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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 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XSMO INVESCO EXCHANGE TRADED FD T 7,222.0 $634K 0.21% -259.0 -3.5% $87.75 -5.6%
82 TFC TRUIST FINL CORP Financial Services 11,659.0 $612K 0.20% $52.50 -5.8%
83 AMAT APPLIED MATLS INC Technology 1,100.0 $583K 0.19% $529.66 -16.6%
84 QQQ INVESCO QQQ TR Financial Services 792.0 $551K 0.18% $695.33 +1.8%
85 XOM EXXON MOBIL CORP Energy 3,591.0 $529K 0.18% $147.36 +11.7%
86 SOXX ISHARES TR 983.0 $513K 0.17% $521.81 -4.1%
87 MRK MERCK & CO INC Healthcare 3,783.0 $482K 0.16% $127.50 +17.6%
88 INTC INTEL CORP Technology 5,032.0 $478K 0.16% -3K -39.4% $95.04 -6.4%
89 EMB ISHARES TR 4,935.0 $471K 0.16% +529.0 +12.0% $95.53 -1.5%
90 GOVT ISHARES TR 20,206.0 $457K 0.15% +3K +15.4% $22.63 -1.4%
91 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,500.0 $454K 0.15% +2K +2400.0% $181.68 +7.7%
92 MPC MARATHON PETE CORP Energy 1,450.0 $453K 0.15% $312.60 +22.5%
93 XMMO INVESCO EXCHANGE TRADED FD T 2,710.0 $426K 0.14% -24.0 -0.9% $157.08 -3.9%
94 MO ALTRIA GROUP INC Consumer Defensive 5,609.0 $416K 0.14% +2K +73.9% $74.21 -6.2%
95 SBUX STARBUCKS CORP Consumer Cyclical 3,720.0 $392K 0.13% $105.49 +0.6%
96 COF CAPITAL ONE FINL CORP Financial Services 1,867.0 $388K 0.13% NEW $208.03 +1.6%
97 WMT WALMART INC Consumer Defensive 3,360.0 $384K 0.13% $114.24 -7.3%
98 CIBR FIRST TR EXCHANGE-TRADED FD 4,000.0 $369K 0.12% NEW $92.36 +4.2%
99 IBB ISHARES TR 1,895.0 $360K 0.12% $189.76 +11.1%
100 GDX VANECK ETF TRUST 5,000.0 $357K 0.12% $71.32 +32.7%
Page 5 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%