Institutions / Melia Wealth LLC

Melia Wealth LLC

CIK 1964047 · Institution · as of Dec 31, 2025
Portfolio value
$216.33M
Positions
23
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
J P Morgan Exchange Traded F$22.38M390,96310.3%
Trinity Capital Inc.TRINCommon Stock$17.49M1,193,5188.1%
Ares Capital CorpARCCCommon Stock$16.39M810,2327.6%
Etfis Ser Tr I$16.08M746,0077.4%
Bain Capital Specialty Finance, Inc.BCSFCommon Stock$15.78M1,134,2117.3%
Gladstone Investment CORPORATION\DEGAINCommon Stock$15.75M1,127,2967.3%
Oaktree Specialty Lending CorpOCSLCommon Stock$15.53M1,218,8067.2%
Hercules Capital, Inc.HTGCCommon Stock$15.10M802,1857.0%
Blue Owl Capital CorpOBDCCommon Stock$14.76M1,187,7056.8%
Sixth Street Specialty Lending, Inc.TSLXCommon Stock$13.41M617,2046.2%
Roundhill ETF Trust$11.81M415,2105.5%
Capital Southwest CorpCSWCCommon Stock$11.14M502,9885.2%
Omega Healthcare Investors Inc$11.03M248,8555.1%
Arbor Realty Trust Inc$7.60M978,8023.5%
Sachem Capital Corp$2.99M2,870,5661.4%
Rithm Capital Corp.$2.66M244,0651.2%
Manhattan Brdg Cap Inc$2.08M447,6381.0%
J P Morgan Exchange Traded F$1.46M25,2010.7%
Lument Finance Trust, Inc.LFTREIT$1.39M988,1370.6%
Exxon Mobil Corp$485.6K4,0350.2%
Sprott Asset Management LP$464.1K19,6230.2%
ONEOK Inc$308.6K4,1980.1%
iShares Bitcoin Trust ETF$255.7K5,1510.1%

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.