Sculati Wealth Management, LLC
117 holdingsFiling period: 2026-03-31Current AUM: $298.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 49.2K | $23.6M | $23.6M | 7.89% | -82 | 2026-03-31 |
| 2 | IWY | ISHARES TR | 58.5K | $14.6M | $16.2M | 5.41% | +3.3K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 49.4K | $12.5M | $15.3M | 5.11% | -976 | 2026-03-31 |
| 4 | FDVV | FIDELITY COVINGTON TRUST | 185.1K | $10.2M | $11.6M | 3.88% | +5.6K | 2026-03-31 |
| 5 | QUAL | ISHARES TR | 46.5K | $8.9M | $10.2M | 3.41% | +1.6K | 2026-03-31 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 142.5K | $7.5M | $8.2M | 2.73% | +1.2K | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 35.9K | $7.5M | $9.7M | 3.26% | -- | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 18.3K | $6.8M | $8.5M | 2.85% | -71 | 2026-03-31 |
| 9 | DYNF | BLACKROCK ETF TRUST | 115.6K | $6.7M | $7.8M | 2.61% | +1.3K | 2026-03-31 |
| 10 | IEFA | ISHARES TR | 74.1K | $6.7M | $7.3M | 2.44% | +1.8K | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 22.1K | $6.3M | $7.9M | 2.64% | -978 | 2026-03-31 |
| 12 | GS | GOLDMAN SACHS GROUP INC | 7.1K | $6.0M | $7.2M | 2.41% | -203 | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 17.3K | $5.1M | $6.1M | 2.04% | -733 | 2026-03-31 |
| 14 | MS | MORGAN STANLEY | 30.8K | $5.1M | $6.5M | 2.17% | -349 | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 7.9K | $4.5M | $4.4M | 1.47% | -47 | 2026-03-31 |
| 16 | DFAE | DIMENSIONAL ETF TRUST | 132.5K | $4.5M | $5.0M | 1.66% | +2.3K | 2026-03-31 |
| 17 | VFMV | VANGUARD WELLINGTON FD | 33.4K | $4.4M | $4.8M | 1.61% | +542 | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 15.7K | $3.8M | $4.0M | 1.35% | -121 | 2026-03-31 |
| 19 | IVV | ISHARES TR | 5.8K | $3.8M | $4.3M | 1.45% | +78 | 2026-03-31 |
| 20 | ORCL | ORACLE CORP | 25.7K | $3.8M | $3.3M | 1.12% | -- | 2026-03-31 |
| 21 | CVX | CHEVRON CORPORATION | 18.2K | $3.8M | $3.6M | 1.20% | -135 | 2026-03-31 |
| 22 | SCHW | SCHWAB CHARLES CORP | 39.0K | $3.7M | $4.1M | 1.37% | -970 | 2026-03-31 |
| 23 | AVUV | AMERICAN CENTY ETF TR | 32.5K | $3.6M | $4.1M | 1.36% | -123 | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 3.2K | $3.2M | $3.1M | 1.03% | -39 | 2026-03-31 |
| 25 | GOOGL | ALPHABET INC | 11.0K | $3.2M | $3.9M | 1.31% | -494 | 2026-03-31 |
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