account_balance

Investment manager · 13F filer · SEC CIK 1803397

Sculati Wealth Management, LLC

Reported value$306Mas of Sep 30, 2026
Positions120 2 new, 5 sold out
Top 10 weight39.3%BRK-B alone is 8%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 8.3% HeldAAPL Apple Inc. 5.4% Held
IWY iShares Tr 4.7% Trimmed −21%
QUAL iShares Tr 3.6% Held
DYNF BlackRock ETF Trust 3.2% Added +5%
MSFT Microsoft Corp 3.2% HeldAMZN Amazon.com Inc 3.0% Held
DFIV Dimensional ETF Trust 2.7% Added +3%
GOOG Alphabet Inc. 2.6% Held
IEFA iShares Tr 2.5% Added +4%
FDVV Fidelity Covington Trust 2.4% Trimmed −36%
VO Vanguard Index FDS 2.0% Added +752%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • VB $4.22M
  • LMT $216K
arrow_upwardAdded
arrow_downwardTrimmed
  • SO −36%
  • FDVV −36%
  • DTE −31%
  • IWY −21%
remove_circleSold out
  • QQQ $551K
  • LULU $229K
  • DPZ $215K
  • TLH $210K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist