Sculati Wealth Management
Bloomfield Hills, MIfiles as Sculati Wealth Management, LLC
$300m in 122 US stocks at the end of 30 June 2026. The top 10 are 40.3% of the money. It changed about 5.3% of the portfolio this quarter.
Value
$300m
Stocks
122
Top 10 share
40.3%
Turnover
5.3%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Index FDSVO0.2% of the fund
- Capital One FinancialCOF0.1% of the fund
- First TR Exchange-Traded FDCIBR0.1% of the fund
- Spdr Series TrustXAR0.1% of the fund
- Ishares TRXVV0.1% of the fund
- CaterpillarCAT<0.1% of the fund
- Philip Morris InternationalPM<0.1% of the fund
- US BancorpUSB<0.1% of the fund
- Ishares TRTLH<0.1% of the fund
- Global X FDSPFFD<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIWY5.7% of the fund+4%
- Ishares TRQUAL3.5% of the fund+3%
- Blackrock ETF TrustDYNF3.0% of the fund+16%
- AlphabetGOOG2.6% of the fund+3%
- Ishares TRIEFA2.4% of the fund+2%
- Vanguard Wellington FDVFMV1.6% of the fund+3%
- Ishares TRIVV1.5% of the fund+2%
- Ishares TRIUSB1.0% of the fund+4%
- Schwab Strategic TRSCHZ0.7% of the fund+10%
- ServiceNowNOW0.7% of the fund+6%
- Everest GroupEG0.4% of the fund+9%
- Schwab Strategic TRSCHI0.4% of the fund+4%
- Ishares TRMBB0.4% of the fund+12%
- ComcastCMCSA0.3% of the fund+11%
- StrykerSYK0.3% of the fund+7%
- NikeNKE0.2% of the fund+13%
- Ishares TREMB0.2% of the fund+12%
- Ishares TRGOVT0.2% of the fund+15%
- Altria GroupMO0.1% of the fund+74%
Cut
Sold some of their stake.
- JPMorgan ChaseJPM1.9% of the fund-4%
- Vanguard Index FDSVV1.1% of the fund-2%
- Wisdomtree TRIHDG1.0% of the fund-3%
- State STR Spdr S&P 500 ETF TSPY0.9% of the fund-5%
- Omega Healthcare InvestorsOHI0.9% of the fund-3%
- Schwab Strategic TRFNDE0.7% of the fund-2%
- Vertex PharmaceuticalsVRTX0.5% of the fund-4%
- DTE EnergyDTE0.5% of the fund-13%
- Southern CompanySO0.4% of the fund-13%
- Ares CapitalARCC0.3% of the fund-52%
- Tutor PeriniTPC0.2% of the fund-42%
- DT MidstreamDTM0.2% of the fund-6%
- Invesco Exchange Traded FD TXSMO0.2% of the fund-3%
- IntelINTC0.2% of the fund-39%
- Schwab Strategic TRSCUS0.1% of the fund-8%
- Iron MountainIRM0.1% of the fund-36%
- Churchill DownsCHDN<0.1% of the fund-9%
- lululemon athleticaLULU<0.1% of the fund-47%
- Dominos PizzaDPZ<0.1% of the fund-73%
- Wells Fargo & CompanyWFC<0.1% of the fund-5%
- Redwood TrustRWT<0.1% of the fund-52%
Sold out
Sold their entire stake.
