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Livermore
Livermore
ZHEN

Sculati Wealth Management, LLC

SEC CIK
0001803397
Latest filing
Jul 21, 2026

The latest 13F from Sculati Wealth Management, LLC covers Q2 2026 (filed Jul 21, 2026): 123 long positions worth $299.8M. The top 10 holdings make up 40.2% of the portfolio, and the largest is Berkshire Hathaway Inc (BRK.B) at 8.0%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$3.22M
Added
35
Est. +$4.51M
Reduced
44
Est. −$5.11M
Sold out
3
Est. −$548.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. BRK.BBerkshire Hathaway Inc
    8.0%$23.9MHistory
  2. iShares Russell Top 200 Growth ETF464289438
    5.7%$17.0M
  3. AAPLApple Inc.
    5.5%$16.4MHistory
  4. Fidelity High Dividend ETF316092840
    3.9%$11.6M
  5. iShares MSCI USA Quality Factor ETF46432F339
    3.5%$10.5M

Biggest buys

New and added positions, by estimated amount bought

  1. BlackRock ETF Trust09290C103
    +$1.21MAdded
  2. Vanguard Morningstar Mid-Cap ETF922908629
    +$717.0KNew
  3. iShares Russell Top 200 Growth ETF464289438
    +$691.4KAdded
  4. COFCapital One Financial Corp
    +$388.4KNewHistory
  5. First Tr Exchange-Traded FD33734X846
    +$369.4KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. BlackRock ETF Trust09290C103
    +0.50 pp2.5% → 3.0%
  2. iShares Russell Top 200 Growth ETF464289438
    +0.31 pp5.4% → 5.7%
  3. GOOGAlphabet Inc.
    +0.29 pp2.3% → 2.6%History
  4. Vanguard Morningstar Mid-Cap ETF922908629
    +0.24 pp0.0% → 0.2%
  5. AMZNAmazon Com Inc
    +0.21 pp2.8% → 3.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ARCCAres Capital Corp
    −$976.7KReducedHistory
  2. DPZDominos Pizza Inc
    −$581.2KReducedHistory
  3. TPCTutor Perini Corp
    −$533.4KReducedHistory
  4. INTCIntel Corp
    −$310.6KReducedHistory
  5. PFEPfizer Inc
    −$291.4KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BRK.BBerkshire Hathaway Inc
    −0.72 pp8.7% → 8.0%History
  2. ARCCAres Capital Corp
    −0.35 pp0.6% → 0.3%History
  3. DPZDominos Pizza Inc
    −0.26 pp0.3% → 0.1%History
  4. TPCTutor Perini Corp
    −0.21 pp0.5% → 0.2%History
  5. VZVerizon Communications Inc
    −0.18 pp0.8% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$299.8M
+$28.9M (+10.7%) vs. prior quarter
Positions
123
+7 vs. prior quarter
Top 10 concentration
40.2%
Top 10 as share of value
Turnover
2.0%
Q2 2026, one quarter
Average holding period
15.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $299.8M (Q2 2026)

Q1 2021: $173.6MQ2 2021: $188.7MQ3 2021: $188.7MQ4 2021: $206.9MQ1 2022: $204.6MQ2 2022: $175.2MQ3 2022: $169.4MQ4 2022: $178.0MQ1 2023: $188.3MQ2 2023: $198.7MQ3 2023: $195.7MQ4 2023: $214.6MQ1 2024: $231.8MQ2 2024: $234.1MQ3 2024: $250.7MQ4 2024: $253.0MQ1 2025: $247.3MQ2 2025: $266.2MQ3 2025: $283.6MQ4 2025: $283.7MQ1 2026: $270.9MQ2 2026: $299.8M
Q1 2021Q2 2026
13F filings of Sculati Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 2026123$299.8MBRK.BiShares Russell Top 200 Growth ETFAAPLvs. Q1 2026SEC
Q1 2026Apr 9, 2026116$270.9MBRK.BiShares Russell Top 200 Growth ETFAAPLvs. Q4 2025SEC
Q4 2025Feb 5, 2026116$283.7MBRK.BiShares Russell Top 200 Growth ETFAAPLvs. Q3 2025SEC
Q3 2025Nov 14, 2025124$283.6MBRK.BAAPLiShares Russell Top 200 Growth ETFvs. Q2 2025SEC
Q2 2025Aug 8, 2025124$266.2MBRK.BAAPLiShares Russell Top 200 Growth ETFvs. Q1 2025SEC
Q1 2025May 12, 2025110$247.3MBRK.BVanguard Morningstar Large-Cap ETFAAPLvs. Q4 2024SEC
Q4 2024Feb 26, 2025Amended107$253.0MBRK.BVanguard Morningstar Large-Cap ETFAAPLvs. Q3 2024SEC
Q3 2024Feb 26, 2025Amended110$250.7MBRK.BVanguard Morningstar Large-Cap ETFAAPLvs. Q2 2024SEC
Q2 2024Aug 9, 2024102$234.1MBRK.BVanguard Morningstar Large-Cap ETFAAPLvs. Q1 2024SEC
Q1 2024May 14, 2024103$231.8MBRK.BWisdomTree TrAAPLvs. Q4 2023SEC
Q4 2023Feb 12, 2024102$214.6MBRK.BAAPLWisdomTree Trvs. Q3 2023SEC
Q3 2023Nov 9, 2023101$195.7MBRK.BAAPLWisdomTree Trvs. Q2 2023SEC
Q2 2023Aug 11, 2023106$198.7MBRK.BAAPLWisdomTree Trvs. Q1 2023SEC
Q1 2023May 5, 2023113$188.3MBRK.BAAPLWisdomTree Trvs. Q4 2022SEC
Q4 2022Feb 10, 2023111$178.0MBRK.BAAPLWisdomTree Trvs. Q3 2022SEC
Q3 2022Nov 15, 2022115$169.4MBRK.BAAPLWisdomTree Trvs. Q2 2022SEC
Q2 2022Aug 9, 2022119$175.2MBRK.BAAPLWisdomTree Trvs. Q1 2022SEC
Q1 2022May 10, 2022116$204.6MBRK.BAAPLWisdomTree Trvs. Q4 2021SEC
Q4 2021Feb 7, 2022121$206.9MBRK.BAAPLWisdomTree Trvs. Q3 2021SEC
Q3 2021Nov 2, 2021114$188.7MBRK.BAAPLWisdomTree Trvs. Q2 2021SEC
Q2 2021Aug 13, 2021116$188.7MBRK.BAAPLWisdomTree Trvs. Q1 2021SEC
Q1 2021May 14, 2021113$173.6MBRK.BAAPLWisdomTree Tr–SEC