Melone Private Wealth, LLC: 13F holdings
CIK 19057652026Q2
| Positions | 58 |
|---|
| Reported value | $262.6m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 58 (-2 vs prior quarter) |
|---|
| Reported value | $262.6m (+7.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DUSA DAVIS FUNDAMENTAL ETF TR | 327,833 | $18.4m | 7.0% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 364,684 | $18.0m | 6.8% |
| IJR ISHARES TR | 114,038 | $16.9m | 6.4% |
| USFR WISDOMTREE TR | 332,125 | $16.7m | 6.4% |
| SPTI SPDR SERIES TRUST | 512,824 | $14.6m | 5.5% |
| NZF NUVEEN MUN CR INCOME FD | 972,837 | $12.3m | 4.7% |
| SPYG SPDR SERIES TRUST | 100,267 | $11.9m | 4.5% |
| XLB WISDOMTREE TR | 205,264 | $10.8m | 4.1% |
| ANGL VANECK ETF TRUST | 361,550 | $10.6m | 4.0% |
| XNEAX NUVEEN AMT FREE QLTY MUN INC | 862,704 | $10.1m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905765")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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