- PfizerPFE-100%
- IsharesPOWR-100%
- Prospect CapitalPSEC-100%
Holdings
- Ishares TRIWY
- Share
- 5.7%
- Value
- $17m
- Shares
- 60,965
+4%
- Fidelity Covington TrustFDVV
- Share
- 3.9%
- Value
- $12m
- Shares
- 186,220
Held
- Ishares TRQUAL
- Share
- 3.5%
- Value
- $10m
- Shares
- 47,970
+3%
- Blackrock ETF TrustDYNF
- Share
- 3.0%
- Value
- $9m
- Shares
- 133,628
+16%
- Dimensional ETF TrustDFIV
- Share
- 2.7%
- Value
- $8m
- Shares
- 144,983
Held
- Ishares TRIEFA
- Share
- 2.4%
- Value
- $7m
- Shares
- 75,806
+2%
- Dimensional ETF TrustDFAE
- Share
- 1.7%
- Value
- $5m
- Shares
- 132,803
Held
- Vanguard Wellington FDVFMV
- Share
- 1.6%
- Value
- $5m
- Shares
- 34,373
+3%
- Ishares TRIVV
- Share
- 1.5%
- Value
- $4m
- Shares
- 5,913
+2%
- American Centy ETF TRAVUV
- Share
- 1.4%
- Value
- $4m
- Shares
- 33,058
Held
- Vanguard Index FDSVV
- Share
- 1.1%
- Value
- $3m
- Shares
- 9,220
-2%
- Wisdomtree TRIHDG
- Share
- 1.0%
- Value
- $3m
- Shares
- 58,802
-3%
- Ishares TRIUSB
- Share
- 1.0%
- Value
- $3m
- Shares
- 65,368
+4%
- Alps ETF TRAMLP
- Share
- 1.0%
- Value
- $3m
- Shares
- 53,360
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.9%
- Value
- $3m
- Shares
- 3,766
-5%
- Schwab Strategic TRFNDE
- Share
- 0.7%
- Value
- $2m
- Shares
- 52,187
-2%
- Schwab Strategic TRSCHZ
- Share
- 0.7%
- Value
- $2m
- Shares
- 88,135
+10%
- Blackrock ETF Trust IIBINC
- Share
- 0.6%
- Value
- $2m
- Shares
- 33,453
Held
- Schwab Strategic TRSCHG
- Share
- 0.6%
- Value
- $2m
- Shares
- 48,943
Held
- Schwab Strategic TRSCHM
- Share
- 0.4%
- Value
- $1m
- Shares
- 37,191
Held
- Schwab Strategic TRSCHA
- Share
- 0.4%
- Value
- $1m
- Shares
- 36,242
Held
- Schwab Strategic TRSCHI
- Share
- 0.4%
- Value
- $1m
- Shares
- 54,113
+4%
- Ishares TRMBB
- Share
- 0.4%
- Value
- $1m
- Shares
- 11,624
+12%
- Invesco Exch Traded FD TR IIXSLV
- Share
- 0.3%
- Value
- $957,646
- Shares
- 17,779
Held
- Ishares TRDVY
- Share
- 0.3%
- Value
- $808,988
- Shares
- 4,999
Held
- Schwab Strategic TRSCHV
- Share
- 0.3%
- Value
- $778,813
- Shares
- 23,035
Held
- Vanguard Index FDSVO
- Share
- 0.2%
- Value
- $717,025
- Shares
- 8,936
New
- Invesco Exch Traded FD TR IIXMLV
- Share
- 0.2%
- Value
- $701,038
- Shares
- 10,201
Held
- Invesco Exchange Traded FD TXSMO
- Share
- 0.2%
- Value
- $633,759
- Shares
- 7,222
-3%
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $550,701
- Shares
- 792
Held
- Ishares TRSOXX
- Share
- 0.2%
- Value
- $512,939
- Shares
- 983
Held
- Ishares TREMB
- Share
- 0.2%
- Value
- $471,441
- Shares
- 4,935
+12%
- Ishares TRGOVT
- Share
- 0.2%
- Value
- $457,262
- Shares
- 20,206
+15%
- Invesco Exchange Traded FD TXMMO
- Share
- 0.1%
- Value
- $425,687
- Shares
- 2,710
Held
- First TR Exchange-Traded FDCIBR
- Share
- 0.1%
- Value
- $369,440
- Shares
- 4,000
New
- Ishares TRIBB
- Share
- 0.1%
- Value
- $359,595
- Shares
- 1,895
