Sculati Wealth Management, LLC holds a diversified book of 123 reported positions worth $299.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Vanguard Mid-Cap ETF and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +19% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Sculati Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +23.9%, a 5.0-point gap that is the cost of the ~21-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sculati Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sculati Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $161.5M |
| Swiss Re Ltd | 37 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ardent Capital Management, Inc. | 17 / 80 | $207.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Marest Capital, LLC | 13 / 80 | $167.9M |
| Emerald Advisors, LLC | 26 / 80 | $644.9M |
| Independent Investors Inc | 26 / 80 | $417.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Sculati Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $23.9M | 48.8K | 8.0% | ▼−0.9% Reduced · −432 sh | |
| 2 | Ishares TR RUS TP200 GR ETF | $17.0M | 61.0K | 5.7% | ▲+4.2% Added · +2K sh | |
| 3 | Apple Inc COM | $16.4M | 49.1K | 5.5% | ▼−0.7% Reduced · −350 sh | |
| 4 | Fidelity Covington Trust HIGH DIVID ETF | $11.6M | 186.2K | 3.9% | ▲+0.6% Added · +1K sh | |
| 5 | Ishares TR MSCI USA QLT FCT | $10.5M | 48.0K | 3.5% | ▲+3.3% Added · +2K sh | |
| 6 | BlackRock ETF Trust ISHARES US EQUIT | $9.0M | 133.6K | 3.0% | ▲+16% Added · +18K sh | |
| 7 | Amazon Com Inc COM | $8.9M | 36.0K | 3.0% | ▲+0.2% Added · +73 sh | |
| 8 | Dimensional ETF Trust INTERNATNAL VAL | $8.1M | 145.0K | 2.7% | ▲+1.8% Added · +3K sh | |
| 9 | Alphabet Inc CAP STK CL C | $7.9M | 22.8K | 2.6% | ▲+3.1% Added · +693 sh | |
| 10 | Goldman Sachs Group Inc COM | $7.4M | 7.0K | 2.5% | ▼−1.4% Reduced · −99 sh | |
| 11 | Ishares TR CORE MSCI EAFE | $7.3M | 75.8K | 2.4% | ▲+2.3% Added · +2K sh | |
| 12 | Microsoft Corp COM | $7.2M | 18.2K | 2.4% | ▼−0.8% Reduced · −154 sh | |
| 13 | Morgan Stanley COM NEW | $6.5M | 30.3K | 2.2% | ▼−1.8% Reduced · −542 sh | |
| 14 | JPMorgan Chase & Co COM | $5.6M | 16.6K | 1.9% | ▼−4.3% Reduced · −749 sh | |
| 15 | Meta Platforms Inc CL A | $5.1M | 7.9K | 1.7% | —Held | |
| 16 | Dimensional ETF Trust EMGR CRE EQT MNG | $5.0M | 132.8K | 1.7% | ▲+0.2% Added · +279 sh | |
| 17 | Vanguard Wellington FD US MINIMUM | $4.9M | 34.4K | 1.6% | ▲+3.0% Added · +1K sh | |
| 18 | Ishares TR CORE S&P500 ETF | $4.4M | 5.9K | 1.5% | ▲+2.2% Added · +127 sh | |
| 19 | American Centy ETF TR US SML CP VALU | $4.1M | 33.1K | 1.4% | ▲+1.6% Added · +512 sh | |
| 20 | Schwab Charles Corp COM | $4.0M | 38.9K | 1.3% | ▼−0.1% Reduced · −42 sh | |
| 21 | Johnson & Johnson COM | $4.0M | 15.6K | 1.3% | ▼−0.5% Reduced · −82 sh | |
| 22 | Alphabet Inc CAP STK CL A | $3.8M | 11.1K | 1.3% | ▲+0.3% Added · +31 sh | |
| 23 | Chevron Corporation COM | $3.4M | 18.2K | 1.1% | ▲~0% Added · +6 sh | |
