Sculati Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's principal executive officer, David J. Sculati, as the authorized signatory.
The report details a portfolio consisting of 120 distinct positions. The largest holding in the portfolio is Berkshire Hathaway Inc. Class B New, for which the firm holds 49,333 shares. Microsoft Corporation is the second-largest holding, with 18,059 shares, followed by Morgan Stanley, with 30,072 shares.
The filing includes a mix of individual equities and exchange-traded funds (ETFs). Significant individual stock positions include Apple Inc. (48,938 shares), Eli Lilly & Co. (2,372 shares), and Ferrari N.V. (4,846 shares). The portfolio also includes substantial allocations to various ETFs, including the iShares Core S&P 500 ETF (5,890 shares), the Vanguard Index Funds Morningstar Large Cap ETF (9,131 shares), and the Vanguard Index Funds Morningstar Mid Cap ETF (76,093 shares).
The report indicates that all positions are held in a sole voting capacity, with no shared voting or dispositive power reported for any of the securities listed.
