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
According to SEC Form 13F-HR filings in this corpus, Sculati Wealth Management, LLC ranks #166 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $253.0M across 107 positions, a moderately concentrated portfolio.
- $253.0M
- reported 13F value
- 107
- disclosed positions
- 9.0%
- in BERKSHIRE HATHAWAY INC
- #166
- of 360 filers
Top-5 share 30.6% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Sculati Wealth Management, LLC ranks #166 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Sculati Wealth Management, LLC sits by disclosed position count
Sculati Wealth Management, LLC reports 107 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Sculati Wealth Management, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
107 177th of 360 higher than 183 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Sculati Wealth Management, LLC reports a book ($0.25B) spread across 107 disclosed positions -- more than the 107-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1803397 · Q4 2024 $253M book
BOOK-MID · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-UP · FY-SNAPSHOT
- BOOK-MID #166/360
- POS-FOCUS 107 names
- CONC-HEAVY 31% top-5
- LEAD-HEAVY 9.0% top
- PHOTO-FINISH Diesslin , .
- TREND-UP Book rising
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Diesslin Group, Inc.
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Sculati Wealth Management, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$253.0M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
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)
Complete exits (10)
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.
- Where does Sculati Wealth Management, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Sculati Wealth Management, LLC ranks #166 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- 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.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Sculati Wealth Management, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($253.0M here).
Similar holding count
Nearest filers by number of disclosed positions (107 here).
Using this filing
- The rankings sort every tracked filer the same way Sculati Wealth Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Diesslin Group, Inc. reported the nearest book value ($251.6M) this quarter, a useful scale comparison for Sculati Wealth Management, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 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.
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.