Institutional Manager · CIK 0001803397

Sculati Wealth Management, LLC

BLOOMFIELD HILLS, MI · File #028-19967

Latest AUM

$283.7M

Positions

116

Top-10 Concentration

46.6%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	SERVICENOW INC	NOW	+14,076	+$2.2M	-$2.7M
REDUCE	VANGUARD INDEX FDS	922908637	-4,277	-$1.3M	+$96,622
REDUCE	APPLE INC	AAPL	-4,442	-$1.2M	+$945,143
ADD	ISHARES TR	464289438	+4,114	+$1.1M	+$167,965
ADD	FIDELITY COVINGTON TRUST	316092840	+14,178	+$803,751	+$162,048
ADD	ISHARES TR	46434V613	+16,163	+$752,226	-$5,010
REDUCE	WISDOMTREE TR	WT	-14,940	-$726,981	+$208,246
ADD	ISHARES TR	46432F339	+3,394	+$674,116	+$170,844
NEW	VAIL RESORTS INC	MTN	+4,953	+$657,758	$0
ADD	ISHARES TR	46432F842	+7,149	+$639,550	+$140,139

Sector Allocation

Technology

11.2%$31.6M

Financials

8.9%$25.2M

Consumer Discretionary

5.7%$16.1M

Industrials

4.4%$12.6M

Healthcare

4.1%$11.5M

Communication Services

2.6%$7.3M

Energy

1.4%$3.8M

Utilities

0.4%$1.2M

Consumer Staples

0.2%$654,760

Filing History

Feb 5, 202613F HOLDINGS REPORTQ/E Dec 2025116 pos · $283.7M
Nov 14, 202513F HOLDINGS REPORTQ/E Sep 2025124 pos · $283.6M
Aug 8, 202513F HOLDINGS REPORTQ/E Jun 2025124 pos · $266.2M
May 12, 202513F HOLDINGS REPORTQ/E Mar 2025110 pos · $247.3M
Feb 26, 202513F HOLDINGS REPORT (Amended)Q/E Dec 2024110 pos · $250.7M
Feb 26, 202513F HOLDINGS REPORT (Amended)Q/E Dec 2024107 pos · $253.0M
Feb 5, 202513F HOLDINGS REPORTQ/E Dec 2024103 pos · $231.8M
Nov 22, 202413F HOLDINGS REPORTQ/E Sep 2024103 pos · $250.7M
Aug 9, 202413F HOLDINGS REPORTQ/E Jun 2024102 pos · $234.1M
May 14, 202413F HOLDINGS REPORTQ/E Mar 2024103 pos · $231.8M
Nov 9, 202313F HOLDINGS REPORTQ/E Dec 2023101 pos · $195.7M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	BERKSHIRE HATHAWAY INC DEL	BRK-A	49,267	$24.8M	10.38%
2	ISHARES TR	464289438	55,167	$15.3M	6.40%
3	APPLE INC	AAPL	50,425	$13.7M	5.75%
4	FIDELITY COVINGTON TRUST	316092840	179,534	$10.2M	4.27%
5	ISHARES TR	46432F339	44,861	$8.9M	3.74%
6	MICROSOFT CORP	MSFT	18,416	$8.9M	3.73%
7	AMAZON COM INC	AMZN	35,881	$8.3M	3.47%
8	ALPHABET INC	GOOG	23,094	$7.2M	3.04%
9	DIMENSIONAL ETF TRUST	25434V807	141,230	$7.0M	2.95%
10	BLACKROCK ETF TRUST	BLK	114,219	$6.9M	2.91%
11	ISHARES TR	46432F842	72,330	$6.5M	2.71%
12	GOLDMAN SACHS GROUP INC	GSCE	7,276	$6.4M	2.68%
13	JPMORGAN CHASE & CO.	VYLD	18,041	$5.8M	2.44%
14	MORGAN STANLEY	MS-PQ	31,146	$5.5M	2.32%
15	META PLATFORMS INC	META	7,919	$5.2M	2.19%
16	ORACLE CORP	ORCL-PD	25,659	$5.0M	2.10%
17	VANGUARD WELLINGTON FD	921935409	32,830	$4.3M	1.79%
18	DIMENSIONAL ETF TRUST	25434V302	130,200	$4.2M	1.78%
19	SCHWAB CHARLES CORP	SCHW-PJ	39,930	$4.0M	1.67%
20	ISHARES TR	464287200	5,708	$3.9M	1.64%