Universe · entity
Sculati Wealth Management, LLC
Institutional manager (13F) · CIK 1803397
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $226M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $24M | 49,185 |
| 2 | ISHARES TR | $15M | 58,491 |
| 3 | APPLE INC | $13M | 49,449 |
| 4 | FIDELITY COVINGTON TRUST | $10M | 185,120 |
| 5 | ISHARES TR | $9M | 46,457 |
| 6 | DIMENSIONAL ETF TRUST | $8M | 142,467 |
| 7 | AMAZON COM INC | $7M | 35,881 |
| 8 | MICROSOFT CORP | $7M | 18,345 |
| 9 | BLACKROCK ETF TRUST | $7M | 115,557 |
| 10 | ISHARES TR | $7M | 74,086 |
| 11 | ALPHABET INC | $6M | 22,116 |
| 12 | GOLDMAN SACHS GROUP INC | $6M | 7,073 |
| 13 | JPMORGAN CHASE & CO | $5M | 17,308 |
| 14 | MORGAN STANLEY | $5M | 30,797 |
| 15 | META PLATFORMS INC | $5M | 7,872 |
| 16 | DIMENSIONAL ETF TRUST | $4M | 132,524 |
| 17 | VANGUARD WELLINGTON FD | $4M | 33,372 |
| 18 | JOHNSON & JOHNSON | $4M | 15,700 |
| 19 | ISHARES TR | $4M | 5,786 |
| 20 | ORACLE CORP | $4M | 25,659 |
| 21 | CHEVRON CORPORATION | $4M | 18,224 |
| 22 | SCHWAB CHARLES CORP | $4M | 38,960 |
| 23 | AMERICAN CENTY ETF TR | $4M | 32,546 |
| 24 | COSTCO WHOLESALE CORPORATION | $3M | 3,239 |
| 25 | ALPHABET INC | $3M | 11,025 |
| 26 | LOWES COS INC | $3M | 13,333 |
| 27 | WISDOMTREE TR | $3M | 60,667 |
| 28 | ISHARES TR | $3M | 62,713 |
| 29 | ALPS ETF TR | $3M | 53,885 |
| 30 | VANGUARD INDEX FDS | $3M | 9,453 |
| 31 | BLACKSTONE INC | $3M | 23,837 |
| 32 | UNUM GROUP | $3M | 35,901 |
| 33 | STATE STR SPDR S&P 500 ETF T | $3M | 3,966 |
| 34 | VISA INC | $2M | 7,856 |
| 35 | OMEGA HEALTHCARE INVS INC | $2M | 53,046 |
| 36 | DELTA AIR LINES INC | $2M | 34,904 |
| 37 | GENERAL DYNAMICS CORP | $2M | 6,570 |
| 38 | VERIZON COMMUNICATIONS INC | $2M | 43,599 |
| 39 | ELI LILLY & CO | $2M | 2,366 |
| 40 | SCHWAB STRATEGIC TR | $2M | 53,315 |
| 41 | NVIDIA CORPORATION | $2M | 11,510 |
| 42 | SALESFORCE INC | $2M | 10,162 |
| 43 | SERVICENOW INC | $2M | 18,020 |
| 44 | SCHWAB STRATEGIC TR | $2M | 80,151 |
| 45 | BOEING CO | $2M | 9,316 |
| 46 | ARES CAPITAL CORP | $2M | 97,655 |
| 47 | BLACKROCK ETF TRUST II | $2M | 33,500 |
| 48 | PARKER-HANNIFIN CORP | $2M | 1,942 |
| 49 | DTE ENERGY CO | $2M | 11,345 |
| 50 | DISNEY WALT CO | $2M | 16,806 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.