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The Analysis of Sculati Wealth Management, LLC's Holdings & P&L

Currently, Sculati Wealth Management, LLC holds 116 types of securities in its portfolio with a total value $270.9M. In the most recent quarter, they have increased their positions in IWY (+3.3K shares, valued at $827.1K), IUSB (+17.1K shares, valued at $788.8K), SCHZ (+21.0K shares, valued at $488.0K); decreased their positions in TPC (-13.7K shares, valued at $1.1M), N/A (-978 shares, valued at $280.5K), AAPL (-976 shares, valued at $247.7K); initiated new positions in POWR (+8.2K shares, valued at $214.6K), MO (+3.2K shares, valued at $212.8K).

1M P&L

+7.4M+3.10%

3M P&L

+9.1M+3.83%

HY P&L

+17.9M+7.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A100.0M

44.7%

2Capital Markets14.7M

6.6%

3Consumer Electronics12.5M

5.6%

Top Industries by Stock Count

1N/A35 stocks

34.0%

2Drug Manufacturers - General4 stocks

3.9%

3Software - Application3 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL49.2K shares-0.17%2026-03-312026-04-09

IWY ISHARES TR58.5K shares6.03%2026-03-312026-04-09

AAPL APPLE INC49.4K shares-1.94%2026-03-312026-04-09

FDVV FIDELITY COVINGTON TRUST185.1K shares3.11%2026-03-312026-04-09

QUAL ISHARES TR46.5K shares3.56%2026-03-312026-04-09

DFIV DIMENSIONAL ETF TRUST142.5K shares0.88%2026-03-312026-04-09

AMZN AMAZON COM INC35.9K shares0.00%2026-03-312026-04-09

MSFT MICROSOFT CORP18.3K shares-0.39%2026-03-312026-04-09

Sponsored

DYNF BLACKROCK ETF TRUST115.6K shares1.17%2026-03-312026-04-09

IEFA ISHARES TR74.1K shares2.43%2026-03-312026-04-09

ALPHABET INC ALPHABET INC22.1K shares-4.23%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC7.1K shares-2.79%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO17.3K shares-4.06%2026-03-312026-04-09

MS MORGAN STANLEY30.8K shares-1.12%2026-03-312026-04-09

META META PLATFORMS INC7.9K shares-0.59%2026-03-312026-04-09

DFAE DIMENSIONAL ETF TRUST132.5K shares1.78%2026-03-312026-04-09

Sponsored

VFMV VANGUARD WELLINGTON FD33.4K shares1.65%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON15.7K shares-0.76%2026-03-312026-04-09

IVV ISHARES TR5.8K shares1.37%2026-03-312026-04-09

ORCL ORACLE CORP25.7K shares0.00%2026-03-312026-04-09

CVX CHEVRON CORPORATION18.2K shares-0.74%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP39.0K shares-2.43%2026-03-312026-04-09

AVUV AMERICAN CENTY ETF TR32.5K shares-0.38%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION3.2K shares-1.19%2026-03-312026-04-09

Sponsored

ALPHABET INC ALPHABET INC11.0K shares-4.29%2026-03-312026-04-09

LOW LOWES COS INC13.3K shares0.06%2026-03-312026-04-09

IHDG WISDOMTREE TR60.7K shares-7.77%2026-03-312026-04-09

IUSB ISHARES TR62.7K shares37.42%2026-03-312026-04-09

ALPS ETF TR ALPS ETF TR53.9K shares-1.32%2026-03-312026-04-09

VV VANGUARD INDEX FDS9.5K shares-2.10%2026-03-312026-04-09

BLACKSTONE INC BLACKSTONE INC23.8K shares-2.87%2026-03-312026-04-09

UNM UNUM GROUP35.9K shares-0.51%2026-03-312026-04-09

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.0K shares0.00%2026-03-312026-04-09

