Filed: 2/5/2026ACC: 0001803397-26-000002
📋 What this filing means
SCULATI WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $283.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$283.68M
Total AUM (reported)
2.82M
Total Shares
Allocation by class
COM$120.62M42.5%
CL B NEW$24.76M8.7%
RUS TP200 GR ETF$15.28M5.4%
COM NEW$10.38M3.7%
HIGH DIVID ETF$10.18M3.6%
MSCI USA QLT FCT$8.91M3.1%
CAP STK CL C$7.25M2.6%
Portfolio Concentration
Top 3$53.75M18.9%
4–10$57.52M20.3%
11–25$68.06M24.0%
Rest$104.35M36.8%
Top 3 weight
18.9%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 2.82M
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
2.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole116
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings116
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.27K
TypeSH
Market value$24.76M
8.73%
Sole
0.00
Shared
0.00
None
49.27K
ISHARES TR
SOLEShares55.17K
TypeSH
Market value$15.28M
5.39%
Sole
0.00
Shared
0.00
None
55.17K
APPLE INC
SOLEShares50.42K
TypeSH
Market value$13.71M
4.83%
Sole
0.00
Shared
0.00
None
50.42K
FIDELITY COVINGTON TRUST
SOLEShares179.53K
TypeSH
Market value$10.18M
3.59%
Sole
0.00
Shared
0.00
None
179.53K
ISHARES TR
SOLEShares44.86K
TypeSH
Market value$8.91M
3.14%
Sole
0.00
Shared
0.00
None
44.86K
MICROSOFT CORP
SOLEShares18.42K
TypeSH
Market value$8.91M
3.14%
Sole
0.00
Shared
0.00
None
18.42K
AMAZON COM INC
SOLEShares35.88K
TypeSH
Market value$8.28M
2.92%
Sole
0.00
Shared
0.00
None
35.88K
ALPHABET INC
SOLEShares23.09K
TypeSH
Market value$7.25M
2.55%
Sole
0.00
Shared
0.00
None
23.09K
DIMENSIONAL ETF TRUST
SOLEShares141.23K
TypeSH
Market value$7.05M
2.48%
Sole
0.00
Shared
0.00
None
141.23K
BLACKROCK ETF TRUST
SOLEShares114.22K
TypeSH
Market value$6.95M
2.45%
Sole
0.00
Shared
0.00
None
114.22K
ISHARES TR
SOLEShares72.33K
TypeSH
Market value$6.47M
2.28%
Sole
0.00
Shared
0.00
None
72.33K
GOLDMAN SACHS GROUP INC
SOLEShares7.28K
TypeSH
Market value$6.40M
2.25%
Sole
0.00
Shared
0.00
None
7.28K
JPMORGAN CHASE & CO.
SOLEShares18.04K
TypeSH
Market value$5.81M
2.05%
Sole
0.00
Shared
0.00
None
18.04K
MORGAN STANLEY
SOLEShares31.15K
TypeSH
Market value$5.53M
1.95%
Sole
0.00
Shared
0.00
None
31.15K
META PLATFORMS INC
SOLEShares7.92K
TypeSH
Market value$5.23M
1.84%
Sole
0.00
Shared
0.00
None
7.92K
ORACLE CORP
SOLEShares25.66K
TypeSH
Market value$5.00M
1.76%
Sole
0.00
Shared
0.00
None
25.66K
VANGUARD WELLINGTON FD
SOLEShares32.83K
TypeSH
Market value$4.28M
1.51%
Sole
0.00
Shared
0.00
None
32.83K
DIMENSIONAL ETF TRUST
SOLEShares130.20K
TypeSH
Market value$4.24M
1.49%
Sole
0.00
Shared
0.00
None
130.20K
SCHWAB CHARLES CORP
SOLEShares39.93K
TypeSH
Market value$3.99M
1.41%
Sole
0.00
Shared
0.00
None
39.93K
ISHARES TR
SOLEShares5.71K
TypeSH
Market value$3.91M
1.38%
Sole
0.00
Shared
0.00
None
5.71K
