Universe · entity

Sculati Wealth Management, LLC

Institutional manager (13F) · CIK 1803397
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $226M
#IssuerValueShares
1BERKSHIRE HATHAWAY INC DEL$24M49,185
2ISHARES TR$15M58,491
3APPLE INC$13M49,449
4FIDELITY COVINGTON TRUST$10M185,120
5ISHARES TR$9M46,457
6DIMENSIONAL ETF TRUST$8M142,467
7AMAZON COM INC$7M35,881
8MICROSOFT CORP$7M18,345
9BLACKROCK ETF TRUST$7M115,557
10ISHARES TR$7M74,086
11ALPHABET INC$6M22,116
12GOLDMAN SACHS GROUP INC$6M7,073
13JPMORGAN CHASE & CO$5M17,308
14MORGAN STANLEY$5M30,797
15META PLATFORMS INC$5M7,872
16DIMENSIONAL ETF TRUST$4M132,524
17VANGUARD WELLINGTON FD$4M33,372
18JOHNSON & JOHNSON$4M15,700
19ISHARES TR$4M5,786
20ORACLE CORP$4M25,659
21CHEVRON CORPORATION$4M18,224
22SCHWAB CHARLES CORP$4M38,960
23AMERICAN CENTY ETF TR$4M32,546
24COSTCO WHOLESALE CORPORATION$3M3,239
25ALPHABET INC$3M11,025
26LOWES COS INC$3M13,333
27WISDOMTREE TR$3M60,667
28ISHARES TR$3M62,713
29ALPS ETF TR$3M53,885
30VANGUARD INDEX FDS$3M9,453
31BLACKSTONE INC$3M23,837
32UNUM GROUP$3M35,901
33STATE STR SPDR S&P 500 ETF T$3M3,966
34VISA INC$2M7,856
35OMEGA HEALTHCARE INVS INC$2M53,046
36DELTA AIR LINES INC$2M34,904
37GENERAL DYNAMICS CORP$2M6,570
38VERIZON COMMUNICATIONS INC$2M43,599
39ELI LILLY & CO$2M2,366
40SCHWAB STRATEGIC TR$2M53,315
41NVIDIA CORPORATION$2M11,510
42SALESFORCE INC$2M10,162
43SERVICENOW INC$2M18,020
44SCHWAB STRATEGIC TR$2M80,151
45BOEING CO$2M9,316
46ARES CAPITAL CORP$2M97,655
47BLACKROCK ETF TRUST II$2M33,500
48PARKER-HANNIFIN CORP$2M1,942
49DTE ENERGY CO$2M11,345
50DISNEY WALT CO$2M16,806
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.