Sculati Wealth Management, LLC
CIK: 1803397SEC EDGAR →
Portfolio Value
$88.6B
Holdings
116
As of
Q1 2026
New Positions
116
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY COVINGTON TRUST | 185,120 | $10.2B | 11.55% |
| 2 | DIMENSIONAL ETF TRUST | 142,467 | $7.5B | 8.49% |
| 3 | BLACKROCK ETF TRUST | 115,557 | $6.7B | 7.59% |
| 4 | ISHARES TR | 74,086 | $6.7B | 7.57% |
| 5 | DIMENSIONAL ETF TRUST | 132,524 | $4.5B | 5.07% |
| 6 | SCHWAB CHARLES CORP | 38,960 | $3.7B | 4.13% |
| 7 | WISDOMTREE TR | 60,667 | $2.9B | 3.30% |
| 8 | ISHARES TR | 62,713 | $2.9B | 3.27% |
| 9 | ALPS ETF TR | 53,885 | $2.8B | 3.20% |
| 10 | UNUM GROUP | 35,901 | $2.6B | 2.96% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $64.3B | 72.7% |
| Unknown | 9 | $7.3B | 8.3% |
| Industrials | 11 | $5.1B | 5.8% |
| Communication Services | 8 | $3.7B | 4.1% |
| Real Estate | 3 | $2.7B | 3.1% |
| Healthcare | 8 | $1.8B | 2.0% |
| Utilities | 4 | $1.3B | 1.5% |
| Consumer Cyclical | 11 | $1.3B | 1.5% |
| Consumer Defensive | 4 | $525.2M | 0.6% |
| Technology | 9 | $396.5M | 0.4% |
| Energy | 4 | $5.4M | 0.0% |