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

0$100.0M$200.0M$300.0M Q1 2024: $230.9M Q1 2024 Q2 2024: $233.1M Q2 2024 Q3 2024: $249.7M Q3 2024 Q4 2024: $252.1M Q4 2024 Q1 2025: $247.1M Q1 2025 Q2 2025: $266.0M Q2 2025 Q3 2025: $283.4M Q3 2025 Q4 2025: $283.5M Q4 2025 Q1 2026: $270.7M $270.7M Q1 2026 Q2 2026: $299.6M Q2 2026

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
TSLA Tesla Inc. 0.12% 889 $330K No change
T AT&T Inc. 0.12% 11,300 $328K No change
SOXX iShares Semiconductor ETF 0.12% 983 $323K No change
IBB iShares Biotechnology ETF 0.12% 1,895 $320K Reduce -30.6%
NFLX Netflix Inc. 0.12% 3,295 $317K Reduce -0.8%
KO The Coca-Cola Co. 0.11% 4,059 $309K No change
PFE Pfizer Inc. 0.11% 10,376 $291K Reduce -4.7%
MMM 3M Co. 0.11% 2,000 $290K No change
SPGI S&P Global Inc. 0.10% 658 $280K No change
GEV GE Vernova Inc. 0.09% 272 $237K Reduce -24.6%
POWR iShares US Power Infrastruct 0.08% 8,180 $215K New
MO Altria Group Inc. 0.08% 3,225 $213K New
WFC Wells Fargo & Co. 0.07% 2,536 $202K Reduce -11.8%
F Ford Motor Co. filed as FORD MTR CO 0.07% 15,499 $179K Reduce -10.4%
PSEC Prospect Capital Corp. 0.02% 16,265 $42K Reduce -15.7%
Other holdings (1): bonds, preferreds, convertibles and warrants · $198K (not counted above)
SecurityClassShares / PrincipalValueChange
BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) NOTE 5.500% 3/1 · principal 200,000$198KNo 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 122$299.6MBRK.B, IWY, AAPL, FDVV, QUAL
Q1 2026 115$270.7MBRK.B, IWY, AAPL, FDVV, QUAL
Q4 2025 115$283.5MBRK.B, IWY, AAPL, FDVV, QUAL
Q3 2025 123$283.4MBRK.B, AAPL, IWY, MSFT, FDVV
Q2 2025 123$266.0MBRK.B, AAPL, IWY, MSFT, AMZN
Q1 2025 109$247.1MBRK.B, VV, AAPL, IHDG, XSLV
Q4 2024Amended 105$252.1MBRK.B, VV, AAPL, IHDG, XSLV
Q3 2024Amended 108$249.7MBRK.B, VV, AAPL, IHDG, XSLV
Q2 2024 100$233.1MBRK.B, VV, AAPL, IHDG, MSFT
Q1 2024 101$230.9MBRK.B, IHDG, AAPL, VV, MSFT