Sculati Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$299,848
Net value change ($000)
+28,939 (10.7%)
New positions
10
Sold out positions
3
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AAPL 3,836 30.6%
IWY 2,482 17.1%
DYNF 2,229 33.2%
GOOGL 1,551 24.4%
QUAL 1,540 17.3%
MS 1,452 28.7%
GS 1,445 24.1%
AMZN 1,416 18.9%
FDVV 1,349 13.2%
VO 717 NEW
Top Reduces (Value $000, Stocks/ETFs)
ARCC -865 -49.1%
DPZ -671 -75.7%
ORCL -531 -14.1%
TPC -511 -41.2%
LOW -367 -11.7%
CVX -354 -9.4%
LULU -342 -59.9%
VZ -307 -14.0%
PFE -291 -100.0%
RWT -226 -56.4%
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