Sculati Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
124
Total value ($000)
$283,594
Net value change ($000)
+17,413 (6.5%)
New positions
5
Sold out positions
5
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWY 3,792 37.3%
AAPL 2,622 23.1%
FDVV 2,137 30.2%
QUAL 2,037 33.8%
DFIV 1,802 43.3%
IEFA 1,729 43.6%
DYNF 1,638 34.6%
ORCL 1,591 28.3%
GOOGL 1,480 35.5%
VFMV 1,197 43.7%
Top Reduces (Value $000, Stocks/ETFs)
VV -3,396 -44.2%
IHDG -1,787 -32.5%
XMLV -1,634 -57.5%
XSLV -1,558 -53.0%
FNDE -1,111 -29.9%
TPC -884 -28.9%
XMMO -730 -53.7%
XSMO -575 -43.0%
LULU -479 -33.6%
NOW -410 -11.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type