Sculati Wealth Management, LLC

Name: Sculati Wealth Management, LLC 13F holdings, Q4 2025
Creator: Sculati Wealth Management, LLC
Published: 2026-02-05

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Sculati Wealth Management, LLC reported 115 stock positions worth $283.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.7% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 5.4%) and Apple (AAPL, 4.8%). Compared with Q3 2025, it opened 1 new position, sold out of 9, added to 25 and reduced 73. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +8%) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −31%).

Most Recent 13F: Q2 2026
Location: Bloomfield Hills, MI
CIK: 0001803397
Portfolio Value: $283.5M (Q4 2025)
SEC Filing: 0001803397-26-000002 ↗ filed Feb 5, 2026

Holdings Value

Holdings 115 stocks · $283.5M


BRK.B Berkshire Hathaway Inc. Class B	8.74%	49,267	$24.8M	Add +0.2%
IWY iShares Russell Top 200 Grow	5.39%	55,167	$15.3M	Add +8.1%
AAPL Apple Inc.	4.84%	50,425	$13.7M	Reduce -8.1%
FDVV Fidelity High Dividend ETF	3.59%	179,534	$10.2M	Add +8.6%
QUAL iShares MSCI USA Quality Fac	3.14%	44,861	$8.9M	Add +8.2%
MSFT Microsoft Corp.	3.14%	18,416	$8.9M	Reduce -1.4%
AMZN Amazon.com Inc.	2.92%	35,881	$8.3M	Reduce -0.8%
GOOG Alphabet Inc. Class C	2.56%	23,094	$7.2M	Reduce -0.5%
DFIV Dimensional International Va	2.49%	141,230	$7.0M	Add +9.2%
DYNF Ishrs US E F R A ETF-Usd Inc.	2.45%	114,219	$6.9M	Add +6.1%
IEFA iShares Core MSCI Eafe ETF	2.28%	72,330	$6.5M	Add +11.0%
GS Goldman Sachs Group Inc.	2.26%	7,276	$6.4M	Reduce -1.6%
JPM JPMorgan Chase & Co.	2.05%	18,041	$5.8M	Reduce -1.5%
MS Morgan Stanley	1.95%	31,146	$5.5M	Add +0.5%
META Meta Platforms Inc. Class A	1.84%	7,919	$5.2M	No change
ORCL Oracle Corp.	1.76%	25,659	$5.0M	Add +0.1%
VFMV Vanguard US Minimum Volatili	1.51%	32,830	$4.3M	Add +9.5%
DFAE Dimensional Emerging Core Eq	1.50%	130,200	$4.2M	Add +4.0%
SCHW Schwab (charles) Corp.	1.41%	39,930	$4.0M	Reduce -1.0%
IVV iShares Core S&P 500 ETF	1.38%	5,708	$3.9M	Add +5.4%
BX Blackstone Inc.	1.33%	24,541	$3.8M	Reduce -2.7%
GOOGL Alphabet Inc. Class A	1.27%	11,519	$3.6M	Reduce -0.2%
AVUV Avantis US Small Cap Value	1.18%	32,669	$3.3M	Reduce -0.7%
JNJ Johnson & Johnson	1.16%	15,821	$3.3M	Reduce -0.6%
LOW Lowe's Cos Inc.	1.13%	13,325	$3.2M	Reduce -0.2%
IHDG Wisdomtree International Hed	1.13%	65,775	$3.2M	Reduce -18.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	1.07%	9,656	$3.0M	Reduce -30.7%
COST Costco Wholesale Corp.	1.00%	3,278	$2.8M	Reduce -1.5%
V Visa Inc. Class A	0.99%	8,041	$2.8M	Reduce -1.9%
CVX Chevron Corp.	0.99%	18,359	$2.8M	Reduce -1.5%
UNM Unum Group	0.99%	36,086	$2.8M	Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US	0.95%	3,966	$2.7M	Reduce -1.2%
NOW ServiceNow Inc.	0.95%	17,579	$2.7M	Add +0.4%
CRM Salesforce Inc.	0.91%	9,771	$2.6M	Reduce -2.5%
AMLP Alerian MLP ETF	0.91%	54,606	$2.6M	Reduce -0.0%
LLY Eli Lilly & Co.	0.88%	2,326	$2.5M	Reduce -0.9%
DAL Delta Air Lines Inc.	0.86%	35,082	$2.4M	Reduce -0.1%
OHI Omega Healthcare Investors	0.85%	54,361	$2.4M	Reduce -0.7%
GD General Dynamics Corp.	0.79%	6,622	$2.2M	Reduce -0.3%
NVDA Nvidia Corp.	0.75%	11,473	$2.1M	Reduce -1.1%
ARCC Ares Capital Corp.	0.75%	105,476	$2.1M	Reduce -1.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.75%	45,635	$2.1M	Add +54.8%
