Sculati Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Sculati Wealth Management, LLC reported 123 stock positions worth $283.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.7% of the portfolio, followed by Apple (AAPL, 4.9%) and iShares Russell Top 200 Grow (IWY, 4.9%). Compared with Q2 2025, it opened 5 new positions, sold out of 5, added to 32 and reduced 63. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +24%) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001803397
- Portfolio Value
- $283.4M (Q3 2025)
- SEC Filing
- 0001803397-25-000008 ↗ filed Nov 14, 2025
Holdings Value
Holdings 123 stocks · $283.4M
| BRK.B Berkshire Hathaway Inc. Class B | 8.73% | 49,185 | $24.7M | Reduce -0.2% |
| AAPL Apple Inc. | 4.93% | 54,867 | $14.0M | Reduce -0.8% |
| IWY iShares Russell Top 200 Grow | 4.93% | 51,053 | $14.0M | Add +23.6% |
| MSFT Microsoft Corp. | 3.41% | 18,668 | $9.7M | Reduce -0.5% |
| FDVV Fidelity High Dividend ETF | 3.25% | 165,356 | $9.2M | Add +21.6% |
| QUAL iShares MSCI USA Quality Fac | 2.85% | 41,467 | $8.1M | Add +25.8% |
| AMZN Amazon.com Inc. | 2.80% | 36,184 | $7.9M | Reduce -1.3% |
| ORCL Oracle Corp. | 2.54% | 25,636 | $7.2M | Reduce -0.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.25% | 107,678 | $6.4M | Add +23.8% |
| DFIV Dimensional International Va | 2.11% | 129,364 | $6.0M | Add +33.0% |
| GS Goldman Sachs Group Inc. | 2.08% | 7,397 | $5.9M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 2.05% | 7,919 | $5.8M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 2.04% | 18,315 | $5.8M | Reduce -1.8% |
| IEFA iShares Core MSCI Eafe ETF | 2.01% | 65,181 | $5.7M | Add +37.3% |
| GOOG Alphabet Inc. Class C | 1.99% | 23,200 | $5.7M | Reduce -1.3% |
| MS Morgan Stanley | 1.74% | 30,978 | $4.9M | Reduce -0.6% |
| BX Blackstone Inc. | 1.52% | 25,231 | $4.3M | Reduce -3.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.51% | 13,933 | $4.3M | Reduce -48.3% |
| DFAE Dimensional Emerging Core Eq | 1.39% | 125,222 | $3.9M | Add +29.1% |
| VFMV Vanguard US Minimum Volatili | 1.39% | 29,972 | $3.9M | Add +40.3% |
| SCHW Schwab (charles) Corp. | 1.36% | 40,322 | $3.8M | Reduce -0.8% |
| IHDG Wisdomtree International Hed | 1.31% | 80,715 | $3.7M | Reduce -34.0% |
| IVV iShares Core S&P 500 ETF | 1.28% | 5,415 | $3.6M | Add +23.4% |
| LOW Lowe's Cos Inc. | 1.18% | 13,347 | $3.4M | Reduce -1.2% |
| AVUV Avantis US Small Cap Value | 1.16% | 32,908 | $3.3M | Add +25.3% |
| NOW ServiceNow Inc. | 1.14% | 3,503 | $3.2M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 1.09% | 3,327 | $3.1M | Reduce -1.3% |
| JNJ Johnson & Johnson | 1.04% | 15,911 | $3.0M | Add +5.2% |
| CVX Chevron Corp. | 1.02% | 18,643 | $2.9M | Reduce -0.4% |
| UNM Unum Group | 0.99% | 36,200 | $2.8M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.99% | 11,537 | $2.8M | Reduce -0.6% |
| V Visa Inc. Class A | 0.99% | 8,195 | $2.8M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 4,013 | $2.7M | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.92% | 72,153 | $2.6M | Reduce -36.0% |
| RACE Ferrari NV | 0.91% | 5,333 | $2.6M | Reduce -1.6% |
| AMLP Alerian MLP ETF | 0.90% | 54,610 | $2.6M | Reduce -2.4% |
| CRM Salesforce Inc. | 0.84% | 10,021 | $2.4M | Reduce -0.0% |
| OHI Omega Healthcare Investors | 0.82% | 54,757 | $2.3M | Reduce -0.7% |