Held
- Vaneck ETF TrustGDX
- Share
- 0.1%
- Value
- $356,600
- Shares
- 5,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 8.0% | $24m | 48,753 | Held |
| Ishares TRIWY | 5.7% | $17m | 60,965 | +4% |
| AppleAAPL | 5.5% | $16m | 49,099 | Held |
| Fidelity Covington TrustFDVV | 3.9% | $12m | 186,220 | Held |
| Ishares TRQUAL | 3.5% | $10m | 47,970 | +3% |
| Blackrock ETF TrustDYNF | 3.0% | $9m | 133,628 | +16% |
| Amazon.comAMZN | 3.0% | $9m | 35,954 | Held |
| Dimensional ETF TrustDFIV | 2.7% | $8m | 144,983 | Held |
| AlphabetGOOG | 2.6% | $8m | 22,809 | +3% |
| Goldman Sachs GroupGS | 2.5% | $7m | 6,974 | Held |
| Ishares TRIEFA | 2.4% | $7m | 75,806 | +2% |
| MicrosoftMSFT | 2.4% | $7m | 18,191 | Held |
| Morgan StanleyMS | 2.2% | $7m | 30,255 | Held |
| JPMorgan ChaseJPM | 1.9% | $6m | 16,559 | -4% |
| Meta PlatformsMETA | 1.7% | $5m | 7,872 | Held |
| Dimensional ETF TrustDFAE | 1.7% | $5m | 132,803 | Held |
| Vanguard Wellington FDVFMV | 1.6% | $5m | 34,373 | +3% |
| Ishares TRIVV | 1.5% | $4m | 5,913 | +2% |
| American Centy ETF TRAVUV | 1.4% | $4m | 33,058 | Held |
| Charles SchwabSCHW | 1.3% | $4m | 38,918 | Held |
| Johnson & JohnsonJNJ | 1.3% | $4m | 15,618 | Held |
| AlphabetGOOGL | 1.3% | $4m | 11,056 | Held |
| ChevronCVX | 1.1% | $3m | 18,230 | Held |
| OracleORCL | 1.1% | $3m | 25,666 | Held |
| Unum GroupUNM | 1.1% | $3m | 35,576 | Held |
| Vanguard Index FDSVV | 1.1% | $3m | 9,220 | -2% |
| Wisdomtree TRIHDG | 1.0% | $3m | 58,802 | -3% |
| Costco WholesaleCOST | 1.0% | $3m | 3,229 | Held |
| BlackstoneBX | 1.0% | $3m | 23,746 | Held |
| Ishares TRIUSB | 1.0% | $3m | 65,368 | +4% |
| Delta Air LinesDAL | 1.0% | $3m | 34,904 | Held |
| Alps ETF TRAMLP | 1.0% | $3m | 53,360 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.9% | $3m | 3,766 | -5% |
| Eli LillyLLY | 0.9% | $3m | 2,372 | Held |
| VisaV | 0.9% | $3m | 7,798 | Held |
| Lowe's CompaniesLOW | 0.9% | $3m | 13,333 | Held |
| Omega Healthcare InvestorsOHI | 0.9% | $3m | 51,317 | -3% |
| General DynamicsGD | 0.8% | $2m | 6,570 | Held |
| NvidiaNVDA | 0.8% | $2m | 11,671 | Held |
| Schwab Strategic TRFNDE | 0.7% | $2m | 52,187 | -2% |
| Schwab Strategic TRSCHZ | 0.7% | $2m | 88,135 | +10% |
| BoeingBA | 0.7% | $2m | 9,372 | Held |
| ServiceNowNOW | 0.7% | $2m | 19,033 | +6% |
| Verizon CommunicationsVZ | 0.6% | $2m | 43,172 | Held |
| United Parcel ServiceUPS | 0.6% | $2m | 15,842 | Held |
| Parker-HannifinPH | 0.6% | $2m | 1,942 | Held |
| EatonETN | 0.6% | $2m | 4,451 | Held |
| Blackrock ETF Trust IIBINC | 0.6% | $2m | 33,453 | Held |
| SalesforceCRM | 0.6% | $2m | 10,011 | Held |
| FerrariRACE | 0.6% | $2m | 4,466 | Held |
| Schwab Strategic TRSCHG | 0.6% | $2m | 48,943 | Held |
| Walt DisneyDIS | 0.6% | $2m | 17,014 | Held |
| Vertex PharmaceuticalsVRTX | 0.5% | $2m | 3,146 | -4% |
| DTE EnergyDTE | 0.5% | $1m | 9,923 | -13% |