| 24 | Oracle Corp COM | $3.2M | 25.7K | 1.1% | ▲~0% Added · +7 sh | |
| 25 | Unum Group COM | $3.2M | 35.6K | 1.1% | ▼−0.9% Reduced · −325 sh | |
| 26 | Vanguard Index FDS LARGE CAP ETF | $3.2M | 9.2K | 1.1% | ▼−2.5% Reduced · −233 sh | |
| 27 | Wisdomtree TR ITL HDG QTLY DIV | $3.1M | 58.8K | 1.0% | ▼−3.1% Reduced · −2K sh | |
| 28 | Costco Wholesale Corporation COM | $3.0M | 3.2K | 1.0% | ▼−0.3% Reduced · −10 sh | |
| 29 | Blackstone Inc COM | $3.0M | 23.7K | 1.0% | ▼−0.4% Reduced · −91 sh | |
| 30 | Ishares TR CORE UNIVRSL USD | $3.0M | 65.4K | 1.0% | ▲+4.2% Added · +3K sh | |
| 31 | Delta Air Lines Inc COM NEW | $2.9M | 34.9K | 1.0% | —Held | |
| 32 | ALPS ETF TR ALERIAN MLP | $2.9M | 53.4K | 1.0% | ▼−1.0% Reduced · −525 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $2.8M | 3.8K | 0.9% | ▼−5.0% Reduced · −200 sh | |
| 34 | Eli Lilly & Co COM | $2.8M | 2.4K | 0.9% | ▲+0.3% Added · +6 sh | |
| 35 | Visa Inc COM CL A | $2.8M | 7.8K | 0.9% | ▼−0.7% Reduced · −58 sh | |
| 36 | Lowes Cos Inc COM | $2.8M | 13.3K | 0.9% | —Held | |
| 37 | Omega Healthcare Invs Inc COM | $2.6M | 51.3K | 0.9% | ▼−3.3% Reduced · −2K sh | |
| 38 | General Dynamics Corp COM | $2.4M | 6.6K | 0.8% | —Held | |
| 39 | Nvidia Corporation COM | $2.4M | 11.7K | 0.8% | ▲+1.4% Added · +161 sh | |
| 40 | Schwab Strategic TR FUND EM EQUI ETF | $2.1M | 52.2K | 0.7% | ▼−2.1% Reduced · −1K sh | |
| 41 | Schwab Strategic TR US AGGREGATE B | $2.0M | 88.1K | 0.7% | ▲+10.0% Added · +8K sh | |
| 42 | Boeing Co COM | $2.0M | 9.4K | 0.7% | ▲+0.6% Added · +56 sh | |
| 43 | Servicenow Inc COM | $2.0M | 19.0K | 0.7% | ▲+5.6% Added · +1K sh | |
| 44 | Verizon Communications Inc COM | $1.9M | 43.2K | 0.6% | ▼−1.0% Reduced · −427 sh | |
| 45 | United Parcel Svcs Inc CL B | $1.9M | 15.8K | 0.6% | ▲+1.0% Added · +155 sh | |
| 46 | Parker-Hannifin Corp COM | $1.9M | 1.9K | 0.6% | —Held | |
| 47 | Eaton Corp PLC SHS | $1.8M | 4.5K | 0.6% | —Held | |
| 48 | BlackRock ETF Trust II ISHA FLEX IN ETF | $1.7M | 33.5K | 0.6% | ▼−0.1% Reduced · −47 sh | |
| 49 | Salesforce Inc COM | $1.7M | 10.0K | 0.6% | ▼−1.5% Reduced · −151 sh | |
| 50 | Ferrari N V COM | $1.7M | 4.5K | 0.6% | ▲+0.9% Added · +39 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Sculati Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 123 | $299.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 116 | $270.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 116 | $283.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 124 | $283.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 124 | $266.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 110 | $247.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 26, 2025 | 57d | 107 | $253.0M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Feb 26, 2025 | 149d | 110 | $250.7M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.