Sculati Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$270,909
Net value change ($000)
-12,770 (-4.5%)
New positions
2
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 972 34.7%
IUSB 773 36.4%
JNJ 564 17.2%
SCHZ 479 34.7%
DFIV 472 6.7%
VZ 446 25.6%
COST 400 14.1%
AMLP 268 10.4%
AVUV 263 7.9%
ETN 262 19.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,115 -23.7%
ORCL -1,226 -24.5%
BRK-B -1,195 -4.8%
AAPL -1,158 -8.4%
BX -1,042 -27.5%
GOOGL -903 -12.5%
AMZN -809 -9.8%
NOW -809 -30.0%
TPC -752 -37.7%
META -723 -13.8%
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