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Melfa Wealth Management

Latest statistics and disclosures from Melfa Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VTI, AAPL, PMO, EVN, and represent 21.89% of Melfa Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTI, CVX, XOM, NFLX, SLV, GOF, MU, JNJ, VZ, VOO.
Started 12 new stock positions in NRK, JQC, JNJ, ONDS, MU, SLV, VOO, CVX, MMT, EAD. GOF, VZ.
Reduced shares in these 10 stocks: GE, AVBC, , , NBH, PHD, NZF, EVN, GEV, MHD.
Sold out of its positions in AVBC, Blackrock Income Tr, ENX, EVM, PHD.
Melfa Wealth Management was a net buyer of stock by $1.6M.
Melfa Wealth Management has $174M in assets under management (AUM), dropping by 1.73%.
Central Index Key (CIK): 0001962465

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Portfolio Holdings for Melfa Wealth Management

Melfa Wealth Management holds 202 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.1	$12M		312k	39.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.3	$11M	+9%	33k	335.27	View chart
Apple (AAPL)	3.0	$5.3M		20k	271.86	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	2.9	$5.1M		472k	10.70	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	2.5	$4.3M	-3%	399k	10.76	View chart
Blackrock Income Tr Com New (BKT)	2.3	$4.0M		364k	11.04	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.3	$3.9M	+3%	119k	32.89	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.9	$3.3M		71k	46.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$3.3M		4.8k	684.89	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.7	$2.9M		63k	46.59	View chart
Ge Aerospace Com New (GE)	1.7	$2.9M	-21%	9.3k	308.04	View chart
Meta Platforms Cl A (META)	1.6	$2.8M		4.3k	660.09	View chart
Blackrock Muniyield Insured Fund (MYI)	1.5	$2.6M		236k	10.87	View chart
NVIDIA Corporation (NVDA)	1.4	$2.5M		13k	186.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$2.4M		3.5k	681.87	View chart
Nuveen Insd Dividend Advantage (NVG)	1.3	$2.3M		182k	12.66	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$2.2M	+3%	59k	38.11	View chart
Blackrock Muniyield Quality Fund (MQY)	1.3	$2.2M		193k	11.30	View chart
Exxon Mobil Corporation (XOM)	1.2	$2.2M	+29%	18k	120.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$2.1M		65k	32.73	View chart
BlackRock MuniHoldings Fund (MHD)	1.2	$2.1M	-5%	178k	11.74	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	1.2	$2.1M	-9%	204k	10.14	View chart
Citigroup Com New (C)	1.1	$1.9M		16k	116.69	View chart
Pimco CA Municipal Income Fund (PCQ)	1.0	$1.7M	+12%	200k	8.73	View chart
Eaton Vance Municipal Bond Fund (EIM)	1.0	$1.7M	+3%	172k	9.73	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.0	$1.7M	+2%	15k	110.19	View chart
Ge Vernova (GEV)	1.0	$1.7M	-7%	2.5k	653.57	View chart
Fifth Third Ban (FITB)	0.8	$1.5M		31k	46.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.8	$1.4M		31k	45.51	View chart
Eaton Vance Natl Mun Opport Com Shs (EOT)	0.8	$1.4M	-4%	82k	16.91	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$1.4M		23k	59.54	View chart
BlackRock MuniVest Fund (MVF)	0.8	$1.3M		189k	6.93	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.7	$1.3M		90k	14.10	View chart
Microsoft Corporation (MSFT)	0.7	$1.3M		2.6k	483.66	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.7	$1.2M		123k	9.59	View chart
Dws Municipal Income Cf non-tax cef (KTF)	0.7	$1.2M	-3%	129k	9.09	View chart
Pimco Municipal Income Fund II (PML)	0.7	$1.2M	-3%	154k	7.54	View chart
Western Asset Managed Municipals Fnd (MMU)	0.7	$1.1M		109k	10.44	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.6	$1.1M	+3%	20k	56.69	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.6	$1.1M	-2%	103k	10.60	View chart
Broadcom (AVGO)	0.6	$1.1M		3.1k	346.10	View chart
BlackRock Municipal Income Trust II (BLE)	0.6	$1.1M	+10%	102k	10.44	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.6	$1.0M		101k	10.03	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.6	$989k	+3%	100k	9.91	View chart
