§ 13F · FUND PROFILE
Sculati Wealth Management, LLC.
AUM · $300M (13F)Positions · 123Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 49K | $24M | 8.0% | −1% |
| 2 | IWY | ISHARES TR | 61K | $17M | 5.7% | +4% |
| 3 | AAPL | APPLE INC | 49K | $16M | 5.5% | −1% |
| 4 | FDVV | FIDELITY COVINGTON TRUST | 186K | $12M | 3.9% | +1% |
| 5 | QUAL | ISHARES TR | 48K | $10M | 3.5% | +3% |
| 6 | DYNF | BLACKROCK ETF TRUST | 134K | $9M | 3.0% | +16% |
| 7 | AMZN | AMAZON COM INC | 36K | $9M | 3.0% | ±0% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 145K | $8M | 2.7% | +2% |
| 9 | GOOG | ALPHABET INC | 23K | $8M | 2.6% | +3% |
| 10 | GS | GOLDMAN SACHS GROUP INC | 7K | $7M | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCULATI SIGNAL
AC read
Sculati Wealth Management, LLC is a Other fund managing $300 million in assets. The fund runs a portfolio of 123 positions.
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