| GD General Dynamics Corp. | 0.80% | 6,640 | $2.3M | Reduce -0.1% |
| ARCC Ares Capital Corp. | 0.77% | 106,975 | $2.2M | Reduce -0.5% |
| TPC Tutor Perini Corp. | 0.77% | 33,162 | $2.2M | Reduce -49.3% |
| NVDA Nvidia Corp. | 0.76% | 11,601 | $2.2M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.74% | 18,294 | $2.1M | Reduce -1.8% |
| BA The Boeing Co. | 0.74% | 9,692 | $2.1M | Reduce -0.8% |
| DAL Delta Air Lines Inc. | 0.70% | 35,131 | $2.0M | Add +1.7% |
| VZ Verizon Communications Inc. | 0.67% | 43,198 | $1.9M | Add +0.4% |
| LLY Eli Lilly & Co. | 0.63% | 2,347 | $1.8M | Add +10.1% |
| MDT Medtronic PLC | 0.61% | 18,254 | $1.7M | Add +1.1% |
| DTE DTE Energy Company | 0.58% | 11,656 | $1.6M | Reduce -0.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.57% | 30,292 | $1.6M | Reduce -19.7% |
| SCHG Schwab US Large-Cap Growth | 0.56% | 49,665 | $1.6M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.54% | 4,107 | $1.5M | Add +9.4% |
| ADBE Adobe Inc. | 0.53% | 4,275 | $1.5M | Add +1.0% |
| UPS United Parcel Service Class B | 0.52% | 17,619 | $1.5M | Reduce -0.5% |
| PH Parker Hannifin Corp. | 0.51% | 1,924 | $1.5M | Add +10.1% |
| XSLV Invesco S&P Smallcap Low Vol | 0.49% | 29,860 | $1.4M | Reduce -53.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.49% | 29,472 | $1.4M | Add +119.6% |
| SO The Southern Co. | 0.47% | 13,965 | $1.3M | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.46% | 3,328 | $1.3M | Add +4.7% |
| XMLV Invesco S&P Midcap Low Volat | 0.43% | 18,986 | $1.2M | Reduce -58.8% |
| CMCSA Comcast Corp. Class A | 0.42% | 37,728 | $1.2M | Add +0.3% |
| WM Waste Management Inc. | 0.41% | 5,314 | $1.2M | Add +19.1% |
| NKE Nike Inc. Class B | 0.41% | 16,754 | $1.2M | Reduce -1.1% |
| DUK Duke Energy Corp. | 0.41% | 9,430 | $1.2M | Add +8.1% |
| GE General Electric filed as GE AEROSPACE | 0.41% | 3,830 | $1.2M | No change |
| SCHM Schwab US Mid Cap ETF | 0.40% | 37,954 | $1.1M | Reduce -1.4% |
| EG Everest Group Ltd. | 0.39% | 3,190 | $1.1M | Add +17.5% |
| RWT Redwood Trust Inc. | 0.39% | 190,898 | $1.1M | Add +3.5% |
| MELI MercadoLibre Inc. | 0.37% | 450 | $1.1M | No change |
| SCHA Schwab US Small-Cap ETF | 0.36% | 36,336 | $1.0M | Reduce -3.0% |
| DVY iShares Select Dividend ETF | 0.35% | 6,998 | $994K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.35% | 43,029 | $993K | Reduce -14.4% |
| LULU Lululemon Athletica Inc. | 0.33% | 5,322 | $947K | Reduce -11.3% |
| AMGN Amgen Inc. | 0.32% | 3,237 | $913K | Add +33.8% |
| DPZ Domino's Pizza Inc. | 0.32% | 2,080 | $898K | Add +15.2% |
| SYK Stryker Corp. | 0.30% | 2,326 | $860K | Add +27.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.30% | 35,755 | $839K | Add +92.2% |
| NOC Northrop Grumman Corp. | 0.27% | 1,275 | $777K | No change |
| XSMO Invesco S&P Smallcap Momentu | 0.27% | 10,350 | $761K | Reduce -47.3% |
| MBB iShares MBS ETF | 0.24% | 7,167 | $682K | Add +61.2% |
| SCHV Schwab US Large-Cap Value | 0.24% | 23,260 | $677K | Reduce -1.7% |
| XMMO Invesco S&P Midcap Momentum | 0.22% | 4,655 | $629K | Reduce -55.9% |
| DTM DT Midstream Inc. | 0.21% | 5,234 | $592K | Reduce -0.4% |
| BKNG Booking Holdings Inc. | 0.19% | 100 | $540K | No change |
| TFC Truist Financial Corp. | 0.19% | 11,659 | $533K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 848 | $509K | No change |
