Sculati Wealth Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Sculati Wealth Management, LLC reported 122 stock positions worth $299.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.0% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 5.7%) and Apple (AAPL, 5.5%). Compared with Q1 2026, it opened 10 new positions, sold out of 3, added to 35 and reduced 44. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +16%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).

Most Recent 13F
Q2 2026
Location
Bloomfield Hills, MI
CIK
0001803397
Portfolio Value
$299.6M (Q2 2026)
SEC Filing
0001803397-26-000008 ↗ filed Jul 21, 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 Q1 2026 Q2 2026: $299.6M $299.6M Q2 2026

Holdings 122 stocks · $299.6M
BRK.B Berkshire Hathaway Inc. Class B 7.99% 48,753 $23.9M Reduce -0.9%
IWY iShares Russell Top 200 Grow 5.69% 60,965 $17.0M Add +4.2%
AAPL Apple Inc. 5.47% 49,099 $16.4M Reduce -0.7%
FDVV Fidelity High Dividend ETF 3.86% 186,220 $11.6M Add +0.6%
QUAL iShares MSCI USA Quality Fac 3.49% 47,970 $10.5M Add +3.3%
DYNF Ishrs US E F R A ETF-Usd Inc. 2.99% 133,628 $9.0M Add +15.6%
AMZN Amazon.com Inc. 2.97% 35,954 $8.9M Add +0.2%
DFIV Dimensional International Va 2.70% 144,983 $8.1M Add +1.8%
GOOG Alphabet Inc. Class C 2.63% 22,809 $7.9M Add +3.1%
GS Goldman Sachs Group Inc. 2.48% 6,974 $7.4M Reduce -1.4%
IEFA iShares Core MSCI Eafe ETF 2.44% 75,806 $7.3M Add +2.3%
MSFT Microsoft Corp. 2.39% 18,191 $7.2M Reduce -0.8%
MS Morgan Stanley 2.18% 30,255 $6.5M Reduce -1.8%
JPM JPMorgan Chase & Co. 1.89% 16,559 $5.6M Reduce -4.3%
META Meta Platforms Inc. Class A 1.70% 7,872 $5.1M No change
DFAE Dimensional Emerging Core Eq 1.66% 132,803 $5.0M Add +0.2%
VFMV Vanguard US Minimum Volatili 1.63% 34,373 $4.9M Add +3.0%
IVV iShares Core S&P 500 ETF 1.47% 5,913 $4.4M Add +2.2%
AVUV Avantis US Small Cap Value 1.38% 33,058 $4.1M Add +1.6%
SCHW Schwab (charles) Corp. 1.32% 38,918 $4.0M Reduce -0.1%
JNJ Johnson & Johnson 1.32% 15,618 $4.0M Reduce -0.5%
GOOGL Alphabet Inc. Class A 1.28% 11,056 $3.8M Add +0.3%
CVX Chevron Corp. 1.14% 18,230 $3.4M Add +0.0%
ORCL Oracle Corp. 1.08% 25,666 $3.2M Add +0.0%
UNM Unum Group 1.06% 35,576 $3.2M Reduce -0.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.05% 9,220 $3.2M Reduce -2.5%
IHDG Wisdomtree International Hed 1.02% 58,802 $3.1M Reduce -3.1%
COST Costco Wholesale Corp. 1.01% 3,229 $3.0M Reduce -0.3%
BX Blackstone Inc. 1.01% 23,746 $3.0M Reduce -0.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.00% 65,368 $3.0M Add +4.2%
DAL Delta Air Lines Inc. 0.98% 34,904 $2.9M No change
AMLP Alerian MLP ETF 0.96% 53,360 $2.9M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.93% 3,766 $2.8M Reduce -5.0%
LLY Eli Lilly & Co. 0.93% 2,372 $2.8M Add +0.3%
V Visa Inc. Class A 0.93% 7,798 $2.8M Reduce -0.7%
LOW Lowe's Cos Inc. 0.93% 13,333 $2.8M No change
OHI Omega Healthcare Investors 0.86% 51,317 $2.6M Reduce -3.3%
GD General Dynamics Corp. 0.81% 6,570 $2.4M No change
NVDA Nvidia Corp. 0.79% 11,671 $2.4M Add +1.4%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.70% 52,187 $2.1M Reduce -2.1%
