Sculati Wealth Management, LLC
124 holdingsFiling period: 2026-06-30Current AUM: $309.3Mestimated 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 | 7.74% | -432 | 2026-06-30 |
| 2 | IWY | iShares TR | 61.0K | $17.0M | $16.9M | 5.46% | +2.5K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 49.1K | $16.4M | $19.2M | 6.22% | -350 | 2026-06-30 |
| 4 | FDVV | Fidelity Covington Trust | 186.2K | $11.6M | $11.9M | 3.84% | +1.1K | 2026-06-30 |
| 5 | QUAL | iShares TR | 48.0K | $10.5M | $10.7M | 3.48% | +1.5K | 2026-06-30 |
| 6 | DYNF | BlackRock ETF Trust | 133.6K | $9.0M | $9.1M | 2.94% | +18.1K | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 36.0K | $8.9M | $9.8M | 3.17% | +73 | 2026-06-30 |
| 8 | DFIV | Dimensional ETF Trust | 145.0K | $8.1M | $8.4M | 2.73% | +2.5K | 2026-06-30 |
| 9 | GOOG | Alphabet Inc | 22.8K | $7.9M | $7.5M | 2.43% | +693 | 2026-06-30 |
| 10 | GS | Goldman Sachs Group Inc | 7.0K | $7.4M | $6.5M | 2.10% | -99 | 2026-06-30 |
| 11 | IEFA | iShares TR | 75.8K | $7.3M | $7.3M | 2.36% | +1.7K | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 18.2K | $7.2M | $10.2M | 3.30% | -154 | 2026-06-30 |
| 13 | MS | Morgan Stanley | 30.3K | $6.5M | $5.6M | 1.82% | -542 | 2026-06-30 |
| 14 | JPM | JPMorgan Chase & Co | 16.6K | $5.6M | $5.8M | 1.87% | -749 | 2026-06-30 |
| 15 | META | Meta Platforms Inc | 7.9K | $5.1M | $6.3M | 2.03% | -- | 2026-06-30 |
| 16 | DFAE | Dimensional ETF Trust | 132.8K | $5.0M | $4.6M | 1.50% | +279 | 2026-06-30 |
| 17 | VFMV | Vanguard Wellington FD | 34.4K | $4.9M | $5.2M | 1.67% | +1.0K | 2026-06-30 |
| 18 | IVV | iShares TR | 5.9K | $4.4M | $4.6M | 1.47% | +127 | 2026-06-30 |
| 19 | AVUV | American Centy ETF TR | 33.1K | $4.1M | $4.0M | 1.30% | +512 | 2026-06-30 |
| 20 | SCHW | Schwab Charles Corp | 38.9K | $4.0M | $3.9M | 1.26% | -42 | 2026-06-30 |
| 21 | JNJ | Johnson & Johnson | 15.6K | $4.0M | $4.0M | 1.30% | -82 | 2026-06-30 |
| 22 | GOOGL | Alphabet Inc | 11.1K | $3.8M | $3.6M | 1.18% | +31 | 2026-06-30 |
| 23 | CVX | Chevron Corporation | 18.2K | $3.4M | $4.7M | 1.50% | +6 | 2026-06-30 |
| 24 | ORCL | Oracle Corp | 25.7K | $3.2M | $2.9M | 0.94% | +7 | 2026-06-30 |
| 25 | UNM | Unum Group | 35.6K | $3.2M | $3.3M | 1.07% | -325 | 2026-06-30 |
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