| MRK Merck & Co. Inc. | 0.18% | 6,025 | $506K | Reduce -24.4% |
| IBB iShares Biotechnology ETF | 0.15% | 2,865 | $414K | Reduce -26.1% |
| XOM Exxon Mobil Corp. | 0.14% | 3,584 | $404K | No change |
| NFLX Netflix Inc. | 0.14% | 332 | $398K | Reduce -1.8% |
| SCUS Schwab Ultra-Short Inc. ETF | 0.14% | 15,676 | $396K | Reduce -44.9% |
| TSLA Tesla Inc. | 0.14% | 889 | $395K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.14% | 3,820 | $389K | Reduce -11.6% |
| GDX Vaneck Gold Miners ETF | 0.13% | 5,000 | $382K | No change |
| CHDN Churchill Downs Inc. | 0.13% | 3,753 | $364K | Reduce -3.8% |
| PFE Pfizer Inc. | 0.12% | 13,634 | $347K | Reduce -9.7% |
| SLV iShares Silver Trust | 0.12% | 8,153 | $345K | Add +25.6% |
| WMT Walmart Inc. | 0.12% | 3,330 | $343K | No change |
| INTC Intel Corp. | 0.12% | 10,212 | $343K | Reduce -18.1% |
| T AT&T Inc. | 0.12% | 11,790 | $333K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $197K (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 | $197K | No change |
Total filed on the 13F, all lines: $283.6M.
Portfolio Sells Q2 2025 → Q3 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -48.3% | 1.51% | −1.38 |
| IHDG Wisdomtree International Hed | Reduce -34.0% | 1.31% | −0.76 |
| XMLV Invesco S&P Midcap Low Volat | Reduce -58.8% | 0.43% | −0.64 |
| XSLV Invesco S&P Smallcap Low Vol | Reduce -53.8% | 0.49% | −0.62 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -36.0% | 0.92% | −0.48 |
| TPC Tutor Perini Corp. | Reduce -49.3% | 0.77% | −0.38 |
| XMMO Invesco S&P Midcap Momentum | Reduce -55.9% | 0.22% | −0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 8.73% | −0.28 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -47.3% | 0.27% | −0.23 |
| NOW ServiceNow Inc. | Reduce -0.9% | 1.14% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 2.80% | −0.22 |
| LULU Lululemon Athletica Inc. | Reduce -11.3% | 0.33% | −0.20 |
| CRM Salesforce Inc. | Reduce -0.0% | 0.84% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 2.05% | −0.19 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -19.7% | 0.57% | −0.18 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 1.09% | −0.17 |
| UPS United Parcel Service Class B | Reduce -0.5% | 0.52% | −0.15 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.15 |
| SCUS Schwab Ultra-Short Inc. ETF | Reduce -44.9% | 0.14% | −0.13 |
| DIS The Walt Disney Co. | Reduce -1.8% | 0.74% | −0.13 |
| AMLP Alerian MLP ETF | Reduce -2.4% | 0.90% | −0.12 |
| V Visa Inc. Class A | Reduce -1.2% | 0.99% | −0.12 |
| ARCC Ares Capital Corp. | Reduce -0.5% | 0.77% | −0.12 |
| UNM Unum Group | Reduce -0.1% | 0.99% | −0.11 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.10 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.41% | −0.10 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -48.9% | 0.09% | −0.10 |
| RACE Ferrari NV | Reduce -1.6% | 0.91% | −0.09 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.09 |
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −0.09 |
| PM Philip Morris International | Sold out | 0.00% | −0.08 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -14.4% | 0.35% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -24.4% | 0.18% | −0.06 |
