DOSSIER · 13F-HR · Q2 2026

Sculati Wealth Management, LLC

$300M in tracked AUM across 123 positions as of Q2 2026.

SW
CIK 0001803397 · last filed Jun 30, 2026
Total AUM
$300M
as of Q2 2026
Holdings
123
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sculati Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$24M49K8.0%
02
IWY
ISHARES TR
$17M61K5.7%
03
AAPL
APPLE INC
$16M49K5.5%
04
FDVV
FIDELITY COVINGTON TRUST
$12M186K3.9%
05
QUAL
ISHARES TR
$10M48K3.5%
06
DYNF
BLACKROCK ETF TRUST
$9M134K3.0%
07
AMZN
AMAZON COM INC
$9M36K3.0%
08
DFIV
DIMENSIONAL ETF TRUST
$8M145K2.7%
09
GOOG
ALPHABET INC
$8M23K2.6%
10
GS
GOLDMAN SACHS GROUP INC
$7M7K2.5%

Filing history

2026Q2Jun 30
$300M 10.7%
123 positionsView →
2026Q1Mar 31
$271M 4.5%
116 positionsView →
2025Q4Dec 31
$284M 0.0%
116 positionsView →
2025Q3Sep 30
$284M 6.5%
124 positionsView →
2025Q2Jun 30
$266M 7.6%
124 positionsLocked
2025Q1Mar 31
$247M 2.3%
110 positionsLocked
2024Q4Dec 31
$253M 0.9%
107 positionsLocked
2024Q3Sep 30
$251M 7.1%
110 positionsLocked
2024Q2Jun 30
$234M 1.0%
102 positionsLocked
2024Q1Mar 31
$232M 8.0%
103 positionsLocked
2023Q4Dec 31
$215M 9.7%
102 positionsLocked
2023Q3Sep 30
$196M 1.5%
101 positionsLocked
Showing 12 of 27