Sculati Wealth Management, LLC

CIK

1803397

Location

Bloomfield Hills, MI

Portfolio Value

Small $164,082,973

Diversification

Diversified

Filing Date

Global Rank

#4,651 / 8,604 ▼ 45 · as of Mar 2026

Top Industry

Insurance - Diversified 14.6%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.0%

SPY

+76.5%

Annualised alpha

-4.2%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.4%

+0.4 pts

Top 5

34.4%

−0.6 pts

Top 10

47.9%

−1.4 pts

HHI

416

Diversified+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	33.5%	$54,935,776	14
Technology	18.6%	$30,579,317	9
Consumer Cyclical	10.7%	$17,580,127	13
Industrials	9.8%	$16,021,160	12
Communication Services	8.0%	$13,175,678	7
Healthcare	7.2%	$11,822,295	8
Energy	3.3%	$5,407,902	4
Utilities	2.6%	$4,245,035	3
Consumer Defensive	2.5%	$4,166,519	4
Real Estate	1.9%	$3,112,790	3
Unclassified	1.9%	$3,036,374	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+2,354	36,527	$1,048,690
MTN	Vail Resorts Inc	+1,692	6,645	$852,686
VZ	Verizon Communications Inc	+805	43,599	$2,188,669
NOW	ServiceNow, Inc.	+441	18,020	$1,883,991
WM	Waste Management Inc	+406	5,770	$1,325,888
DUK	Duke Energy CORP	+406	9,501	$1,244,060
NKE	NIKE, Inc.	+403	14,579	$770,062
CRM	Salesforce, Inc.	+391	10,162	$1,896,940
DPZ	Dominos Pizza Inc	+369	2,470	$886,211
MDT	Medtronic plc	+342	17,321	$1,500,864
ETN	Eaton Corp plc	+275	4,451	$1,591,989
AMGN	Amgen Inc	+246	3,521	$1,238,863
SYK	Stryker Corp	+220	2,610	$857,619
ADBE	Adobe Inc.	+154	3,841	$933,670
EG	Everest Group, Ltd.	+84	3,073	$1,004,410
LLY	ELI LILLY & Co	+40	2,366	$2,176,175
NVDA	Nvidia Corp	+37	11,510	$2,007,344
WMT	Walmart Inc.	+30	3,360	$417,580
PH	Parker-Hannifin Corp	+22	1,942	$1,738,556
LOW	Lowes Companies Inc	+8	13,333	$3,150,321
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RWT	Redwood Trust Inc	−38,982	71,425	$400,694
TPC	Tutor Perini Corp	−13,658	16,074	$1,240,752
ARCC	Ares Capital Corp	−7,821	97,655	$1,759,743
PSEC	Prospect Capital Corp	−3,035	16,265	$42,451
F	Ford Motor Co	−1,809	15,499	$178,858
DIS	Walt Disney Co	−1,359	16,806	$1,619,762
OHI	Omega Healthcare Investors Inc	−1,315	53,046	$2,324,475
AAPL	Apple Inc.	−976	49,449	$12,549,661
SCHW	Schwab Charles Corp	−970	38,960	$3,661,460
GE	General Electric Co	−863	2,655	$753,409
UPS	United Parcel Service Inc	−765	15,687	$1,543,287
JPM	Jpmorgan Chase & Co	−733	17,308	$5,091,321
BX	Blackstone Inc.	−704	23,837	$2,741,016
RACE	Ferrari N.V.	−670	4,427	$1,498,318
LULU	lululemon athletica inc.	−547	3,728	$570,756
PFE	Pfizer Inc	−512	10,376	$291,358
GOOGL	Alphabet Inc.	−494	11,025	$3,170,349
MS	Morgan Stanley	−349	30,797	$5,068,262
WFC	Wells Fargo & Company/Mn	−339	2,536	$201,890
INTC	Intel Corp	−325	8,300	$366,279
BA	Boeing Co	−294	9,316	$1,854,163
GS	Goldman Sachs Group Inc	−203	7,073	$5,983,687
MRK	Merck & Co., Inc.	−190	3,783	$455,057
UNM	Unum Group	−185	35,901	$2,621,850
V	Visa Inc.	−185	7,856	$2,374,397
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MO	Altria Group, Inc.	3,225	$212,817
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
USB	US Bancorp De	5,060	$270,001
TGNA	TEGNA INC	10,285	$199,631
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 positions · $164,082,973 total · as of Mar 31, 2026