| MedtronicMDT | 0.5% | $1m | 17,321 | Held |
| Waste ManagementWM | 0.5% | $1m | 5,770 | Held |
| Schwab Strategic TRSCHM | 0.4% | $1m | 37,191 | Held |
| AmgenAMGN | 0.4% | $1m | 3,521 | Held |
| Everest GroupEG | 0.4% | $1m | 3,353 | +9% |
| Schwab Strategic TRSCHA | 0.4% | $1m | 36,242 | Held |
| Schwab Strategic TRSCHI | 0.4% | $1m | 54,113 | +4% |
| Duke EnergyDUK | 0.4% | $1m | 9,508 | Held |
| Southern CompanySO | 0.4% | $1m | 12,077 | -13% |
| Ishares TRMBB | 0.4% | $1m | 11,624 | +12% |
| Vail ResortsMTN | 0.3% | $974,693 | 6,592 | Held |
| ComcastCMCSA | 0.3% | $966,833 | 40,640 | +11% |
| Invesco Exch Traded FD TR IIXSLV | 0.3% | $957,646 | 17,779 | Held |
| General ElectricGE | 0.3% | $926,235 | 2,655 | Held |
| StrykerSYK | 0.3% | $895,956 | 2,801 | +7% |
| AdobeADBE | 0.3% | $895,619 | 3,775 | Held |
| Ares CapitalARCC | 0.3% | $895,392 | 46,708 | -52% |
| MercadoLibreMELI | 0.3% | $816,260 | 450 | Held |
| Ishares TRDVY | 0.3% | $808,988 | 4,999 | Held |
| Schwab Strategic TRSCHV | 0.3% | $778,813 | 23,035 | Held |
| Tutor PeriniTPC | 0.2% | $730,301 | 9,289 | -42% |
| NikeNKE | 0.2% | $717,927 | 16,406 | +13% |
| Vanguard Index FDSVO | 0.2% | $717,025 | 8,936 | New |
| Invesco Exch Traded FD TR IIXMLV | 0.2% | $701,038 | 10,201 | Held |
| DT MidstreamDTM | 0.2% | $685,941 | 4,729 | -6% |
| Northrop GrummanNOC | 0.2% | $665,002 | 1,275 | Held |
| Invesco Exchange Traded FD TXSMO | 0.2% | $633,759 | 7,222 | -3% |
| Truist FinancialTFC | 0.2% | $612,098 | 11,659 | Held |
| Applied MaterialsAMAT | 0.2% | $582,626 | 1,100 | Held |
| Invesco QQQ TRQQQ | 0.2% | $550,701 | 792 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $529,170 | 3,591 | Held |
| Ishares TRSOXX | 0.2% | $512,939 | 983 | Held |
| MerckMRK | 0.2% | $482,333 | 3,783 | Held |
| IntelINTC | 0.2% | $478,241 | 5,032 | -39% |
| Ishares TREMB | 0.2% | $471,441 | 4,935 | +12% |
| Ishares TRGOVT | 0.2% | $457,262 | 20,206 | +15% |
| Booking HoldingsBKNG | 0.2% | $454,200 | 2,500 | Held |
| Marathon PetroleumMPC | 0.2% | $453,270 | 1,450 | Held |
| Invesco Exchange Traded FD TXMMO | 0.1% | $425,687 | 2,710 | Held |
| Altria GroupMO | 0.1% | $416,244 | 5,609 | +74% |
| StarbucksSBUX | 0.1% | $392,423 | 3,720 | Held |
| Capital One FinancialCOF | 0.1% | $388,392 | 1,867 | New |
| WalmartWMT | 0.1% | $383,846 | 3,360 | Held |
| First TR Exchange-Traded FDCIBR | 0.1% | $369,440 | 4,000 | New |
| Ishares TRIBB | 0.1% | $359,595 | 1,895 | Held |
| Vaneck ETF TrustGDX | 0.1% | $356,600 | 5,000 | Held |
Showing the largest 100 of 122.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 12.7% since 30 June 2025.
Where the money is
Financial services19.8%
Technology11.9%
Media & telecom7.3%
Industrials5.8%
Retail & consumer5.7%
Health care4.1%
Energy1.7%
Everyday goods1.5%
Utilities1.3%
Real estate1.0%
Other39.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.