Data as of Q4 2025 (Dec 31, 2025)

Sculati Wealth Management, LLC

โ€ขCIK: 1803397โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

NOW
SERVICENOW INC
+401.8%
0.9% of portfolio
IWY
ISHARES TR
+8.1%
5.4% of portfolio
FDVV
FIDELITY COVINGTON TRUST
+8.6%
3.6% of portfolio
IUSB
ISHARES TR
+54.8%
0.7% of portfolio
QUAL
ISHARES TR
+8.2%
3.1% of portfolio

๐Ÿ“‰ Biggest Sells

VV
VANGUARD INDEX FDS
-30.7%
1.1% of portfolio
AAPL
APPLE INC
-8.1%
4.8% of portfolio
IHDG
WISDOMTREE TR
-18.5%
1.1% of portfolio
XSLV
INVESCO EXCH TRADED FD TR II
-37.9%
0.3% of portfolio
FNDE
SCHWAB STRATEGIC TR
-18.6%
0.7% of portfolio

Sector Breakdown

Other50.1%
Technology17.6%
Financial16.2%
Consumer6.3%
Healthcare3.2%
ETF2.3%
Industrial1.8%
Communication1.3%

๐Ÿšช Exited Positionssold since Q3 2025

SLV
ISHARES SILVER TR
SOLD
$345.4K
SHOP
SHOPIFY INC
SOLD
$273.4K
BABA
ALIBABA GROUP HLDG LTD
SOLD
$268.1K
GQ9
SPDR GOLD TR
SOLD
$254.9K
BSCP
INVESCO EXCH TRD SLF IDX FD
SOLD
$249.4K
+4 more exited positions

Changes from Q3 2025

NEW1 new position
โ†‘26 increased
โ†“73 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023