Sculati Wealth Management, LLC

RIA/Wealth

Sculati Wealth Management, LLC is a RIA/Wealth based in Bloomfield Hills, MI led by David John Sculati, reporting $347.2M in AUM as of Q3 2025 with 34% ETF concentration.

PresidentDavid John Sculati

Portfolio Value: $283.4M
Positions: 123
Top Holding: BRK.B at 8.73%
Last Reported: Q3 2025

Address7457 Franklin Road, Suite 222, Bloomfield Hills, MI, 48301, United States

Top Holdings

Largest long holdings in Sculati Wealth Management, LLC's portfolio (37.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$24.7M	8.73%	-$60.3K Sold	0.00% 49.2K shares	Q4 2019 Held for 5y 11m
2 Apple AAPL	Consumer Electronics Technology	$14.0M	4.93%	-$113.6K Sold	0.00% 54.9K shares	Q4 2019 Held for 5y 11m
3 iShares Russell Top 200 Growth IWY	ETF ETF	$14.0M	4.93%	+$2.7M Bought	— 51.1K shares	Q1 2025 Held for 8 months
4 Microsoft MSFT	Software - Infrastructure Technology	$9.7M	3.41%	-$47.7K Sold	0.00% 18.7K shares	Q4 2019 Held for 5y 11m
5 Fidelity High Dividend FDVV	ETF ETF	$9.2M	3.25%	+$1.6M Bought	— 165.4K shares	Q1 2025 Held for 8 months
6 iShares MSCI USA Quality Factor QUAL	ETF ETF	$8.1M	2.85%	+$1.7M Bought	— 41.5K shares	Q2 2025 Held for 5 months
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$7.9M	2.80%	-$101.9K Sold	0.00% 36.2K shares	Q4 2019 Held for 5y 11m
8 Oracle ORCL	Software - Infrastructure Technology	$7.2M	2.54%	-$17.7K Sold	0.00% 25.6K shares	Q4 2019 Held for 5y 11m
9 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$6.4M	2.25%	+$1.2M Bought	— 107.7K shares	Q2 2025 Held for 5 months
10 Dimensional International Value DFIV	ETF ETF	$6.0M	2.11%	+$1.5M Bought	— 129.4K shares	Q1 2025 Held for 8 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sculati Wealth Management, LLC's latest filing

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GthenC

Market Value

$283.4M

Prior: $266.0M

Q/Q Change

+6.55%

+$17.4M

Net Flows % of MV

-0.387%

Turnover Ratio

6.54%

New Purchases

4 stocks

$1.1M

Added To

32 stocks

+$16.8M

Sold Out Of

5 stocks

$1.3M

Reduced Holdings

63 stocks

-$17.6M

Increased Positions

Position	Shares Δ	Change
1 iShares J.P. Morgan USD Emerging Markets Bond EMB	New	0 → 3.1K +$297.2K
2 iShares U.S. Treasury Bond GOVT	New	0 → 12.6K +$291.0K
3 BABA Alibaba Group Holding Limited BABA	New	0 → 1.5K +$268.1K
4 POWR PowerSecure International, Inc. POWR	New	0 → 8.2K +$205.2K
5 iShares Core Total USD Bond Market IUSB	+119.6%	13.4K → 29.5K +$749.7K

Decreased Positions

Position	Shares Δ	Change
1 Regeneron Pharmaceuticals REGN	Sold	754.0 → 0 −$395.9K
2 Sprouts Farmers Market SFM	Sold	1.6K → 0 −$263.4K
3 Charter Communications, Inc. CHTR	Sold	565.0 → 0 −$231.0K
4 Invesco BulletShares 2026 Corporate Bond BSCQ	Sold	11.7K → 0 −$229.3K
5 Philip Morris International PM	Sold	1.2K → 0 −$218.6K