Q3 2026 13F · SEC CIK 1803397

Sculati Wealth Management, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $306.1M
Reported positions: 119
Top holdings a year, 3 yrs: +21.3%
Assets under management: $381.5M

Sculati Wealth Management, LLC is a wealth manager that reported 119 positions worth $306.1M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 8.3%), Apple Inc (AAPL, 5.5%), Ishares Tr (IWY, 4.7%). A portfolio copying its top holdings returned 21.3% a year over the last 3 years, against 23.7% for the S&P 500.

Sculati Wealth Management, LLC holdings largest 50 of 119 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sculati Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	8.3%	8.0%	49,333	+1.2%	$25.5M
AAPLApple Inc	5.5%	5.5%	48,938	-0.3%	$16.7M
IWYIshares Tr	4.7%	5.7%	48,332	-20.7%	$14.4M
QUALIshares Tr	3.6%	3.5%	48,735	+1.6%	$11.1M
DYNFBlackrock ETF Trust	3.2%	3.0%	139,717	+4.6%	$9.8M
MSFTMicrosoft Corp	3.2%	2.4%	18,059	-0.7%	$9.8M
AMZNAmazon Com Inc	3.0%	3.0%	35,954	+0.0%	$9.3M
DFIVDimensional ETF Trust	2.7%	2.7%	149,639	+3.2%	$8.3M
GOOGAlphabet Inc	2.6%	2.6%	22,589	-1.0%	$7.9M
IEFAIshares Tr	2.5%	2.4%	79,073	+4.3%	$7.6M
FDVVFidelity Covington Trust	2.4%	3.9%	119,973	-35.6%	$7.4M
VOVanguard Index Fds	2.0%	—	76,093	—	$6.2M
GSGoldman Sachs Group Inc	1.9%	2.5%	6,623	-5.0%	$5.9M
METAMeta Platforms Inc	1.9%	1.7%	7,737	-1.7%	$5.7M
MSMorgan Stanley	1.9%	2.2%	30,072	-0.6%	$5.7M
DFAEDimensional ETF Trust	1.7%	1.7%	136,826	+3.0%	$5.3M
JPMJpmorgan Chase & Co	1.7%	1.9%	15,882	-4.1%	$5.3M
VFMVVanguard Wellington Fd	1.6%	1.6%	33,425	-2.8%	$4.8M
IVVIshares Tr	1.5%	1.5%	5,890	-0.4%	$4.6M
VBVanguard Index Fds	1.4%	—	14,653	—	$4.2M
JNJJohnson & Johnson	1.4%	1.3%	15,757	+0.9%	$4.2M
CVXChevron Corporation	1.3%	1.1%	18,232	+0.0%	$3.9M
GOOGLAlphabet Inc	1.3%	1.3%	11,082	+0.2%	$3.9M
SCHWCharles Schwab Corp (the)	1.2%	1.3%	38,918	+0.0%	$3.8M
AVUVAmerican Centy ETF Tr	1.2%	1.4%	29,829	-9.8%	$3.6M
ORCLOracle Corp	1.2%	1.1%	25,724	+0.2%	$3.5M
VVVanguard Index Fds	1.1%	1.1%	9,131	-1.0%	$3.3M
UNMUnum Group	1.1%	1.1%	35,252	-0.9%	$3.3M
COSTCostco Wholesale Corporation	1.0%	1.0%	3,230	+0.0%	$3.1M
VVisa Inc	1.0%	0.9%	7,836	+0.5%	$3.1M
IHDGWisdomtree Tr	1.0%	1.0%	56,993	-3.1%	$2.9M
SPYState Str Spdr S&p 500 ETF T	1.0%	0.9%	3,740	-0.7%	$2.9M
AMLPAlps ETF Tr	0.9%	1.0%	53,796	+0.8%	$2.8M
LLYEli Lilly & Co	0.9%	0.9%	2,372	+0.0%	$2.8M
IUSBIshares Tr	0.9%	1.0%	62,797	-3.9%	$2.8M
DALDelta Air Lines Inc	0.9%	1.0%	34,491	-1.2%	$2.8M
BXBlackstone Inc	0.9%	1.0%	23,783	+0.2%	$2.7M
NOWServicenow Inc	0.9%	0.7%	19,270	+1.2%	$2.7M
NVDANvidia Corporation	0.9%	0.8%	11,737	+0.6%	$2.7M
LOWLowes Cos Inc	0.8%	0.9%	13,318	-0.1%	$2.5M
CRMSalesforce Inc	0.8%	0.6%	10,006	-0.0%	$2.3M
OHIOmega Healthcare Invs Inc	0.7%	0.9%	50,392	-1.8%	$2.3M
GDGeneral Dynamics Corp	0.7%	0.8%	6,656	+1.3%	$2.2M
FNDESchwab Strategic Tr	0.7%	0.7%	50,117	-4.0%	$2.1M
SCHZSchwab Strategic Tr	0.6%	0.7%	89,537	+1.6%	$2.0M
ETNEaton Corp PLC	0.6%	0.6%	4,502	+1.1%	$1.9M
RACEFerrari N V	0.6%	0.6%	4,846	+8.5%	$1.9M
PHParker-Hannifin Corp	0.6%	0.6%	1,958	+0.8%	$1.9M
DISDisney Walt Co	0.6%	—	16,934	—	$1.8M
VZVerizon Communications Inc	0.6%	0.6%	42,572	-1.4%	$1.8M

