Institutions / Melone Private Wealth, LLC
Melone Private Wealth, LLC
CIK 1905765 · Institution · as of Dec 31, 2025
Portfolio value
$235.78M
Positions
58
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 58 →
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Tr | $21.60M | 9.2% |
| Davis Fundamental ETF Tr | $15.05M | 6.4% |
| SPDR Series Trust | $14.46M | 6.1% |
| Capital Group Dividend Value | $13.95M | 5.9% |
| iShares Tr | $13.05M | 5.5% |
| SPDR Series Trust | $10.92M | 4.6% |
| Nuveen Municipal Credit Income FundNZF | $10.89M | 4.6% |
| VanEck ETF Trust | $10.36M | 4.4% |
| WisdomTree Tr | $10.07M | 4.3% |
| SPDR Index Shs Fds | $8.14M | 3.5% |
| WisdomTree Tr | $8.07M | 3.4% |
| Nuveen Amt Free Qlty Mun Inc | $7.58M | 3.2% |
| WisdomTree Tr | $6.81M | 2.9% |
| Nuveen Municipal High Income Opportunity FundNMZ | $6.69M | 2.8% |
| SPDR Series Trust | $6.46M | 2.7% |
| Nuveen Municipal Credit Opportunities FundNMCO | $6.33M | 2.7% |
| WisdomTree Tr | $5.63M | 2.4% |
| SPDR Dow Jones Indl Average | $5.38M | 2.3% |
| WisdomTree Tr | $5.34M | 2.3% |
| SPDR Series Trust | $4.92M | 2.1% |
| Davis Fundamental ETF Tr | $4.90M | 2.1% |
| BlackRock Muniyield Mich Qu | $3.49M | 1.5% |
| Nuveen Quality Municipal Income FundNAD | $3.48M | 1.5% |
| Invesco Exchange Traded Fd T | $2.46M | 1.0% |
| SPDR Series Trust | $2.32M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.