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Sculati Wealth Management, LLC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $306,267,301
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $25,534,761
- APPLE INC · COM · 037833100 · shares: $16,686,457
- ISHARES TR · RUS TP200 GR ETF · 464289438 · shares: $14,445,957
- ISHARES TR · MSCI USA QLT FCT · 46432F339 · shares: $11,097,949
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $9,836,092
- MICROSOFT CORP · COM · 594918104 · shares: $9,772,628
- AMAZON COM INC · COM · 023135106 · shares: $9,331,142
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $8,296,008
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $7,882,758
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $7,605,241
Reported holdings
120 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 49,333 shares | $25,534,761 |
| APPLE INC | COM | 037833100 | — | 48,938 shares | $16,686,457 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 48,332 shares | $14,445,957 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 48,735 shares | $11,097,949 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 139,717 shares | $9,836,092 |
| MICROSOFT CORP | COM | 594918104 | — | 18,059 shares | $9,772,628 |
| AMAZON COM INC | COM | 023135106 | — | 35,954 shares | $9,331,142 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 149,639 shares | $8,296,008 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 22,589 shares | $7,882,758 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 79,073 shares | $7,605,241 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | — | 119,973 shares | $7,422,750 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 76,093 shares | $6,157,408 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 6,623 shares | $5,920,631 |
| META PLATFORMS INC | CL A | 30303M102 | — | 7,737 shares | $5,748,282 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 30,072 shares | $5,714,281 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 136,826 shares | $5,344,442 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 15,882 shares | $5,309,353 |
| VANGUARD WELLINGTON FD | US MINIMUM | 921935409 | — | 33,425 shares | $4,837,464 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 5,890 shares | $4,602,688 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 14,653 shares | $4,222,435 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 15,757 shares | $4,155,599 |
| CHEVRON CORPORATION | COM | 166764100 | — | 18,232 shares | $3,919,773 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 11,082 shares | $3,908,843 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 38,918 shares | $3,777,364 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 29,829 shares | $3,577,698 |
| ORACLE CORP | COM | 68389X105 | — | 25,724 shares | $3,534,220 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 9,131 shares | $3,278,215 |
| UNUM GROUP | COM | 91529Y106 | — | 35,252 shares | $3,261,163 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 3,230 shares | $3,098,991 |
| VISA INC | COM CL A | 92826C839 | — | 7,836 shares | $3,050,320 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | — | 56,993 shares | $2,948,818 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,740 shares | $2,910,094 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | — | 53,796 shares | $2,835,567 |
| ELI LILLY & CO | COM | 532457108 | — | 2,372 shares | $2,805,175 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 62,797 shares | $2,772,488 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 34,491 shares | $2,763,074 |
| BLACKSTONE INC | COM | 09260D107 | — | 23,783 shares | $2,729,773 |
| SERVICENOW INC | COM | 81762P102 | — | 19,270 shares | $2,703,966 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 11,737 shares | $2,656,318 |
| LOWES COS INC | COM | 548661107 | — | 13,318 shares | $2,471,421 |
| SALESFORCE INC | COM | 79466L302 | — | 10,006 shares | $2,340,604 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | — | 50,392 shares | $2,276,209 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 6,656 shares | $2,232,848 |
| SCHWAB STRATEGIC TR | FUND EM EQUI ETF | 808524730 | — | 50,117 shares | $2,148,516 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 89,537 shares | $1,981,454 |
| EATON CORP PLC | SHS | G29183103 | — | 4,502 shares | $1,920,958 |
| FERRARI N V | COM | N3167Y103 | — | 4,846 shares | $1,886,257 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 1,958 shares | $1,873,591 |
| DISNEY WALT CO | COM | 254687106 | — | 16,934 shares | $1,837,170 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 42,572 shares | $1,821,230 |
| BOEING CO | COM | 097023105 | — | 9,436 shares | $1,788,122 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 48,738 shares | $1,783,323 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 32,289 shares | $1,636,729 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 17,516 shares | $1,610,246 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 3,154 shares | $1,599,078 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 15,943 shares | $1,520,006 |
| AMGEN INC | COM | 031162100 | — | 3,564 shares | $1,488,219 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 37,131 shares | $1,281,391 |
| EVEREST GROUP LTD | COM | G3223R108 | — | 3,358 shares | $1,250,956 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 36,230 shares | $1,183,272 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 5,529 shares | $1,167,393 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | — | 54,295 shares | $1,166,257 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 9,508 shares | $1,118,997 |
| ISHARES TR | MBS ETF | 464288588 | — | 11,879 shares | $1,067,091 |
| VAIL RESORTS INC | COM | 91879Q109 | — | 6,657 shares | $978,579 |
| ADOBE INC | COM | 00724F101 | — | 3,973 shares | $946,130 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 42,516 shares | $879,237 |
| DTE ENERGY CO | COM | 233331107 | — | 6,836 shares | $875,350 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 46138G102 | — | 17,639 shares | $866,276 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 450 shares | $851,598 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,610 shares | $805,637 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 23,035 shares | $784,111 |
| STRYKER CORPORATION | COM | 863667101 | — | 2,766 shares | $781,672 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 4,999 shares | $776,495 |
| TUTOR PERINI CORP | COM | 901109108 | — | 8,849 shares | $738,803 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 6,405 shares | $690,459 |
| SOUTHERN CO | COM | 842587107 | — | 7,734 shares | $673,167 |
| MARATHON PETE CORP | COM | 56585A102 | — | 1,450 shares | $665,275 |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | 46138E198 | — | 10,097 shares | $644,258 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 1,275 shares | $618,375 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 3,591 shares | $618,191 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 31,796 shares | $592,359 |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | — | 7,149 shares | $581,245 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 2,797 shares | $562,589 |
| MERCK & CO INC | COM | 58933Y105 | — | 3,783 shares | $550,237 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,100 shares | $547,283 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 11,659 shares | $543,776 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 983 shares | $535,588 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 7,460 shares | $534,584 |
| INTEL CORP | COM | 458140100 | — | 5,032 shares | $509,993 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 3,809 shares | $478,487 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 20,638 shares | $451,559 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 5,000 shares | $442,650 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 4,848 shares | $441,556 |
| NIKE INC | CL B | 654106103 | — | 12,288 shares | $434,381 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 1,757 shares | $396,362 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 2,500 shares | $396,075 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | — | 2,671 shares | $391,302 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 1,895 shares | $387,073 |
| COCA COLA CO | COM | 191216100 | — | 4,103 shares | $368,408 |