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
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025116 pos · $283.7M
- 13F HOLDINGS REPORTQ/E Sep 2025124 pos · $283.6M
- 13F HOLDINGS REPORTQ/E Jun 2025124 pos · $266.2M
- 13F HOLDINGS REPORTQ/E Mar 2025110 pos · $247.3M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024110 pos · $250.7M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024107 pos · $253.0M
- 13F HOLDINGS REPORTQ/E Dec 2024103 pos · $231.8M
- 13F HOLDINGS REPORTQ/E Sep 2024103 pos · $250.7M
- 13F HOLDINGS REPORTQ/E Jun 2024102 pos · $234.1M
- 13F HOLDINGS REPORTQ/E Mar 2024103 pos · $231.8M
- 13F HOLDINGS REPORTQ/E Dec 2023101 pos · $195.7M
- 13F HOLDINGS REPORTQ/E Sep 2023106 pos · $198.7M
- 13F HOLDINGS REPORTQ/E Jun 2023113 pos · $188.3M
- 13F HOLDINGS REPORTQ/E Mar 2023111 pos · $177,986
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% |