SCHZ Schwab US Aggregate Bond ETF 0.68% 88,135 $2.0M Add +10.0%
BA The Boeing Co. 0.67% 9,372 $2.0M Add +0.6%
NOW ServiceNow Inc. 0.66% 19,033 $2.0M Add +5.6%
VZ Verizon Communications Inc. 0.63% 43,172 $1.9M Reduce -1.0%
UPS United Parcel Service Class B 0.62% 15,842 $1.9M Add +1.0%
PH Parker Hannifin Corp. 0.62% 1,942 $1.9M No change
ETN Eaton Corp. PLC 0.59% 4,451 $1.8M No change
BINC iShares Flex I A ETF-Usd Inc. 0.58% 33,453 $1.7M Reduce -0.1%
CRM Salesforce Inc. 0.57% 10,011 $1.7M Reduce -1.5%
RACE Ferrari NV 0.56% 4,466 $1.7M Add +0.9%
SCHG Schwab US Large-Cap Growth 0.56% 48,943 $1.7M Reduce -0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.55% 17,014 $1.7M Add +1.2%
VRTX Vertex Pharmaceuticals Inc. 0.51% 3,146 $1.5M Reduce -4.1%
DTE DTE Energy Company 0.49% 9,923 $1.5M Reduce -12.5%
MDT Medtronic PLC 0.48% 17,321 $1.4M No change
WM Waste Management Inc. 0.46% 5,770 $1.4M No change
SCHM Schwab US Mid Cap ETF 0.43% 37,191 $1.3M Reduce -0.8%
AMGN Amgen Inc. 0.43% 3,521 $1.3M No change
EG Everest Group Ltd. 0.43% 3,353 $1.3M Add +9.1%
SCHA Schwab US Small-Cap ETF 0.41% 36,242 $1.2M No change
SCHI Schwab 5-10 Year Corporate B 0.41% 54,113 $1.2M Add +4.3%
DUK Duke Energy Corp. 0.40% 9,508 $1.2M Add +0.1%
SO The Southern Co. 0.38% 12,077 $1.2M Reduce -13.2%
MBB iShares MBS ETF 0.36% 11,624 $1.1M Add +12.1%
MTN Vail Resorts Inc. 0.33% 6,592 $975K Reduce -0.8%
CMCSA Comcast Corp. Class A 0.32% 40,640 $967K Add +11.3%
XSLV Invesco S&P Smallcap Low Vol 0.32% 17,779 $958K Reduce -1.3%
GE General Electric filed as GE AEROSPACE 0.31% 2,655 $926K No change
SYK Stryker Corp. 0.30% 2,801 $896K Add +7.3%
ADBE Adobe Inc. 0.30% 3,775 $896K Reduce -1.7%
ARCC Ares Capital Corp. 0.30% 46,708 $895K Reduce -52.2%
MELI MercadoLibre Inc. 0.27% 450 $816K No change
DVY iShares Select Dividend ETF 0.27% 4,999 $809K No change
SCHV Schwab US Large-Cap Value 0.26% 23,035 $779K Reduce -0.2%
TPC Tutor Perini Corp. 0.24% 9,289 $730K Reduce -42.2%
NKE Nike Inc. Class B 0.24% 16,406 $718K Add +12.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.24% 8,936 $717K New
XMLV Invesco S&P Midcap Low Volat 0.23% 10,201 $701K Reduce -0.8%
DTM DT Midstream Inc. 0.23% 4,729 $686K Reduce -5.7%
NOC Northrop Grumman Corp. 0.22% 1,275 $665K No change
XSMO Invesco S&P Smallcap Momentu 0.21% 7,222 $634K Reduce -3.5%
TFC Truist Financial Corp. 0.20% 11,659 $612K No change
AMAT Applied Materials Inc. 0.19% 1,100 $583K No change
QQQ Invesco QQQ Trust Series 1 0.18% 792 $551K No change
XOM Exxon Mobil Corp. 0.18% 3,591 $529K Add +0.2%
SOXX iShares Semiconductor ETF 0.17% 983 $513K No change
MRK Merck & Co. Inc. 0.16% 3,783 $482K No change
INTC Intel Corp. 0.16% 5,032 $478K Reduce -39.4%
EMB iShares JP Morgan Usd Emergi 0.16% 4,935 $471K Add +12.0%
GOVT iShares US Treasury Bond ETF 0.15% 20,206 $457K Add +15.4%
BKNG Booking Holdings Inc. 0.15% 2,500 $454K No change
MPC Marathon Petroleum Corp. 0.15% 1,450 $453K No change
XMMO Invesco S&P Midcap Momentum 0.14% 2,710 $426K Reduce -0.9%
MO Altria Group Inc. 0.14% 5,609 $416K Add +73.9%
SBUX Starbucks Corp. 0.13% 3,720 $392K No change
