Latest Sculati Wealth Management, LLC Stock Portfolio

Sculati Wealth Management, LLC Performance:

2026 Q1: -4.42%YTD: -4.42%2025: 11.33%

Performance for 2026 Q1 is -4.42%, and YTD is -4.42%, and 2025 is 11.33%.

About Sculati Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sculati Wealth Management, LLC reported an equity portfolio of $270.9 Millions as of 31 Mar, 2026.

The top stock holdings of Sculati Wealth Management, LLC are , AOA, AAPL. The fund has invested 8.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 5.4% of portfolio in ISHARES TR.

The fund managers got completely rid off US BANCORP DEL (USB) and TEGNA INC (TGNA) stocks. They significantly reduced their stock positions in TUTOR PERINI CORP (TPC), REDWOOD TRUST INC (RWT) and ISHARES TR (IJR). Sculati Wealth Management, LLC opened new stock positions in ISHARES INC (ACWV) and ALTRIA GROUP INC (MO). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), SCHWAB STRATEGIC TR (FNDA) and VAIL RESORTS INC (MTN).

Sculati Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sculati Wealth Management, LLC made a return of -4.42% in the last quarter. In trailing 12 months, it's portfolio return was 8.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares inc	214,561
altria group inc	212,818

New stocks bought by Sculati Wealth Management, LLC

Additions

Ticker	% Inc.
ishares tr	37.42
schwab strategic tr	35.54
vail resorts inc	34.16
ishares tr	24.95
ishares tr	20.21
ishares tr	18.86
dominos pizza inc	17.56
blackrock etf trust ii	11.28

Additions to existing portfolio by Sculati Wealth Management, LLC

Reductions

Ticker	% Reduced
tutor perini corp	-45.94
redwood trust inc	-35.31
ishares tr	-30.59
ge vernova inc	-24.65
ge aerospace	-24.53
invesco exchange traded fd t	-17.03
prospect cap corp	-15.73
ferrari n v	-13.14

Sculati Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
tegna inc	-199,632
us bancorp del	-270,002

Sculati Wealth Management, LLC got rid off the above stocks

Sector Distribution

Sculati Wealth Management, LLC has about 47.7% of it's holdings in Others sector.

Sector	%
Others	47.7
Technology	12.4
Financial Services	10.6
Communication Services	6.8
Consumer Cyclical	5.9
Industrials	5.8
Healthcare	4.4
Energy	2
Consumer Defensive	1.5
Utilities	1.1
Real Estate	1.1

Market Cap. Distribution

Sculati Wealth Management, LLC has about 49.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	47.7
MEGA-CAP	31.3
LARGE-CAP	18.1
MID-CAP	1.7
SMALL-CAP	1.2

Stocks belong to which Index?

About 49.2% of the stocks held by Sculati Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	50.7
S&P 500	47.4
RUSSELL 2000	1.8

Top 5 Winners (%)		%
MPC	marathon pete corp	50.1 %
XOM	exxon mobil corp	41.0 %
CVX	chevron corporation	35.6 %
AMAT	applied matls inc	33.0 %
	ge vernova inc	29.4 %

Top 5 Winners ($)		$
CVX	chevron corporation	1.0 M
JNJ	johnson & johnson	0.6 M
COST	costco wholesale corporation	0.4 M
VZ	verizon communications inc	0.4 M
DFAC	dimensional etf trust	0.4 M

Top 5 Losers (%)		%
NOW	servicenow inc	-31.5 %
ADBE	adobe inc	-30.1 %
CRM	salesforce inc	-29.1 %
BX	blackstone inc	-25.0 %
LULU	lululemon athletica inc	-24.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.1 M
AOA	ishares tr	-1.6 M
ORCL	oracle corp	-1.2 M
	berkshire hathaway inc del	-1.2 M
BX	blackstone inc	-0.9 M

Sculati Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sculati Wealth Management, LLC

Sculati Wealth Management, LLC has 115 stocks in it's portfolio. About 38.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Sculati Wealth Management, LLC last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.63	49,449	12,549,600	reduced	-1.94

AAXJ	ishares tr	0.36	10,368	984,442	added	24.95

AAXJ	ishares tr	0.15	4,406	413,856	added	18.86

ACES	alps etf tr	1.05	53,885	2,836,490	reduced	-1.32

ACWF	ishares tr	1.07	62,713	2,896,710	added	37.42

ACWV	ishares inc	0.08	8,180	214,561	new

ADBE	adobe inc	0.34	3,841	933,670	added	4.18

AEMB	american centy etf tr	1.33	32,546	3,595,360	reduced	-0.38

AFK	vaneck etf trust	0.17	5,000	458,850	unchanged	0.00

AMAT	applied matls inc	0.14	1,100	375,969	unchanged	0.00

AMGN	amgen inc	0.46	3,521	1,238,860	added	7.51

AMPS	ishares tr	0.15	17,514	401,246	added	20.21

AMZN	amazon com inc	2.76	35,881	7,472,940	unchanged	0.00

AOA	ishares tr	5.37	58,491	14,554,900	added	6.03

BA	boeing co	0.68	9,316	1,854,160	reduced	-3.06

BAB	invesco exch traded fd tr ii	0.31	18,016	850,251	reduced	-2.87

BECO	blackrock etf trust	2.48	115,557	6,723,110	added	1.17

BKNG	booking holdings inc	0.16	100	421,032	unchanged	0.00

BX	blackstone inc	1.01	23,837	2,740,980	reduced	-2.87

BXMT	blackstone mortgage trust in	0.07	200,000	198,164	unchanged	0.00