Sculati Wealth Management, LLC

CIK

1803397

Location

Bloomfield Hills, MI

Portfolio Value

Small $172,148,631

Diversification

Diversified

Filing Date

Global Rank

#4,767 / 8,517 ▲ 5

Top Industry

Insurance - Diversified 14.5%

3Y Alpha vs SPY

+1.0%

Period ended 47 days ago

Filed Jul 21, 2026 · 26d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+79.5%

SPY

+76.6%

Annualised alpha

+0.7%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

81 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.2%

+0.4 pts

Top 5

35.4%

+0.4 pts

Top 10

49.4%

+0.0 pts

HHI

427

Diversified+15

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	34.3%	$59,123,297	15
Technology	19.1%	$32,819,281	9
Industrials	10.3%	$17,753,656	13
Consumer Cyclical	10.3%	$17,649,068	13
Communication Services	7.7%	$13,317,684	7
Healthcare	7.2%	$12,372,289	7
Energy	2.7%	$4,577,419	4
Consumer Defensive	2.5%	$4,351,718	5
Utilities	2.2%	$3,871,378	3
Unclassified	2.0%	$3,395,563	2
Real Estate	1.7%	$2,917,278	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+4,113	40,640	$997,712
BKNG	Booking Holdings Inc.	+2,400	2,500	$445,600
MO	Altria Group, Inc.	+2,384	5,609	$403,567
NKE	NIKE, Inc.	+1,827	16,406	$673,466
NOW	ServiceNow, Inc.	+1,013	19,033	$1,889,596
EG	Everest Group, Ltd.	+280	3,353	$1,197,792
DIS	Walt Disney Co	+208	17,014	$1,637,597
SYK	Stryker Corp	+191	2,801	$881,866
NVDA	Nvidia Corp	+161	11,671	$2,335,250
UPS	United Parcel Service Inc	+155	15,842	$1,703,015
AMZN	Amazon Com Inc	+73	35,954	$8,569,276
BA	Boeing Co	+56	9,372	$2,028,756
RACE	Ferrari N.V.	+39	4,466	$1,662,647
DUK	Duke Energy CORP	+7	9,508	$1,203,522
ORCL	Oracle Corp	+7	25,666	$3,761,352
XOM	ExxonMobil Holdings Corp	+7	3,591	$490,961
LLY	ELI LILLY & Co	+6	2,372	$2,845,048
CVX	Chevron Corp	+6	18,230	$3,021,804
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	−50,947	46,708	$865,499
RWT	Redwood Trust Inc	−37,320	34,105	$161,657
GOOGL	Alphabet Inc.	−22,085	11,056	$3,951,082
TPC	Tutor Perini Corp	−6,785	9,289	$770,708
INTC	Intel Corp	−3,268	5,032	$702,618
SO	Southern Co	−1,828	12,077	$1,155,889
DPZ	Dominos Pizza Inc	−1,804	666	$197,162
LULU	lululemon athletica inc.	−1,763	1,965	$224,363
OHI	Omega Healthcare Investors Inc	−1,729	51,317	$2,446,794
DTE	Dte Energy Co	−1,422	9,923	$1,511,967
IRM	Iron Mountain Inc	−1,350	2,445	$308,827
JPM	Jpmorgan Chase & Co	−749	16,559	$5,420,257
MS	Morgan Stanley	−542	30,255	$6,324,505
BRK-B	Berkshire Hathaway Inc	−432	48,753	$24,395,513
VZ	Verizon Communications Inc	−427	43,172	$1,827,902
AAPL	Apple Inc.	−350	49,099	$14,207,286
CHDN	Churchill Downs Inc	−340	3,413	$305,941
UNM	Unum Group	−325	35,576	$3,180,494
DTM	DT Midstream, Inc.	−285	4,729	$693,933
SPY	Spdr S&P 500 ETF Trust	−200	3,766	$2,812,335
MSFT	Microsoft Corp	−154	18,191	$6,785,606
CRM	Salesforce, Inc.	−151	10,011	$1,568,323
WFC	Wells Fargo & Company/Mn	−136	2,400	$198,336
VRTX	Vertex Pharmaceuticals Inc / Ma	−134	3,146	$1,562,712
GS	Goldman Sachs Group Inc	−99	6,974	$7,053,294
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	1,867	$374,557
CAT	Caterpillar Inc	270	$287,523
USB	US Bancorp De	3,611	$218,104
PM	Philip Morris International Inc.	1,200	$217,092
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
IBB	iShares Biotechnology ETF	1,895	$319,970
PFE	Pfizer Inc	10,376	$291,358
PSEC	Prospect Capital Corp	16,265	$42,451
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $172,148,631 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	48,753	-432	$24,395,513	+3.5%	14.17%
AAPL	Apple Inc. Technology	Reduced	49,099	-350	$14,207,286	+13.2%	8.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,954	+73	$8,569,276	+14.7%	4.98%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,974	-99	$7,053,294	+17.9%	4.10%
