Sculati Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$306,267
Net value change ($000)
+6,419 (2.1%)
New positions
3
Sold out positions
6
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VO 5,440 758.7%
VB 4,222 NEW
MSFT 2,609 36.4%
BRK-B 1,602 6.7%
DYNF 884 9.9%
NOW 739 37.6%
META 663 13.0%
QUAL 647 6.2%
CRM 631 36.9%
EXXONMOBIL HOLDINGS CORP 618 NEW
Top Reduces (Value $000, Stocks/ETFs)
FDVV -4,152 -35.9%
IWY -2,591 -15.2%
GS -1,508 -20.3%
MS -806 -12.4%
DTE -595 -40.5%
AVUV -566 -13.7%
QQQ -551 -100.0%
XOM -529 -100.0%
SO -478 -41.5%
UPS -345 -18.5%
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