StockDriftsStockDriftsTop 50 Sculati Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.7% | 49.2K | $23.6M | -0.17%(-82) | $222.22(+109.49%) | 2026-03-31 | |
| IWY | ISHARES TR | 5.37% | 58.5K | $14.6M | +6.03%(+3.32K) | $238.77(+17.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.63% | 49.4K | $12.5M | -1.94%(-976) | $68.41(+315.40%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 3.77% | 185.1K | $10.2M | +3.11%(+5.59K) | $51.66(+13.73%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.29% | 46.5K | $8.9M | +3.56%(+1.60K) | $180.63(+14.88%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.78% | 142.5K | $7.5M | +0.88%(+1.24K) | $42.39(+29.09%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.76% | 35.9K | $7.5M | +0.00%(+0) | $99.46(+175.02%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.51% | 18.3K | $6.8M | -0.39%(-71) | $161.60(+154.57%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.48% | 115.6K | $6.7M | +1.17%(+1.34K) | $53.01(+21.73%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.48% | 74.1K | $6.7M | +2.43%(+1.76K) | $82.30(+15.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.45% | +53.88% |
| Top 20 Holdings Unweighted | +17.27% | +61.26% |
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