Sculati Wealth Management, LLC
CIK: 0001803397SEC EDGAR →
Portfolio Value
$284K
Holdings
116
As of
Q4 2025
New Positions
4
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 55,167 | $15.3M | 5385.31% |
| 2 | APPLE INC | 50,425 | $13.7M | 4832.22% |
| 3 | FIDELITY COVINGTON TRUST | 179,534 | $10.2M | 3587.51% |
| 4 | ISHARES TR | 44,861 | $8.9M | 3140.87% |
| 5 | MICROSOFT CORP | 18,416 | $8.9M | 3139.46% |
| 6 | AMAZON COM INC | 35,881 | $8.3M | 2919.50% |
| 7 | ALPHABET INC | 23,094 | $7.2M | 2554.30% |
| 8 | DIMENSIONAL ETF TRUST | 141,230 | $7.0M | 2484.15% |
| 9 | BLACKROCK ETF TRUST | 114,219 | $6.9M | 2448.19% |
| 10 | ISHARES TR | 72,330 | $6.5M | 2280.75% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $111.3M | 48.3% |
| Technology | 9 | $36.9M | 16.0% |
| Consumer Cyclical | 11 | $17.6M | 7.7% |
| Communication Services | 9 | $15.2M | 6.6% |
| Industrials | 11 | $14.3M | 6.2% |
| Unknown | 9 | $14.3M | 6.2% |
| Healthcare | 8 | $9.0M | 3.9% |
| Energy | 4 | $4.1M | 1.8% |
| Utilities | 4 | $3.7M | 1.6% |
| Real Estate | 3 | $3.3M | 1.4% |
| Consumer Defensive | 3 | $656K | 0.3% |