Sculati Wealth Management, LLC
124 holdingsFiling period: 2026-06-30Current AUM: $310.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 48.8K | $23.9M | $23.9M | 7.72% | -432 | 2026-06-30 |
| 2 | IWY | ISHARES TR | 61.0K | $17.0M | $16.6M | 5.34% | +2.5K | 2026-06-30 |
| 3 | AAPL | APPLE INC | 49.1K | $16.4M | $18.8M | 6.05% | -350 | 2026-06-30 |
| 4 | FDVV | FIDELITY COVINGTON TRUST | 186.2K | $11.6M | $12.0M | 3.87% | +1.1K | 2026-06-30 |
| 5 | QUAL | ISHARES TR | 48.0K | $10.5M | $10.4M | 3.36% | +1.5K | 2026-06-30 |
| 6 | DYNF | BLACKROCK ETF TRUST | 133.6K | $9.0M | $9.0M | 2.92% | +18.1K | 2026-06-30 |
| 7 | AMZN | AMAZON COM INC | 36.0K | $8.9M | $9.3M | 2.99% | +73 | 2026-06-30 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 145.0K | $8.1M | $8.7M | 2.80% | +2.5K | 2026-06-30 |
| 9 | GOOG | ALPHABET INC | 22.8K | $7.9M | $7.6M | 2.46% | +693 | 2026-06-30 |
| 10 | GS | GOLDMAN SACHS GROUP INC | 7.0K | $7.4M | $7.2M | 2.31% | -99 | 2026-06-30 |
| 11 | IEFA | ISHARES TR | 75.8K | $7.3M | $7.4M | 2.39% | +1.7K | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 18.2K | $7.2M | $9.5M | 3.08% | -154 | 2026-06-30 |
| 13 | MS | MORGAN STANLEY | 30.3K | $6.5M | $6.4M | 2.07% | -542 | 2026-06-30 |
| 14 | JPM | JPMORGAN CHASE & CO | 16.6K | $5.6M | $6.1M | 1.96% | -749 | 2026-06-30 |
| 15 | META | META PLATFORMS INC | 7.9K | $5.1M | $6.1M | 1.95% | -- | 2026-06-30 |
| 16 | DFAE | DIMENSIONAL ETF TRUST | 132.8K | $5.0M | $4.8M | 1.55% | +279 | 2026-06-30 |
| 17 | VFMV | VANGUARD WELLINGTON FD | 34.4K | $4.9M | $5.1M | 1.64% | +1.0K | 2026-06-30 |
| 18 | IVV | ISHARES TR | 5.9K | $4.4M | $4.5M | 1.44% | +127 | 2026-06-30 |
| 19 | AVUV | AMERICAN CENTY ETF TR | 33.1K | $4.1M | $4.1M | 1.33% | +512 | 2026-06-30 |
| 20 | SCHW | SCHWAB CHARLES CORP | 38.9K | $4.0M | $4.6M | 1.49% | -42 | 2026-06-30 |
| 21 | JNJ | JOHNSON & JOHNSON | 15.6K | $4.0M | $4.2M | 1.34% | -82 | 2026-06-30 |
| 22 | GOOGL | ALPHABET INC | 11.1K | $3.8M | $3.7M | 1.19% | +31 | 2026-06-30 |
| 23 | CVX | CHEVRON CORPORATION | 18.2K | $3.4M | $4.5M | 1.45% | +6 | 2026-06-30 |
| 24 | ORCL | ORACLE CORP | 25.7K | $3.2M | $3.1M | 1.00% | +7 | 2026-06-30 |
| 25 | UNM | UNUM GROUP | 35.6K | $3.2M | $3.4M | 1.10% | -325 | 2026-06-30 |
← Scroll →
Page 1 of 5