Sculati Wealth Management, LLC
Long book
$270.7M
Q1 2026
Positions
115
Top-10 weight
39%
concentration
Last quarter
+18.6%
SPY +18.6%
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. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, ISHARES RUSSELL TOP 200 GROW, APPLE INC, FIDELITY HIGH DIVIDEND ETF, ISHARES MSCI USA QUALITY FAC.
Over the last 9 quarters its long book ran on average 0.4pp 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
+18.6%
Sector allocation
Financials 31%
Technology 28%
Industrials 10%
Consumer discretionary 9%
Healthcare 7%
Services media 4%
Utilities 4%
Energy 3%
Long book by quarter
What does Sculati Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 49.2K | $23.6M | 8.7% | -0.2% |
| AAPL APPLE INC | Technology | 49.4K | $12.5M | 4.6% | -1.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 35.9K | $7.5M | 2.8% | Held |
| MSFT MICROSOFT CORP | Technology | 18.3K | $6.8M | 2.5% | -0.4% |
| GOOG ALPHABET INC-CL C | Technology | 22.1K | $6.3M | 2.3% | -4.2% |
| GS GOLDMAN SACHS GROUP INC | Financials | 7.1K | $6.0M | 2.2% | -2.8% |
| JPM JPMORGAN CHASE & CO | Financials | 17.3K | $5.1M | 1.9% | -4.1% |
| MS MORGAN STANLEY | Financials | 30.8K | $5.1M | 1.9% | -1.1% |
| META META PLATFORMS INC-CLASS A | Technology | 7.9K | $4.5M | 1.7% | -0.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 15.7K | $3.8M | 1.4% | -0.8% |
| ORCL ORACLE CORP | Technology | 25.7K | $3.8M | 1.4% | Held |
| CVX CHEVRON CORP | Energy | 18.2K | $3.8M | 1.4% | -0.7% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 39.0K | $3.7M | 1.4% | -2.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.2K | $3.2M | 1.2% | -1.2% |
| GOOGL ALPHABET INC-CL A | Technology | 11.0K | $3.2M | 1.2% | -4.3% |
| LOW LOWE'S COS INC | Consumer discretionary | 13.3K | $3.2M | 1.2% | +0.1% |
| BX BLACKSTONE INC | Financials | 23.8K | $2.7M | 1.0% | -2.9% |
| UNM UNUM GROUP | Financials | 35.9K | $2.6M | 1.0% | -0.5% |
| V VISA INC-CLASS A SHARES | Services media | 7.9K | $2.4M | 0.9% | -2.3% |
| DAL DELTA AIR LINES INC | Industrials | 34.9K | $2.3M | 0.9% | -0.5% |
| GD GENERAL DYNAMICS CORP | Industrials | 6.6K | $2.3M | 0.8% | -0.8% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 43.6K | $2.2M | 0.8% | +1.9% |
| LLY ELI LILLY & CO | Healthcare | 2.4K | $2.2M | 0.8% | +1.7% |
| NVDA NVIDIA CORP | Technology | 11.5K | $2.0M | 0.7% | +0.3% |
| CRM SALESFORCE INC | Technology | 10.2K | $1.9M | 0.7% | +4.0% |
| NOW SERVICENOW INC | Technology | 18.0K | $1.9M | 0.7% | +2.5% |
| BA BOEING CO/THE | Industrials | 9.3K | $1.9M | 0.7% | -3.1% |
| ARCC ARES CAPITAL CORP | — | 97.7K | $1.8M | 0.7% | -7.4% |
| PH PARKER HANNIFIN CORP | Industrials | 1.9K | $1.7M | 0.6% | +1.1% |
| DTE DTE ENERGY COMPANY | Utilities | 11.3K | $1.7M | 0.6% | Held |
| DIS WALT DISNEY CO/THE | Services media | 16.8K | $1.6M | 0.6% | -7.5% |
| ETN EATON CORP PLC | Industrials | 4.5K | $1.6M | 0.6% | +6.6% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 15.7K | $1.5M | 0.6% | -4.6% |
| MDT MEDTRONIC PLC | Healthcare | 17.3K | $1.5M | 0.6% | +2.0% |
| RACE FERRARI NV | Industrials | 4.4K | $1.5M | 0.6% | -13.1% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 3.3K | $1.5M | 0.5% | -2.4% |
| SO SOUTHERN CO/THE | Utilities | 13.9K | $1.3M | 0.5% | Held |
| WM WASTE MANAGEMENT INC | Utilities | 5.8K | $1.3M | 0.5% | +7.6% |
| DUK DUKE ENERGY CORP | Utilities | 9.5K | $1.2M | 0.5% | +4.5% |
| TPC TUTOR PERINI CORP | Industrials | 16.1K | $1.2M | 0.5% | -45.9% |
| AMGN AMGEN INC | Healthcare | 3.5K | $1.2M | 0.5% | +7.5% |
| CMCSA COMCAST CORP-CLASS A | Communications | 36.5K | $1.0M | 0.4% | +6.9% |
| EG EVEREST GROUP LTD | Financials | 3.1K | $1.0M | 0.4% | +2.8% |
| ADBE ADOBE INC | Technology | 3.8K | $934K | 0.3% | +4.2% |
| DPZ DOMINO'S PIZZA INC | Consumer discretionary | 2.5K | $886K | 0.3% | +17.6% |
| NOC NORTHROP GRUMMAN CORP | Technology | 1.3K | $870K | 0.3% | Held |
| SYK STRYKER CORP | Healthcare | 2.6K | $858K | 0.3% | +9.2% |
| MTN VAIL RESORTS INC | Services media | 6.6K | $853K | 0.3% | +34.2% |
| MELI MERCADOLIBRE INC | Services media | 450 | $778K | 0.3% | Held |
| NKE NIKE INC -CL B | Other | 14.6K | $770K | 0.3% | +2.8% |
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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