StockDriftsStockDriftsTop 50 Sculati Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.34% | 49.3K | $25.5M | +1.19%(+580) | $225.46(+136.06%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.45% | 48.9K | $16.7M | -0.33%(-161) | $68.31(+402.05%) | 2026-09-30 | |
| IWY | ISHARES TR | 4.72% | 48.3K | $14.4M | -20.72%(-12.63K) | $239.85(+20.28%) | 2026-09-30 | |
| QUAL | ISHARES TR | 3.62% | 48.7K | $11.1M | +1.59%(+765) | $181.95(+23.78%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.21% | 139.7K | $9.8M | +4.56%(+6.09K) | $54.88(+25.65%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.19% | 18.1K | $9.8M | -0.73%(-132) | $161.60(+230.15%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.05% | 36.0K | $9.3M | +0.00%(+0) | $99.71(+163.22%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.71% | 149.6K | $8.3M | +3.21%(+4.66K) | $42.95(+30.36%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.57% | 22.6K | $7.9M | -0.96%(-220) | $71.42(+376.28%) | 2026-09-30 | |
| IEFA | ISHARES TR | 2.48% | 79.1K | $7.6M | +4.31%(+3.27K) | $83.11(+15.46%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.64% | +67.00% | +10.05% | +61.44% |
| Top 20 Holdings Unweighted | +20.77% | +76.15% | +10.28% | +63.12% |
Sculati Wealth Management LLC reports $306.27M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (8.3%), AAPL (5.5%) and IWY (4.7%). The top 20 holdings account for 57.39% of reported assets. Its disclosed equity book has returned +67.00% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sculati Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803397). View Sculati Wealth Management LLC’s 13F filings on SEC