Filed: 4/9/2026ACC: 0001803397-26-000004
📋 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 $270.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$270.91M
Total AUM (reported)
2.80M
Total Shares
Allocation by class
COM$110.91M40.9%
CL B NEW$23.57M8.7%
RUS TP200 GR ETF$14.55M5.4%
HIGH DIVID ETF$10.23M3.8%
COM NEW$9.39M3.5%
MSCI USA QLT FCT$8.91M3.3%
INTERNATNAL VAL$7.52M2.8%
Portfolio Concentration
Top 3$50.67M18.7%
4–10$54.35M20.1%
11–25$64.74M23.9%
Rest$101.14M37.3%
Top 3 weight
18.7%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 2.80M
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
2.80M
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
SOLEShares49.19K
TypeSH
Market value$23.57M
8.70%
Sole
0.00
Shared
0.00
None
49.19K
ISHARES TR
SOLEShares58.49K
TypeSH
Market value$14.55M
5.37%
Sole
0.00
Shared
0.00
None
58.49K
APPLE INC
SOLEShares49.45K
TypeSH
Market value$12.55M
4.63%
Sole
0.00
Shared
0.00
None
49.45K
FIDELITY COVINGTON TRUST
SOLEShares185.12K
TypeSH
Market value$10.23M
3.77%
Sole
0.00
Shared
0.00
None
185.12K
ISHARES TR
SOLEShares46.46K
TypeSH
Market value$8.91M
3.29%
Sole
0.00
Shared
0.00
None
46.46K
DIMENSIONAL ETF TRUST
SOLEShares142.47K
TypeSH
Market value$7.52M
2.78%
Sole
0.00
Shared
0.00
None
142.47K
AMAZON COM INC
SOLEShares35.88K
TypeSH
Market value$7.47M
2.76%
Sole
0.00
Shared
0.00
None
35.88K
MICROSOFT CORP
SOLEShares18.34K
TypeSH
Market value$6.79M
2.51%
Sole
0.00
Shared
0.00
None
18.34K
BLACKROCK ETF TRUST
SOLEShares115.56K
TypeSH
Market value$6.72M
2.48%
Sole
0.00
Shared
0.00
None
115.56K
ISHARES TR
SOLEShares74.09K
TypeSH
Market value$6.71M
2.48%
Sole
0.00
Shared
0.00
None
74.09K
ALPHABET INC
SOLEShares22.12K
TypeSH
Market value$6.34M
2.34%
Sole
0.00
Shared
0.00
None
22.12K
GOLDMAN SACHS GROUP INC
SOLEShares7.07K
TypeSH
Market value$5.98M
2.21%
Sole
0.00
Shared
0.00
None
7.07K
JPMORGAN CHASE & CO
SOLEShares17.31K
TypeSH
Market value$5.09M
1.88%
Sole
0.00
Shared
0.00
None
17.31K
MORGAN STANLEY
SOLEShares30.80K
TypeSH
Market value$5.07M
1.87%
Sole
0.00
Shared
0.00
None
30.80K
META PLATFORMS INC
SOLEShares7.87K
TypeSH
Market value$4.50M
1.66%
Sole
0.00
Shared
0.00
None
7.87K
DIMENSIONAL ETF TRUST
SOLEShares132.52K
TypeSH
Market value$4.49M
1.66%
Sole
0.00
Shared
0.00
None
132.52K
VANGUARD WELLINGTON FD
SOLEShares33.37K
TypeSH
Market value$4.45M
1.64%
Sole
0.00
Shared
0.00
None
33.37K
JOHNSON & JOHNSON
SOLEShares15.70K
TypeSH
Market value$3.84M
1.42%
Sole
0.00
Shared
0.00
None
15.70K
ISHARES TR
SOLEShares5.79K
TypeSH
Market value$3.78M
1.40%
Sole
0.00
Shared
0.00
None
5.79K
ORACLE CORP
SOLEShares25.66K
TypeSH
Market value$3.77M
1.39%
Sole
0.00
Shared
0.00
None
25.66K
CHEVRON CORPORATION
SOLEShares18.22K
TypeSH
Market value$3.77M
1.39%
Sole
0.00
Shared
0.00
