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Filers›Holding Co.›Sculati Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Sculati Wealth Management, LLC

Sculati Wealth's holding co. based in San Francisco, CA — $271M in tracked AUM across 116 positions as of Q1 2026.

SW
Sculati Wealth·San Francisco, CA·Holding Co.
CIK 0001803397 · last filed Mar 31, 2026
Total AUM
$271M
▼ 12.4%
vs prior
Holdings
116
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Sculati Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$24M49K8.7%
02
IWY
ISHARES TR
$15M58K5.4%
03
AAPL
APPLE INC
$13M49K4.6%
04
FDVV
FIDELITY COVINGTON TRUST
$10M185K3.8%
05
QUAL
ISHARES TR
$9M46K3.3%
06
DFIV
DIMENSIONAL ETF TRUST
$8M142K2.8%
07
AMZN
AMAZON COM INC
$7M36K2.8%
08
MSFT
MICROSOFT CORP
$7M18K2.5%
09
DYNF
BLACKROCK ETF TRUST
$7M116K2.5%
10
IEFA
ISHARES TR
$7M74K2.5%

Filing history

Filing history loading…
AI Agent · grounded in Sculati
haiku-4-5 · 116 positions indexed
Sector mix
  • Tech43%
  • Health Care23%
  • Cons. Disc.10%
  • Industrials7%
  • Energy6%
  • Other11%
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