Palantir Technologies Cl A (PLTR)	0.6	$973k		5.5k	177.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$944k		3.0k	313.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$940k		13k	75.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$934k		4.2k	219.80	View chart
Blackrock Muniassets Fund (MUA)	0.5	$911k		85k	10.71	View chart
BlackRock Floating Rate Income Trust (BGT)	0.5	$874k	-2%	77k	11.33	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$873k	+3%	18k	49.90	View chart
JPMorgan Chase & Co. (JPM)	0.5	$861k		2.7k	322.17	View chart
Nuveen Floating Rate Income Fund (JFR)	0.5	$840k		107k	7.83	View chart
Invesco Van Kampen High Inc Trust II (VLT)	0.5	$832k		75k	11.17	View chart
Mfs Mun Income Tr Sh Ben Int (MFM)	0.5	$824k	+19%	152k	5.43	View chart
Blackrock Calif Mun Income T Sh Ben Int (BFZ)	0.5	$815k		76k	10.74	View chart
Spdr Series Trust State Street Spd (XBI)	0.5	$810k		6.6k	121.93	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.5	$788k		97k	8.11	View chart
Invesco Advantage Mun Income Sh Ben Int (VKI)	0.4	$763k		84k	9.12	View chart
Chevron Corporation (CVX)	0.4	$741k	NEW	4.9k	152.40	View chart
Amazon (AMZN)	0.4	$730k		3.2k	230.84	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.4	$726k		81k	8.95	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.4	$719k		81k	8.90	View chart
Lehman Brothers First Trust IOF (NHS)	0.4	$716k	+17%	96k	7.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$707k	+2%	7.1k	99.87	View chart
Blackrock Munivest Fund II (MVT)	0.4	$700k		65k	10.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$689k		3.3k	210.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$685k	+2%	3.6k	191.56	View chart
Vanguard Fixed Income Secs F High-yield Actv (VGHY)	0.4	$628k		8.3k	75.38	View chart
Mfs Invt Grade Mun Tr Sh Ben Int (CXH)	0.4	$623k		78k	7.95	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$621k		20k	30.96	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.4	$620k		53k	11.74	View chart
Mfs High Income Mun Tr Sh Ben Int (CXE)	0.4	$612k	+9%	165k	3.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$609k		1.9k	313.85	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$604k	+9%	6.3k	96.17	View chart
Putnam Managed Municipal Income Trust (PMM)	0.3	$601k		96k	6.27	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.3	$588k		50k	11.81	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.3	$587k	-7%	49k	11.90	View chart
Nuveen Massachusetts Pre Income Mun (NMT)	0.3	$569k		50k	11.33	View chart
Invesco Van Kampen Bond Fund (VBF)	0.3	$554k		36k	15.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$546k		8.3k	66.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$542k	+34%	9.2k	58.73	View chart
Western Asset High Incm Fd I (HIX)	0.3	$526k		126k	4.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$523k		4.4k	120.17	View chart
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB)	0.3	$516k		48k	10.82	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$502k		7.5k	67.22	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$491k	-6%	14k	34.21	View chart
Nuveen Mun Value Fd 2 (NUW)	0.3	$471k		33k	14.31	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$461k		38k	12.02	View chart
Invesco Municipal Income Opp Trust (OIA)	0.3	$449k	-12%	75k	6.01	View chart
Blackrock Debt Strategies Com New (DSU)	0.3	$449k	+7%	44k	10.18	View chart
Mfs High Yield Mun Tr Sh Ben Int (CMU)	0.3	$436k		124k	3.51	View chart
Western Asset Municipal Hgh Incm Fnd (MHF)	0.3	$435k		63k	6.88	View chart
Tesla Motors (TSLA)	0.2	$432k		960.00	449.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$421k		7.8k	53.76	View chart
Pgim Global Short Duration H (GHY)	0.2	$420k		34k	12.34	View chart
Nuveen (NMCO)	0.2	$418k		41k	10.23	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.2	$415k	+11%	38k	10.99	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.2	$409k		43k	9.57	View chart