FNDE Schwab Fndmntl Em MRK Eq ETF	0.75%	58,763	$2.1M	Reduce -18.6%
BA The Boeing Co.	0.74%	9,610	$2.1M	Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.73%	18,165	$2.1M	Reduce -0.7%
TPC Tutor Perini Corp.	0.70%	29,732	$2.0M	Reduce -10.3%
RACE Ferrari NV	0.66%	5,097	$1.9M	Reduce -4.4%
VZ Verizon Communications Inc.	0.61%	42,794	$1.7M	Reduce -0.9%
PH Parker Hannifin Corp.	0.60%	1,920	$1.7M	Reduce -0.2%
UPS United Parcel Service Class B	0.58%	16,452	$1.6M	Reduce -6.6%
MDT Medtronic PLC	0.58%	16,979	$1.6M	Reduce -7.0%
SCHG Schwab US Large-Cap Growth	0.57%	49,533	$1.6M	Reduce -0.3%
BINC iShares Flex I A ETF-Usd Inc.	0.56%	30,104	$1.6M	Reduce -0.6%
VRTX Vertex Pharmaceuticals Inc.	0.54%	3,360	$1.5M	Add +1.0%
DTE DTE Energy Company	0.52%	11,345	$1.5M	Reduce -2.7%
SCHZ Schwab US Aggregate Bond ETF	0.49%	59,135	$1.4M	Add +65.4%
ETN Eaton Corp. PLC	0.47%	4,176	$1.3M	Add +1.7%
ADBE Adobe Inc.	0.46%	3,687	$1.3M	Reduce -13.8%
SO The Southern Co.	0.43%	13,905	$1.2M	Reduce -0.4%
WM Waste Management Inc.	0.42%	5,364	$1.2M	Add +0.9%
SCHM Schwab US Mid Cap ETF	0.40%	37,488	$1.1M	Reduce -1.2%
GE General Electric filed as GE AEROSPACE	0.38%	3,518	$1.1M	Reduce -8.2%
SCHI Schwab 5-10 Year Corporate B	0.38%	47,058	$1.1M	Add +9.4%
AMGN Amgen Inc.	0.38%	3,275	$1.1M	Add +1.2%
DUK Duke Energy Corp.	0.38%	9,095	$1.1M	Reduce -3.5%
SCHA Schwab US Small-Cap ETF	0.36%	36,257	$1.0M	Reduce -0.2%
CMCSA Comcast Corp. Class A	0.36%	34,173	$1.0M	Reduce -9.4%
EG Everest Group Ltd.	0.36%	2,989	$1.0M	Reduce -6.3%
MELI MercadoLibre Inc.	0.32%	450	$906K	No change
NKE Nike Inc. Class B	0.32%	14,176	$903K	Reduce -15.4%
LULU Lululemon Athletica Inc.	0.31%	4,275	$888K	Reduce -19.7%
DPZ Domino's Pizza Inc.	0.31%	2,101	$876K	Add +1.0%
XSLV Invesco S&P Smallcap Low Vol	0.30%	18,549	$860K	Reduce -37.9%
SYK Stryker Corp.	0.30%	2,390	$840K	Add +2.8%
MBB iShares MBS ETF	0.28%	8,298	$790K	Add +15.8%
NOC Northrop Grumman Corp.	0.26%	1,275	$727K	No change
XMLV Invesco S&P Midcap Low Volat	0.25%	11,492	$717K	Reduce -39.5%
DVY iShares Select Dividend ETF	0.25%	4,999	$706K	Reduce -28.6%
SCHV Schwab US Large-Cap Value	0.24%	23,084	$684K	Reduce -0.8%
MTN Vail Resorts Inc.	0.23%	4,953	$658K	New
DTM DT Midstream Inc.	0.22%	5,180	$620K	Reduce -1.0%
RWT Redwood Trust Inc.	0.22%	110,407	$611K	Reduce -42.2%
TFC Truist Financial Corp.	0.20%	11,659	$574K	No change
XSMO Invesco S&P Smallcap Momentu	0.20%	7,914	$570K	Reduce -23.5%
BKNG Booking Holdings Inc.	0.19%	100	$536K	No change
QQQ Invesco QQQ Trust Series 1	0.17%	792	$487K	Reduce -6.6%
IBB iShares Biotechnology ETF	0.16%	2,730	$461K	Reduce -4.7%
XMMO Invesco S&P Midcap Momentum	0.16%	3,295	$456K	Reduce -29.2%
XOM Exxon Mobil Corp.	0.15%	3,584	$431K	No change
GDX Vaneck Gold Miners ETF	0.15%	5,000	$429K	No change
CHDN Churchill Downs Inc.	0.15%	3,753	$427K	No change
MRK Merck & Co. Inc.	0.15%	3,973	$418K	Reduce -34.1%
TSLA Tesla Inc.	0.14%	889	$400K	No change
WMT Walmart Inc.	0.13%	3,330	$371K	No change
SCUS Schwab Ultra-Short Inc. ETF	0.13%	14,402	$363K	Reduce -8.1%
EMB iShares JP Morgan Usd Emergi	0.13%	3,707	$357K	Add +18.7%
SPGI S&P Global Inc.	0.12%	658	$344K	No change
GOVT iShares US Treasury Bond ETF	0.12%	14,569	$335K	Add +15.8%
MMM 3M Co.	0.11%	2,000	$320K	Reduce -4.8%
INTC Intel Corp.	0.11%	8,625	$318K	Reduce -15.5%

