☆Sculati Wealth Management, LLC
Quality Q
0.397
AUM ($M)
300
Positions
123
Turnover
0.05
Top-10 wt
40%
Herfindahl
0.025
History (qtrs)
6
Excess Return
—
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Holdings · 126 positions · portfolio value $300M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 8.0% | -0.7% | 23.9 | 48,753 | -432 | 5 | — |
| ☆IWY funds › | ISHARES TR | ADD | — | 5.7% | +0.3% | 17.0 | 60,965 | +2,474 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 5.5% | +0.8% | 16.4 | 49,099 | -350 | 5 | — |
| ☆FDVV funds › | FIDELITY COVINGTON TRUST | ADD | — | 3.9% | +0.1% | 11.6 | 186,220 | +1,100 | 5 | — |
| ☆QUAL funds › | ISHARES TR | ADD | — | 3.5% | +0.2% | 10.5 | 47,970 | +1,513 | 5 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | ADD | — | 3.0% | +0.5% | 9.0 | 133,628 | +18,071 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 3.0% | +0.2% | 8.9 | 35,954 | +73 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.7% | -0.1% | 8.1 | 144,983 | +2,516 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 2.6% | +0.3% | 7.9 | 22,809 | +693 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 2.5% | +0.3% | 7.4 | 6,974 | -99 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 2.4% | -0.0% | 7.3 | 75,806 | +1,720 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 2.4% | -0.1% | 7.2 | 18,191 | -154 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 2.2% | +0.3% | 6.5 | 30,255 | -542 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 1.9% | +0.0% | 5.6 | 16,559 | -749 | 5 | — |
| ☆META funds › | META PLATFORMS INC | HOLD | — | 1.7% | +0.0% | 5.1 | 7,872 | +0 | 5 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.7% | -0.0% | 5.0 | 132,803 | +279 | 5 | — |
| ☆VFMV funds › | VANGUARD WELLINGTON FD | ADD | — | 1.6% | -0.0% | 4.9 | 34,373 | +1,001 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 1.5% | +0.1% | 4.4 | 5,913 | +127 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 1.4% | +0.1% | 4.1 | 33,058 | +512 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 1.3% | -0.0% | 4.0 | 38,918 | -42 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 1.3% | -0.1% | 4.0 | 15,618 | -82 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 1.3% | +0.1% | 3.8 | 11,056 | +31 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 1.1% | -0.3% | 3.4 | 18,230 | +6 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 1.1% | -0.3% | 3.2 | 25,666 | +7 | 5 | — |
| ☆UNM funds › | UNUM GROUP | TRIM | — | 1.1% | +0.1% | 3.2 | 35,576 | -325 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | TRIM | — | 1.1% | +0.0% | 3.2 | 9,220 | -233 | 5 | — |
| ☆CUSIP:97717X594 funds › | WISDOMTREE TR | TRIM | — | 1.0% | -0.1% | 3.1 | 58,802 | -1,865 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 1.0% | -0.2% | 3.0 | 3,229 | -10 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | TRIM | — | 1.0% | -0.0% | 3.0 | 23,746 | -91 | 5 | — |
| ☆IUSB funds › | ISHARES TR | ADD | — | 1.0% | -0.1% | 3.0 | 65,368 | +2,655 | 5 | — |
| ☆DAL funds › | DELTA AIR LINES INC | HOLD | — | 1.0% | +0.1% | 2.9 | 34,904 | +0 | 5 | — |
| ☆AMLP funds › | ALPS ETF TR | TRIM | ETP | 1.0% | -0.1% | 2.9 | 53,360 | -525 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.9% | -0.0% | 2.8 | 3,766 | -200 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.9% | +0.1% | 2.8 | 2,372 | +6 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.9% | +0.1% | 2.8 | 7,798 | -58 | 5 | — |
| ☆LOW funds › | LOWES COS INC | HOLD | — | 0.9% | -0.2% | 2.8 | 13,333 | +0 | 5 | — |
| ☆OHI funds › | OMEGA HEALTHCARE INVS INC | TRIM | — | 0.9% | +0.0% | 2.6 | 51,317 | -1,729 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.8% | -0.0% | 2.4 | 6,570 | +0 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.8% | +0.0% | 2.4 | 11,671 | +161 | 5 | — |