BlackRock LT Municipal Advantage Trust (BTA)	0.2	$408k		44k	9.28	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$406k		18k	22.90	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$400k		2.8k	141.05	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.2	$398k		34k	11.78	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.2	$388k	+26%	119k	3.27	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.2	$387k		37k	10.37	View chart
Bny Mellon Strategic Muns (LEO)	0.2	$384k		60k	6.36	View chart
International Business Machines (IBM)	0.2	$378k		1.3k	296.21	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$374k		2.3k	165.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$363k		5.8k	62.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$359k		1.7k	211.82	View chart
Nuveen Multi Asset Income Fu (NMAI)	0.2	$356k		27k	13.04	View chart
Western Asset Intm Muni Fd I (SBI)	0.2	$356k		46k	7.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$354k		725.00	487.78	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$352k	-2%	1.0k	342.97	View chart
Federated Premier Municipal Income (FMN)	0.2	$346k	+19%	31k	11.11	View chart
Nuveen Mtg opportunity term (JLS)	0.2	$339k		19k	18.19	View chart
Visa Com Cl A (V)	0.2	$338k		963.00	350.82	View chart
Bny Mellon High Yield Strate Sh Ben Int (DHF)	0.2	$338k		136k	2.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$336k		2.7k	123.26	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.2	$324k	+6%	34k	9.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$320k		3.6k	89.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$310k		3.2k	96.03	View chart
Abbvie (ABBV)	0.2	$303k	+2%	1.3k	228.54	View chart
Nuveen Muni Value Fund (NUV)	0.2	$300k	-18%	33k	9.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$299k		800.00	373.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$297k		4.0k	74.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$296k		5.9k	50.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$293k		620.00	473.30	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.2	$293k		79k	3.71	View chart
Eaton Vance Mun Income 2028 SHS (ETX)	0.2	$287k		15k	18.70	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.2	$286k		2.2k	132.78	View chart
Eaton Vance Floating-Rate Income Trust (EFT)	0.2	$286k		25k	11.29	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.2	$283k		26k	10.92	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$282k		16k	17.71	View chart
Netflix (NFLX)	0.2	$282k	+992%	3.0k	93.76	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.2	$280k	-9%	27k	10.27	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$279k		2.0k	141.14	View chart
Oracle Corporation (ORCL)	0.2	$277k		1.4k	194.97	View chart
Blackrock Muniholdings Insured Fund II (MUE)	0.2	$273k		27k	10.03	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.2	$272k		44k	6.17	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.2	$270k		81k	3.34	View chart
Brookfield Real Assets Incom Shs Ben Int (RA)	0.2	$268k		21k	12.96	View chart
Eversource Energy (ES)	0.2	$265k		3.9k	67.33	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.2	$263k		12k	22.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$258k		3.5k	73.56	View chart
Nuveen NY Municipal Value (NNY)	0.1	$256k		30k	8.56	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$253k	NEW	3.9k	64.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$253k		2.9k	88.48	View chart
Carlyle Credit Income Fund Shs Ben Int (CCIF)	0.1	$248k	+133%	53k	4.69	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.1	$245k		15k	16.32	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.1	$245k		47k	5.27	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$244k		1.6k	153.45	View chart
Doubleline Opportunistic Cr (DBL)	0.1	$238k		16k	15.25	View chart
Community Bank System (CBU)	0.1	$232k		4.0k	57.44	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$231k	NEW	18k	12.88	View chart
Micron Technology (MU)	0.1	$229k	NEW	802.00	285.41	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$227k		1.2k	191.20	View chart
At&t (T)	0.1	$225k		9.1k	24.84	View chart