BLACKSTONE INC
SOLEShares24.54K
TypeSH
Market value$3.78M
1.33%
Sole
0.00
Shared
0.00
None
24.54K
ALPHABET INC
SOLEShares11.52K
TypeSH
Market value$3.61M
1.27%
Sole
0.00
Shared
0.00
None
11.52K
AMERICAN CENTY ETF TR
SOLEShares32.67K
TypeSH
Market value$3.33M
1.17%
Sole
0.00
Shared
0.00
None
32.67K
JOHNSON & JOHNSON
SOLEShares15.82K
TypeSH
Market value$3.27M
1.15%
Sole
0.00
Shared
0.00
None
15.82K
LOWES COS INC
SOLEShares13.32K
TypeSH
Market value$3.21M
1.13%
Sole
0.00
Shared
0.00
None
13.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 49.27K | SH | $24.76M 8.73% | 0.00 | 0.00 | 49.27K |
ISHARES TRSOLE | RUS TP200 GR ETF | 55.17K | SH | $15.28M 5.39% | 0.00 | 0.00 | 55.17K |
APPLE INCSOLE | COM | 50.42K | SH | $13.71M 4.83% | 0.00 | 0.00 | 50.42K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 179.53K | SH | $10.18M 3.59% | 0.00 | 0.00 | 179.53K |
ISHARES TRSOLE | MSCI USA QLT FCT | 44.86K | SH | $8.91M 3.14% | 0.00 | 0.00 | 44.86K |
MICROSOFT CORPSOLE | COM | 18.42K | SH | $8.91M 3.14% | 0.00 | 0.00 | 18.42K |
AMAZON COM INCSOLE | COM | 35.88K | SH | $8.28M 2.92% | 0.00 | 0.00 | 35.88K |
ALPHABET INCSOLE | CAP STK CL C | 23.09K | SH | $7.25M 2.55% | 0.00 | 0.00 | 23.09K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 141.23K | SH | $7.05M 2.48% | 0.00 | 0.00 | 141.23K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 114.22K | SH | $6.95M 2.45% | 0.00 | 0.00 | 114.22K |
ISHARES TRSOLE | CORE MSCI EAFE | 72.33K | SH | $6.47M 2.28% | 0.00 | 0.00 | 72.33K |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.28K | SH | $6.40M 2.25% | 0.00 | 0.00 | 7.28K |
JPMORGAN CHASE & CO.SOLE | COM | 18.04K | SH | $5.81M 2.05% | 0.00 | 0.00 | 18.04K |
MORGAN STANLEYSOLE | COM NEW | 31.15K | SH | $5.53M 1.95% | 0.00 | 0.00 | 31.15K |
META PLATFORMS INCSOLE | CL A | 7.92K | SH | $5.23M 1.84% | 0.00 | 0.00 | 7.92K |
ORACLE CORPSOLE | COM | 25.66K | SH | $5.00M 1.76% | 0.00 | 0.00 | 25.66K |
VANGUARD WELLINGTON FDSOLE | US MINIMUM | 32.83K | SH | $4.28M 1.51% | 0.00 | 0.00 | 32.83K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 130.20K | SH | $4.24M 1.49% | 0.00 | 0.00 | 130.20K |
SCHWAB CHARLES CORPSOLE | COM | 39.93K | SH | $3.99M 1.41% | 0.00 | 0.00 | 39.93K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.71K | SH | $3.91M 1.38% | 0.00 | 0.00 | 5.71K |
BLACKSTONE INCSOLE | COM | 24.54K | SH | $3.78M 1.33% | 0.00 | 0.00 | 24.54K |
ALPHABET INCSOLE | CAP STK CL A | 11.52K | SH | $3.61M 1.27% | 0.00 | 0.00 | 11.52K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 32.67K | SH | $3.33M 1.17% | 0.00 | 0.00 | 32.67K |
JOHNSON & JOHNSONSOLE | COM | 15.82K | SH | $3.27M 1.15% | 0.00 | 0.00 | 15.82K |
LOWES COS INCSOLE | COM | 13.32K | SH | $3.21M 1.13% | 0.00 | 0.00 | 13.32K |
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