Show all 115 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $196K (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	$196K	No change

Total filed on the 13F, all lines: $283.7M.

Portfolio Sells Q3 2025 → Q4 2025


VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -30.7%	1.07%	−0.44
MSFT Microsoft Corp.	Reduce -1.4%	3.14%	−0.27
RACE Ferrari NV	Reduce -4.4%	0.66%	−0.25
BX Blackstone Inc.	Reduce -2.7%	1.33%	−0.19
XSLV Invesco S&P Smallcap Low Vol	Reduce -37.9%	0.30%	−0.18
IHDG Wisdomtree International Hed	Reduce -18.5%	1.13%	−0.18
RWT Redwood Trust Inc.	Reduce -42.2%	0.22%	−0.17
FNDE Schwab Fndmntl Em MRK Eq ETF	Reduce -18.6%	0.75%	−0.17
XMLV Invesco S&P Midcap Low Volat	Reduce -39.5%	0.25%	−0.17
SLV iShares Silver Trust	Sold out	0.00%	−0.12
DVY iShares Select Dividend ETF	Reduce -28.6%	0.25%	−0.10
SHOP Shopify Inc. Class A	Sold out	0.00%	−0.10
BABA Alibaba Group Holding-SP ADR	Sold out	0.00%	−0.09
AAPL Apple Inc.	Reduce -8.1%	4.84%	−0.09
NKE Nike Inc. Class B	Reduce -15.4%	0.32%	−0.09
GLD SPDR Gold Shares	Sold out	0.00%	−0.09
COST Costco Wholesale Corp.	Reduce -1.5%	1.00%	−0.09
BSCP Invesco Bulletshares 2025 CB	Sold out	0.00%	−0.09
HD Home Depot Inc.	Sold out	0.00%	−0.08
ADBE Adobe Inc.	Reduce -13.8%	0.46%	−0.08
MO Altria Group Inc.	Sold out	0.00%	−0.08
UYG Proshares Ultra Financials	Sold out	0.00%	−0.07
POWR iShares US Power Infrastruct	Sold out	0.00%	−0.07
XSMO Invesco S&P Smallcap Momentu	Reduce -23.5%	0.20%	−0.07
DTE DTE Energy Company	Reduce -2.7%	0.52%	−0.07
TPC Tutor Perini Corp.	Reduce -10.3%	0.70%	−0.06
XMMO Invesco S&P Midcap Momentum	Reduce -29.2%	0.16%	−0.06
CMCSA Comcast Corp. Class A	Reduce -9.4%	0.36%	−0.06
VZ Verizon Communications Inc.	Reduce -0.9%	0.61%	−0.06
LOW Lowe's Cos Inc.	Reduce -0.2%	1.13%	−0.05
SO The Southern Co.	Reduce -0.4%	0.43%	−0.04
MDT Medtronic PLC	Reduce -7.0%	0.58%	−0.04
EG Everest Group Ltd.	Reduce -6.3%	0.36%	−0.04
DUK Duke Energy Corp.	Reduce -3.5%	0.38%	−0.04
CVX Chevron Corp.	Reduce -1.5%	0.99%	−0.03
MRK Merck & Co. Inc.	Reduce -34.1%	0.15%	−0.03
PFE Pfizer Inc.	Reduce -20.1%	0.10%	−0.03
IRM Iron Mountain Inc.	Reduce -0.7%	0.11%	−0.03
GEV GE Vernova Inc.	Reduce -27.5%	0.08%	−0.02
GE General Electric	Reduce -8.2%	0.38%	−0.02
TGNA Tegna Inc.	Reduce -21.0%	0.07%	−0.02
LULU Lululemon Athletica Inc.	Reduce -19.7%	0.31%	−0.02
T AT&T Inc.	Reduce -4.2%	0.10%	−0.02
ARCC Ares Capital Corp.	Reduce -1.4%	0.75%	−0.02
F Ford Motor Co.	Reduce -23.9%	0.08%	−0.02
GD General Dynamics Corp.	Reduce -0.3%	0.79%	−0.01
SCUS Schwab Ultra-Short Inc. ETF	Reduce -8.1%	0.13%	−0.01
DIS The Walt Disney Co.	Reduce -0.7%	0.73%	−0.01
NVDA Nvidia Corp.	Reduce -1.1%	0.75%	−0.01
USB US Bancorp	Reduce -17.2%	0.10%	−0.01

