Sculati Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Sculati Wealth Management, LLC reported 115 stock positions worth $270.7 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, 4.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 36 and reduced 51. The biggest buy was Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares +37%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001803397
- Portfolio Value
- $270.7M (Q1 2026)
- SEC Filing
- 0001803397-26-000004 ↗ filed Apr 9, 2026
Holdings Value
Holdings 115 stocks · $270.7M
| BRK.B Berkshire Hathaway Inc. Class B | 8.71% | 49,185 | $23.6M | Reduce -0.2% |
| IWY iShares Russell Top 200 Grow | 5.38% | 58,491 | $14.6M | Add +6.0% |
| AAPL Apple Inc. | 4.64% | 49,449 | $12.5M | Reduce -1.9% |
| FDVV Fidelity High Dividend ETF | 3.78% | 185,120 | $10.2M | Add +3.1% |
| QUAL iShares MSCI USA Quality Fac | 3.29% | 46,457 | $8.9M | Add +3.6% |
| DFIV Dimensional International Va | 2.78% | 142,467 | $7.5M | Add +0.9% |
| AMZN Amazon.com Inc. | 2.76% | 35,881 | $7.5M | No change |
| MSFT Microsoft Corp. | 2.51% | 18,345 | $6.8M | Reduce -0.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.48% | 115,557 | $6.7M | Add +1.2% |
| IEFA iShares Core MSCI Eafe ETF | 2.48% | 74,086 | $6.7M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 2.34% | 22,116 | $6.3M | Reduce -4.2% |
| GS Goldman Sachs Group Inc. | 2.21% | 7,073 | $6.0M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 1.88% | 17,308 | $5.1M | Reduce -4.1% |
| MS Morgan Stanley | 1.87% | 30,797 | $5.1M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 1.66% | 7,872 | $4.5M | Reduce -0.6% |
| DFAE Dimensional Emerging Core Eq | 1.66% | 132,524 | $4.5M | Add +1.8% |
| VFMV Vanguard US Minimum Volatili | 1.64% | 33,372 | $4.4M | Add +1.6% |
| JNJ Johnson & Johnson | 1.42% | 15,700 | $3.8M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 1.40% | 5,786 | $3.8M | Add +1.4% |
| ORCL Oracle Corp. | 1.39% | 25,659 | $3.8M | No change |
| CVX Chevron Corp. | 1.39% | 18,224 | $3.8M | Reduce -0.7% |
| SCHW Schwab (charles) Corp. | 1.35% | 38,960 | $3.7M | Reduce -2.4% |
| AVUV Avantis US Small Cap Value | 1.33% | 32,546 | $3.6M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 1.19% | 3,239 | $3.2M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 1.17% | 11,025 | $3.2M | Reduce -4.3% |
| LOW Lowe's Cos Inc. | 1.16% | 13,333 | $3.2M | Add +0.1% |
| IHDG Wisdomtree International Hed | 1.08% | 60,667 | $2.9M | Reduce -7.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.07% | 62,713 | $2.9M | Add +37.4% |
| AMLP Alerian MLP ETF | 1.05% | 53,885 | $2.8M | Reduce -1.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.04% | 9,453 | $2.8M | Reduce -2.1% |
| BX Blackstone Inc. | 1.01% | 23,837 | $2.7M | Reduce -2.9% |
| UNM Unum Group | 0.97% | 35,901 | $2.6M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 3,966 | $2.6M | No change |
| V Visa Inc. Class A | 0.88% | 7,856 | $2.4M | Reduce -2.3% |
| OHI Omega Healthcare Investors | 0.86% | 53,046 | $2.3M | Reduce -2.4% |
| DAL Delta Air Lines Inc. | 0.86% | 34,904 | $2.3M | Reduce -0.5% |
| GD General Dynamics Corp. | 0.83% | 6,570 | $2.3M | Reduce -0.8% |
| VZ Verizon Communications Inc. | 0.81% | 43,599 | $2.2M | Add +1.9% |
