Titelia

Holdings of Sculati Wealth Management, LLC

106 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 40.5 % of the equity sleeve

Sector breakdown

  • Financials 19.1 %
  • Technology 11.8 %
  • Communication 7.5 %
  • Funds 6.0 %
  • Consumer discretionary 5.2 %
  • Industrials 5.1 %
  • Health care 4.0 %
  • Utilities 1.6 %
  • Consumer staples 1.6 %
  • Energy 0.4 %
  • Real estate 0.1 %
  • Unattributed 37.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US106259.2M $100.00 %

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 49,18523.6M $
2iShares Russell Top 200 Growth 58,49114.6M $
3Apple Inc 49,44912.5M $
4Fidelity Covington Trust 185,12010.2M $
5iShares Trust 46,4578.9M $
6Dimensional International Value ETF 142,4677.5M $
7Amazon.com Inc 35,8817.5M $
8Microsoft Corp 18,3456.8M $
9BlackRock ETF Trust 115,5576.7M $
10iShares Core MSCI EAFE ETF 74,0866.7M $
11Alphabet Inc 22,1166.3M $
12Goldman Sachs Group Inc/The 7,0736M $
13JPMorgan Chase & Co 17,3085.1M $
14Morgan Stanley 30,7975.1M $
15Meta Platforms Inc 7,8724.5M $
16Dimensional ETF Trust 132,5244.5M $
17Vanguard U.S. Minimum Volatility ETF 33,3724.4M $
18Johnson & Johnson 15,7003.8M $
19iShares Core S&P 500 ETF 5,7863.8M $
20Oracle Corp 25,6593.8M $
21Chevron Corp 18,2243.8M $
22Charles Schwab Corp/The 38,9603.7M $
23American Century ETF Trust 32,5463.6M $
24Costco Wholesale Corp 3,2393.2M $
25Alphabet Inc 11,0253.2M $
26Lowe's Cos Inc 13,3333.2M $
27iShares Trust 62,7132.9M $
28ALPS ETF Trust 53,8852.8M $
29Vanguard Large-Cap ETF 9,4532.8M $
30Blackstone Inc 23,8372.7M $
31Unum Group 35,9012.6M $
32State Street SPDR S&P 500 ETF Trust 3,9662.6M $
33Visa Inc 7,8562.4M $
34Omega Healthcare Investors Inc 53,0462.3M $
35Delta Air Lines Inc 34,9042.3M $
36General Dynamics Corp 6,5702.3M $
37Verizon Communications Inc 43,5992.2M $
38Eli Lilly & Co 2,3662.2M $
39SCHWAB STRATEGIC TRUST 53,3152M $
40NVIDIA Corp 11,5102M $
41Salesforce Inc 10,1621.9M $
42ServiceNow Inc 18,0201.9M $
43Schwab U.S. Aggregate Bond ETF 80,1511.9M $
44Boeing Co/The 9,3161.9M $
45Ares Capital Corp 97,6551.8M $
46BlackRock ETF Trust II 33,5001.7M $
47Parker-Hannifin Corp 1,9421.7M $
48DTE Energy Co 11,3451.7M $
49Walt Disney Co/The 16,8061.6M $
50United Parcel Service Inc 15,6871.5M $
51Vertex Pharmaceuticals Inc 3,2801.5M $
52Schwab Strategic Trust 49,2201.4M $
53Southern Co/The 13,9051.3M $
54Waste Management Inc 5,7701.3M $
55Duke Energy Corp 9,5011.2M $
56Tutor Perini Corp 16,0741.2M $
57Amgen Inc 3,5211.2M $
58Schwab 5-10 Year Corporate Bond ETF 51,8871.2M $
59Schwab U.S. Small-Cap ETF 36,2421.1M $
60Comcast Corp 36,5271M $
61iShares MBS ETF 10,368984.4K $
62Adobe Inc 3,841933.7K $
63Domino's Pizza Inc 2,470886.2K $
64Northrop Grumman Corp 1,275869.9K $
65Stryker Corp 2,610857.6K $
66Vail Resorts Inc 6,645852.7K $
67MercadoLibre Inc 450778.1K $
68NIKE Inc 14,579770.1K $
69iShares Select Dividend ETF 4,999756.9K $
70General Electric Co 2,655753.5K $
71Schwab Strategic Trust 23,084704.1K $
72DT Midstream Inc 5,014675.2K $
73Exxon Mobil Corp 3,584608.1K $
74Lululemon Athletica Inc 3,728570.8K $
75Invesco Exchange-Traded Fund Trust 7,481568.7K $
76Truist Financial Corp 11,659536K $
77VanEck Gold Miners ETF/USA 5,000458.9K $
78Invesco QQQ Trust Series 1 792457.1K $
79Merck & Co Inc 3,783455.1K $
80Booking Holdings Inc 100421K $
81Walmart Inc 3,360417.6K $
82iShares J.P. Morgan USD Emerging Markets Bond ETF 4,406413.9K $
83iShares Trust 17,514401.2K $
84Redwood Trust Inc 71,425400.7K $
85Invesco S&P MidCap Momentum ET 2,734396.5K $
86Iron Mountain Inc 3,795387.6K $
87Applied Materials Inc 1,100376K $
88Intel Corp 8,300366.3K $
89Marathon Petroleum Corp 1,450354.1K $
90Churchill Downs Inc 3,753337.1K $
91Starbucks Corp 3,720333.3K $
92Tesla Inc 889330.5K $
93AT&T Inc 11,300327.6K $
94iShares Trust 983323.1K $
95iShares Biotechnology ETF 1,895320K $
96Netflix Inc 3,295316.8K $
97Coca-Cola Co/The 4,059308.7K $
98Pfizer Inc 10,376291.4K $
993M Co 2,000290.5K $
100S&P Global Inc 658279.9K $