Sculati Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW Sculati Wealth Management, LLC | Institutional Filer | ▼ 4.50% | $270.9M | 116 |
Current Portfolio Holdings
Showing all 116 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 49K | $23.6M | 8.70% |
| 2 | IWY | ISHARES TR | — | 58K | $14.6M | 5.37% |
| 3 | AAPL | Apple Inc. | Technology | 49K | $12.5M | 4.63% |
| 4 | FDVV | FIDELITY COVINGTON TRUST | — | 185K | $10.2M | 3.77% |
| 5 | QUAL | ISHARES TR | — | 46K | $8.9M | 3.29% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | — | 142K | $7.5M | 2.78% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 36K | $7.5M | 2.76% |
| 8 | MSFT | Microsoft Corporation | Technology | 18K | $6.8M | 2.51% |
| 9 | DYNF | BLACKROCK ETF TRUST | — | 116K | $6.7M | 2.48% |
| 10 | IEFA | ISHARES TR | — | 74K | $6.7M | 2.48% |
| 11 | GOOG | Alphabet Inc. | Technology | 22K | $6.3M | 2.34% |
| 12 | GS | The Goldman Sachs Group, Inc. | Financial Services | 7K | $6.0M | 2.21% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 17K | $5.1M | 1.88% |
| 14 | MS | Morgan Stanley | Financial Services | 31K | $5.1M | 1.87% |
| 15 | META | Meta Platforms, Inc. | Technology | 8K | $4.5M | 1.66% |
Showing 1 to 15 of 116 holdings