What Sculati Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

RACE Ferrari N V+8.5% shares

Reduced

FDVV Fidelity Covington Trust-35.6% shares
IWY Ishares Tr-20.7% shares
AVUV American Centy ETF Tr-9.8% shares
GS Goldman Sachs Group Inc-5.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.2% /yr; S&P 500 +20.1%
3 years: +21.3% /yr; S&P 500 +23.7%
5 years: +10.3% /yr; S&P 500 +12.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$306.1M	119
Q2 2026	$299.6M	122
Q1 2026	$270.7M	115
Q4 2025	$283.5M	115
Q3 2025	$283.4M	123
Q2 2025	$266.0M	123
Q1 2025	$247.1M	109
Q4 2024	$252.1M	105
Q3 2024	$249.7M	108
Q2 2024	$233.1M	100
Q1 2024	$230.9M	101
Q4 2023	$213.7M	100

Questions about Sculati Wealth Management, LLC's portfolio

What stocks does Sculati Wealth Management, LLC own?

Sculati Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 119 positions worth $306.1M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 8.3%, Apple Inc (AAPL) at 5.5%, Ishares Tr (IWY) at 4.7%, Ishares Tr (QUAL) at 3.6% and Blackrock ETF Trust (DYNF) at 3.2%.

What did Sculati Wealth Management, LLC buy last quarter?

In Q3 2026, Sculati Wealth Management, LLC added Ferrari N V (RACE) (+8.5% shares), compared with its Q2 2026 filing.

What did Sculati Wealth Management, LLC sell last quarter?

In Q3 2026, Sculati Wealth Management, LLC cut from its top 50 Boeing Co (BA), cut from its top 50 United Parcel Svcs Inc (UPS), cut from its top 50 Blackrock ETF Trust II (BINC), Fidelity Covington Trust (FDVV) (-35.6% shares), Ishares Tr (IWY) (-20.7% shares) and American Centy ETF Tr (AVUV) (-9.8% shares), compared with its Q2 2026 filing.

How has Sculati Wealth Management, LLC's portfolio performed?

A portfolio copying Sculati Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.3% a year over the last 3 years, against +23.7% for the S&P 500. Over 1 year: +14.2% against +20.1%. Over 5 years: +10.3% a year against +12.9%.

When is Sculati Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sculati Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Sculati Wealth Management, LLC manage?

Sculati Wealth Management, LLC reported $381.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $306.1M.