Sculati Wealth Management, LLC

All 13F Filings

Location
Bloomfield Hills, MI
Most recent 13F
Q2 2026
Holdings value ($000)
299,848
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/21/2026 123 299,848 13F-HR Sculati Wealth Management, LLC
Q1 2026 4/9/2026 116 270,909 13F-HR Sculati Wealth Management, LLC
Q4 2025 2/5/2026 116 283,679 13F-HR Sculati Wealth Management, LLC
Q3 2025 11/14/2025 124 283,594 13F-HR Sculati Wealth Management, LLC
Q2 2025 8/8/2025 124 266,181 13F-HR Sculati Wealth Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 184.2 K 61.4% 13.86 K 0 13.86 K
ETFs 115.5 K 38.5% 15.08 K 0 15.08 K
Debt 198 0.1% 0 0 0
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Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
299,848
Holdings
123
QoQ value change ($000)
28,939 (10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.