V VISA INC7.9K shares-2.30%2026-03-312026-04-09

OHI OMEGA HEALTHCARE INVS INC53.0K shares-2.42%2026-03-312026-04-09

DAL DELTA AIR LINES INC34.9K shares-0.51%2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.6K shares-0.79%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC43.6K shares1.88%2026-03-312026-04-09

LLY ELI LILLY & CO2.4K shares1.72%2026-03-312026-04-09

FNDE SCHWAB STRATEGIC TR53.3K shares-9.27%2026-03-312026-04-09

Sponsored

NVDA NVIDIA CORPORATION11.5K shares0.32%2026-03-312026-04-09

CRM SALESFORCE INC10.2K shares4.00%2026-03-312026-04-09

NOW SERVICENOW INC18.0K shares2.51%2026-03-312026-04-09

SCHZ SCHWAB STRATEGIC TR80.2K shares35.54%2026-03-312026-04-09

BA BOEING CO9.3K shares-3.06%2026-03-312026-04-09

ARCC ARES CAPITAL CORP97.7K shares-7.41%2026-03-312026-04-09

BINC BLACKROCK ETF TRUST II33.5K shares11.28%2026-03-312026-04-09

PH PARKER-HANNIFIN CORP1.9K shares1.15%2026-03-312026-04-09

Sponsored

DTE DTE ENERGY CO11.3K shares0.00%2026-03-312026-04-09

DIS DISNEY WALT CO16.8K shares-7.48%2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC4.5K shares6.59%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC15.7K shares-4.65%2026-03-312026-04-09

MEDTRONIC PLC MEDTRONIC PLC17.3K shares2.01%2026-03-312026-04-09

RACE FERRARI N V4.4K shares-13.14%2026-03-312026-04-09

VRTX VERTEX PHARMACEUTICALS INC3.3K shares-2.38%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR49.2K shares-0.63%2026-03-312026-04-09

Sponsored

SO SOUTHERN CO13.9K shares0.00%2026-03-312026-04-09

WM WASTE MGMT INC DEL5.8K shares7.57%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.5K shares4.46%2026-03-312026-04-09

TPC TUTOR PERINI CORP16.1K shares-45.94%2026-03-312026-04-09

AMGN AMGEN INC3.5K shares7.51%2026-03-312026-04-09

SCHI SCHWAB STRATEGIC TR51.9K shares10.26%2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR37.5K shares0.00%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR36.2K shares-0.04%2026-03-312026-04-09

Sponsored

CMCSA COMCAST CORP NEW36.5K shares6.89%2026-03-312026-04-09

EG EVEREST GROUP LTD3.1K shares2.81%2026-03-312026-04-09

MBB ISHARES TR10.4K shares24.95%2026-03-312026-04-09

ADBE ADOBE INC3.8K shares4.18%2026-03-312026-04-09

DPZ DOMINOS PIZZA INC2.5K shares17.56%2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP1.3K shares0.00%2026-03-312026-04-09

SYK STRYKER CORPORATION2.6K shares9.21%2026-03-312026-04-09

MTN VAIL RESORTS INC6.6K shares34.16%2026-03-312026-04-09

Sponsored

XSLV INVESCO EXCH TRADED FD TR II18.0K shares-2.87%2026-03-312026-04-09

MELI MERCADOLIBRE INC450 shares0.00%2026-03-312026-04-09

NKE NIKE INC14.6K shares2.84%2026-03-312026-04-09

DVY ISHARES TR5.0K shares0.00%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE2.7K shares-24.53%2026-03-312026-04-09

SCHV SCHWAB STRATEGIC TR23.1K shares0.00%2026-03-312026-04-09

DTM DT MIDSTREAM INC5.0K shares-3.20%2026-03-312026-04-09

XMLV INVESCO EXCH TRADED FD TR II10.3K shares-10.56%2026-03-312026-04-09

Sponsored

XOM EXXON MOBIL CORP3.6K shares0.00%2026-03-312026-04-09

LULU LULULEMON ATHLETICA INC3.7K shares-12.80%2026-03-312026-04-09

XSMO INVESCO EXCHANGE TRADED FD T7.5K shares-5.47%2026-03-312026-04-09

TFC TRUIST FINL CORP11.7K shares0.00%2026-03-312026-04-09

GDX VANECK ETF TRUST5.0K shares0.00%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR792 shares0.00%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC3.8K shares-4.78%2026-03-312026-04-09

