Sculati Wealth Management, LLC Portfolio Holdings

Sculati Wealth Management, LLC

  • $263 Million
  • Q2 2025

Sculati Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $263 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 $24M, Apple Inc. with a value of $11.3M, Ishares Tr Russell 200 Growth with a value of $10.2M, Microsoft Corp with a value of $9.33M, and Amazon Com Inc with a value of $8.04M.

Examining the 13F form we can see an increase of $20M in the current position value, from $243M to 263M.

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 $263 Million
ETFs: $87.9 Million
Financial Services: $57.5 Million
Technology: $36.8 Million
Consumer Cyclical: $20.4 Million
Communication Services: $18.9 Million
Industrials: $16.1 Million
Healthcare: $9.75 Million
Consumer Defensive: $4.44 Million
Other: $11.3 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 $263 Million
  • Prior Value $243 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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