COF Capital One Financial Corp. 0.13% 1,867 $388K New
WMT Walmart Inc. 0.13% 3,360 $384K No change
CIBR First Trust Nasdaq Cybersecu 0.12% 4,000 $369K New
IBB iShares Biotechnology ETF 0.12% 1,895 $360K No change
GDX Vaneck Gold Miners ETF 0.12% 5,000 $357K No change
XAR SS SPDR S&P Aerospace Def 0.12% 1,347 $348K New
TSLA Tesla Inc. 0.11% 889 $339K No change
KO The Coca-Cola Co. 0.11% 4,059 $331K No change
SCUS Schwab Ultra-Short Inc. ETF 0.11% 12,790 $322K Reduce -7.9%
MMM 3M Co. 0.11% 2,000 $320K No change
XVV iShares ESG Select Screened 0.10% 5,332 $303K New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.10% 2,445 $303K Reduce -35.6%
SPGI S&P Global Inc. 0.10% 658 $297K No change
GEV GE Vernova Inc. 0.10% 272 $288K No change
CHDN Churchill Downs Inc. 0.10% 3,413 $287K Reduce -9.1%
T AT&T Inc. 0.08% 11,300 $246K No change
CAT Caterpillar Inc. 0.08% 270 $238K New
PM Philip Morris International 0.08% 1,200 $232K New
LULU Lululemon Athletica Inc. 0.08% 1,965 $229K Reduce -47.3%
USB US Bancorp 0.08% 3,611 $228K New
NFLX Netflix Inc. 0.08% 3,295 $227K No change
F Ford Motor Co. filed as FORD MTR CO 0.07% 15,499 $221K No change
DPZ Domino's Pizza Inc. 0.07% 666 $215K Reduce -73.0%
TLH iShares 10-20 Year Treasury 0.07% 2,130 $210K New
WFC Wells Fargo & Co. 0.07% 2,400 $210K Reduce -5.4%
PFFD Global X US Preferred ETF 0.06% 10,061 $187K New
RWT Redwood Trust Inc. 0.06% 34,105 $175K Reduce -52.3%
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: $299.8M.

Portfolio Sells Q1 2026 → Q2 2026
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.9% 7.99% −0.72
ARCC Ares Capital Corp. Reduce -52.2% 0.30% −0.35
DPZ Domino's Pizza Inc. Reduce -73.0% 0.07% −0.26
TPC Tutor Perini Corp. Reduce -42.2% 0.24% −0.21
VZ Verizon Communications Inc. Reduce -1.0% 0.63% −0.18
COST Costco Wholesale Corp. Reduce -0.3% 1.01% −0.18
LULU Lululemon Athletica Inc. Reduce -47.3% 0.08% −0.13
CRM Salesforce Inc. Reduce -1.5% 0.57% −0.13
DTE DTE Energy Company Reduce -12.5% 0.49% −0.12
MSFT Microsoft Corp. Reduce -0.8% 2.39% −0.12
SO The Southern Co. Reduce -13.2% 0.38% −0.11
PFE Pfizer Inc. Sold out 0.00% −0.11
JNJ Johnson & Johnson Reduce -0.5% 1.32% −0.10
RWT Redwood Trust Inc. Reduce -52.3% 0.06% −0.09
AMLP Alerian MLP ETF Reduce -1.0% 0.96% −0.09
POWR iShares US Power Infrastruct Sold out 0.00% −0.08
BINC iShares Flex I A ETF-Usd Inc. Reduce -0.1% 0.58% −0.06
IHDG Wisdomtree International Hed Reduce -3.1% 1.02% −0.06
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -2.1% 0.70% −0.05
ADBE Adobe Inc. Reduce -1.7% 0.30% −0.05
IRM Iron Mountain Inc. Reduce -35.6% 0.10% −0.04
SCHW Schwab (charles) Corp. Reduce -0.1% 1.32% −0.03
VRTX Vertex Pharmaceuticals Inc. Reduce -4.1% 0.51% −0.03
CHDN Churchill Downs Inc. Reduce -9.1% 0.10% −0.03
SCUS Schwab Ultra-Short Inc. ETF Reduce -7.9% 0.11% −0.02
DTM DT Midstream Inc. Reduce -5.7% 0.23% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.0% 0.93% −0.02
PSEC Prospect Capital Corp. Sold out 0.00% −0.02
BX Blackstone Inc. Reduce -0.4% 1.01% −0.01
XMLV Invesco S&P Midcap Low Volat Reduce -0.8% 0.23% −0.01
WFC Wells Fargo & Co. Reduce -5.4% 0.07% −0.00