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

Showing 1–50 of 79 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	49,185	-82	$23,569,452	−4.8%	14.36%
AAPL	Apple Inc. Technology	Reduced	49,449	-976	$12,549,661	−8.5%	7.65%
AMZN	Amazon Com Inc Consumer Cyclical	Held	35,881	0	$7,472,935	−9.8%	4.55%
MSFT	Microsoft Corp Technology	Reduced	18,345	-71	$6,790,768	−23.8%	4.14%
GS	Goldman Sachs Group Inc Financial Services	Reduced	7,073	-203	$5,983,687	−6.4%	3.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,308	-733	$5,091,321	−12.4%	3.10%
MS	Morgan Stanley Financial Services	Reduced	30,797	-349	$5,068,262	−8.3%	3.09%
META	Meta Platforms, Inc. Communication Services	Reduced	7,872	-47	$4,503,807	−13.8%	2.74%
JNJ	Johnson & Johnson Healthcare	Reduced	15,700	-121	$3,837,708	+17.2%	2.34%
ORCL	Oracle Corp Technology	Held	25,659	0	$3,774,695	−24.5%	2.30%
CVX	Chevron Corp Energy	Reduced	18,224	-135	$3,770,545	+34.8%	2.30%
SCHW	Schwab Charles Corp Financial Services	Reduced	38,960	-970	$3,661,460	−8.2%	2.23%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,239	-39	$3,227,436	+14.2%	1.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,025	-494	$3,170,349	−12.1%	1.93%
LOW	Lowes Companies Inc Consumer Cyclical	Added	13,333	+8	$3,150,321	−2.0%	1.92%
BX	Blackstone Inc. Financial Services	Reduced	23,837	-704	$2,741,016	−27.5%	1.67%
UNM	Unum Group Financial Services	Reduced	35,901	-185	$2,621,850	−6.3%	1.60%
SPY	Spdr S&P 500 ETF Trust	Held	3,966	0	$2,579,248	−4.6%	1.57%
V	Visa Inc. Financial Services	Reduced	7,856	-185	$2,374,397	−15.8%	1.45%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	53,046	-1,315	$2,324,475	−3.6%	1.42%
DAL	Delta Air Lines, Inc. Industrials	Reduced	34,904	-178	$2,320,417	−4.7%	1.41%
GD	General Dynamics Corp Industrials	Reduced	6,570	-52	$2,254,955	+1.1%	1.37%
VZ	Verizon Communications Inc Communication Services	Added	43,599	+805	$2,188,669	+25.6%	1.33%
LLY	ELI LILLY & Co Healthcare	Added	2,366	+40	$2,176,175	−12.9%	1.33%
NVDA	Nvidia Corp Technology	Added	11,510	+37	$2,007,344	−6.2%	1.22%
CRM	Salesforce, Inc. Technology	Added	10,162	+391	$1,896,940	−26.7%	1.16%
NOW	ServiceNow, Inc. Technology	Added	18,020	+441	$1,883,991	−30.0%	1.15%
BA	Boeing Co Industrials	Reduced	9,316	-294	$1,854,163	−11.1%	1.13%
ARCC	Ares Capital Corp Financial Services	Reduced	97,655	-7,821	$1,759,743	−17.5%	1.07%
PH	Parker-Hannifin Corp Industrials	Added	1,942	+22	$1,738,556	+3.0%	1.06%
DTE	Dte Energy Co Utilities	Held	11,345	0	$1,658,865	+13.4%	1.01%
DIS	Walt Disney Co Communication Services	Reduced	16,806	-1,359	$1,619,762	−21.6%	0.99%
ETN	Eaton Corp plc Industrials	Added	4,451	+275	$1,591,989	+19.7%	0.97%
UPS	United Parcel Service Inc Industrials	Reduced	15,687	-765	$1,543,287	−5.4%	0.94%
MDT	Medtronic plc Healthcare	Added	17,321	+342	$1,500,864	−8.0%	0.91%
RACE	Ferrari N.V. Consumer Cyclical	Reduced	4,427	-670	$1,498,318	−20.5%	0.91%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	3,280	-80	$1,464,651	−3.8%	0.89%
SO	Southern Co Utilities	Held	13,905	0	$1,342,110	+10.7%	0.82%
WM	Waste Management Inc Industrials	Added	5,770	+406	$1,325,888	+12.5%	0.81%
DUK	Duke Energy CORP Utilities	Added	9,501	+406	$1,244,060	+16.7%	0.76%
TPC	Tutor Perini Corp Industrials	Reduced	16,074	-13,658	$1,240,752	−37.7%	0.76%
AMGN	Amgen Inc Healthcare	Added	3,521	+246	$1,238,863	+15.6%	0.76%
CMCSA	Comcast Corp Communication Services	Added	36,527	+2,354	$1,048,690	+9.5%	0.64%
EG	Everest Group, Ltd. Financial Services	Added	3,073	+84	$1,004,410	−1.0%	0.61%
ADBE	Adobe Inc. Technology	Added	3,841	+154	$933,670	−27.6%	0.57%
DPZ	Dominos Pizza Inc Consumer Cyclical	Added	2,470	+369	$886,211	+1.2%	0.54%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,275	0	$869,856	+19.6%	0.53%
SYK	Stryker Corp Healthcare	Added	2,610	+220	$857,619	+2.1%	0.52%
MTN	Vail Resorts Inc Consumer Cyclical	Added	6,645	+1,692	$852,686	+29.6%	0.52%
MELI	Mercadolibre Inc Consumer Cyclical	Held	450	0	$778,059	−14.2%	0.47%