BlackRock Inv. Quality Munic. Trust (BKN)	0.1	$221k		20k	11.20	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$221k		19k	11.63	View chart
Blackrock Multi-sector Incom other (BIT)	0.1	$221k		17k	13.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$219k		850.00	257.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$219k	+3%	436.00	502.65	View chart
Johnson & Johnson (JNJ)	0.1	$219k	NEW	1.1k	206.88	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$217k		5.7k	38.03	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$214k	-42%	17k	12.58	View chart
Verizon Communications (VZ)	0.1	$212k	NEW	5.2k	40.73	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$211k		17k	12.70	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.1	$208k		21k	10.04	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$202k		20k	10.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$201k	NEW	320.00	627.74	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.1	$193k		17k	11.31	View chart
Nuveen PA Investnt Quality Municipal (NQP)	0.1	$192k		16k	11.89	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.1	$191k		17k	11.03	View chart
High Income Secs Shs Ben Int (PCF)	0.1	$189k		31k	6.15	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.1	$188k	NEW	19k	10.09	View chart
John Hancock Income Securities Trust (JHS)	0.1	$185k		16k	11.71	View chart
Aberdeen Income Cred Strat (ACP)	0.1	$184k		34k	5.41	View chart
Highland Opps & Income Highland Income (HFRO)	0.1	$174k		29k	5.98	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$173k		14k	12.54	View chart
Western Asset Invest. Grade Defined Opp (IGI)	0.1	$172k		10k	16.50	View chart
Blackrock Muniyield Quality Fund II (MQT)	0.1	$165k		16k	10.05	View chart
Nuveen Real (JRI)	0.1	$165k		12k	13.61	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.1	$157k		14k	11.44	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.1	$153k		15k	9.96	View chart
Rivernorth Managed (RMM)	0.1	$149k		11k	13.61	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.1	$146k		15k	10.08	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$143k		13k	10.83	View chart
Saba Capital Income & Opport Com New (SABA)	0.1	$139k		17k	8.25	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.1	$132k		11k	11.78	View chart
DTF Tax Free Income (DTF)	0.1	$125k	-23%	11k	11.42	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.1	$124k		12k	10.48	View chart
Credit Suisse AM Inc Fund (CIK)	0.1	$122k		43k	2.83	View chart
Allspring Income Opportunit Inc Oppty Fd (EAD)	0.1	$122k	NEW	18k	6.78	View chart
Ondas Hldgs Com New (ONDS)	0.1	$119k	NEW	12k	9.76	View chart
BlackRock MuniHoldings New York Insured (MHN)	0.1	$119k		12k	10.23	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.1	$110k	NEW	22k	5.02	View chart
Stone Hbr Emerg Mrkts (EDF)	0.1	$107k		22k	4.97	View chart
Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA)	0.1	$102k		12k	8.27	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.1	$89k		34k	2.61	View chart
Mfs Multimarket Income Tr Sh Ben Int (MMT)	0.0	$72k	NEW	16k	4.65	View chart
Credit Suisse High Yield Cre Sh Ben Int (DHY)	0.0	$51k		25k	2.00	View chart

Past Filings by Melfa Wealth Management

SEC 13F filings are viewable for Melfa Wealth Management going back to 2022

Melfa Wealth Management 2025 Q4 filed Jan. 16, 2026
Melfa Wealth Management 2025 Q3 filed Oct. 28, 2025
Melfa Wealth Management 2025 Q2 filed July 17, 2025
Melfa Wealth Management 2025 Q1 filed May 2, 2025
Melfa Wealth Management 2024 Q4 filed Jan. 17, 2025
Melfa Wealth Management 2024 Q3 filed Oct. 16, 2024
Melfa Wealth Management 2024 Q2 filed July 15, 2024
Melfa Wealth Management 2024 Q1 filed April 23, 2024
Melfa Wealth Management 2023 Q4 filed Jan. 22, 2024
Melfa Wealth Management 2023 Q3 filed Oct. 30, 2023
Melfa Wealth Management 2023 Q2 filed July 18, 2023
Melfa Wealth Management 2023 Q1 filed April 20, 2023
Melfa Wealth Management 2022 Q4 filed Jan. 31, 2023

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