Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sculati Wealth Management, LLC (CIK 1803397) reported $299.8M across 123 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRK/B ($23.9M, 7.98%), IWY ($17.0M, 5.68%), AAPL ($16.4M, 5.46%), FDVV ($11.6M, 3.86%), QUAL ($10.5M, 3.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.9M | 7.98% | 48,753 | Trimmed |
| 2 | IWY | ISHARES TR | $17.0M | 5.68% | 60,965 | Added |
| 3 | AAPL | APPLE INC | $16.4M | 5.46% | 49,099 | Trimmed |
| 4 | FDVV | FIDELITY COVINGTON TRUST | $11.6M | 3.86% | 186,220 | Added |
| 5 | QUAL | ISHARES TR | $10.5M | 3.49% | 47,970 | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $9.0M | 2.99% | 133,628 | Added |
| 7 | AMZN | AMAZON COM INC | $8.9M | 2.96% | 35,954 | Added |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $8.1M | 2.69% | 144,983 | Added |
| 9 | GOOG | ALPHABET INC | $7.9M | 2.63% | 22,809 | Added |
| 10 | GS | GOLDMAN SACHS GROUP INC | $7.4M | 2.48% | 6,974 | Trimmed |
| 11 | IEFA | ISHARES TR | $7.3M | 2.43% | 75,806 | Added |
| 12 | MSFT | MICROSOFT CORP | $7.2M | 2.39% | 18,191 | Trimmed |
| 13 | MS | MORGAN STANLEY | $6.5M | 2.17% | 30,255 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.88% | 16,559 | Trimmed |
| 15 | META | META PLATFORMS INC | $5.1M | 1.70% | 7,872 | Hold |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $5.0M | 1.66% | 132,803 | Added |
| 17 | VFMV | VANGUARD WELLINGTON FD | $4.9M | 1.63% | 34,373 | Added |
| 18 | IVV | ISHARES TR | $4.4M | 1.47% | 5,913 | Added |
| 19 | AVUV | AMERICAN CENTY ETF TR | $4.1M | 1.38% | 33,058 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $4.0M | 1.32% | 15,618 | Trimmed |
| 21 | SCHW | SCHWAB CHARLES CORP | $4.0M | 1.32% | 38,918 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $3.8M | 1.28% | 11,056 | Added |
| 23 | CVX | CHEVRON CORPORATION | $3.4M | 1.14% | 18,230 | Added |
| 24 | ORCL | ORACLE CORP | $3.2M | 1.08% | 25,666 | Added |
| 25 | UNM | UNUM GROUP | $3.2M | 1.06% | 35,576 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30