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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHI SCHWAB STRATEGIC TR 54,113.0 $1.2M 0.41% +2K +4.3% $22.45 -2.0%
62 DUK DUKE ENERGY CORP NEW Utilities 9,508.0 $1.2M 0.40% $125.01 -3.7%
63 SO SOUTHERN CO Utilities 12,077.0 $1.2M 0.38% -2K -13.2% $95.30 -7.6%
64 MBB ISHARES TR 11,624.0 $1.1M 0.36% +1K +12.1% $93.78 -1.5%
65 MTN VAIL RESORTS INC Consumer Cyclical 6,592.0 $975K 0.33% -53.0 -0.8% $147.86 -10.5%
66 CMCSA COMCAST CORP NEW Communication Services 40,640.0 $967K 0.32% +4K +11.3% $23.79 +10.5%
67 XSLV INVESCO EXCH TRADED FD TR II 17,779.0 $958K 0.32% -237.0 -1.3% $53.86 -3.7%
68 GE GE AEROSPACE Industrials 2,655.0 $926K 0.31% $348.86 -5.1%
69 SYK STRYKER CORPORATION Healthcare 2,801.0 $896K 0.30% +191.0 +7.3% $319.87 -0.8%
70 ADBE ADOBE INC Technology 3,775.0 $896K 0.30% -66.0 -1.7% $237.25 +20.6%
71 ARCC ARES CAPITAL CORP Financial Services 46,708.0 $895K 0.30% -51K -52.2% $19.17 +3.9%
72 MELI MERCADOLIBRE INC Consumer Cyclical 450.0 $816K 0.27% $1813.91 +8.2%
73 DVY ISHARES TR 4,999.0 $809K 0.27% $161.83 +0.6%
74 SCHV SCHWAB STRATEGIC TR 23,035.0 $779K 0.26% $33.81 +1.5%
75 TPC TUTOR PERINI CORP Industrials 9,289.0 $730K 0.24% -7K -42.2% $78.62 +10.1%
76 NKE NIKE INC Consumer Cyclical 16,406.0 $718K 0.24% +2K +12.5% $43.76 -12.9%
77 VO VANGUARD INDEX FDS 8,936.0 $717K 0.24% NEW $80.24 +1.3%
78 XMLV INVESCO EXCH TRADED FD TR II 10,201.0 $701K 0.23% -77.0 -0.8% $68.72 -2.2%
79 DTM DT MIDSTREAM INC Energy 4,729.0 $686K 0.23% -285.0 -5.7% $145.05 -10.4%
80 NOC NORTHROP GRUMMAN CORP Industrials 1,275.0 $665K 0.22% $521.57 +2.2%
Page 4 of 7  ·  123 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%