ETF Holders

Sculati Wealth Management, LLC ETF holdings

Bloomfield Hills, MI

Reported $118.5M in 42 ETFs in its Form 13F for June 30, 2026.

ETF value
$118.5M
ETFs held
42
Change from prior quarter
+14.7%
With price moves
ETFs as a share of its 13F
39.5%
of $299.8M

Top 10 of 42 ETF holdings

TickerFundValueSharesChange
IWYiShares Russell Top 200 Growth ETF$17.0M60,965+2,474 shares
FDVVFidelity High Dividend ETF$11.6M186,220+1,100 shares
QUALiShares MSCI USA Quality Factor ETF$10.5M47,970+1,513 shares
DYNFiShares U.S. Equity Factor Rotation Active ETF$9.0M133,628+18,071 shares
DFIVDimensional International Value ETF$8.1M144,983+2,516 shares
IEFAiShares Core MSCI EAFE ETF$7.3M75,806+1,720 shares
DFAEDimensional Emerging Core Equity Market ETF$5.0M132,803+279 shares
VFMVVanguard U.S. Minimum Volatility ETF ETF Shares$4.9M34,373+1,001 shares
IVViShares Core S&P 500 ETF$4.4M5,913+127 shares
AVUVAvantis US Small Cap Value ETF$4.1M33,058+512 shares
32 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001803397. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Sculati Wealth Management, LLC own?

Sculati Wealth Management, LLC reported 42 ETF positions worth $118.5M in its Form 13F for June 30, 2026. The largest was IWY, at $17.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.