Filed: 5/12/2025ACC: 0001803397-25-000004
📋 What this filing means
SCULATI WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $247.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$247.32M
Total AUM (reported)
3.15M
Total Shares
Allocation by class
COM$109.49M44.3%
CL B NEW$26.10M10.6%
LARGE CAP ETF$19.69M8.0%
ITL HDG QTLY DIV$10.42M4.2%
S&P SMLCP LOW$9.16M3.7%
S&P MIDCP LOW$8.79M3.6%
FUNDAMENTAL EMER$7.75M3.1%
Portfolio Concentration
Top 3$58.18M23.5%
4–10$55.08M22.3%
11–25$51.82M21.0%
Rest$82.24M33.3%
Top 3 weight
23.5%
Top 10 weight
45.8%
Voting Authority Distribution
Total shares with voting rights: 3.15M
Sole
Full voting authority
3.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings110
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.01K
TypeSH
Market value$26.10M
10.55%
Sole
49.01K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares76.62K
TypeSH
Market value$19.69M
7.96%
Sole
76.62K
Shared
0.00
None
0.00
APPLE INC
SOLEShares55.78K
TypeSH
Market value$12.39M
5.01%
Sole
55.78K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares240.11K
TypeSH
Market value$10.42M
4.21%
Sole
240.11K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares198.30K
TypeSH
Market value$9.16M
3.70%
Sole
198.30K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares142.36K
TypeSH
Market value$8.79M
3.55%
Sole
142.36K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares251.53K
TypeSH
Market value$7.75M
3.13%
Sole
251.53K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.05K
TypeSH
Market value$7.15M
2.89%
Sole
19.05K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares36.96K
TypeSH
Market value$7.03M
2.84%
Sole
36.96K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.29K
TypeSH
Market value$4.78M
1.93%
Sole
8.29K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares19.08K
TypeSH
Market value$4.68M
1.89%
Sole
19.08K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares7.81K
TypeSH
Market value$4.27M
1.73%
Sole
7.81K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares26.98K
TypeSH
Market value$3.77M
1.53%
Sole
26.98K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares26.73K
TypeSH
Market value$3.74M
1.51%
Sole
26.73K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares31.74K
TypeSH
Market value$3.70M
1.50%
Sole
31.74K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares23.57K
TypeSH
Market value$3.68M
1.49%
Sole
23.57K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.50K
TypeSH
Market value$3.31M
1.34%
Sole
3.50K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares41.06K
TypeSH
Market value$3.21M
1.30%
Sole
41.06K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares19.07K
TypeSH
Market value$3.19M
1.29%
Sole
19.07K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares13.52K
TypeSH
Market value$3.15M
1.28%
Sole
13.52K
Shared
0.00
None
0.00
UNUM GROUP
SOLEShares37.81K
TypeSH
Market value$3.08M
1.25%
Sole
37.81K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares48.44K
TypeSH
Market value$3.04M
1.23%
Sole
48.44K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares57.66K
TypeSH
Market value$3.02M
1.22%
Sole
57.66K
Shared
0.00
None
0.00
ALPS ETF TR
SOLEShares57.96K
TypeSH
Market value$3.01M
1.22%
Sole
57.96K
Shared
0.00
None
0.00
VISA INC
SOLEShares8.47K
TypeSH
Market value$2.97M
1.20%
Sole
8.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 49.01K | SH | $26.10M 10.55% | 49.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 76.62K | SH | $19.69M 7.96% | 76.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 55.78K | SH | $12.39M 5.01% | 55.78K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | ITL HDG QTLY DIV | 240.11K | SH | $10.42M 4.21% | 240.11K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P SMLCP LOW | 198.30K | SH | $9.16M 3.70% | 198.30K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P MIDCP LOW | 142.36K | SH | $8.79M 3.55% | 142.36K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 251.53K | SH | $7.75M 3.13% | 251.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.05K | SH | $7.15M 2.89% | 19.05K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 36.96K | SH | $7.03M 2.84% | 36.96K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.29K | SH | $4.78M 1.93% | 8.29K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 19.08K | SH | $4.68M 1.89% | 19.08K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.81K | SH | $4.27M 1.73% | 7.81K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 26.98K | SH | $3.77M 1.53% | 26.98K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 26.73K | SH | $3.74M 1.51% | 26.73K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 31.74K | SH | $3.70M 1.50% | 31.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 23.57K | SH | $3.68M 1.49% | 23.57K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.50K | SH | $3.31M 1.34% | 3.50K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 41.06K | SH | $3.21M 1.30% | 41.06K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 19.07K | SH | $3.19M 1.29% | 19.07K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 13.52K | SH | $3.15M 1.28% | 13.52K | 0.00 | 0.00 |
UNUM GROUPSOLE | COM | 37.81K | SH | $3.08M 1.25% | 37.81K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMLCP MOMENT | 48.44K | SH | $3.04M 1.23% | 48.44K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 57.66K | SH | $3.02M 1.22% | 57.66K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 57.96K | SH | $3.01M 1.22% | 57.96K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 8.47K | SH | $2.97M 1.20% | 8.47K | 0.00 | 0.00 |
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