Melone Private Wealth

Melone Private Wealth as of June 30, 2026

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 58 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 7.0 $18M 328k 56.18
Capital Group Dividend Value Shs Creat Unit (CGDV) 6.8 $18M 365k 49.28
Ishares Tr Core S&p Scp Etf (IJR) 6.4 $17M 114k 148.31
Wisdomtree Tr Floatng Rat Trea (USFR) 6.4 $17M 332k 50.35
Spdr Series Trust St Inter Etf (SPTI) 5.5 $15M 513k 28.39
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 4.7 $12M 973k 12.68
Spdr Series Trust ST STR P500GRW (SPYG) 4.5 $12M 100k 118.99
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.1 $11M 205k 52.38
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.0 $11M 362k 29.24
Nuveen Insured Tax-Free Adv Munici (NEA) 3.9 $10M 863k 11.74
Nuveen Mun High Income Opp F (NMZ) 3.4 $8.9M 846k 10.57
Wisdomtree Tr Us Midcap Divid (DON) 3.3 $8.6M 152k 56.52
Spdr Index Shs Fds St Port Mark Etf (SPEM) 3.2 $8.5M 164k 51.78
Wisdomtree Tr Us Total Dividnd (DTD) 2.9 $7.7M 83k 93.25
Nuveen (NMCO) 2.9 $7.6M 698k 10.89
Wisdomtree Tr Us Smallcap Divd (DES) 2.7 $7.1M 173k 40.68
Nuveen Div. Advantage Muni. Fund (NAD) 2.6 $6.9M 570k 12.12
Spdr Series Trust St Str Aggre Etf (SPAB) 2.4 $6.2M 244k 25.52
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.3 $6.1M 64k 95.62
Davis Fundamental Etf Tr Select Wrld Wi (DWLD) 2.1 $5.6M 121k 46.24
Spdr Series Trust St Str Corpo Etf (SPBO) 1.9 $4.9M 170k 29.04
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 1.6 $4.2M 8.1k 522.40
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.4 $3.8M 33k 112.88
Spdr Series Trust St Nuve High Etf (HYMB) 1.2 $3.1M 121k 25.44
BlackRock MuniYield Michigan Insured Fnd (MIY) 1.0 $2.7M 216k 12.27
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.9 $2.4M 231k 10.60
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.9 $2.3M 84k 27.47
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.8 $2.2M 24k 89.85
Spdr Series Trust ST STR SP600SM C (SLYV) 0.8 $2.0M 19k 109.11
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $1.7M 33k 51.51
Nuveen Insd Dividend Advantage (NVG) 0.6 $1.6M 127k 12.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.5M 2.00 748850.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.5M 2.1k 686.86
American Centy Etf Tr Diversified Mu (TAXF) 0.5 $1.4M 28k 50.84
Wisdomtree Tr Us High Dividend (DHS) 0.5 $1.2M 11k 113.69
Capital Group Growth Etf Shs Creat Unit (CGGR) 0.4 $1.2M 25k 47.20
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.2M 15k 80.57
Huntington Bancshares Incorporated (HBAN) 0.3 $881k 50k 17.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $787k 1.6k 500.39
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $722k 3.8k 188.07
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $672k 8.6k 77.79
BlackRock MuniHoldings Fund (MHD) 0.2 $655k 55k 11.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $652k 8.5k 77.11
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $607k 11k 56.16
Vanguard Index Fds Small Cp Etf (VB) 0.2 $600k 2.0k 303.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $591k 1.6k 370.09
Davis Fundamental Etf Tr Select Finl (DFNL) 0.2 $554k 11k 49.37
Alphabet Cap Stk Cl A (GOOGL) 0.2 $493k 1.4k 357.25
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $420k 3.8k 110.16
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $407k 17k 23.52
Chipotle Mexican Grill (CMG) 0.1 $323k 9.5k 34.00
Apple (AAPL) 0.1 $321k 1.1k 289.48
NVIDIA Corporation (NVDA) 0.1 $309k 1.5k 200.04
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $282k 1.5k 190.57
Amazon (AMZN) 0.1 $257k 1.1k 238.34
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $250k 11k 22.51
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $216k 290.00 746.37
Alta Equipment Group Common Stock (ALTG) 0.1 $163k 25k 6.47