Filed: 11/14/2025ACC: 0001803397-25-000008
📋 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 $283.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$283.59M
Total AUM (reported)
2.92M
Total Shares
Allocation by class
COM$125.22M44.2%
CL B NEW$24.73M8.7%
RUS TP200 GR ETF$13.97M4.9%
COM NEW$9.53M3.4%
HIGH DIVID ETF$9.21M3.2%
MSCI USA QLT FCT$8.07M2.8%
CL A$7.00M2.5%
Portfolio Concentration
Top 3$52.67M18.6%
4–10$54.44M19.2%
11–25$68.06M24.0%
Rest$108.43M38.2%
Top 3 weight
18.6%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 2.92M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.92M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings124
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.19K
TypeSH
Market value$24.73M
8.72%
Sole
0.00
Shared
0.00
None
49.19K
APPLE INC
SOLEShares54.87K
TypeSH
Market value$13.97M
4.93%
Sole
0.00
Shared
0.00
None
54.87K
ISHARES TR
SOLEShares51.05K
TypeSH
Market value$13.97M
4.93%
Sole
0.00
Shared
0.00
None
51.05K
MICROSOFT CORP
SOLEShares18.67K
TypeSH
Market value$9.67M
3.41%
Sole
0.00
Shared
0.00
None
18.67K
FIDELITY COVINGTON TRUST
SOLEShares165.36K
TypeSH
Market value$9.21M
3.25%
Sole
0.00
Shared
0.00
None
165.36K
ISHARES TR
SOLEShares41.47K
TypeSH
Market value$8.07M
2.84%
Sole
0.00
Shared
0.00
None
41.47K
AMAZON COM INC
SOLEShares36.18K
TypeSH
Market value$7.94M
2.80%
Sole
0.00
Shared
0.00
None
36.18K
ORACLE CORP
SOLEShares25.64K
TypeSH
Market value$7.21M
2.54%
Sole
0.00
Shared
0.00
None
25.64K
BLACKROCK ETF TRUST
SOLEShares107.68K
TypeSH
Market value$6.37M
2.25%
Sole
0.00
Shared
0.00
None
107.68K
DIMENSIONAL ETF TRUST
SOLEShares129.36K
TypeSH
Market value$5.97M
2.10%
Sole
0.00
Shared
0.00
None
129.36K
GOLDMAN SACHS GROUP INC
SOLEShares7.40K
TypeSH
Market value$5.89M
2.08%
Sole
0.00
Shared
0.00
None
7.40K
META PLATFORMS INC
SOLEShares7.92K
TypeSH
Market value$5.82M
2.05%
Sole
0.00
Shared
0.00
None
7.92K
JPMORGAN CHASE & CO.
SOLEShares18.32K
TypeSH
Market value$5.78M
2.04%
Sole
0.00
Shared
0.00
None
18.32K
ISHARES TR
SOLEShares65.18K
TypeSH
Market value$5.69M
2.01%
Sole
0.00
Shared
0.00
None
65.18K
ALPHABET INC
SOLEShares23.20K
TypeSH
Market value$5.65M
1.99%
Sole
0.00
Shared
0.00
None
23.20K
MORGAN STANLEY
SOLEShares30.98K
TypeSH
Market value$4.92M
1.74%
Sole
0.00
Shared
0.00
None
30.98K
BLACKSTONE INC
SOLEShares25.23K
TypeSH
Market value$4.31M
1.52%
Sole
0.00
Shared
0.00
None
25.23K
VANGUARD INDEX FDS
SOLEShares13.93K
TypeSH
Market value$4.29M
1.51%
Sole
0.00
Shared
0.00
None
13.93K
DIMENSIONAL ETF TRUST
SOLEShares125.22K
TypeSH
Market value$3.95M
1.39%
Sole
0.00
Shared
0.00
None
125.22K
VANGUARD WELLINGTON FD
SOLEShares29.97K
TypeSH
Market value$3.94M
1.39%
Sole
0.00
Shared
0.00
None
29.97K
SCHWAB CHARLES CORP
SOLEShares40.32K
TypeSH
Market value$3.85M
