Sculati Wealth Management, LLC Portfolio Holdings

Sculati Wealth Management, LLC

  • $281 Million
  • Q3 2025

Sculati Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $281 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $24.7M, Ishares Tr Russell 200 Growth with a value of $14M, Apple Inc. with a value of $14M, Microsoft Corp with a value of $9.67M, and Fidelity High Dividend ETF with a value of $9.21M.

Examining the 13F form we can see an increase of $18.1M in the current position value, from $263M to 281M.

Sculati Wealth Management, LLC is based out at Bloomfield Hills, MI

Below you can find more details about Sculati Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $281 Million
ETFs: $96.6 Million
Financial Services: $59.9 Million
Technology: $41 Million
Communication Services: $20.4 Million
Consumer Cyclical: $20.3 Million
Industrials: $16.4 Million
Healthcare: $10.4 Million
Energy: $4.17 Million
Other: $11.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $281 Million
  • Prior Value $263 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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