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Latest Sculati Wealth Management, LLC Stock Portfolio

$306Million | No. of Holdings #118

Sculati Wealth Management, LLC Performance

2026 Q3+2.09%
YTD+7.03%
2025+11.33%

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

On 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sculati Wealth Management, LLC reported an equity portfolio of $306.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Sculati Wealth Management, LLC are , AAPL, AOA. The fund has invested 8.3% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 5.4% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off INVESCO QQQ TR (QQQ), EXXON MOBIL CORP (XOM) and LULULEMON ATHLETICA INC (LULU) stocks. They significantly reduced their stock positions in REDWOOD TRUST INC (RWT), SOUTHERN CO (SO) and FIDELITY COVINGTON TRUST (FBCG). Sculati Wealth Management, LLC opened new stock positions in VANGUARD INDEX FDS (VB), EXXONMOBIL HOLDINGS CORP and LOCKHEED MARTIN CORP (LMT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), FIRST TR EXCHANGE-TRADED FD (CARZ) and CAPITAL ONE FINL CORP (COF).
Sculati Wealth Management, LLC Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$306Million
  as of Oct 19, 2026

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

Our best estimate is that Sculati Wealth Management, LLC made a return of 2.09% in the last quarter. In trailing 12 months, it's portfolio return was 8.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds4,222,440
exxonmobil holdings corp618,191
lockheed martin corp215,501
New stocks bought by Sculati Wealth Management, LLC

Additions

Ticker% Inc.
vanguard index fds751
first tr exchange-traded fd60.12
capital one finl corp49.81
altria group inc33.00
spdr series trust30.44
ishares tr11.89
ferrari n v8.51
adobe inc5.25
Additions to existing portfolio by Sculati Wealth Management, LLC

Reductions

Ticker% Reduced
redwood trust inc-53.84
southern co-35.96
fidelity covington trust-35.57
ares capital corp-31.93
dte energy co-31.11
nike inc-25.1
ishares tr-20.72
dt midstream inc-19.45
Sculati Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-529,170
wells fargo & co-210,024
ishares tr-210,188
lululemon athletica inc-228,588
invesco qqq tr-550,701
dominos pizza inc-214,572
Sculati Wealth Management, LLC got rid off the above stocks

Sector Distribution

Sculati Wealth Management, LLC has about 49.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Consumer Defensive
Sector%
Others49.1
Technology13.9
Financial Services10.2
Communication Services7.1
Industrials5.3
Consumer Cyclical5.1
Healthcare4.2
Energy1.7
Consumer Defensive1.5

Market Cap. Distribution

Sculati Wealth Management, LLC has about 49.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED49.1
MEGA-CAP32.6
LARGE-CAP16.5

Stocks belong to which Index?

About 48.3% of the stocks held by Sculati Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others51.7
S&P 50046.9
RUSSELL 20001.4
Top 5 Winners (%)%
MPC
marathon pete corp
46.8 %
MSFT
microsoft corp
37.3 %
CRM
salesforce inc
37.0 %
NOW
servicenow inc
35.6 %
AFK
vaneck etf trust
24.1 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.7 M
berkshire hathaway inc del
1.3 M
AOA
ishares tr
1.1 M
META
meta platforms inc
0.8 M
NOW
servicenow inc
0.7 M
Top 5 Losers (%)%
RWT
redwood trust inc
-29.4 %
UPS
united parcel svcs inc
-19.0 %
NKE
nike inc
-16.8 %
GS
goldman sachs group inc
-15.7 %
F
ford mtr co
-15.1 %
Top 5 Losers ($)$
GS
goldman sachs group inc
-1.2 M
MS
morgan stanley
-0.8 M
UPS
united parcel svcs inc
-0.4 M
LOW
lowes cos inc
-0.3 M
BX
blackstone inc
-0.3 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 118 stocks in it's portfolio. About 39.3% of the portfolio is in top 10 stocks. GS proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Sculati Wealth Management, LLC last quarter.

$306.27MTotal Value
126Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Sculati Wealth Management, LLC, last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sculati Wealth Management, LLC's holding in Ishares Tr over time
0.35%11,879
$1.07M
0.35%
increased 2.19 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sculati Wealth Management, LLC's holding in Ishares Tr over time
0.14%4,848
$441.6K
0.14%
decreased 1.76 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sculati Wealth Management, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Sculati Wealth Management, LLC's holding in Alps Etf Tr over time
0.93%53,796
$2.84M
0.93%
increased 0.82 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Sculati Wealth Management, LLC's holding in Ishares Tr over time
0.9%62,797
$2.77M
0.9%
decreased 3.93 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Sculati Wealth Management, LLC's holding in American Centy Etf Tr over time
1.17%29,829
$3.58M
1.17%
decreased 9.77 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Sculati Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.14%5,000
$442.6K
0.14%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Sculati Wealth Management, LLC's holding in Global X Fds over time
0.06%10,061
$174.7K
0.06%
unchanged 0 percentunchanged
AOA
Ishares Tr

Ishares Tr

AOA
Sculati Wealth Management, LLC's holding in Ishares Tr over time
4.72%48,332
$14.45M
4.72%
decreased 20.72 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Sculati Wealth Management, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.28%17,639
$866.3K
0.28%
decreased 0.79 percentreduced
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Sculati Wealth Management, LLC's holding in Blackrock Etf Trust over time
3.21%139,717
$9.84M
3.21%
increased 4.56 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Sculati Wealth Management, LLC's holding in Spdr Series Trust over time
0.13%1,757
$396.4K
0.13%
increased 30.44 percentadded