| LLY Eli Lilly & Co. | 0.80% | 2,366 | $2.2M | Add +1.7% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.75% | 53,315 | $2.0M | Reduce -9.3% |
| NVDA Nvidia Corp. | 0.74% | 11,510 | $2.0M | Add +0.3% |
| CRM Salesforce Inc. | 0.70% | 10,162 | $1.9M | Add +4.0% |
| NOW ServiceNow Inc. | 0.70% | 18,020 | $1.9M | Add +2.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.69% | 80,151 | $1.9M | Add +35.5% |
| BA The Boeing Co. | 0.68% | 9,316 | $1.9M | Reduce -3.1% |
| ARCC Ares Capital Corp. | 0.65% | 97,655 | $1.8M | Reduce -7.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.64% | 33,500 | $1.7M | Add +11.3% |
| PH Parker Hannifin Corp. | 0.64% | 1,942 | $1.7M | Add +1.1% |
| DTE DTE Energy Company | 0.61% | 11,345 | $1.7M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 16,806 | $1.6M | Reduce -7.5% |
| ETN Eaton Corp. PLC | 0.59% | 4,451 | $1.6M | Add +6.6% |
| UPS United Parcel Service Class B | 0.57% | 15,687 | $1.5M | Reduce -4.7% |
| MDT Medtronic PLC | 0.55% | 17,321 | $1.5M | Add +2.0% |
| RACE Ferrari NV | 0.55% | 4,427 | $1.5M | Reduce -13.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.54% | 3,280 | $1.5M | Reduce -2.4% |
| SCHG Schwab US Large-Cap Growth | 0.53% | 49,220 | $1.4M | Reduce -0.6% |
| SO The Southern Co. | 0.50% | 13,905 | $1.3M | No change |
| WM Waste Management Inc. | 0.49% | 5,770 | $1.3M | Add +7.6% |
| DUK Duke Energy Corp. | 0.46% | 9,501 | $1.2M | Add +4.5% |
| TPC Tutor Perini Corp. | 0.46% | 16,074 | $1.2M | Reduce -45.9% |
| AMGN Amgen Inc. | 0.46% | 3,521 | $1.2M | Add +7.5% |
| SCHI Schwab 5-10 Year Corporate B | 0.43% | 51,887 | $1.2M | Add +10.3% |
| SCHM Schwab US Mid Cap ETF | 0.43% | 37,488 | $1.2M | No change |
| SCHA Schwab US Small-Cap ETF | 0.39% | 36,242 | $1.1M | Reduce -0.0% |
| CMCSA Comcast Corp. Class A | 0.39% | 36,527 | $1.0M | Add +6.9% |
| EG Everest Group Ltd. | 0.37% | 3,073 | $1.0M | Add +2.8% |
| MBB iShares MBS ETF | 0.36% | 10,368 | $984K | Add +24.9% |
| ADBE Adobe Inc. | 0.34% | 3,841 | $934K | Add +4.2% |
| DPZ Domino's Pizza Inc. | 0.33% | 2,470 | $886K | Add +17.6% |
| NOC Northrop Grumman Corp. | 0.32% | 1,275 | $870K | No change |
| SYK Stryker Corp. | 0.32% | 2,610 | $858K | Add +9.2% |
| MTN Vail Resorts Inc. | 0.32% | 6,645 | $853K | Add +34.2% |
| XSLV Invesco S&P Smallcap Low Vol | 0.31% | 18,016 | $850K | Reduce -2.9% |
| MELI MercadoLibre Inc. | 0.29% | 450 | $778K | No change |
| NKE Nike Inc. Class B | 0.28% | 14,579 | $770K | Add +2.8% |
| DVY iShares Select Dividend ETF | 0.28% | 4,999 | $757K | No change |
| GE General Electric filed as GE AEROSPACE | 0.28% | 2,655 | $753K | Reduce -24.5% |
| SCHV Schwab US Large-Cap Value | 0.26% | 23,084 | $704K | No change |
| DTM DT Midstream Inc. | 0.25% | 5,014 | $675K | Reduce -3.2% |
| XMLV Invesco S&P Midcap Low Volat | 0.24% | 10,278 | $647K | Reduce -10.6% |
| XOM Exxon Mobil Corp. | 0.22% | 3,584 | $608K | No change |
| LULU Lululemon Athletica Inc. | 0.21% | 3,728 | $571K | Reduce -12.8% |
| XSMO Invesco S&P Smallcap Momentu | 0.21% | 7,481 | $569K | Reduce -5.5% |
| TFC Truist Financial Corp. | 0.20% | 11,659 | $536K | No change |
| GDX Vaneck Gold Miners ETF | 0.17% | 5,000 | $459K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 792 | $457K | No change |
