Sculati Wealth Management, LLC reported 78 positions worth $183.40M for the quarter ended Sep 30, 2026, up 1.3% on the prior quarter. It opened 1 new position, added to 28, trimmed 28 and exited 3. Its largest holding is Berkshire Hathaway Inc at 13.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +580 | +1.2% | $300.21K | 13.92% |
| LMT Lockheed Martin Corp | +421 | – | $215.50K | 0.118% |
| COF Capital One Financial Corp | +930 | +49.8% | $187.06K | 0.307% |
| RACE Ferrari N.V. | +380 | +8.5% | $147.91K | 1.03% |
| MO Altria Group, Inc. | +1,851 | +33.0% | $132.64K | 0.291% |
| ADBE Adobe Inc. | +198 | +5.2% | $47.15K | 0.516% |
| CMCSA Comcast Corp | +1,876 | +4.6% | $38.80K | 0.479% |
| JNJ Johnson & Johnson | +139 | +0.9% | $36.66K | 2.27% |
| NOW ServiceNow, Inc. | +237 | +1.2% | $33.26K | 1.47% |
| GD General Dynamics Corp | +86 | +1.3% | $28.85K | 1.22% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DTE Dte Energy Co | -3,087 | -31.1% | $395.29K | 0.477% |
| SO Southern Co | -4,343 | -36.0% | $378.01K | 0.367% |
| GS Goldman Sachs Group Inc | -351 | -5.0% | $313.78K | 3.23% |
| ARCC Ares Capital Corp | -14.9K | -31.9% | $277.81K | 0.323% |
| LULU lululemon athletica inc. | -1,965 | -100.0% | $228.59K | Exited |
| JPM Jpmorgan Chase & Co | -677 | -4.1% | $226.32K | 2.9% |
| DPZ Dominos Pizza Inc | -666 | -100.0% | $214.57K | Exited |
| WFC Wells Fargo & Company | -2,400 | -100.0% | $210.02K | Exited |
| NKE NIKE, Inc. | -4,118 | -25.1% | $145.57K | 0.237% |
| DTM DT Midstream, Inc. | -920 | -19.5% | $115.57K | 0.261% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LMT Lockheed Martin Corp | +421 | $215.50K | 0.118% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 49.3K | $25.53M | 13.92% | +580 | +1.2% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 48.9K | $16.69M | 9.1% | -161 | -0.3% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 18.1K | $9.77M | 5.33% | -132 | -0.7% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 36.0K | $9.33M | 5.09% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 22.6K | $7.88M | 4.3% | -220 | -1.0% | Reduced | 0% |
| 6 | GS Goldman Sachs Group Inc | Financial Services | 6,623 | $5.92M | 3.23% | -351 | -5.0% | Reduced | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 7,737 | $5.75M | 3.13% | -135 | -1.7% | Reduced | 0% |
| 8 | MS Morgan Stanley | Financial Services | 30.1K | $5.71M | 3.12% | -183 | -0.6% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 15.9K | $5.31M | 2.9% | -677 | -4.1% | Reduced | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 15.8K | $4.16M | 2.27% | +139 | +0.9% | Added | 0% |
| 11 | CVX Chevron Corp | Energy | 18.2K | $3.92M | 2.14% | +2 | +0.0% | Added | 0% |
| 12 | GOOGL Alphabet Inc. | Technology | 11.1K | $3.91M | 2.13% | +26 | +0.2% | Added | 0% |
| 13 | SCHW Schwab Charles Corp | Financial Services | 38.9K | $3.78M | 2.06% | 0 | 0.0% | Unchanged | 0% |
| 14 | ORCL Oracle Corp | Technology | 25.7K | $3.53M | 1.93% | +58 | +0.2% | Added | 0% |
| 15 | UNM Unum Group | Financial Services | 35.3K | $3.26M | 1.78% | -324 | -0.9% | Reduced | 0.02% |
Tip. Select a row to see that position’s full history at Sculati Wealth Management.
As of its Q3 2026 13F filing, Sculati Wealth Management, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 13.9%, Apple Inc. (AAPL) at 9.1%, Microsoft Corp (MSFT) at 5.3%, Amazon Com Inc (AMZN) at 5.1%, Alphabet Inc. (GOOG) at 4.3% of the reported portfolio.
Sculati Wealth Management, LLC reported a 13F portfolio worth $183.40M across 78 positions for Q3 2026. That is up 1.3% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($300.21K), Lockheed Martin Corp ($215.50K), Capital One Financial Corp ($187.06K). It opened 1 new positions.
Its largest sales by value were Dte Energy Co ($395.29K), Southern Co ($378.01K), Goldman Sachs Group Inc ($313.78K). It exited 3 positions entirely.
From the Form 13F-HR reports Sculati Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.