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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
Page 2 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 18,224.0 $3.8M 1.39% -135.0 -0.7% $206.89 -17.3%
22 SCHW SCHWAB CHARLES CORP Financial Services 38,960.0 $3.7M 1.35% -970.0 -2.4% $93.98 -3.5%
23 AVUV AMERICAN CENTY ETF TR 32,546.0 $3.6M 1.33% $110.47 +13.1%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,239.0 $3.2M 1.19% -39.0 -1.2% $996.43 -4.4%
25 GOOGL ALPHABET INC Communication Services 11,025.0 $3.2M 1.17% -494.0 -4.3% $287.56 +17.3%
26 LOW LOWES COS INC Consumer Cyclical 13,333.0 $3.2M 1.16% $236.28 -5.8%
27 IHDG WISDOMTREE TR 60,667.0 $2.9M 1.08% -5K -7.8% $48.15 +7.9%
28 IUSB ISHARES TR 62,713.0 $2.9M 1.07% +17K +37.4% $46.19 +0.2%
29 AMLP ALPS ETF TR 53,885.0 $2.8M 1.05% -721.0 -1.3% $52.64 -2.3%
30 VV VANGUARD INDEX FDS 9,453.0 $2.8M 1.04% -203.0 -2.1% $298.83 +12.6%
31 BX BLACKSTONE INC Financial Services 23,837.0 $2.7M 1.01% -704.0 -2.9% $114.99 +0.4%
32 UNM UNUM GROUP Financial Services 35,901.0 $2.6M 0.97% -185.0 -0.5% $73.03 +23.4%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,966.0 $2.6M 0.95% $650.34 +12.2%
34 V VISA INC Financial Services 7,856.0 $2.4M 0.88% -185.0 -2.3% $302.24 +11.2%
35 OHI OMEGA HEALTHCARE INVS INC Real Estate 53,046.0 $2.3M 0.86% -1K -2.4% $43.82 +9.7%
36 DAL DELTA AIR LINES INC Industrials 34,904.0 $2.3M 0.86% -178.0 -0.5% $66.48 +39.2%
37 GD GENERAL DYNAMICS CORP Industrials 6,570.0 $2.3M 0.83% -52.0 -0.8% $343.22 +1.0%
38 VZ VERIZON COMMUNICATIONS INC Communication Services 43,599.0 $2.2M 0.81% +805.0 +1.9% $50.20 -7.3%
39 LLY ELI LILLY & CO Healthcare 2,366.0 $2.2M 0.80% +40.0 +1.7% $919.77 +31.4%
40 FNDE SCHWAB STRATEGIC TR 53,315.0 $2.0M 0.75% -5K -9.3% $38.26 +2.7%
Page 2 of 6  ·  116 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 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%