| MRK Merck & Co. Inc. | 0.17% | 3,783 | $455K | Reduce -4.8% |
| BKNG Booking Holdings Inc. | 0.16% | 100 | $421K | No change |
| WMT Walmart Inc. | 0.15% | 3,360 | $418K | Add +0.9% |
| EMB iShares JP Morgan Usd Emergi | 0.15% | 4,406 | $414K | Add +18.9% |
| GOVT iShares US Treasury Bond ETF | 0.15% | 17,514 | $401K | Add +20.2% |
| RWT Redwood Trust Inc. | 0.15% | 71,425 | $401K | Reduce -35.3% |
| XMMO Invesco S&P Midcap Momentum | 0.15% | 2,734 | $396K | Reduce -17.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.14% | 3,795 | $388K | No change |
| AMAT Applied Materials Inc. | 0.14% | 1,100 | $376K | No change |
| INTC Intel Corp. | 0.14% | 8,300 | $366K | Reduce -3.8% |
| MPC Marathon Petroleum Corp. | 0.13% | 1,450 | $354K | No change |
| SCUS Schwab Ultra-Short Inc. ETF | 0.13% | 13,891 | $350K | Reduce -3.5% |
| CHDN Churchill Downs Inc. | 0.12% | 3,753 | $337K | No change |
| SBUX Starbucks Corp. | 0.12% | 3,720 | $333K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $198K (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 | $198K | No change |
Total filed on the 13F, all lines: $270.9M.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.4% | 2.51% | −0.63 |
| BX Blackstone Inc. | Reduce -2.9% | 1.01% | −0.32 |
| TPC Tutor Perini Corp. | Reduce -45.9% | 0.46% | −0.24 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 2.34% | −0.21 |
| AAPL Apple Inc. | Reduce -1.9% | 4.64% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 1.66% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -4.1% | 1.88% | −0.17 |
| DIS The Walt Disney Co. | Reduce -7.5% | 0.60% | −0.13 |
| V Visa Inc. Class A | Reduce -2.3% | 0.88% | −0.12 |
| RACE Ferrari NV | Reduce -13.1% | 0.55% | −0.11 |
| GE General Electric | Reduce -24.5% | 0.28% | −0.10 |
| ARCC Ares Capital Corp. | Reduce -7.4% | 0.65% | −0.10 |
| LULU Lululemon Athletica Inc. | Reduce -12.8% | 0.21% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -4.3% | 1.17% | −0.10 |
| USB US Bancorp | Sold out | 0.00% | −0.10 |
| MS Morgan Stanley | Reduce -1.1% | 1.87% | −0.08 |
| TGNA Tegna Inc. | Sold out | 0.00% | −0.07 |
| RWT Redwood Trust Inc. | Reduce -35.3% | 0.15% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -2.4% | 1.35% | −0.05 |
| BA The Boeing Co. | Reduce -3.1% | 0.68% | −0.05 |
| IHDG Wisdomtree International Hed | Reduce -7.8% | 1.08% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -2.8% | 2.21% | −0.05 |
| IBB iShares Biotechnology ETF | Reduce -30.6% | 0.12% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.6% | 0.53% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 8.71% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.1% | 1.04% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -11.8% | 0.07% | −0.02 |
| UNM Unum Group | Reduce -0.5% | 0.97% | −0.02 |
| XMMO Invesco S&P Midcap Momentum | Reduce -17.0% | 0.15% | −0.01 |
| F Ford Motor Co. | Reduce -10.4% | 0.07% | −0.01 |
| XMLV Invesco S&P Midcap Low Volat | Reduce -10.6% | 0.24% | −0.01 |
| UPS United Parcel Service Class B | Reduce -4.7% | 0.57% | −0.01 |
| PSEC Prospect Capital Corp. | Reduce -15.7% | 0.02% | −0.00 |
| DAL Delta Air Lines Inc. | Reduce -0.5% | 0.86% | −0.00 |
| SCUS Schwab Ultra-Short Inc. ETF | Reduce -3.5% | 0.13% | +0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.4% | 0.54% | +0.00 |
