | 0.73% | +0.01 |
| MDT Medtronic PLC | Add +4.5% | 0.59% | −0.04 |
| CMCSA Comcast Corp. Class A | Add +3.5% | 0.50% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +8.2% | 0.53% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 9.00% | −1.56 |
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 |