Managers / Q4 2024 · view latest →
Sculati Wealth Management, LLC
CIK 0001803397 · 7457 FRANKLIN ROAD, SUITE 222, BLOOMFIELD HILLS, MI, 48301 · (248) 325-9947
Summary
Sculati Wealth Management, LLC reported $251M in U.S.-listed holdings across 110 positions for Q4 2024.
Its largest position, BRK/B, represents 9.2% of the portfolio.
Compared with Q3 2024, the fund opened 12 new positions and exited 5.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 63.7% · $160M
- ETP · 32.1% · $81M
- Other · 2.0% · $5M
- REIT · 1.7% · $4M
- US DOMESTIC · 0.4% · $971,773
- Other · 0.1% · $299,590
Quarter-over-Quarter Changes full breakdown →
vs Q3 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST II | NEW | +24.0K | 24.0K | +$1M | $1M |
| SCHWAB STRATEGIC TR | NEW | +50.8K | 50.8K | +$1M | $1M |
| NVDANVIDIA CORPORATION | NEW | +7.2K | 7.2K | +$879,954 | $879,954 |
| EATON CORP PLC | NEW | +1.9K | 1.9K | +$621,450 | $621,450 |
| PHPARKER-HANNIFIN CORP | NEW | +948 | 948 | +$598,965 | $598,965 |
| DUKDUKE ENERGY CORP NEW | NEW | +3.5K | 3.5K | +$401,244 | $401,244 |
| EVEREST GROUP LTD | NEW | +775 | 775 | +$303,668 | $303,668 |
| GEVGE VERNOVA INC | NEW | +1.1K | 1.1K | +$269,259 | $269,259 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $271M | 116 | Apr 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $284M | 116 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $284M | 124 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $266M | 124 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $247M | 110 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $251M | 110 | Feb 26, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2024 | $232M | 103 | Nov 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $234M | 102 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $232M | 103 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $215M | 102 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $196M | 101 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $199M | 106 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | Under review | 113 | May 5, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | Under review | 111 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $169M | 115 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $175M | 119 | Aug 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $205M | 116 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $207M | 121 | Feb 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $189M | 114 | Nov 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $189M | 116 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $174M | 113 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $152M | 107 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $134M | 105 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $119M | 103 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $91M | 99 | May 22, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $112M | 97 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.