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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) |
|---|---|---|---|---|---|
| ISHARES TR | ESG SELECT SCRE | 46436E569 | — | 5,966 shares | $353,545 |
| WALMART INC | COM | 931142103 | — | 3,059 shares | $345,912 |
| STARBUCKS CORP | COM | 855244109 | — | 3,720 shares | $343,300 |
| TESLA INC | COM | 88160R101 | — | 889 shares | $336,069 |
| 3M CO | COM | 88579Y101 | — | 2,000 shares | $321,780 |
| SCHWAB STRATEGIC TR | ULTRA SHORT INCM | 808524623 | — | 12,573 shares | $314,989 |
| CHURCHILL DOWNS INC | COM | 171484108 | — | 3,413 shares | $274,747 |
| S&P GLOBAL INC | COM | 78409V104 | — | 658 shares | $271,221 |
| IRON MTN INC DEL | COM | 46284V101 | — | 2,260 shares | $260,126 |
| AT&T INC | COM | 00206R102 | — | 11,311 shares | $254,391 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,200 shares | $242,400 |
| GE VERNOVA INC | COM | 36828A101 | — | 236 shares | $235,245 |
| NETFLIX INC. | COM | 64110L106 | — | 3,295 shares | $232,660 |
| CATERPILLAR INC | COM | 149123101 | — | 270 shares | $215,830 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 421 shares | $215,501 |
| US BANCORP | COM NEW | 902973304 | — | 3,622 shares | $207,975 |
| BLACKSTONE MORTGAGE TRUST IN | NOTE 5.500% 3/1 | 09257WAE0 | — | 200,000 principal | $199,088 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 | — | 10,061 shares | $174,659 |
| FORD MTR CO | COM | 345370860 | — | 14,420 shares | $173,042 |
| REDWOOD TRUST INC | COM | 758075402 | — | 15,744 shares | $48,177 |