Sculati Wealth Management, LLC
Long book
$270.7M
Q1 2026
Positions
115
Top-10 weight
39%
concentration
Last quarter
+10.4%
SPY +14.8%
Turnover
3%
of book per quarter
Strategy in plain words
auto-generated from filingsSculati Wealth Management, LLC is an institutional manager, running a $270.7M US long book across 115 positions.
The portfolio is moderately concentrated (top 10 ≈ 39% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.3%
Q2 2024
+6.8%
Q3 2024
+2.0%
Q4 2024
-2.1%
Q1 2025
+7.5%
Q2 2025
+7.2%
Q3 2025
+2.0%
Q4 2025
-4.1%
Q1 2026
+10.4%
Sector allocation
No sector data
Long book by quarter
What does Sculati Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 9, 2026 | 116 | $270.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 116 | $283.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 124 | $283.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 124 | $266.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 110 | $247.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR/ARESTATEMENT | Feb 26, 2025 | 107 | $253.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 103 | $231.8M | SEC ↗ | |
| Q3 2024 | 13F-HR/ARESTATEMENT | Feb 26, 2025 | 110 | $250.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 22, 2024 | 103 | $250.7M | SEC ↗ | |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 102 | $234.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 103 | $231.8M | canonical | SEC ↗ |
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