AI Portfolio Summary
In 2025 Q4, Sculati Wealth Management, LLC maintained a portfolio of 125 distinct positions. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 0.2%. Conversely, Sculati Wealth Management, LLC completely exited their position in ISHARES SILVER TR.
Total Positions
125
Quarter
2025 Q4
Top Holding
BRK/B (8.7%)
Top 10 Concentration
39.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 125
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 8.73% | 8.72% |
#1
Prev: #1
|
5.5 | 82 | 0.2% |
P
S
|
49,267 | $24,764,058 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWY
ISHARES TR
|
ETF | 5.39% | 4.93% |
#2
1
Prev: #3
|
4.2 | 4,114 | 8.1% |
P
S
|
55,167 | $15,277,949 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 4.83% | 4.93% |
#3
1
Prev: #2
|
2.0 | -4,442 | -8.1% |
P
S
|
50,425 | $13,708,421 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDVV
FIDELITY COVING...
|
ETF | 3.59% | 3.25% |
#4
1
Prev: #5
|
3.5 | 14,178 | 8.6% |
P
S
|
179,534 | $10,177,782 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 3.14% | 2.84% |
#5
1
Prev: #6
|
3.3 | 3,394 | 8.2% |
P
S
|
44,861 | $8,910,292 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.14% | 3.41% |
#6
2
Prev: #4
|
1.3 | -252 | -1.3% |
P
S
|
18,416 | $8,906,346 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.92% | 2.80% |
#7
Prev: #7
|
1.2 | -303 | -0.8% |
P
S
|
35,881 | $8,282,052 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.55% | 1.99% |
#8
7
Prev: #15
|
1.0 | -106 | -0.5% |
P
S
|
23,094 | $7,246,897 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.48% | 2.10% |
#9
1
Prev: #10
|
3.0 | 11,866 | 9.2% |
P
S
|
141,230 | $7,047,377 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 2.45% | 2.25% |
#10
1
Prev: #9
|
3.0 | 6,541 | 6.1% |
P
S
|
114,219 | $6,945,657 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 2.28% | 2.01% |
#11
3
Prev: #14
|
2.9 | 7,149 | 11.0% |
P
S
|
72,330 | $6,470,642 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.25% | 2.08% |
#12
1
Prev: #11
|
0.9 | -121 | -1.6% |
P
S
|
7,276 | $6,395,604 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.05% | 2.04% |
#13
Prev: #13
|
0.8 | -274 | -1.5% |
P
S
|
18,041 | $5,813,171 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.95% | 1.74% |
#14
2
Prev: #16
|
2.8 | 168 | 0.5% |
P
S
|
31,146 | $5,529,349 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.84% | 2.05% |
#15
3
Prev: #12
|
0.7 | no change | no change |
P
S
|
7,919 | $5,227,253 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 1.76% | 2.54% |
#16
8
Prev: #8
|
2.7 | 23 | 0.1% |
P
S
|
25,659 | $5,001,196 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VFMV
VANGUARD WELLIN...
|
ETF | 1.51% | 1.39% |
#17
3
Prev: #20
|
2.6 | 2,858 | 9.5% |
P
S
|
32,830 | $4,280,047 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.49% | 1.39% |
#18
1
Prev: #19
|
2.6 | 4,978 | 4.0% |
P
S
|
130,200 | $4,240,614 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.41% | 1.36% |
#19
2
Prev: #21
|
0.6 | -392 | -1.0% |
P
S
|
39,930 | $3,989,388 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.38% | 1.28% |
#20
3
Prev: #23
|
2.6 | 293 | 5.4% |
P
S
|
5,708 | $3,909,638 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
BLACKSTONE INC
|
Financial Services | 1.33% | 1.52% |
#21
4
Prev: #17
|
0.5 | -690 | -2.7% |
P
S
|
24,541 | $3,782,697 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.27% | 0.99% |
#22
9
Prev: #31
|
0.5 | -18 | -0.2% |
P
S
|
11,519 | $3,605,447 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.17% | 1.15% |
#23
2
Prev: #25
|
0.5 | -239 | -0.7% |
P
S
|
32,669 | $3,331,585 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.15% | 1.04% |
#24
4
Prev: #28
|
0.5 | -90 | -0.6% |
P
S
|
15,821 | $3,274,160 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 1.13% | 1.18% |
#25
1
Prev: #24
|
0.5 | -22 | -0.2% |
P
S
|
13,325 | $3,213,457 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #97) |
0.3 | -8,153 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.00% | 0.10% |
Sold All 😨
(Was: #110) |
0.3 | -1,840 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.00% | 0.09% |
Sold All 😨
(Was: #112) |
0.3 | -1,500 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #116) |
0.3 | -717 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCP
INVESCO EXCH TR...
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #117) |
0.3 | -12,056 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.00% | 0.08% |
Sold All 😨
(Was: #118) |
0.3 | -575 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.00% | 0.08% |
Sold All 😨
(Was: #120) |
0.3 | -3,225 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UYG
PROSHARES TR
|
Unknown | 0.00% | 0.07% |
Sold All 😨
(Was: #121) |
0.3 | -2,100 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FILL
ISHARES INC
|
ETF | 0.00% | 0.07% |
Sold All 😨
(Was: #122) |
0.3 | -8,180 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 125 holdings