Reported book
$253.0M
13F equity value
Institutional filer · SEC 13F · Q4 2024
Sculati Wealth Management, LLC
The reported 13F portfolio of Sculati Wealth Management, LLC (CIK 1803397) - top holdings, how concentrated the book is, and what changed last quarter.
- $253.0M
- Reported book
- 107
- Positions
- #166
- of 360 filers
The verdict
Sculati Wealth Management, LLC runs a mid-sized institutional book - $253.0M across 107 reported positions as of Q4 2024, a moderately concentrated portfolio.
- $253.0M
- reported 13F value
- 107
- disclosed positions
- 9.0%
- in BERKSHIRE HATHAWAY INC
- #166
- of 360 filers
Reflects long US-equity positions reported to the SEC as of Q4 2024; 13F excludes shorts, cash, non-US and most derivatives, so this is not total AUM.
How to read this page
This page reconstructs an institutional manager's reported equity portfolio from its quarterly SEC Form 13F-HR filings. Any investment manager with at least $100 million in qualifying US-listed equity assets must file a 13F with the Securities and Exchange Commission within 45 days of each quarter-end, disclosing the long positions it held on the last day of that quarter. The "reported book" shown here is the total market value of those disclosed positions, it is not the firm's total assets under management, because 13F covers only long US-listed equities and a defined set of options and convertibles. Short positions, cash, private holdings, sovereign debt, most fixed income, non-US equities, and derivatives are all excluded by rule, so a manager's true economic exposure can differ materially from what appears here. "Positions" counts the distinct securities disclosed; "% of book" shows how much weight each holding carries. Treat these figures as a quarter-lagged snapshot for understanding how a manager is positioned - not as live holdings or investment advice. Each line traces back to a specific filing on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Positions
107
Disclosed securities
Top-5 weight
31%
Of reported book
Largest position
9.0%
BERKSHIRE HATHAWAY
Core + tail
Top-5 position weight
Top-5 position weight 30.6%
The five largest positions make up about 31% of Sculati Wealth Management, LLC's reported book as of Q4 2024.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $22.7M | 9.0% |
| 2 | VANGUARD INDEX FDS | $20.5M | 8.1% |
| 3 | APPLE INC | $14.7M | 5.8% |
| 4 | WISDOMTREE TR | $10.5M | 4.2% |
| 5 | INVESCO EXCH TRADED FD TR II | $9.0M | 3.6% |
| 6 | MICROSOFT CORP | $8.2M | 3.3% |
| 7 | AMAZON COM INC | $8.2M | 3.2% |
| 8 | INVESCO EXCH TRADED FD TR II | $8.0M | 3.2% |
| 9 | SCHWAB STRATEGIC TR | $7.2M | 2.9% |
| 10 | META PLATFORMS INC | $5.0M | 2.0% |
| 11 | BLACKSTONE INC | $4.9M | 1.9% |
| 12 | ORACLE CORP | $4.7M | 1.9% |
| 13 | JPMORGAN CHASE & CO. | $4.6M | 1.8% |
| 14 | GOLDMAN SACHS GROUP INC | $4.6M | 1.8% |
| 15 | ALPHABET INC | $4.5M | 1.8% |
| 16 | MORGAN STANLEY | $4.1M | 1.6% |
| 17 | SERVICENOW INC | $3.8M | 1.5% |
| 18 | SALESFORCE INC | $3.4M | 1.3% |
| 19 | LOWES COS INC | $3.4M | 1.3% |
| 20 | COSTCO WHSL CORP NEW | $3.3M | 1.3% |
| 21 | TUTOR PERINI CORP | $3.2M | 1.3% |
| 22 | INVESCO EXCHANGE TRADED FD T | $3.2M | 1.3% |
| 23 | SCHWAB CHARLES CORP | $3.1M | 1.2% |
| 24 | INVESCO EXCHANGE TRADED FD T | $3.0M | 1.2% |
| 25 | UNUM GROUP | $2.8M | 1.1% |
Latest Quarter Trades · Q4 2024
New positions (14)
BLACKROCK ETF TRUST II $2.1M
808524623 $1.7M
NVIDIA CORPORATION $1.1M
EATON CORP PLC F $755K
PARKER-HANNIFIN CORP $696K
DUKE ENERGY CORP NEW $493K
Complete exits (10)
INVESCO EXCH TRD SLF IDX FD exited
CHARLES SCHWAB US REIT exited
BRITISH AMERN TOB PLC exited
ISHARES MSCI USA MOMNTUM exited
APPLIED MATLS INC exited
ARK INNOVATION ETF exited
Reading Sculati Wealth Management, LLC's book
A concentrated core with a diversified tail.
- Open any holding to see who else owns it and how concentrated that stock is. Browse stocks
- Compare this manager against the largest 13F filers by book size. Top funds by AUM
- Remember 13F shows long positions only, not total AUM, shorts or non-US holdings. 13F limitations
Informational only, not investment advice. 13F is a 45-day-lagged quarterly snapshot; positions may have changed since the filing date.
Frequently Asked Questions
How big is Sculati Wealth Management, LLC's 13F portfolio?▼
Sculati Wealth Management, LLC reports $253.0M of long US-equity positions across 107 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
What is Sculati Wealth Management, LLC's largest position?▼
Sculati Wealth Management, LLC's largest reported position is BERKSHIRE HATHAWAY INC DEL at $22.7M, about 9.0% of its reported book as of Q4 2024.
What did Sculati Wealth Management, LLC trade last quarter?▼
In its Q4 2024 filing, Sculati Wealth Management, LLC opened 14 new positions, added to 15, trimmed 30, exited 10. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Where does Sculati Wealth Management, LLC's holdings data come from?▼
Every figure renders live from Sculati Wealth Management, LLC's SEC Form 13F-HR filings in EDGAR, a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of quarter-end.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.