Filed: 8/8/2025ACC: 0001803397-25-000005
📋 What this filing means
SCULATI WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $266.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$266.18M
Total AUM (reported)
2.96M
Total Shares
Allocation by class
COM$119.66M45.0%
CL B NEW$23.95M9.0%
RUS TP200 GR ETF$10.18M3.8%
COM NEW$8.38M3.1%
LARGE CAP ETF$7.68M2.9%
CL A$7.53M2.8%
HIGH DIVID ETF$7.07M2.7%
Portfolio Concentration
Top 3$45.48M17.1%
4–10$49.74M18.7%
11–25$62.07M23.3%
Rest$108.90M40.9%
Top 3 weight
17.1%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 2.96M
Sole
Full voting authority
2.96M
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)
Sole124
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings124
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.30K
TypeSH
Market value$23.95M
9.00%
Sole
49.30K
Shared
0.00
None
0.00
APPLE INC
SOLEShares55.31K
TypeSH
Market value$11.35M
4.26%
Sole
55.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares41.29K
TypeSH
Market value$10.18M
3.82%
Sole
41.29K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares18.76K
TypeSH
Market value$9.33M
3.51%
Sole
18.76K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares36.65K
TypeSH
Market value$8.04M
3.02%
Sole
36.65K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares26.93K
TypeSH
Market value$7.68M
2.89%
Sole
26.93K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares136K
TypeSH
Market value$7.07M
2.66%
Sole
136K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.97K
TypeSH
Market value$6.03M
2.26%
Sole
32.97K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.07K
TypeSH
Market value$5.96M
2.24%
Sole
8.07K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares25.70K
TypeSH
Market value$5.62M
2.11%
Sole
25.70K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares122.23K
TypeSH
Market value$5.51M
2.07%
Sole
122.23K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares18.65K
TypeSH
Market value$5.41M
2.03%
Sole
18.65K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares7.59K
TypeSH
Market value$5.37M
2.02%
Sole
7.59K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares86.99K
TypeSH
Market value$4.74M
1.78%
Sole
86.99K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares31.17K
TypeSH
Market value$4.39M
1.65%
Sole
31.17K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares23.51K
TypeSH
Market value$4.17M
1.57%
Sole
23.51K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares97.23K
TypeSH
Market value$4.16M
1.56%
Sole
97.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares47.46K
TypeSH
Market value$3.96M
1.49%
Sole
47.46K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares26.11K
TypeSH
Market value$3.91M
1.47%
Sole
26.11K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares112.70K
TypeSH
Market value$3.72M
1.40%
Sole
112.70K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares40.64K
TypeSH
Market value$3.71M
1.39%
Sole
40.64K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares3.54K
TypeSH
Market value$3.63M
1.37%
Sole
3.54K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.37K
TypeSH
Market value$3.34M
1.25%
Sole
3.37K
Shared
0.00
None
0.00
TUTOR PERINI CORP
SOLEShares65.39K
TypeSH
Market value$3.06M
1.15%
Sole
65.39K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares13.51K
TypeSH
Market value$3.00M
1.13%
Sole
13.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 49.30K | SH | $23.95M 9.00% | 49.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 55.31K | SH | $11.35M 4.26% | 55.31K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 41.29K | SH | $10.18M 3.82% | 41.29K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 18.76K | SH | $9.33M 3.51% | 18.76K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 36.65K | SH | $8.04M 3.02% | 36.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 26.93K | SH | $7.68M 2.89% | 26.93K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 136K | SH | $7.07M 2.66% | 136K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 32.97K | SH | $6.03M 2.26% | 32.97K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.07K | SH | $5.96M 2.24% | 8.07K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 25.70K | SH | $5.62M 2.11% | 25.70K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | ITL HDG QTLY DIV | 122.23K | SH | $5.51M 2.07% | 122.23K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 18.65K | SH | $5.41M 2.03% | 18.65K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.59K | SH | $5.37M 2.02% | 7.59K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 86.99K | SH | $4.74M 1.78% | 86.99K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 31.17K | SH | $4.39M 1.65% | 31.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 23.51K | SH | $4.17M 1.57% | 23.51K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 97.23K | SH | $4.16M 1.56% | 97.23K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 47.46K | SH | $3.96M 1.49% | 47.46K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 26.11K | SH | $3.91M 1.47% | 26.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 112.70K | SH | $3.72M 1.40% | 112.70K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 40.64K | SH | $3.71M 1.39% | 40.64K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 3.54K | SH | $3.63M 1.37% | 3.54K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.37K | SH | $3.34M 1.25% | 3.37K | 0.00 | 0.00 |
TUTOR PERINI CORPSOLE | COM | 65.39K | SH | $3.06M 1.15% | 65.39K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 13.51K | SH | $3.00M 1.13% | 13.51K | 0.00 | 0.00 |
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