Sculati Wealth Management, LLC
Sculati Wealth Management, LLC is an investment adviser headquartered in Bloomfield Hills, Michigan. The firm is registered with the SEC and primarily provides investment management services. Founded by David John Sculati, the firm manages investment portfolios for individuals, families, and possibly institutional clients. Their filings reflect active management and frequent 13F quarterly disclosures, and the firm appears to have been operating at least since 2019. Sculati Wealth Management manages hundreds of millions in client assets and employs a small team of professionals dedicated to delivering customized wealth management solutions.
Investment Strategy
Sculati Wealth Management employs a diversified investment strategy focusing on publicly traded equities and exchange-traded funds (ETFs). Their approach involves a blend of blue-chip stocks, broad market and sector ETFs, and tactical asset allocation based on quantitative and qualitative market analysis. The firm manages over 100 portfolio positions and frequently adjusts holdings in response to changing market conditions, buying and selling securities both to manage risk and capture upside opportunities. The strategy is primarily oriented toward long-term capital growth, income generation, and risk-adjusted returns suitable for high-net-worth individuals and family clients.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.00% | $24.0M | 49,305 | $230.04 | $485.77 | -$2.1M |
A AAPL | APPLE INC | 4.26% | $11.3M | 55,313 | $76.60 | $205.17 | -$1.0M |
I IWY | ISHARES TR | 3.82% | $10.2M | 41,292 | $244.23 | $246.51 | +$9.6M |
M MSFT | MICROSOFT CORP | 3.51% | $9.3M | 18,760 | $169.38 | $497.41 | +$2.2M |
A AMZN | AMAZON COM INC | 3.02% | $8.0M | 36,648 | $102.79 | $219.39 | +$1.0M |