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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VO VANGUARD INDEX FDS 8,936.0 $717K 0.24% NEW $80.24 +1.3%
2 COF CAPITAL ONE FINL CORP Financial Services 1,867.0 $388K 0.13% NEW $208.03 +1.6%
3 CIBR FIRST TR EXCHANGE-TRADED FD 4,000.0 $369K 0.12% NEW $92.36 +4.2%
4 XAR SPDR SERIES TRUST 1,347.0 $348K 0.12% NEW $258.57 -2.5%
5 XVV ISHARES TR 5,332.0 $303K 0.10% NEW $56.82 +2.7%
6 CAT CATERPILLAR INC Industrials 270.0 $238K 0.08% NEW $880.28 -11.5%
7 PM PHILIP MORRIS INTL INC Consumer Defensive 1,200.0 $232K 0.08% NEW $192.98 -3.0%
8 USB US BANCORP Financial Services 3,611.0 $228K 0.08% NEW $63.14 -3.1%
9 TLH ISHARES TR 2,130.0 $210K 0.07% NEW $98.68 -2.5%
10 PFFD GLOBAL X FDS 10,061.0 $187K 0.06% NEW $18.59 -2.6%

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%