Holders — by stockHoldings — by fund
Sculati Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001803397
$299.8M
disclosed book value
123
positions
8%
largest position share
Positions, as of 2026-06-30
top 100 of 123 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 48,753 | $23.9M | 8% |
| 2 | IWYISHARES TR | 60,965 | $17.0M | 5.7% |
| 3 | AAPLAPPLE INC | 49,099 | $16.4M | 5.5% |
| 4 | FDVVFIDELITY COVINGTON TRUST | 186,220 | $11.6M | 3.9% |
| 5 | QUALISHARES TR | 47,970 | $10.5M | 3.5% |
| 6 | DYNFBLACKROCK ETF TRUST | 133,628 | $9.0M | 3% |
| 7 | AMZNAMAZON COM INC | 35,954 | $8.9M | 3% |
| 8 | DFIVDIMENSIONAL ETF TRUST | 144,983 | $8.1M | 2.7% |
| 9 | GOOGALPHABET INC | 22,809 | $7.9M | 2.6% |
| 10 | GSGOLDMAN SACHS GROUP INC | 6,974 | $7.4M | 2.5% |
| 11 | IEFAISHARES TR | 75,806 | $7.3M | 2.4% |
| 12 | MSFTMICROSOFT CORP | 18,191 | $7.2M | 2.4% |
| 13 | MSMORGAN STANLEY | 30,255 | $6.5M | 2.2% |
| 14 | JPMJPMORGAN CHASE & CO | 16,559 | $5.6M | 1.9% |
| 15 | METAMETA PLATFORMS INC | 7,872 | $5.1M | 1.7% |
| 16 | DFAEDIMENSIONAL ETF TRUST | 132,803 | $5.0M | 1.7% |
| 17 | VFMVVANGUARD WELLINGTON FD | 34,373 | $4.9M | 1.6% |
| 18 | IVVISHARES TR | 5,913 | $4.4M | 1.5% |
| 19 | AVUVAMERICAN CENTY ETF TR | 33,058 | $4.1M | 1.4% |
| 20 | SCHWSCHWAB CHARLES CORP | 38,918 | $4.0M | 1.3% |
| 21 | JNJJOHNSON & JOHNSON | 15,618 | $4.0M | 1.3% |
| 22 | GOOGLALPHABET INC | 11,056 | $3.8M | 1.3% |
| 23 | CVXCHEVRON CORPORATION | 18,230 | $3.4M | 1.1% |
| 24 | ORCLORACLE CORP | 25,666 | $3.2M | 1.1% |
| 25 | UNMUNUM GROUP | 35,576 | $3.2M | 1.1% |
| 26 | VVVANGUARD INDEX FDS | 9,220 | $3.2M | 1.1% |
| 27 | IHDGWISDOMTREE TR | 58,802 | $3.1M | 1% |
| 28 | COSTCOSTCO WHOLESALE CORPORATION | 3,229 | $3.0M | 1% |
| 29 | BXBLACKSTONE INC | 23,746 | $3.0M | 1% |
| 30 | IUSBISHARES TR | 65,368 | $3.0M | 1% |
| 31 | DALDELTA AIR LINES INC | 34,904 | $2.9M | 1% |
| 32 | AMLPALPS ETF TR | 53,360 | $2.9M | 1% |
| 33 | SPYSTATE STR SPDR S&P 500 ETF T | 3,766 | $2.8M | 0.9% |
| 34 | LLYELI LILLY & CO | 2,372 | $2.8M | 0.9% |
| 35 | VVISA INC | 7,798 | $2.8M | 0.9% |
| 36 | LOWLOWES COS INC | 13,333 | $2.8M | 0.9% |
| 37 | OHIOMEGA HEALTHCARE INVS INC | 51,317 | $2.6M | 0.9% |
| 38 | GDGENERAL DYNAMICS CORP | 6,570 | $2.4M | 0.8% |
| 39 | NVDANVIDIA CORPORATION | 11,671 | $2.4M | 0.8% |
| 40 | FNDESCHWAB STRATEGIC TR | 52,187 | $2.1M | 0.7% |
| 41 | SCHZSCHWAB STRATEGIC TR | 88,135 | $2.0M | 0.7% |
| 42 | BABOEING CO | 9,372 | $2.0M | 0.7% |
| 43 | NOWSERVICENOW INC | 19,033 | $2.0M | 0.7% |
| 44 | VZVERIZON COMMUNICATIONS INC | 43,172 | $1.9M | 0.6% |
| 45 | UPSUNITED PARCEL SVCS INC | 15,842 | $1.9M | 0.6% |
| 46 | PHPARKER-HANNIFIN CORP | 1,942 | $1.9M | 0.6% |
| 47 | EATON CORP PLC | 4,451 | $1.8M | 0.6% |
| 48 | BINCBLACKROCK ETF TRUST II | 33,453 | $1.7M | 0.6% |
| 49 | CRMSALESFORCE INC | 10,011 | $1.7M | 0.6% |
