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Home > Institutional Investor > Sculati Wealth Management, Llc > Profile

Instuitional Investor - Sculati Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sculati Wealth Management, Llc
Portfolio Value $253,016,287
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRKB 50,063 $22,692,557 8.97%
2.
Vanguard Index Fds - LARGE CAP ETF
 76,147 $20,536,981 8.12%
3.
Apple Inc.
 AAPL 58,707 $14,701,545 5.81%
4.
Wisdomtree Tr
 241,939 $10,517,088 4.16%
5.
Invesco Exch Traded Fd Tr Ii - S&P SMLCP LOW
 190,575 $9,000,290 3.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)