Sculati Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Sculati Wealth Management, LLC 13F Holdings
CIK 0001803397 · BLOOMFIELD HILLS, MI
As of Sep 30, 2025, Sculati Wealth Management, LLC reported
124 positions worth $283.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 49,185 | $24.7M | 8.72% |
| APPLE INC | AAPL | Technology | 54,867 |
|
4.0M4.93% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 51,053 |
4.0M | 4.93% |
| MICROSOFT CORP | MSFT | Technology | 18,668 | $9.7M | 3.41% |
| FIDELITY HIGH DIVIDEND ETF | FDVV | — | 165,356 | $9.2M | 3.25% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 41,467 | $8.1M | 2.84% |
| AMAZON.COM INC | AMZN | Equity | 36,184 | $7.9M | 2.80% |
| ORACLE CORP | ORCL | Technology | 25,636 | $7.2M | 2.54% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 107,678 | $6.4M | 2.25% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 129,364 | $6.0M | 2.10% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 7,397 | $5.9M | 2.08% |
| META PLATFORMS INC | META | Communication Services | 7,919 | $5.8M | 2.05% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 18,315 | $5.8M | 2.04% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 65,181 | $5.7M | 2.01% |
| ALPHABET INC | GOOG | Equity | 23,200 | $5.7M | 1.99% |
| MORGAN STANLEY | MS | Financial Services | 30,978 | $4.9M | 1.74% |
| BLACKSTONE INC | BX | Financial Services | 25,231 | $4.3M | 1.52% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 13,933 | $4.3M | 1.51% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 125,222 | $3.9M | 1.39% |
| VANGUARD US MINIMUM VOLATILITY ETF | VFMV | — | 29,972 | $3.9M | 1.39% |
| SCHWAB CHARLES CORP | SCHW | Equity | 40,322 | $3.8M | 1.36% |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | IHDG | — | 80,715 | $3.7M | 1.31% |
| ISHARES CORE S&P 500 ETF | IVV | — | 5,415 | $3.6M | 1.28% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 13,347 | $3.4M | 1.18% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 32,908 | $3.3M | 1.15% |