StockDriftsStockDriftsTop 50 Sculati Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.98% | 48.8K | $23.9M | -0.88%(-432) | $222.20(+135.53%) | 2026-06-30 | |
| IWY | ISHARES TR | 5.68% | 61.0K | $17.0M | +4.23%(+2.47K) | $239.85(+21.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.46% | 49.1K | $16.4M | -0.71%(-350) | $68.31(+348.95%) | 2026-06-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 3.86% | 186.2K | $11.6M | +0.59%(+1.10K) | $51.69(+23.45%) | 2026-06-30 | |
| QUAL | ISHARES TR | 3.49% | 48.0K | $10.5M | +3.26%(+1.51K) | $181.33(+24.77%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.99% | 133.6K | $9.0M | +15.64%(+18.07K) | $54.26(+29.06%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.96% | 36.0K | $8.9M | +0.20%(+73) | $99.71(+175.76%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.69% | 145.0K | $8.1M | +1.77%(+2.52K) | $42.57(+36.10%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.63% | 22.8K | $7.9M | +3.13%(+693) | $71.42(+390.74%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.48% | 7.0K | $7.4M | -1.40%(-99) | $242.50(+327.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.97% | +60.04% | +9.13% | +54.76% |
| Top 20 Holdings Unweighted | +18.78% | +67.59% | +9.30% | +55.98% |
Sculati Wealth Management, LLC reports $299.85M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (8.0%), IWY (5.7%) and AAPL (5.5%). The top 20 holdings account for 58.25% of reported assets. Its disclosed equity book has returned +60.04% on a three-year cumulative basis. Figures reflect the Q2 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