2026 Q1 Portfolio Activity
In 2026 Q1, Sculati Wealth Management, LLC maintained a portfolio of 118 distinct positions. The most significant new addition was ISHARES INC, now representing 0.08% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 37.4%. The fund also reduced its exposure to TUTOR PERINI CORP by 45.9%.
Position History
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Total Positions
118
Quarter
2026 Q1
Top Holding
BRK/B (8.7%)
Top 10 Concentration
38.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 118
Sculati Wealth Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 8.70% | 8.73% |
#1
Prev: #1
|
6.0 |
—
|
-82 | -0.2% |
P
S
|
49,185 | $23,569,452 |
$231.92
+107.3%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | ||
|
IWY
ISHARES TR
|
ETF | 5.37% | 5.39% |
#2
Prev: #2
|
5.6 |
—
|
3,324 | 6.0% |
P
S
|
58,491 | $14,554,900 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC
|
Technology | 4.63% | 4.83% |
#3
Prev: #3
|
3.4 |
—
|
-976 | -1.9% |
P
S
|
49,449 | $12,549,606 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FDVV
FIDELITY COVING...
|
ETF | 3.77% | 3.59% |
#4
Prev: #4
|
2.5 |
—
|
5,586 | 3.1% |
P
S
|
185,120 | $10,226,029 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
QUAL
ISHARES TR
|
ETF | 3.29% | 3.14% |
#5
Prev: #5
|
2.3 |
—
|
1,596 | 3.6% |
P
S
|
46,457 | $8,910,917 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.78% | 2.48% |
#6
3
Prev: #9
|
1.6 |
—
|
1,237 | 0.9% |
P
S
|
142,467 | $7,519,408 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.76% | 2.92% |
#7
Prev: #7
|
2.1 |
—
|
no change | no change |
P
S
|
35,881 | $7,472,936 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.51% | 3.14% |
#8
2
Prev: #6
|
1.5 |
—
|
-71 | -0.4% |
P
S
|
18,345 | $6,790,769 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 2.48% | 2.45% |
#9
1
Prev: #10
|
1.5 |
—
|
1,338 | 1.2% |
P
S
|
115,557 | $6,723,106 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IEFA
ISHARES TR
|
ETF | 2.48% | 2.28% |
#10
1
Prev: #11
|
1.5 |
—
|
1,756 | 2.4% |
P
S
|
74,086 | $6,707,006 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.34% | 2.55% |
#11
3
Prev: #8
|
1.4 |
—
|
-978 | -4.2% |
P
S
|
22,116 | $6,344,196 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.21% | 2.25% |
#12
Prev: #12
|
1.4 |
—
|
-203 | -2.8% |
P
S
|
7,073 | $5,983,687 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.88% | 2.05% |
#13
Prev: #13
|
1.3 |
—
|
-733 | -4.1% |
P
S
|
17,308 | $5,091,321 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.87% | 1.95% |
#14
Prev: #14
|
1.2 |
—
|
-349 | -1.1% |
P
S
|
30,797 | $5,068,262 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.66% | 1.84% |
#15
Prev: #15
|
1.2 |
—
|
-47 | -0.6% |
P
S
|
7,872 | $4,503,807 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.66% | 1.49% |
#16
2
Prev: #18
|
1.2 |
—
|
2,324 | 1.8% |
P
S
|
132,524 | $4,487,263 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VFMV
VANGUARD WELLIN...
|
ETF | 1.64% | 1.51% |
#17
Prev: #17
|
1.2 |
—
|
542 | 1.7% |
P
S
|
33,372 | $4,446,152 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.42% | 1.15% |
#18
6
Prev: #24
|
1.1 |
—
|
-121 | -0.8% |
P
S
|
15,700 | $3,837,713 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IVV
ISHARES TR
|
ETF | 1.40% | 1.38% |
#19
1
Prev: #20
|
1.1 |
—
|
78 | 1.4% |
P
S
|
5,786 | $3,779,473 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ORCL
ORACLE CORP
|
Technology | 1.39% | 1.76% |
#20
4
Prev: #16
|
1.6 |
—
|
no change | no change |
P
S
|
25,659 | $3,774,695 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.39% | 0.99% |
#21
9
Prev: #30
|
1.1 |
—
|
-135 | -0.7% |
P
S
|
18,224 | $3,770,443 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.35% | 1.41% |
#22
3
Prev: #19
|
1.0 |
—
|
-970 | -2.4% |
P
S
|
38,960 | $3,661,444 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.33% | 1.17% |
#23
Prev: #23
|
1.0 |
—
|
-123 | -0.4% |
P
S
|
32,546 | $3,595,357 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.19% | 1.00% |
#24
4
Prev: #28
|
1.0 |
—
|
-39 | -1.2% |
