Sculati Wealth Management, LLC

Registered adviser

CIK

1803397

Location

Bloomfield Hills, MI

Portfolio Value

Small $251,188,142

Diversification

Diversified

Filing Date

Global Rank

#5,118 / 8,814 ▼ 141 · as of Jun 2026

Top Industry

Insurance - Diversified 13.7%

Period ended 22 days ago

Filed Oct 19, 2026 · 3d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 158783

Roster of Oct 1, 2026

Regulatory AUM

$381,475,086

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$381,475,086	Individuals and high net worth (97%)
Apr 2025 to Feb 2026	$347,231,078	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$293,569,198	Individuals and high net worth (99%)
May 2023 to Mar 2024	$240,101,741	Individuals and high net worth (99%)
Apr 2023	$240,101,741	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$255,273,054	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 50.8%, 28.0 effective positions, active share 68.2% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

10.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.4 quarters (12+), a floor since 48.3% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 68.2%; sector active share 39.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

119 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.8%

−0.1 pts

Top 5

31.6%

−1.7 pts

Top 10

49.8%

−0.9 pts

HHI

343

Diversified−15

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.6%	$71,804,849	40
Financial Services	22.8%	$57,198,818	15
Technology	15.4%	$38,772,439	9
Communication Services	8.9%	$22,280,341	8
Consumer Cyclical	6.7%	$16,946,536	11
Industrials	6.5%	$16,412,951	14
Healthcare	5.1%	$12,890,194	7
Energy	2.1%	$5,336,011	4
Consumer Defensive	1.7%	$4,342,815	5
Real Estate	1.1%	$2,645,486	3
Utilities	1.0%	$2,557,702	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	+67,157	76,093	$5,967,213
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+6,089	139,717	$9,676,799
DFIV	Dimensional International Value ETF	+4,656	149,639	$8,358,834
DFAE	Dimensional Emerging Core Equity Market ETF	+4,023	136,826	$5,378,630
IEFA	iShares Core MSCI EAFE ETF	+3,267	79,073	$0
—		+2,405	6,405	$0
CMCSA	Comcast Corp	+1,876	42,516	$925,148
MO	Altria Group, Inc.	+1,851	7,460	$502,356
SCHZ	Schwab U.S. Aggregate Bond ETF	+1,402	89,537	$1,978,767
COF	Capital One Financial Corp	+930	2,797	$540,016
QUAL	iShares MSCI USA Quality Factor ETF	+765	48,735	$0
XVV	iShares ESG Select Screened S&P 500 ETF	+634	5,966	$0
BRK-B	Berkshire Hathaway Inc	+580	49,333	$24,565,367
AMLP	Alerian MLP ETF	+436	53,796	$2,790,398
GOVT	iShares U.S. Treasury Bond ETF	+432	20,638	$0
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	+410	1,757	$406,306
RACE	Ferrari N.V.	+380	4,846	$1,903,751
MBB	iShares MBS ETF	+255	11,879	$0
NOW	ServiceNow, Inc.	+237	19,270	$2,582,372
ADBE	Adobe Inc.	+198	3,973	$953,281
MDT	Medtronic plc	+195	17,516	$1,511,455
SCHI	Schwab 5-10 Year Corporate Bond ETF	+182	54,295	$1,164,084
JNJ	Johnson & Johnson	+139	15,757	$4,171,508
UPS	United Parcel Service Inc	+101	15,943	$1,489,713
GD	General Dynamics Corp	+86	6,656	$2,208,660
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FDVV	Fidelity High Dividend ETF	−66,247	119,973	$7,285,960
RWT	Redwood Trust Inc	−18,361	15,744	$61,086
ARCC	Ares Capital Corp	−14,912	31,796	$607,303
—		−12,633	48,332	$0
SO	Southern Co	−4,343	7,734	$641,071
NKE	NIKE, Inc.	−4,118	12,288	$434,995
AVUV	Avantis U.S. Small Cap Value ETF	−3,229	29,829	$3,512,961
DTE	Dte Energy Co	−3,087	6,836	$832,624
IUSB	iShares Core Universal USD Bond ETF	−2,571	62,797	$0
FNDE	Schwab Fundamental Emerging Markets Equity ETF	−2,070	50,117	$2,098,398
IHDG	WisdomTree International Hedged Quality Dividend Growth Fund	−1,809	56,993	$0
BINC		−1,164	32,289	$1,639,958
F	Ford Motor Co	−1,079	14,420	$173,905
VFMV	VANGUARD U.S. MINIMUM VOLATILITY ETF	−948	33,425	$4,731,141
OHI	Omega Healthcare Investors Inc	−925	50,392	$2,333,653
DTM	DT Midstream, Inc.	−920	3,809	$455,061
JPM	Jpmorgan Chase & Co	−677	15,882	$5,254,242
VZ	Verizon Communications Inc	−600	42,572	$1,952,777
TPC	Tutor Perini Corp	−440	8,849	$730,219
DAL	Delta Air Lines, Inc.	−413	34,491	$2,878,618
GS	Goldman Sachs Group Inc	−351	6,623	$5,963,084
UNM	Unum Group	−324	35,252	$3,092,657
WMT	Walmart Inc.	−301	3,059	$317,891
WM	Waste Management Inc	−241	5,529	$1,127,473
GOOG	Alphabet Inc.	−220	22,589	$7,696,975
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
VB	Vanguard Index Funds	14,653	$4,168,631
LMT	Lockheed Martin Corp	421	$214,394
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	792	$583,228
LULU	lululemon athletica inc.	1,965	$224,363
TLH	iShares 10-20 Year Treasury Bond ETF	2,130	$213,745
WFC	Wells Fargo & Company	2,400	$198,336
DPZ	Dominos Pizza Inc	666	$197,162
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 tracked positions · $251,188,142 total · filing declares 120 positions · $306,267,301 · as of Sep 30, 2026