| GEV GE Vernova Inc. | Reduce -24.6% | 0.09% | +0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -9.3% | 0.75% | +0.01 |
| NFLX Netflix Inc. | Reduce -0.8% | 0.12% | +0.01 |
| OHI Omega Healthcare Investors | Reduce -2.4% | 0.86% | +0.01 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -5.5% | 0.21% | +0.01 |
| XSLV Invesco S&P Smallcap Low Vol | Reduce -2.9% | 0.31% | +0.01 |
| PFE Pfizer Inc. | Reduce -4.7% | 0.11% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -4.8% | 0.17% | +0.02 |
| INTC Intel Corp. | Reduce -3.8% | 0.14% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.0% | 0.39% | +0.03 |
| DTM DT Midstream Inc. | Reduce -3.2% | 0.25% | +0.03 |
| GD General Dynamics Corp. | Reduce -0.8% | 0.83% | +0.05 |
| AMLP Alerian MLP ETF | Reduce -1.3% | 1.05% | +0.14 |
| AVUV Avantis US Small Cap Value | Reduce -0.4% | 1.33% | +0.15 |
Portfolio Buys Q4 2025 → Q1 2026
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +37.4% | 1.07% | +0.32 |
| DFIV Dimensional International Va | Add +0.9% | 2.78% | +0.29 |
| SCHZ Schwab US Aggregate Bond ETF | Add +35.5% | 0.69% | +0.20 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.4% | 2.48% | +0.20 |
| VZ Verizon Communications Inc. | Add +1.9% | 0.81% | +0.19 |
| FDVV Fidelity High Dividend ETF | Add +3.1% | 3.78% | +0.19 |
| DFAE Dimensional Emerging Core Eq | Add +1.8% | 1.66% | +0.16 |
| QUAL iShares MSCI USA Quality Fac | Add +3.6% | 3.29% | +0.15 |
| VFMV Vanguard US Minimum Volatili | Add +1.6% | 1.64% | +0.13 |
| ETN Eaton Corp. PLC | Add +6.6% | 0.59% | +0.12 |
| MBB iShares MBS ETF | Add +24.9% | 0.36% | +0.08 |
| DUK Duke Energy Corp. | Add +4.5% | 0.46% | +0.08 |
| MTN Vail Resorts Inc. | Add +34.2% | 0.32% | +0.08 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +11.3% | 0.64% | +0.08 |
| AMGN Amgen Inc. | Add +7.5% | 0.46% | +0.08 |
| POWR iShares US Power Infrastruct | New | 0.08% | +0.08 |
| MO Altria Group Inc. | New | 0.08% | +0.08 |
| WM Waste Management Inc. | Add +7.6% | 0.49% | +0.07 |
| SCHI Schwab 5-10 Year Corporate B | Add +10.3% | 0.43% | +0.05 |
| PH Parker Hannifin Corp. | Add +1.1% | 0.64% | +0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.2% | 2.48% | +0.03 |
| LOW Lowe's Cos Inc. | Add +0.1% | 1.16% | +0.03 |
| GOVT iShares US Treasury Bond ETF | Add +20.2% | 0.15% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +6.9% | 0.39% | +0.03 |
| EMB iShares JP Morgan Usd Emergi | Add +18.9% | 0.15% | +0.03 |
| WMT Walmart Inc. | Add +0.9% | 0.15% | +0.02 |
| SYK Stryker Corp. | Add +9.2% | 0.32% | +0.02 |
| DPZ Domino's Pizza Inc. | Add +17.6% | 0.33% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 1.40% | +0.02 |
| EG Everest Group Ltd. | Add +2.8% | 0.37% | +0.01 |
| IWY iShares Russell Top 200 Grow | Add +6.0% | 5.38% | −0.01 |
| NVDA Nvidia Corp. | Add +0.3% | 0.74% | −0.01 |
| MDT Medtronic PLC | Add +2.0% | 0.55% | −0.02 |
| NKE Nike Inc. Class B | Add +2.8% | 0.28% | −0.03 |
| LLY Eli Lilly & Co. | Add +1.7% | 0.80% | −0.08 |
| ADBE Adobe Inc. | Add +4.2% | 0.34% | −0.11 |
| CRM Salesforce Inc. | Add +4.0% | 0.70% | −0.21 |
| NOW ServiceNow Inc. | Add +2.5% | 0.70% | −0.25 |
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 |