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Melone Private Wealth

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

Top 5 stock holdings are DON, USFR, IHDG, SPTI, DIA, and represent 36.35% of Melone Private Wealth's stock portfolio.
Added to shares of these 10 stocks: IHDG, USFR, DTD, DIA, IJR, DGRW, SPEM, NEA, DON, NAD.
Started 6 new stock positions in TAXF, XLU, INTC, XLK, CGMU, CGGR.
Reduced shares in these 10 stocks: MIY, SPAB, IUSG, VTI, IUSV, SPBO, SPTI, VOO, EPS, SRLN.
Melone Private Wealth was a net buyer of stock by $17M.
Melone Private Wealth has $221M in assets under management (AUM), dropping by 12.95%.
Central Index Key (CIK): 0001905765

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Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Midcap Divid (DON)	8.2	$18M	+4%	348k	52.30	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	7.6	$17M	+11%	333k	50.27	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	7.2	$16M	+13%	345k	46.08	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	6.8	$15M		517k	28.90	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	6.6	$15M	+10%	31k	463.75	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	6.0	$13M	+2%	127k	104.51	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	5.4	$12M	+11%	135k	88.96	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	5.4	$12M	+14%	143k	84.00	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	4.6	$10M	+3%	810k	12.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$7.0M	+22%	59k	118.83	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.1	$6.9M	+19%	147k	46.81	View chart
Nuveen (NMCO)	3.1	$6.8M	+5%	627k	10.86	View chart
Nuveen Mun High Income Opp F (NMZ)	2.8	$6.3M	+4%	594k	10.59	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.8	$6.3M		211k	29.73	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	2.4	$5.3M	+12%	159k	33.68	View chart
Spdr Series Trust Portfolio Crport (SPBO)	2.4	$5.3M		178k	29.63	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	2.4	$5.3M	-3%	203k	25.85	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	2.4	$5.2M	+3%	59k	88.65	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	2.2	$4.9M	+24%	431k	11.39	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	1.6	$3.5M	-18%	307k	11.28	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	1.2	$2.8M	+33%	236k	11.69	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.9	$1.9M	+2%	192k	10.12	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.9	$1.9M	+15%	76k	24.93	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.8	$1.8M		24k	76.01	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.8	$1.7M		34k	50.90	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$1.5M		2.00	754200.00	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.6	$1.4M		125k	10.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.3M		2.2k	612.38	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.6	$1.2M	+76%	26k	47.90	View chart
Nuveen Insd Dividend Advantage (NVG)	0.5	$1.2M	+2%	97k	12.29	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.5	$1.1M	+3%	11k	100.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.0M		3.5k	293.71	View chart
Huntington Bancshares Incorporated (HBAN)	0.4	$858k		50k	17.27	View chart
Western Asset Managed Municipals Fnd (MMU)	0.4	$813k		79k	10.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$790k	+10%	1.6k	502.74	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.3	$764k		16k	46.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$674k	+13%	10k	65.26	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$637k	NEW	15k	43.92	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$631k	-15%	3.8k	164.53	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$614k		8.9k	68.94	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$557k		5.4k	103.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$498k		2.0k	254.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$483k	-18%	1.5k	328.19	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.2	$473k		11k	45.22	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$446k	NEW	8.9k	50.23	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$442k	NEW	16k	27.29	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$400k	NEW	4.6k	87.20	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$380k	-12%	3.8k	99.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$362k		543.00	666.49	View chart
NVIDIA Corporation (NVDA)	0.1	$288k		1.5k	186.63	View chart
Intel Corporation (INTC)	0.1	$252k	NEW	7.5k	33.55	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$239k		11k	22.48	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$228k	-2%	5.5k	41.58	View chart
Amazon (AMZN)	0.1	$220k		1.0k	219.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$219k	NEW	776.00	281.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$209k		2.8k	74.38	View chart

Past Filings by Melone Private Wealth

SEC 13F filings are viewable for Melone Private Wealth going back to 2021

Melone Private Wealth 2025 Q3 filed Oct. 17, 2025
Melone Private Wealth 2025 Q2 filed July 8, 2025
Melone Private Wealth 2025 Q1 filed April 11, 2025
Melone Private Wealth 2024 Q4 filed Jan. 14, 2025
Melone Private Wealth 2024 Q3 filed Oct. 7, 2024
Melone Private Wealth 2024 Q2 filed July 12, 2024
Melone Private Wealth 2024 Q1 filed May 3, 2024
Melone Private Wealth 2023 Q4 filed Jan. 12, 2024
Melone Private Wealth 2023 Q3 filed Oct. 10, 2023
Melone Private Wealth 2023 Q2 filed July 27, 2023
Melone Private Wealth 2023 Q1 filed April 20, 2023
Melone Private Wealth 2022 Q4 filed Jan. 19, 2023
Melone Private Wealth 2022 Q3 filed Oct. 14, 2022
Melone Private Wealth 2022 Q2 filed July 11, 2022
Melone Private Wealth 2022 Q1 filed April 29, 2022
Melone Private Wealth 2021 Q4 filed Jan. 21, 2022

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