None
18.22K
SCHWAB CHARLES CORP
SOLEShares38.96K
TypeSH
Market value$3.66M
1.35%
Sole
0.00
Shared
0.00
None
38.96K
AMERICAN CENTY ETF TR
SOLEShares32.55K
TypeSH
Market value$3.60M
1.33%
Sole
0.00
Shared
0.00
None
32.55K
COSTCO WHOLESALE CORPORATION
SOLEShares3.24K
TypeSH
Market value$3.23M
1.19%
Sole
0.00
Shared
0.00
None
3.24K
ALPHABET INC
SOLEShares11.03K
TypeSH
Market value$3.17M
1.17%
Sole
0.00
Shared
0.00
None
11.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 49.19K | SH | $23.57M 8.70% | 0.00 | 0.00 | 49.19K |
ISHARES TRSOLE | RUS TP200 GR ETF | 58.49K | SH | $14.55M 5.37% | 0.00 | 0.00 | 58.49K |
APPLE INCSOLE | COM | 49.45K | SH | $12.55M 4.63% | 0.00 | 0.00 | 49.45K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 185.12K | SH | $10.23M 3.77% | 0.00 | 0.00 | 185.12K |
ISHARES TRSOLE | MSCI USA QLT FCT | 46.46K | SH | $8.91M 3.29% | 0.00 | 0.00 | 46.46K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 142.47K | SH | $7.52M 2.78% | 0.00 | 0.00 | 142.47K |
AMAZON COM INCSOLE | COM | 35.88K | SH | $7.47M 2.76% | 0.00 | 0.00 | 35.88K |
MICROSOFT CORPSOLE | COM | 18.34K | SH | $6.79M 2.51% | 0.00 | 0.00 | 18.34K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 115.56K | SH | $6.72M 2.48% | 0.00 | 0.00 | 115.56K |
ISHARES TRSOLE | CORE MSCI EAFE | 74.09K | SH | $6.71M 2.48% | 0.00 | 0.00 | 74.09K |
ALPHABET INCSOLE | CAP STK CL C | 22.12K | SH | $6.34M 2.34% | 0.00 | 0.00 | 22.12K |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.07K | SH | $5.98M 2.21% | 0.00 | 0.00 | 7.07K |
JPMORGAN CHASE & COSOLE | COM | 17.31K | SH | $5.09M 1.88% | 0.00 | 0.00 | 17.31K |
MORGAN STANLEYSOLE | COM NEW | 30.80K | SH | $5.07M 1.87% | 0.00 | 0.00 | 30.80K |
META PLATFORMS INCSOLE | CL A | 7.87K | SH | $4.50M 1.66% | 0.00 | 0.00 | 7.87K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 132.52K | SH | $4.49M 1.66% | 0.00 | 0.00 | 132.52K |
VANGUARD WELLINGTON FDSOLE | US MINIMUM | 33.37K | SH | $4.45M 1.64% | 0.00 | 0.00 | 33.37K |
JOHNSON & JOHNSONSOLE | COM | 15.70K | SH | $3.84M 1.42% | 0.00 | 0.00 | 15.70K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.79K | SH | $3.78M 1.40% | 0.00 | 0.00 | 5.79K |
ORACLE CORPSOLE | COM | 25.66K | SH | $3.77M 1.39% | 0.00 | 0.00 | 25.66K |
CHEVRON CORPORATIONSOLE | COM | 18.22K | SH | $3.77M 1.39% | 0.00 | 0.00 | 18.22K |
SCHWAB CHARLES CORPSOLE | COM | 38.96K | SH | $3.66M 1.35% | 0.00 | 0.00 | 38.96K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 32.55K | SH | $3.60M 1.33% | 0.00 | 0.00 | 32.55K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 3.24K | SH | $3.23M 1.19% | 0.00 | 0.00 | 3.24K |
ALPHABET INCSOLE | CAP STK CL A | 11.03K | SH | $3.17M 1.17% | 0.00 | 0.00 | 11.03K |
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