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 $270.9M across 116 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($23.6M, 8.70%), IWY ($14.6M, 5.37%), AAPL ($12.5M, 4.63%), FDVV ($10.2M, 3.77%), QUAL ($8.9M, 3.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.6M | 8.70% | 49,185 | Trimmed |
| 2 | IWY | ISHARES TR | $14.6M | 5.37% | 58,491 | Added |
| 3 | AAPL | APPLE INC | $12.5M | 4.63% | 49,449 | Trimmed |
| 4 | FDVV | FIDELITY COVINGTON TRUST | $10.2M | 3.77% | 185,120 | Added |
| 5 | QUAL | ISHARES TR | $8.9M | 3.29% | 46,457 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $7.5M | 2.78% | 142,467 | Added |
| 7 | AMZN | AMAZON COM INC | $7.5M | 2.76% | 35,881 | Hold |
| 8 | MSFT | MICROSOFT CORP | $6.8M | 2.51% | 18,345 | Trimmed |
| 9 | DYNF | BLACKROCK ETF TRUST | $6.7M | 2.48% | 115,557 | Added |
| 10 | IEFA | ISHARES TR | $6.7M | 2.48% | 74,086 | Added |
| 11 | GOOG | ALPHABET INC | $6.3M | 2.34% | 22,116 | Trimmed |
| 12 | GS | GOLDMAN SACHS GROUP INC | $6.0M | 2.21% | 7,073 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $5.1M | 1.88% | 17,308 | Trimmed |
| 14 | MS | MORGAN STANLEY | $5.1M | 1.87% | 30,797 | Trimmed |
| 15 | META | META PLATFORMS INC | $4.5M | 1.66% | 7,872 | Trimmed |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $4.5M | 1.66% | 132,524 | Added |
| 17 | VFMV | VANGUARD WELLINGTON FD | $4.4M | 1.64% | 33,372 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $3.8M | 1.42% | 15,700 | Trimmed |
| 19 | IVV | ISHARES TR | $3.8M | 1.40% | 5,786 | Added |
| 20 | ORCL | ORACLE CORP | $3.8M | 1.39% | 25,659 | Hold |
| 21 | CVX | CHEVRON CORPORATION | $3.8M | 1.39% | 18,224 | Trimmed |
| 22 | SCHW | SCHWAB CHARLES CORP | $3.7M | 1.35% | 38,960 | Trimmed |
| 23 | AVUV | AMERICAN CENTY ETF TR | $3.6M | 1.33% | 32,546 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $3.2M | 1.19% | 3,239 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $3.2M | 1.17% | 11,025 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31