| ☆FNDE funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.7% | -0.1% | 2.1 | 52,187 | -1,128 | 5 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | ADD | — | 0.7% | -0.0% | 2.0 | 88,135 | +7,984 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.7% | -0.0% | 2.0 | 9,372 | +56 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 0.7% | -0.0% | 2.0 | 19,033 | +1,013 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.6% | -0.2% | 1.9 | 43,172 | -427 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 0.6% | +0.1% | 1.9 | 15,842 | +155 | 5 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | HOLD | — | 0.6% | -0.0% | 1.9 | 1,942 | +0 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | HOLD | — | 0.6% | +0.0% | 1.8 | 4,451 | +0 | 5 | — |
| ☆BINC funds › | BLACKROCK ETF TRUST II | TRIM | — | 0.6% | -0.1% | 1.7 | 33,453 | -47 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.6% | -0.1% | 1.7 | 10,011 | -151 | 5 | — |
| ☆RACE funds › | FERRARI N V | ADD | — | 0.6% | +0.0% | 1.7 | 4,466 | +39 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.6% | +0.0% | 1.7 | 48,943 | -277 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 0.6% | -0.0% | 1.7 | 17,014 | +208 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | TRIM | — | 0.5% | -0.0% | 1.5 | 3,146 | -134 | 5 | — |
| ☆DTE funds › | DTE ENERGY CO | TRIM | — | 0.5% | -0.1% | 1.5 | 9,923 | -1,422 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | HOLD | — | 0.5% | -0.1% | 1.4 | 17,321 | +0 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | HOLD | — | 0.5% | -0.0% | 1.4 | 5,770 | +0 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.4% | +0.0% | 1.3 | 37,191 | -297 | 5 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.4% | -0.0% | 1.3 | 3,521 | +0 | 5 | — |
| ☆EG funds › | EVEREST GROUP LTD | ADD | — | 0.4% | +0.1% | 1.3 | 3,353 | +280 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.4% | +0.0% | 1.2 | 36,242 | +0 | 5 | — |
| ☆SCHI funds › | SCHWAB STRATEGIC TR | ADD | — | 0.4% | -0.0% | 1.2 | 54,113 | +2,226 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.4% | -0.1% | 1.2 | 9,508 | +7 | 5 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.4% | -0.1% | 1.2 | 12,077 | -1,828 | 5 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 1.1 | 11,624 | +1,256 | 5 | — |
| ☆MTN funds › | VAIL RESORTS INC | TRIM | — | 0.3% | +0.0% | 1.0 | 6,592 | -53 | 3 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | ADD | — | 0.3% | -0.1% | 1.0 | 40,640 | +4,113 | 5 | — |
| ☆XSLV funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.3% | +0.0% | 1.0 | 17,779 | -237 | 5 | — |
| ☆GE funds › | GE AEROSPACE | HOLD | — | 0.3% | +0.0% | 0.9 | 2,655 | +0 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | ADD | — | 0.3% | -0.0% | 0.9 | 2,801 | +191 | 5 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 0.3% | -0.0% | 0.9 | 3,775 | -66 | 5 | — |
| ☆ARCC funds › | ARES CAPITAL CORP | TRIM | — | 0.3% | -0.4% | 0.9 | 46,708 | -50,947 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | HOLD | — | 0.3% | -0.0% | 0.8 | 450 | +0 | 5 | — |
| ☆DVY funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 0.8 | 4,999 | +0 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.3% | -0.0% | 0.8 | 23,035 | -49 | 5 | — |
| ☆TPC funds › | TUTOR PERINI CORP | TRIM | — | 0.2% | -0.2% | 0.7 | 9,289 | -6,785 | 5 | — |
| ☆NKE funds › | NIKE INC | ADD | — | 0.2% | -0.0% | 0.7 | 16,406 | +1,827 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | NEW | — | 0.2% | +0.2% | 0.7 | 8,936 | +8,936 | 1 | — |
| ☆XMLV funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.2% | -0.0% | 0.7 | 10,201 | -77 | 5 | — |
| ☆DTM funds › | DT MIDSTREAM INC | TRIM | — | 0.2% | -0.0% | 0.7 | 4,729 | -285 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | HOLD | — | 0.2% | -0.1% | 0.7 | 1,275 | +0 | 5 | — |
| ☆XSMO funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.2% | +0.0% | 0.6 | 7,222 | -259 | 5 | — |
| ☆TFC funds › | TRUIST FINL CORP | HOLD | — | 0.2% | +0.0% | 0.6 | 11,659 | +0 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | HOLD | — | 0.2% | +0.1% | 0.6 | 1,100 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.2% | +0.0% | 0.6 | 792 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.2% | -0.0% | 0.5 | 3,591 | +7 | 5 | — |
