Institutional Fund
Sculati Wealth Management, LLC
Bloomfield Hills, MICIK 18033975 filings on record
Portfolio Value
$270.71M
Q1 2026
Holdings
115
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-4.5%
from $283.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del8.7%
- Ishares Tr5.4%
- Apple Inc4.6%
- Fidelity Covington Trust3.8%
- Ishares Tr3.3%
- Dimensional ETF Trust2.8%
- Other71.4%
Portfolio Holdings
115 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 49.2K | $23.57M | 8.7% | −82 | Reduced |
| 2 | Ishares Tr | 58.5K | $14.55M | 5.4% | +3.3K | Added |
| 3 | Apple Inc | 49.4K | $12.55M | 4.6% | −976 | Reduced |
| 4 | Fidelity Covington Trust | 185.1K | $10.23M | 3.8% | +5.6K | Added |
| 5 | Ishares Tr | 46.5K | $8.91M | 3.3% | +1.6K | Added |
| 6 | Dimensional ETF Trust | 142.5K | $7.52M | 2.8% | +1.2K | Added |
| 7 | Amazon Com Inc | 35.9K | $7.47M | 2.8% | 0 | Held |
| 8 | Microsoft Corp | 18.3K | $6.79M | 2.5% | −71 | Reduced |
| 9 | Blackrock ETF Trust | 115.6K | $6.72M | 2.5% | +1.3K | Added |
| 10 | Ishares Tr | 74.1K | $6.71M | 2.5% | +1.8K | Added |
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