| NKE Nike Inc. Class B | Reduce -1.1% | 0.41% | −0.04 |
| IBB iShares Biotechnology ETF | Reduce -26.1% | 0.15% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -0.8% | 1.36% | −0.04 |
| BA The Boeing Co. | Reduce -0.8% | 0.74% | −0.03 |
| NFLX Netflix Inc. | Reduce -1.8% | 0.14% | −0.03 |
| IRM Iron Mountain Inc. | Reduce -11.6% | 0.14% | −0.03 |
| SPGI S&P Global Inc. | Reduce -7.2% | 0.11% | −0.03 |
| CHDN Churchill Downs Inc. | Reduce -3.8% | 0.13% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.10% | −0.02 |
| PFE Pfizer Inc. | Reduce -9.7% | 0.12% | −0.01 |
| PSEC Prospect Capital Corp. | Reduce -8.8% | 0.03% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.4% | 0.40% | −0.01 |
| DTM DT Midstream Inc. | Reduce -0.4% | 0.21% | −0.01 |
| SCHV Schwab US Large-Cap Value | Reduce -1.7% | 0.24% | −0.01 |
| GLD SPDR Gold Shares | Reduce -14.6% | 0.09% | −0.01 |
| DTE DTE Energy Company | Reduce -0.8% | 0.58% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.0% | 0.36% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| IWY iShares Russell Top 200 Grow | Add +23.6% | 4.93% | +1.10 |
| FDVV Fidelity High Dividend ETF | Add +21.6% | 3.25% | +0.59 |
| QUAL iShares MSCI USA Quality Fac | Add +25.8% | 2.85% | +0.58 |
| DFIV Dimensional International Va | Add +33.0% | 2.11% | +0.54 |
| IEFA iShares Core MSCI Eafe ETF | Add +37.3% | 2.01% | +0.52 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +23.8% | 2.25% | +0.47 |
| VFMV Vanguard US Minimum Volatili | Add +40.3% | 1.39% | +0.36 |
| DFAE Dimensional Emerging Core Eq | Add +29.1% | 1.39% | +0.34 |
| AVUV Avantis US Small Cap Value | Add +25.3% | 1.16% | +0.26 |
| IVV iShares Core S&P 500 ETF | Add +23.4% | 1.28% | +0.25 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +119.6% | 0.49% | +0.25 |
| JNJ Johnson & Johnson | Add +5.2% | 1.04% | +0.17 |
| SCHZ Schwab US Aggregate Bond ETF | Add +92.2% | 0.30% | +0.13 |
| EMB iShares JP Morgan Usd Emergi | New | 0.10% | +0.10 |
| GOVT iShares US Treasury Bond ETF | New | 0.10% | +0.10 |
| BABA Alibaba Group Holding-SP ADR | New | 0.09% | +0.09 |
| MBB iShares MBS ETF | Add +61.2% | 0.24% | +0.08 |
| MO Altria Group Inc. | New | 0.08% | +0.08 |
| POWR iShares US Power Infrastruct | New | 0.07% | +0.07 |
| AMGN Amgen Inc. | Add +33.8% | 0.32% | +0.07 |
| DAL Delta Air Lines Inc. | Add +1.7% | 0.70% | +0.07 |
| PH Parker Hannifin Corp. | Add +10.1% | 0.51% | +0.06 |
| EG Everest Group Ltd. | Add +17.5% | 0.39% | +0.05 |
| SLV iShares Silver Trust | Add +25.6% | 0.12% | +0.04 |
| ETN Eaton Corp. PLC | Add +9.4% | 0.54% | +0.04 |
| SYK Stryker Corp. | Add +27.4% | 0.30% | +0.03 |
| WM Waste Management Inc. | Add +19.1% | 0.41% | +0.03 |
| DUK Duke Energy Corp. | Add +8.1% | 0.41% | +0.02 |
| MDT Medtronic PLC | Add +1.1% | 0.61% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +13.9% | 0.09% | +0.02 |
| DPZ Domino's Pizza Inc. | Add +15.2% | 0.32% | +0.01 |
| LLY Eli Lilly & Co. | Add +10.1% | 0.63% | +0.01 |
| RWT Redwood Trust Inc. | Add +3.5% | 0.39% | −0.02 |
| VZ Verizon Communications Inc. | Add +0.4% | 0.67% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +4.7% | 0.46% | −0.07 |
| ADBE Adobe Inc. | Add +1.0% | 0.53% | −0.08 |
| CMCSA Comcast Corp. Class A | Add +0.3% | 0.42% | −0.09 |
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 |