1.36%
Sole
0.00
Shared
0.00
None
40.32K
WISDOMTREE TR
SOLEShares80.72K
TypeSH
Market value$3.72M
1.31%
Sole
0.00
Shared
0.00
None
80.72K
ISHARES TR
SOLEShares5.42K
TypeSH
Market value$3.62M
1.28%
Sole
0.00
Shared
0.00
None
5.42K
LOWES COS INC
SOLEShares13.35K
TypeSH
Market value$3.35M
1.18%
Sole
0.00
Shared
0.00
None
13.35K
AMERICAN CENTY ETF TR
SOLEShares32.91K
TypeSH
Market value$3.28M
1.15%
Sole
0.00
Shared
0.00
None
32.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 49.19K | SH | $24.73M 8.72% | 0.00 | 0.00 | 49.19K |
APPLE INCSOLE | COM | 54.87K | SH | $13.97M 4.93% | 0.00 | 0.00 | 54.87K |
ISHARES TRSOLE | RUS TP200 GR ETF | 51.05K | SH | $13.97M 4.93% | 0.00 | 0.00 | 51.05K |
MICROSOFT CORPSOLE | COM | 18.67K | SH | $9.67M 3.41% | 0.00 | 0.00 | 18.67K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 165.36K | SH | $9.21M 3.25% | 0.00 | 0.00 | 165.36K |
ISHARES TRSOLE | MSCI USA QLT FCT | 41.47K | SH | $8.07M 2.84% | 0.00 | 0.00 | 41.47K |
AMAZON COM INCSOLE | COM | 36.18K | SH | $7.94M 2.80% | 0.00 | 0.00 | 36.18K |
ORACLE CORPSOLE | COM | 25.64K | SH | $7.21M 2.54% | 0.00 | 0.00 | 25.64K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 107.68K | SH | $6.37M 2.25% | 0.00 | 0.00 | 107.68K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 129.36K | SH | $5.97M 2.10% | 0.00 | 0.00 | 129.36K |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.40K | SH | $5.89M 2.08% | 0.00 | 0.00 | 7.40K |
META PLATFORMS INCSOLE | CL A | 7.92K | SH | $5.82M 2.05% | 0.00 | 0.00 | 7.92K |
JPMORGAN CHASE & CO.SOLE | COM | 18.32K | SH | $5.78M 2.04% | 0.00 | 0.00 | 18.32K |
ISHARES TRSOLE | CORE MSCI EAFE | 65.18K | SH | $5.69M 2.01% | 0.00 | 0.00 | 65.18K |
ALPHABET INCSOLE | CAP STK CL C | 23.20K | SH | $5.65M 1.99% | 0.00 | 0.00 | 23.20K |
MORGAN STANLEYSOLE | COM NEW | 30.98K | SH | $4.92M 1.74% | 0.00 | 0.00 | 30.98K |
BLACKSTONE INCSOLE | COM | 25.23K | SH | $4.31M 1.52% | 0.00 | 0.00 | 25.23K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 13.93K | SH | $4.29M 1.51% | 0.00 | 0.00 | 13.93K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 125.22K | SH | $3.95M 1.39% | 0.00 | 0.00 | 125.22K |
VANGUARD WELLINGTON FDSOLE | US MINIMUM | 29.97K | SH | $3.94M 1.39% | 0.00 | 0.00 | 29.97K |
SCHWAB CHARLES CORPSOLE | COM | 40.32K | SH | $3.85M 1.36% | 0.00 | 0.00 | 40.32K |
WISDOMTREE TRSOLE | ITL HDG QTLY DIV | 80.72K | SH | $3.72M 1.31% | 0.00 | 0.00 | 80.72K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.42K | SH | $3.62M 1.28% | 0.00 | 0.00 | 5.42K |
LOWES COS INCSOLE | COM | 13.35K | SH | $3.35M 1.18% | 0.00 | 0.00 | 13.35K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 32.91K | SH | $3.28M 1.15% | 0.00 | 0.00 | 32.91K |
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