MSFT	Microsoft Corp Technology	Reduced	18,191	-154	$6,785,606	−0.1%	3.94%
MS	Morgan Stanley Financial Services	Reduced	30,255	-542	$6,324,505	+24.8%	3.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,559	-749	$5,420,257	+6.5%	3.15%
META	Meta Platforms, Inc. Communication Services	Held	7,872	0	$4,434,218	−1.5%	2.58%
JNJ	Johnson & Johnson Healthcare	Reduced	15,618	-82	$3,966,503	+3.4%	2.30%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,056	-22,085	$3,951,082	−58.5%	2.30%
ORCL	Oracle Corp Technology	Added	25,666	+7	$3,761,352	−0.4%	2.18%
SCHW	Schwab Charles Corp Financial Services	Reduced	38,918	-42	$3,590,963	−1.9%	2.09%
DAL	Delta Air Lines, Inc. Industrials	Held	34,904	0	$3,269,108	+40.9%	1.90%
UNM	Unum Group Financial Services	Reduced	35,576	-325	$3,180,494	+21.3%	1.85%
CVX	Chevron Corp Energy	Added	18,230	+6	$3,021,804	−19.9%	1.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,229	-10	$3,020,632	−6.4%	1.75%
LOW	Lowes Companies Inc Consumer Cyclical	Held	13,333	0	$2,939,793	−6.7%	1.71%
LLY	ELI LILLY & Co Healthcare	Added	2,372	+6	$2,845,048	+30.7%	1.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,766	-200	$2,812,335	+9.0%	1.63%
BX	Blackstone Inc. Financial Services	Reduced	23,746	-91	$2,794,191	+1.9%	1.62%
V	Visa Inc. Financial Services	Reduced	7,798	-58	$2,675,415	+12.7%	1.55%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	51,317	-1,729	$2,446,794	+5.3%	1.42%
NVDA	Nvidia Corp Technology	Added	11,671	+161	$2,335,250	+16.3%	1.36%
GD	General Dynamics Corp Industrials	Held	6,570	0	$2,327,356	+3.2%	1.35%
BA	Boeing Co Industrials	Added	9,372	+56	$2,028,756	+9.4%	1.18%
PH	Parker-Hannifin Corp Industrials	Held	1,942	0	$1,899,509	+9.3%	1.10%
ETN	Eaton Corp plc Industrials	Held	4,451	0	$1,896,660	+19.1%	1.10%
NOW	ServiceNow, Inc. Technology	Added	19,033	+1,013	$1,889,596	+0.3%	1.10%
VZ	Verizon Communications Inc Communication Services	Reduced	43,172	-427	$1,827,902	−16.5%	1.06%
UPS	United Parcel Service Inc Industrials	Added	15,842	+155	$1,703,015	+10.3%	0.99%
RACE	Ferrari N.V. Consumer Cyclical	Added	4,466	+39	$1,662,647	+11.0%	0.97%
DIS	Walt Disney Co Communication Services	Added	17,014	+208	$1,637,597	+1.1%	0.95%
CRM	Salesforce, Inc. Technology	Reduced	10,011	-151	$1,568,323	−17.3%	0.91%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	3,146	-134	$1,562,712	+6.7%	0.91%
DTE	Dte Energy Co Utilities	Reduced	9,923	-1,422	$1,511,967	−8.9%	0.88%
MDT	Medtronic plc Healthcare	Held	17,321	0	$1,355,021	−9.7%	0.79%
WM	Waste Management Inc Industrials	Held	5,770	0	$1,286,017	−3.0%	0.75%
AMGN	Amgen Inc Healthcare	Held	3,521	0	$1,275,024	+2.9%	0.74%
DUK	Duke Energy CORP Utilities	Added	9,508	+7	$1,203,522	−3.3%	0.70%
EG	Everest Group, Ltd. Financial Services	Added	3,353	+280	$1,197,792	+19.3%	0.70%
SO	Southern Co Utilities	Reduced	12,077	-1,828	$1,155,889	−13.9%	0.67%
CMCSA	Comcast Corp Communication Services	Added	40,640	+4,113	$997,712	−4.9%	0.58%
GE	General Electric Co Industrials	Held	2,655	0	$992,253	+31.7%	0.58%
MTN	Vail Resorts Inc Consumer Cyclical	Reduced	6,592	-53	$897,500	+5.3%	0.52%
SYK	Stryker Corp Healthcare	Added	2,801	+191	$881,866	+2.8%	0.51%
ARCC	Ares Capital Corp Financial Services	Reduced	46,708	-50,947	$865,499	−50.8%	0.50%
AMAT	Applied Materials Inc /De Technology	Held	1,100	0	$795,300	+111.5%	0.46%
ADBE	Adobe Inc. Technology	Reduced	3,775	-66	$773,950	−17.1%	0.45%
TPC	Tutor Perini Corp Industrials	Reduced	9,289	-6,785	$770,708	−37.9%	0.45%
MELI	Mercadolibre Inc Consumer Cyclical	Held	450	0	$763,825	−1.8%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.