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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 USFR, DUSA, CGDV, SPTI, IJR, and represent 33.59% of Melone Private Wealth's stock portfolio.
Added to shares of these 10 stocks: CGDV, MHD, CGMU, NAD, DUSA, HYMB, XMHQ, IJR, DWLD, SPEM.
Started 5 new stock positions in MHD, AAPL, GOOGL, ALTG, CMG.
Reduced shares in these 10 stocks: BYM, MMU, DIA, DON, , VGM, MIY, USFR, SLYV, HYD.
Sold out of its positions in BYM, XLK, MMU.
Melone Private Wealth was a net buyer of stock by $11M.
Melone Private Wealth has $245M in assets under management (AUM), dropping by 3.84%.
Central Index Key (CIK): 0001905765

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Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	8.8	$21M		426k	50.34	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	6.6	$16M	+7%	318k	50.74	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	6.4	$16M	+15%	370k	42.54	View chart
Spdr Series Trust State Street Spd (SPTI)	6.0	$15M		510k	28.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.8	$14M	+6%	115k	124.31	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	4.3	$10M		855k	12.18	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	4.2	$10M	+2%	361k	28.72	View chart
Spdr Series Trust State Street Spd (SPYG)	4.1	$10M		102k	97.91	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	4.0	$9.9M		205k	48.15	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	3.6	$8.9M	+8%	189k	46.91	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	3.3	$8.0M	+9%	712k	11.23	View chart
Wisdomtree Tr Us Midcap Divid (DON)	3.2	$7.9M	-3%	150k	52.54	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	3.0	$7.2M	+4%	84k	86.36	View chart
Nuveen Mun High Income Opp F (NMZ)	2.9	$7.0M	+2%	673k	10.38	View chart
Nuveen (NMCO)	2.8	$6.8M	+4%	644k	10.58	View chart
Spdr Series Trust State Street Spd (SPAB)	2.6	$6.3M		247k	25.62	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	2.5	$6.2M	+7%	172k	35.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.3	$5.6M		64k	87.84	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	2.2	$5.4M	+16%	122k	43.81	View chart
Spdr Series Trust State Street Spd (SPBO)	2.0	$4.9M		168k	29.03	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	1.9	$4.6M	+39%	403k	11.50	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.9	$4.6M	-11%	10k	463.18	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.4	$3.4M	+37%	33k	103.37	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	1.4	$3.3M	-5%	281k	11.88	View chart
Spdr Series Trust State Street Spd (HYMB)	1.3	$3.3M	+43%	133k	24.80	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.9	$2.2M	+146%	81k	27.15	View chart
Spdr Series Trust State Street Spd (SLYV)	0.7	$1.8M	-8%	19k	94.58	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.7	$1.7M	-11%	173k	9.87	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.7	$1.6M	-9%	32k	50.14	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.6	$1.5M		24k	62.68	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.4M		2.00	718140.00	View chart
BlackRock MuniHoldings Fund (MHD)	0.5	$1.3M	NEW	118k	11.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.3M		2.1k	597.69	View chart
Nuveen Insd Dividend Advantage (NVG)	0.5	$1.2M		100k	12.33	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.5	$1.2M	+50%	25k	50.05	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.5	$1.2M		11k	109.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.0M		3.6k	287.15	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$1.0M	+71%	25k	40.19	View chart
Huntington Bancshares Incorporated (HBAN)	0.3	$778k		50k	15.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$753k		1.6k	479.20	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.3	$733k	-2%	16k	45.54	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$610k		3.9k	155.11	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$605k		13k	45.89	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$597k		8.8k	68.11	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$573k		5.4k	106.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$570k		8.4k	67.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$521k	-3%	1.6k	320.83	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.2	$517k		12k	44.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$517k		2.0k	261.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$397k	NEW	1.4k	287.56	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$389k		3.8k	102.25	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$347k	+54%	15k	22.98	View chart
Intel Corporation (INTC)	0.1	$331k		7.5k	44.13	View chart
Chipotle Mexican Grill (CMG)	0.1	$304k	NEW	9.5k	32.01	View chart
Apple (AAPL)	0.1	$281k	NEW	1.1k	253.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$280k		431.00	650.52	View chart
NVIDIA Corporation (NVDA)	0.1	$269k		1.5k	174.35	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$241k		11k	22.01	View chart
Amazon (AMZN)	0.1	$208k		1.0k	208.27	View chart
Alta Equipment Group Common Stock (ALTG)	0.1	$135k	NEW	25k	5.37	View chart

Past Filings by Melone Private Wealth

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

Melone Private Wealth 2026 Q1 filed April 8, 2026
Melone Private Wealth 2025 Q4 filed Jan. 7, 2026
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

View all past filings

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