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Portfolio (Quarterly) Guide ↗

Sculati Wealth Management, LLC

· CIK 0001803397
13F Portfolio $300M AUM 123 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 28 Added 39 Reduced 3 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MBB ISHARES TR 11,624.0 $1.1M 0.36% +1K +12.1% $93.78 -1.5%
22 CMCSA COMCAST CORP NEW Communication Services 40,640.0 $967K 0.32% +4K +11.3% $23.79 +13.7%
23 SYK STRYKER CORPORATION Healthcare 2,801.0 $896K 0.30% +191.0 +7.3% $319.87 -0.7%
24 NKE NIKE INC Consumer Cyclical 16,406.0 $718K 0.24% +2K +12.5% $43.76 -11.8%
25 EMB ISHARES TR 4,935.0 $471K 0.16% +529.0 +12.0% $95.53 -1.4%
26 GOVT ISHARES TR 20,206.0 $457K 0.15% +3K +15.4% $22.63 -1.4%
27 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,500.0 $454K 0.15% +2K +2400.0% $181.68 +9.6%
28 MO ALTRIA GROUP INC Consumer Defensive 5,609.0 $416K 0.14% +2K +73.9% $74.21 -6.5%
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.4%
Technology 23.0%
Consumer Cyclical 11.9%
Industrials 11.3%
Communication Services 9.2%
Healthcare 8.2%
Energy 3.4%
Consumer Defensive 2.9%
Utilities 2.7%
Real Estate 2.0%