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

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	49,333	+580	$24,565,367	+0.7%	9.78%
AAPL	Apple Inc. Technology	Reduced	48,938	-161	$16,297,332	+14.7%	6.49%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	139,717	+6,089	$9,676,799	+6.5%	3.85%
MSFT	Microsoft Corp Technology	Reduced	18,059	-132	$9,262,461	+36.5%	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	Held	35,954	0	$8,957,939	+4.5%	3.57%
DFIV	Dimensional International Value ETF	Added	149,639	+4,656	$8,358,834	+6.7%	3.33%
GOOG	Alphabet Inc. Communication Services	Reduced	22,589	-220	$7,696,975	−4.5%	3.06%
FDVV	Fidelity High Dividend ETF	Reduced	119,973	-66,247	$7,285,960	−35.1%	2.90%
VO	VANGUARD MID-CAP INDEX FUND	Added	76,093	+67,157	$5,967,213	+728.8%	2.38%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,623	-351	$5,963,084	−15.5%	2.37%
MS	Morgan Stanley Financial Services	Reduced	30,072	-183	$5,655,941	−10.6%	2.25%
META	Meta Platforms, Inc. Communication Services	Reduced	7,737	-135	$5,610,717	+26.5%	2.23%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	136,826	+4,023	$5,378,630	+0.7%	2.14%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,882	-677	$5,254,242	−3.1%	2.09%
VFMV	VANGUARD U.S. MINIMUM VOLATILITY ETF	Reduced	33,425	-948	$4,731,141	−1.2%	1.88%
JNJ	Johnson & Johnson Healthcare	Added	15,757	+139	$4,171,508	+5.2%	1.66%
VB	Vanguard Index Funds	NEW	14,653	NEW	$4,168,631	NEW	1.66%
GOOGL	Alphabet Inc. Communication Services	Added	11,082	+26	$3,813,094	−3.5%	1.52%
SCHW	Schwab Charles Corp Financial Services	Held	38,918	0	$3,803,845	+5.9%	1.51%
CVX	Chevron Corp Energy	Added	18,232	+2	$3,723,156	+23.2%	1.48%
ORCL	Oracle Corp Technology	Added	25,724	+58	$3,531,905	−6.1%	1.41%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	29,829	-3,229	$3,512,961	−14.8%	1.40%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	9,131	-89	$3,212,742	+1.3%	1.28%
UNM	Unum Group Financial Services	Reduced	35,252	-324	$3,092,657	−2.8%	1.23%
COST	Costco Wholesale Corp Consumer Defensive	Added	3,230	+1	$2,940,398	−2.7%	1.17%
DAL	Delta Air Lines, Inc. Industrials	Reduced	34,491	-413	$2,878,618	−11.9%	1.15%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,740	-26	$2,852,236	+1.4%	1.14%
V	Visa Inc. Financial Services	Added	7,836	+38	$2,815,709	+5.2%	1.12%
AMLP	Alerian MLP ETF	Added	53,796	+436	$2,790,398	+0.9%	1.11%
LLY	ELI LILLY & Co Healthcare	Held	2,372	0	$2,744,593	−3.5%	1.09%
NVDA	Nvidia Corp Technology	Added	11,737	+66	$2,680,496	+14.8%	1.07%
BX	Blackstone Inc. Financial Services	Added	23,783	+37	$2,665,836	−4.6%	1.06%
NOW	ServiceNow, Inc. Technology	Added	19,270	+237	$2,582,372	+36.7%	1.03%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	13,318	-15	$2,454,374	−16.5%	0.98%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	50,392	-925	$2,333,653	−4.6%	0.93%
CRM	Salesforce, Inc. Technology	Reduced	10,006	-5	$2,297,077	+46.5%	0.91%
GD	General Dynamics Corp Industrials	Added	6,656	+86	$2,208,660	−5.1%	0.88%
FNDE	Schwab Fundamental Emerging Markets Equity ETF	Reduced	50,117	-2,070	$2,098,398	+1.3%	0.84%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	89,537	+1,402	$1,978,767	−2.9%	0.79%
VZ	Verizon Communications Inc Communication Services	Reduced	42,572	-600	$1,952,777	+6.8%	0.78%
ETN	Eaton Corp plc Industrials	Added	4,502	+51	$1,934,554	+2.0%	0.77%
RACE	Ferrari N.V. Consumer Cyclical	Added	4,846	+380	$1,903,751	+14.5%	0.76%
PH	Parker-Hannifin Corp Industrials	Added	1,958	+16	$1,870,712	−1.5%	0.74%
DIS	Walt Disney Co Communication Services	Reduced	16,934	-80	$1,776,376	+8.5%	0.71%
BA	Boeing Co Industrials	Added	9,436	+64	$1,755,567	−13.5%	0.70%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	48,738	-205	$1,751,156	+5.7%	0.70%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Added	3,154	+8	$1,648,942	+5.5%	0.66%
BINC		Reduced	32,289	-1,164	$1,639,958	−6.3%	0.65%
MDT	Medtronic plc Healthcare	Added	17,516	+195	$1,511,455	+11.5%	0.60%
AMGN	Amgen Inc Healthcare	Added	3,564	+43	$1,502,261	+17.8%	0.60%

Showing the top 50 of 119 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.