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David J. Sculati

Sculati Wealth Management, Llc

Assets Managed
$299.848M
Holdings
123
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
10.69%(2Q avg: 3.1%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sculati Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Sculati Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 299.848M in assets, with a quarterly growth rate of 10.69% and a 2-quarter average growth rate of 3.1%. The portfolio is managed by David J. Sculati, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.87%
7.99%
$23.933M
48,753 shares@ $490.91 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 4.23%
5.69%
$17.037M
60,965 shares@ $279.45 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.7%
5.47%
$16.386M
49,099 shares@ $333.74 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 0.6%
3.87%
$11.575M
186,220 shares@ $62.16 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 3.26%
3.49%
$10.451M
47,970 shares@ $217.88 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 15.64%
2.99%
$8.952M
133,628 shares@ $67.0 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.21%
2.97%
$8.889M
35,954 shares@ $247.23 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 1.77%
2.7%
$8.08M
144,983 shares@ $55.74 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.14%
2.64%
$7.895M
22,809 shares@ $346.12 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -1.39%
2.48%
$7.429M
6,974 shares@ $1065.22 avg price

1-10 of 123