BKNG BOOKING HOLDINGS INC100 shares0.00%2026-03-312026-04-09

Sponsored

WMT WALMART INC3.4K shares0.90%2026-03-312026-04-09

EMB ISHARES TR4.4K shares18.86%2026-03-312026-04-09

GOVT ISHARES TR17.5K shares20.21%2026-03-312026-04-09

RWT REDWOOD TRUST INC71.4K shares-35.31%2026-03-312026-04-09

XMMO INVESCO EXCHANGE TRADED FD T2.7K shares-17.03%2026-03-312026-04-09

IRM IRON MTN INC DEL3.8K shares0.00%2026-03-312026-04-09

AMAT APPLIED MATLS INC1.1K shares0.00%2026-03-312026-04-09

INTC INTEL CORP8.3K shares-3.77%2026-03-312026-04-09

Sponsored

MPC MARATHON PETE CORP1.4K shares0.00%2026-03-312026-04-09

SCUS SCHWAB STRATEGIC TR13.9K shares-3.55%2026-03-312026-04-09

CHDN CHURCHILL DOWNS INC3.8K shares0.00%2026-03-312026-04-09

SBUX STARBUCKS CORP3.7K shares0.00%2026-03-312026-04-09

TSLA TESLA INC889 shares0.00%2026-03-312026-04-09

T AT&T INC11.3K shares0.00%2026-03-312026-04-09

SOXX ISHARES TR983 shares0.00%2026-03-312026-04-09

IBB ISHARES TR1.9K shares-30.59%2026-03-312026-04-09

Sponsored

NFLX NETFLIX INC.3.3K shares-0.75%2026-03-312026-04-09

KO COCA COLA CO4.1K shares0.00%2026-03-312026-04-09

PFE PFIZER INC10.4K shares-4.70%2026-03-312026-04-09

MMM 3M CO2.0K shares0.00%2026-03-312026-04-09

SPGI S&P GLOBAL INC658 shares0.00%2026-03-312026-04-09

GEV GE VERNOVA INC272 shares-24.65%2026-03-312026-04-09

POWR ISHARES INC8.2K sharesnew addition2026-03-312026-04-09

MO ALTRIA GROUP INC3.2K sharesnew addition2026-03-312026-04-09

Sponsored

WFC WELLS FARGO & CO2.5K shares-11.79%2026-03-312026-04-09

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN200.0K shares0.00%2026-03-312026-04-09

F FORD MTR CO15.5K shares-10.45%2026-03-312026-04-09

PSEC PROSPECT CAP CORP16.3K shares-15.73%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL

-0.17%

Shares49.2K

Event2026-03-31

Filed2026-04-09

IWY

ISHARES TR

6.03%

Shares58.5K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-1.94%

Shares49.4K

Event2026-03-31

Filed2026-04-09

FDVV

FIDELITY COVINGTON TRUST

3.11%

Shares185.1K

Event2026-03-31

Filed2026-04-09

QUAL

ISHARES TR

3.56%

Shares46.5K

Event2026-03-31

Filed2026-04-09

DFIV

DIMENSIONAL ETF TRUST

0.88%

Shares142.5K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

0.00%

Shares35.9K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-0.39%

Shares18.3K

Event2026-03-31

Filed2026-04-09

DYNF

BLACKROCK ETF TRUST

1.17%

Shares115.6K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

2.43%

Shares74.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-4.23%

Shares22.1K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

-2.79%

Shares7.1K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-4.06%

Shares17.3K

Event2026-03-31

Filed2026-04-09

MORGAN STANLEY

-1.12%

Shares30.8K

Event2026-03-31

Filed2026-04-09