Portfolio Buys Q3 2025 → Q4 2025


IWY iShares Russell Top 200 Grow	Add +8.1%	5.39%	+0.46
DFIV Dimensional International Va	Add +9.2%	2.49%	+0.38
FDVV Fidelity High Dividend ETF	Add +8.6%	3.59%	+0.34
QUAL iShares MSCI USA Quality Fac	Add +8.2%	3.14%	+0.30
IEFA iShares Core MSCI Eafe ETF	Add +11.0%	2.28%	+0.27
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +54.8%	0.75%	+0.26
MTN Vail Resorts Inc.	New	0.23%	+0.23
MS Morgan Stanley	Add +0.5%	1.95%	+0.21
DYNF Ishrs US E F R A ETF-Usd Inc.	Add +6.1%	2.45%	+0.20
SCHZ Schwab US Aggregate Bond ETF	Add +65.4%	0.49%	+0.19
VFMV Vanguard US Minimum Volatili	Add +9.5%	1.51%	+0.12
DFAE Dimensional Emerging Core Eq	Add +4.0%	1.50%	+0.10
IVV iShares Core S&P 500 ETF	Add +5.4%	1.38%	+0.10
VRTX Vertex Pharmaceuticals Inc.	Add +1.0%	0.54%	+0.08
AMGN Amgen Inc.	Add +1.2%	0.38%	+0.06
MBB iShares MBS ETF	Add +15.8%	0.28%	+0.04
SCHI Schwab 5-10 Year Corporate B	Add +9.4%	0.38%	+0.03
EMB iShares JP Morgan Usd Emergi	Add +18.7%	0.13%	+0.02
GOVT iShares US Treasury Bond ETF	Add +15.8%	0.12%	+0.02
BRK.B Berkshire Hathaway Inc. Class B	Add +0.2%	8.74%	+0.01
WM Waste Management Inc.	Add +0.9%	0.42%	+0.00
SYK Stryker Corp.	Add +2.8%	0.30%	−0.01
DPZ Domino's Pizza Inc.	Add +1.0%	0.31%	−0.01
ETN Eaton Corp. PLC	Add +1.7%	0.47%	−0.07
NOW ServiceNow Inc.	Add +0.4%	0.95%	−0.19
ORCL Oracle Corp.	Add +0.1%	1.76%	−0.78

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