Melone Private Wealth

Melone Private Wealth as of Dec. 31, 2025

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 58 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
Wisdomtree Tr Floatng Rat Trea (USFR) 9.2 $22M 429k 50.32
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 6.4 $15M 294k 51.13
Spdr Series Trust State Street Spd (SPTI) 6.1 $15M 501k 28.84
Capital Group Dividend Value Shs Creation Uni (CGDV) 5.9 $14M 320k 43.64
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $13M 109k 120.18
Spdr Series Trust State Street Spd (SPYG) 4.6 $11M 102k 106.70
Nuveen Municipal Credit Com Sh Ben Int (NZF) 4.6 $11M 866k 12.58
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.4 $10M 353k 29.36
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.3 $10M 207k 48.66
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.5 $8.1M 174k 46.81
Wisdomtree Tr Us Midcap Divid (DON) 3.4 $8.1M 156k 51.60
Nuveen Insured Tax-Free Adv Munici (NEA) 3.2 $7.6M 652k 11.63
Wisdomtree Tr Us Total Dividnd (DTD) 2.9 $6.8M 80k 84.88
Nuveen Mun High Income Opp F (NMZ) 2.8 $6.7M 656k 10.19
Spdr Series Trust State Street Spd (SPAB) 2.7 $6.5M 251k 25.75
Nuveen (NMCO) 2.7 $6.3M 619k 10.23
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.4 $5.6M 63k 89.43
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.3 $5.4M 11k 480.56
Wisdomtree Tr Us Smallcap Divd (DES) 2.3 $5.3M 160k 33.45
Spdr Series Trust State Street Spd (SPBO) 2.1 $4.9M 168k 29.34
Davis Fundamental Etf Tr Select Wrld Wi (DWLD) 2.1 $4.9M 105k 46.64
BlackRock MuniYield Michigan Insured Fnd (MIY) 1.5 $3.5M 297k 11.74
Nuveen Div. Advantage Muni. Fund (NAD) 1.5 $3.5M 290k 12.02
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.0 $2.5M 24k 102.42
Spdr Series Trust State Street Spd (HYMB) 1.0 $2.3M 93k 24.94
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.9 $2.0M 195k 10.37
Spdr Series Trust State Street Spd (SLYV) 0.8 $1.8M 20k 90.97
Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $1.8M 36k 51.12
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.7 $1.7M 24k 71.45
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.5M 2.00 754800.00
BlackRock Insured Municipal Income Trust (BYM) 0.6 $1.4M 126k 10.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.3M 2.1k 627.20
Nuveen Insd Dividend Advantage (NVG) 0.5 $1.3M 99k 12.66
Wisdomtree Tr Us High Dividend (DHS) 0.5 $1.1M 11k 101.82
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M 3.6k 290.19
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.4 $894k 33k 27.38
Huntington Bancshares Incorporated (HBAN) 0.4 $862k 50k 17.35
Western Asset Managed Municipals Fnd (MMU) 0.4 $835k 80k 10.44
American Centy Etf Tr Diversified Mu (TAXF) 0.3 $821k 16k 50.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $790k 1.6k 502.65
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.3 $770k 17k 46.44
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $660k 3.9k 167.96
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $645k 15k 44.47
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $621k 8.8k 70.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $565k 1.7k 335.29
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $562k 13k 42.69
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $562k 5.4k 104.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $562k 8.5k 66.00
Davis Fundamental Etf Tr Select Finl (DFNL) 0.2 $557k 12k 48.33
Vanguard Index Fds Small Cp Etf (VB) 0.2 $509k 2.0k 257.94
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $389k 3.8k 102.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $293k 430.00 682.37
NVIDIA Corporation (NVDA) 0.1 $288k 1.5k 186.45
Intel Corporation (INTC) 0.1 $277k 7.5k 36.90
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $243k 11k 22.53
Amazon (AMZN) 0.1 $231k 1.0k 230.82
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $227k 9.8k 23.19
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $223k 1.6k 143.96