P
S
|
3,239 | $3,227,437 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.17% | 1.27% |
#25
3
Prev: #22
|
1.0 |
—
|
-494 | -4.3% |
P
S
|
11,025 | $3,170,349 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 1.16% | 1.13% |
#26
1
Prev: #25
|
1.0 |
—
|
8 | 0.1% |
P
S
|
13,333 | $3,150,321 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IHDG
WISDOMTREE TR
|
ETF | 1.08% | 1.13% |
#27
1
Prev: #26
|
0.9 |
—
|
-5,108 | -7.8% |
P
S
|
60,667 | $2,921,116 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IUSB
ISHARES TR
|
ETF | 1.07% | 0.75% |
#28
14
Prev: #42
|
2.9 |
—
|
17,078 | 37.4% |
P
S
|
62,713 | $2,896,713 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMLP
ALPS ETF TR
|
ETF | 1.05% | 0.91% |
#29
6
Prev: #35
|
0.9 |
—
|
-721 | -1.3% |
P
S
|
53,885 | $2,836,486 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.04% | 1.07% |
#30
3
Prev: #27
|
0.9 |
—
|
-203 | -2.1% |
P
S
|
9,453 | $2,824,880 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 1.01% | 1.33% |
#31
10
Prev: #21
|
0.9 |
—
|
-704 | -2.9% |
P
S
|
23,837 | $2,740,977 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
UNM
UNUM GROUP
|
Financial Services | 0.97% | 0.99% |
#32
1
Prev: #31
|
0.9 |
—
|
-185 | -0.5% |
P
S
|
35,901 | $2,621,850 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.95% | 0.95% |
#33
1
Prev: #32
|
1.4 |
—
|
no change | no change |
P
S
|
3,966 | $2,579,248 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
V
VISA INC
|
Financial Services | 0.88% | 0.99% |
#34
5
Prev: #29
|
0.9 |
—
|
-185 | -2.3% |
P
S
|
7,856 | $2,374,397 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
OHI
OMEGA HEALTHCAR...
|
Real Estate | 0.86% | 0.85% |
#35
3
Prev: #38
|
0.8 |
—
|
-1,315 | -2.4% |
P
S
|
53,046 | $2,324,478 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 0.86% | 0.86% |
#36
1
Prev: #37
|
0.8 |
—
|
-178 | -0.5% |
P
S
|
34,904 | $2,320,418 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 0.83% | 0.79% |
#37
2
Prev: #39
|
0.8 |
—
|
-52 | -0.8% |
P
S
|
6,570 | $2,254,982 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.81% | 0.61% |
#38
10
Prev: #48
|
0.8 |
—
|
805 | 1.9% |
P
S
|
43,599 | $2,188,670 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.80% | 0.88% |
#39
3
Prev: #36
|
0.8 |
—
|
40 | 1.7% |
P
S
|
2,366 | $2,176,176 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FNDE
SCHWAB STRATEGI...
|
Bond/Debt | 0.75% | 0.75% |
#40
3
Prev: #43
|
0.8 |
—
|
-5,448 | -9.3% |
P
S
|
53,315 | $2,039,832 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.74% | 0.75% |
#41
1
Prev: #40
|
0.8 |
—
|
37 | 0.3% |
P
S
|
11,510 | $2,007,344 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.70% | 0.91% |
#42
8
Prev: #34
|
0.8 |
—
|
391 | 4.0% |
P
S
|
10,162 | $1,896,941 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.70% | 0.95% |
#43
10
Prev: #33
|
0.8 |
—
|
441 | 2.5% |
P
S
|
18,020 | $1,883,991 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.69% | 0.49% |
#44
12
Prev: #56
|
2.8 |
—
|
21,016 | 35.5% |
P
S
|
80,151 | $1,861,106 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BA
BOEING CO
|
Industrials | 0.68% | 0.74% |
#45
1
Prev: #44
|
0.8 |
—
|
-294 | -3.1% |
P
S
|
9,316 | $1,854,163 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ARCC
ARES CAPITAL CO...
|
Financial Services | 0.65% | 0.75% |
#46
5
Prev: #41
|
0.8 |
—
|
-7,821 | -7.4% |
P
S
|
97,655 | $1,759,745 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 0.64% | 0.56% |
#47
6
Prev: #53
|
2.3 |
—
|
3,396 | 11.3% |
P
S
|
33,500 | $1,739,655 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.64% | 0.59% |
#48
1
Prev: #49
|
0.8 |
—
|
22 | 1.1% |
P
S
|
1,942 | $1,738,556 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DTE
DTE ENERGY CO
|
Utilities | 0.61% | 0.52% |
#49
6
Prev: #55
|
1.2 |
—
|
no change | no change |
P
S
|
11,345 | $1,658,866 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.60% | 0.73% |
#50
5
Prev: #45
|
0.7 |
—
|
-1,359 | -7.5% |
P
S
|
16,806 | $1,619,762 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-50 of 118 holdings