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Portfolio (Quarterly) Guide ↗

Sculati Wealth Management, LLC

· CIK 0001803397
13F Portfolio $271M AUM 116 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 34 Added 47 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 USB US BANCORP DEL Financial Services 5,060 $270K 0.10% SOLD
2 TEGNA INC 10,285 $200K 0.07% SOLD
Sector Allocation
Financial Services 22.9%
Technology 21.0%
Communication Services 13.4%
Consumer Cyclical 12.1%
Industrials 10.8%
Healthcare 8.1%
Energy 3.7%
Utilities 3.1%
Consumer Defensive 2.9%
Real Estate 2.1%