XMMO Invesco S&P Midcap Momentum Reduce -0.9% 0.14% −0.00
SCHV Schwab US Large-Cap Value Reduce -0.2% 0.26% −0.00
OHI Omega Healthcare Investors Reduce -3.3% 0.86% +0.00
XSMO Invesco S&P Smallcap Momentu Reduce -3.5% 0.21% +0.00
JPM JPMorgan Chase & Co. Reduce -4.3% 1.89% +0.00
XSLV Invesco S&P Smallcap Low Vol Reduce -1.3% 0.32% +0.01
SCHM Schwab US Mid Cap ETF Reduce -0.8% 0.43% +0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -2.5% 1.05% +0.01
MTN Vail Resorts Inc. Reduce -0.8% 0.33% +0.01
INTC Intel Corp. Reduce -39.4% 0.16% +0.02
SCHG Schwab US Large-Cap Growth Reduce -0.6% 0.56% +0.03
V Visa Inc. Class A Reduce -0.7% 0.93% +0.06
UNM Unum Group Reduce -0.9% 1.06% +0.09
GS Goldman Sachs Group Inc. Reduce -1.4% 2.48% +0.27
MS Morgan Stanley Reduce -1.8% 2.18% +0.30
AAPL Apple Inc. Reduce -0.7% 5.47% +0.83

Portfolio Buys Q1 2026 → Q2 2026
DYNF Ishrs US E F R A ETF-Usd Inc. Add +15.6% 2.99% +0.50
IWY iShares Russell Top 200 Grow Add +4.2% 5.69% +0.31
GOOG Alphabet Inc. Class C Add +3.1% 2.63% +0.29
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.24% +0.24
AMZN Amazon.com Inc. Add +0.2% 2.97% +0.21
QUAL iShares MSCI USA Quality Fac Add +3.3% 3.49% +0.20
COF Capital One Financial Corp. New 0.13% +0.13
LLY Eli Lilly & Co. Add +0.3% 0.93% +0.13
CIBR First Trust Nasdaq Cybersecu New 0.12% +0.12
XAR SS SPDR S&P Aerospace Def New 0.12% +0.12
GOOGL Alphabet Inc. Class A Add +0.3% 1.28% +0.11
XVV iShares ESG Select Screened New 0.10% +0.10
FDVV Fidelity High Dividend ETF Add +0.6% 3.86% +0.09
CAT Caterpillar Inc. New 0.08% +0.08
IVV iShares Core S&P 500 ETF Add +2.2% 1.47% +0.08
PM Philip Morris International New 0.08% +0.08
USB US Bancorp New 0.08% +0.08
TLH iShares 10-20 Year Treasury New 0.07% +0.07
PFFD Global X US Preferred ETF New 0.06% +0.06
MO Altria Group Inc. Add +73.9% 0.14% +0.06
EG Everest Group Ltd. Add +9.1% 0.43% +0.06
AVUV Avantis US Small Cap Value Add +1.6% 1.38% +0.05
UPS United Parcel Service Class B Add +1.0% 0.62% +0.05
NVDA Nvidia Corp. Add +1.4% 0.79% +0.05
RACE Ferrari NV Add +0.9% 0.56% +0.01
EMB iShares JP Morgan Usd Emergi Add +12.0% 0.16% +0.00
GOVT iShares US Treasury Bond ETF Add +15.4% 0.15% +0.00
MBB iShares MBS ETF Add +12.1% 0.36% +0.00
DFAE Dimensional Emerging Core Eq Add +0.2% 1.66% −0.00
VFMV Vanguard US Minimum Volatili Add +3.0% 1.63% −0.01
SCHZ Schwab US Aggregate Bond ETF Add +10.0% 0.68% −0.01
BA The Boeing Co. Add +0.6% 0.67% −0.02
SYK Stryker Corp. Add +7.3% 0.30% −0.02
SCHI Schwab 5-10 Year Corporate B Add +4.3% 0.41% −0.03
NOW ServiceNow Inc. Add +5.6% 0.66% −0.04
IEFA iShares Core MSCI Eafe ETF Add +2.3% 2.44% −0.04
DIS The Walt Disney Co. Add +1.2% 0.55% −0.04
NKE Nike Inc. Class B Add +12.5% 0.24% −0.04
XOM Exxon Mobil Corp. Add +0.2% 0.18% −0.05
DUK Duke Energy Corp. Add +0.1% 0.40% −0.06
CMCSA Comcast Corp. Class A Add +11.3% 0.32% −0.06
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +4.2% 1.00% −0.07
DFIV Dimensional International Va Add +1.8% 2.70% −0.08
CVX Chevron Corp. Add +0.0% 1.14% −0.25
ORCL Oracle Corp. Add +0.0% 1.08% −0.31

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