| 50 | FERRARI N V | 4,466 | $1.7M | 0.6% |
| 51 | SCHGSCHWAB STRATEGIC TR | 48,943 | $1.7M | 0.6% |
| 52 | DISDISNEY WALT CO | 17,014 | $1.7M | 0.6% |
| 53 | VRTXVERTEX PHARMACEUTICALS INC | 3,146 | $1.5M | 0.5% |
| 54 | DTEDTE ENERGY CO | 9,923 | $1.5M | 0.5% |
| 55 | MEDTRONIC PLC | 17,321 | $1.4M | 0.5% |
| 56 | WMWASTE MGMT INC DEL | 5,770 | $1.4M | 0.5% |
| 57 | SCHMSCHWAB STRATEGIC TR | 37,191 | $1.3M | 0.4% |
| 58 | AMGNAMGEN INC | 3,521 | $1.3M | 0.4% |
| 59 | EVEREST GROUP LTD | 3,353 | $1.3M | 0.4% |
| 60 | SCHASCHWAB STRATEGIC TR | 36,242 | $1.2M | 0.4% |
| 61 | SCHISCHWAB STRATEGIC TR | 54,113 | $1.2M | 0.4% |
| 62 | DUKDUKE ENERGY CORP NEW | 9,508 | $1.2M | 0.4% |
| 63 | SOSOUTHERN CO | 12,077 | $1.2M | 0.4% |
| 64 | MBBISHARES TR | 11,624 | $1.1M | 0.4% |
| 65 | MTNVAIL RESORTS INC | 6,592 | $974,693 | 0.3% |
| 66 | CMCSACOMCAST CORP NEW | 40,640 | $966,833 | 0.3% |
| 67 | XSLVINVESCO EXCH TRADED FD TR II | 17,779 | $957,646 | 0.3% |
| 68 | GEGE AEROSPACE | 2,655 | $926,235 | 0.3% |
| 69 | SYKSTRYKER CORPORATION | 2,801 | $895,956 | 0.3% |
| 70 | ADBEADOBE INC | 3,775 | $895,619 | 0.3% |
| 71 | ARCCARES CAPITAL CORP | 46,708 | $895,392 | 0.3% |
| 72 | MELIMERCADOLIBRE INC | 450 | $816,260 | 0.3% |
| 73 | DVYISHARES TR | 4,999 | $808,988 | 0.3% |
| 74 | SCHVSCHWAB STRATEGIC TR | 23,035 | $778,813 | 0.3% |
| 75 | TPCTUTOR PERINI CORP | 9,289 | $730,301 | 0.2% |
| 76 | NKENIKE INC | 16,406 | $717,927 | 0.2% |
| 77 | VOVANGUARD INDEX FDS | 8,936 | $717,025 | 0.2% |
| 78 | XMLVINVESCO EXCH TRADED FD TR II | 10,201 | $701,038 | 0.2% |
| 79 | DTMDT MIDSTREAM INC | 4,729 | $685,941 | 0.2% |
| 80 | NOCNORTHROP GRUMMAN CORP | 1,275 | $665,002 | 0.2% |
| 81 | XSMOINVESCO EXCHANGE TRADED FD T | 7,222 | $633,759 | 0.2% |
| 82 | TFCTRUIST FINL CORP | 11,659 | $612,098 | 0.2% |
| 83 | AMATAPPLIED MATLS INC | 1,100 | $582,626 | 0.2% |
| 84 | QQQINVESCO QQQ TR | 792 | $550,701 | 0.2% |
| 85 | EXMOCEXXON MOBIL CORP | 3,591 | $529,170 | 0.2% |
| 86 | SOXXISHARES TR | 983 | $512,939 | 0.2% |
| 87 | MRKMERCK & CO INC | 3,783 | $482,333 | 0.2% |
| 88 | INTCINTEL CORP | 5,032 | $478,241 | 0.2% |
| 89 | EMBISHARES TR | 4,935 | $471,441 | 0.2% |
| 90 | GOVTISHARES TR | 20,206 | $457,262 | 0.2% |
| 91 | BKNGBOOKING HOLDINGS INC | 2,500 | $454,200 | 0.2% |
| 92 | MPCMARATHON PETE CORP | 1,450 | $453,270 | 0.2% |
| 93 | XMMOINVESCO EXCHANGE TRADED FD T | 2,710 | $425,687 | 0.1% |
| 94 | MOALTRIA GROUP INC | 5,609 | $416,244 | 0.1% |
| 95 | SBUXSTARBUCKS CORP | 3,720 | $392,423 | 0.1% |
| 96 | COFCAPITAL ONE FINL CORP | 1,867 | $388,392 | 0.1% |
| 97 | WMTWALMART INC | 3,360 | $383,846 | 0.1% |
| 98 | CIBRFIRST TR EXCHANGE-TRADED FD | 4,000 | $369,440 | 0.1% |
| 99 | IBBISHARES TR | 1,895 | $359,595 | 0.1% |
| 100 | GDXVANECK ETF TRUST | 5,000 | $356,600 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.