Melone Private Wealth

Melone Private Wealth as of March 31, 2026

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