| ☆SOXX funds › | ISHARES TR | HOLD | — | 0.2% | +0.1% | 0.5 | 983 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.2% | -0.0% | 0.5 | 3,783 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.2% | +0.0% | 0.5 | 5,032 | -3,268 | 5 | — |
| ☆EMB funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.5 | 4,935 | +529 | 4 | — |
| ☆GOVT funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.5 | 20,206 | +2,692 | 4 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.2% | -0.0% | 0.5 | 2,500 | +2,400 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | HOLD | — | 0.2% | +0.0% | 0.5 | 1,450 | +0 | 5 | — |
| ☆XMMO funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.1% | -0.0% | 0.4 | 2,710 | -24 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.1% | +0.1% | 0.4 | 5,609 | +2,384 | 2 | — |
| ☆SBUX funds › | STARBUCKS CORP | HOLD | — | 0.1% | +0.0% | 0.4 | 3,720 | +0 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | NEW | — | 0.1% | +0.1% | 0.4 | 1,867 | +1,867 | 1 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.1% | -0.0% | 0.4 | 3,360 | +0 | 5 | — |
| ☆CIBR funds › | FIRST TR EXCHANGE-TRADED FD | NEW | — | 0.1% | +0.1% | 0.4 | 4,000 | +4,000 | 1 | — |
| ☆IBB funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 1,895 | +0 | 5 | — |
| ☆GDX funds › | VANECK ETF TRUST | HOLD | — | 0.1% | -0.1% | 0.4 | 5,000 | +0 | 5 | — |
| ☆XAR funds › | SPDR SERIES TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 1,347 | +1,347 | 1 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.1% | -0.0% | 0.3 | 889 | +0 | 5 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.1% | -0.0% | 0.3 | 4,059 | +0 | 5 | — |
| ☆SCUS funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.3 | 12,790 | -1,101 | 5 | — |
| ☆MMM funds › | 3M CO | HOLD | — | 0.1% | -0.0% | 0.3 | 2,000 | +0 | 5 | — |
| ☆XVV funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 5,332 | +5,332 | 1 | — |
| ☆IRM funds › | IRON MTN INC DEL | TRIM | — | 0.1% | -0.0% | 0.3 | 2,445 | -1,350 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | HOLD | — | 0.1% | -0.0% | 0.3 | 658 | +0 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | HOLD | — | 0.1% | +0.0% | 0.3 | 272 | +0 | 5 | — |
| ☆CHDN funds › | CHURCHILL DOWNS INC | TRIM | — | 0.1% | -0.0% | 0.3 | 3,413 | -340 | 5 | — |
| ☆T funds › | AT&T INC | HOLD | — | 0.1% | -0.0% | 0.2 | 11,300 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.1% | +0.1% | 0.2 | 270 | +270 | 1 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,200 | +1,200 | 1 | — |
| ☆LULU funds › | LULULEMON ATHLETICA INC | TRIM | — | 0.1% | -0.1% | 0.2 | 1,965 | -1,763 | 5 | — |
| ☆USB funds › | US BANCORP | NEW | — | 0.1% | +0.1% | 0.2 | 3,611 | +3,611 | 1 | — |
| ☆NFLX funds › | NETFLIX INC. | HOLD | — | 0.1% | -0.0% | 0.2 | 3,295 | +0 | 5 | — |
| ☆F funds › | FORD MTR CO | HOLD | — | 0.1% | +0.0% | 0.2 | 15,499 | +0 | 5 | — |
| ☆DPZ funds › | DOMINOS PIZZA INC | TRIM | — | 0.1% | -0.3% | 0.2 | 666 | -1,804 | 5 | — |
| ☆TLH funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 2,130 | +2,130 | 1 | — |
| ☆WFC funds › | WELLS FARGO & CO | TRIM | — | 0.1% | -0.0% | 0.2 | 2,400 | -136 | 5 | — |
| ☆CUSIP:09257WAE0 funds › | BLACKSTONE MORTGAGE TRUST IN | HOLD | — | 0.1% | -0.0% | 0.2 | 200,000 | +0 | 5 | — |
| ☆PFFD funds › | GLOBAL X FDS | NEW | — | 0.1% | +0.1% | 0.2 | 10,061 | +10,061 | 1 | — |
| ☆RWT funds › | REDWOOD TRUST INC | TRIM | — | 0.1% | -0.1% | 0.2 | 34,105 | -37,320 | 5 | — |
| ☆POWR funds › | ISHARES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,180 | 0 | — |
| ☆PSEC funds › | PROSPECT CAP CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -16,265 | 0 | — |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,376 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 300 | 123 | 0.05 | 40% | 0.025 | 0.396 | — | in |
| 2026Q1 | 271 | 116 | 0.05 | 39% | 0.025 | 0.385 | — | in |
| 2025Q4 | 284 | 116 | 0.06 | 39% | 0.025 | 0.335 | — | in |
| 2025Q3 | 284 | 124 | 0.09 | 38% | 0.024 | 0.268 | — | in |
| 2025Q2 | 266 | 124 | 0.23 | 36% | 0.023 | 0.107 | — | entered |
| 2025Q1 | 247 | 110 | 0.00 | 46% | 0.032 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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