Institutions / Melfa Wealth Management, Inc.
Melfa Wealth Management, Inc.
CIK 1962465 · Institution · as of Dec 31, 2025
Portfolio value
$173.52M
Positions
202
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 202 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $12.35M | 7.1% |
| Vanguard Index Fds | $10.98M | 6.3% |
| Apple Inc. | $5.29M | 3.0% |
| Putnam Municipal Opportunities TrustPMO | $5.05M | 2.9% |
| Eaton Vance Muni Income Trus | $4.29M | 2.5% |
| BlackRock Income Trust, Inc.BKT | $4.02M | 2.3% |
| Dimensional ETF Trust | $3.92M | 2.3% |
| Dimensional ETF Trust | $3.33M | 1.9% |
| iShares Tr | $3.27M | 1.9% |
| Dimensional ETF Trust | $2.93M | 1.7% |
| General Electric Co | $2.87M | 1.7% |
| Meta Platforms Inc | $2.82M | 1.6% |
| BlackRock Muniyield Quality Fund III, Inc.MYI | $2.57M | 1.5% |
| NVIDIA Corp | $2.48M | 1.4% |
| SPDR S&P 500 ETF Tr | $2.41M | 1.4% |
| Nuveen AMT-Free Municipal Credit Income FundNVG | $2.31M | 1.3% |
| Dimensional ETF Trust | $2.23M | 1.3% |
| BlackRock Muniyield Quality Fund, Inc.MQY | $2.18M | 1.3% |
| Exxon Mobil Corp | $2.15M | 1.2% |
| Dimensional ETF Trust | $2.12M | 1.2% |
| BlackRock Muniholdings Fund, Inc.MHD | $2.09M | 1.2% |
| Neuberger Municipal Fund Inc.NBH | $2.07M | 1.2% |
| Citigroup Inc | $1.92M | 1.1% |
| PIMCO Calif Mun Income Fd | $1.75M | 1.0% |
| Eaton Vance Mun Bd Fd | $1.67M | 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.