Sculati Wealth Management, LLC
โขCIK: 1803397โขFiling: Q4 2025
**Sculati Wealth Management, LLC** manages $284M across a diversified portfolio of 116 positions. The firm exhibits significant conviction in established market leaders, with top holdings including BRK/B at $24.8M and IWY at $15.3M. Further concentration is evident in technology and industrials, notably AAPL ($13.7M), FDVV ($10.2M), and QUAL ($8.9M). This allocation suggests a value-oriented, large-cap focus across defensive and growth sectors.
Total AUM
$283.5M
QoQ Performance
+0.0%
Positions
94
Top 10 Concentration
39.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
IWY
BRK/B8.7%
IWY5.4%
AAPL4.8%
FDVV3.6%
QUAL3.1%
MSFT3.1%
AMZN2.9%
GOOG2.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other50.1%
Technology17.6%
Financial16.2%
Consumer6.3%
Healthcare3.2%
ETF2.3%
Industrial1.8%
Communication1.3%
๐ช Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW1 new position
โ26 increased
โ73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023