Sculati Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$283,679
Net value change ($000)
+85 (0.0%)
New positions
1
Sold out positions
9
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 1,597 28.3%
IWY 1,307 9.4%
DFIV 1,081 18.1%
FDVV 966 10.5%
QUAL 845 10.5%
GOOGL 800 28.5%
IEFA 780 13.7%
IUSB 747 54.2%
LLY 709 39.6%
MTN 658 NEW
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,209 -30.6%
VV -1,249 -29.1%
MSFT -763 -7.9%
RACE -704 -27.2%
META -589 -10.1%
NOW -531 -16.5%
BX -528 -12.2%
XSLV -523 -37.8%
IHDG -518 -13.9%
RWT -494 -44.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type