Melone Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Melone Private Wealth, LLC held in its portfolio 53 assets valued at $235,776,320 (i.e. $235.78M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($40.92M), WISDOMTREE TR ($21.60M), and DAVIS FUNDAMENTAL ETF TR ($15.05M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Melone Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1135350 | 40920914 | STATE STREET SPD |
| WISDOMTREE TR | 429196 | 21597133 | FLOATNG RAT TREA |
| DAVIS FUNDAMENTAL ETF TR | 294343 | 15049753 | SELECT US EQTY |
| CAPITAL GROUP DIVIDEND VALUE | 319721 | 13952638 | SHS CREATION UNI |
| ISHARES TR | 108593 | 13050662 | CORE S&P SCP ETF |
| NUVEEN MUNICIPAL CREDIT INC | 865452 | 10887384 | COM SH BEN INT |
| VANECK ETF TRUST | 352925 | 10363633 | FALLEN ANGEL HG |
| WISDOMTREE TR | 207002 | 10072716 | ITL HDG QTLY DIV |
| SPDR INDEX SHS FDS | 173924 | 8141403 | PORTFOLIO EMG MK |
| WISDOMTREE TR | 156391 | 8069786 | US MIDCAP DIVID |
| NUVEEN AMT FREE QLTY MUN INC | 651892 | 7581501 | COM |
| WISDOMTREE TR | 80204 | 6807721 | US TOTAL DIVIDND |
| NUVEEN MUN HIGH INCOME OPPOR | 656100 | 6685654 | COM |
| NUVEEN MUN CR OPPORTUNITIES | 618518 | 6327438 | COM |
| WISDOMTREE TR | 62912 | 5626195 | US QTLY DIV GRT |
| SPDR DOW JONES INDL AVERAGE | 11202 | 5383246 | UT SER 1 |
| WISDOMTREE TR | 159710 | 5342315 | US SMALLCAP DIVD |
| DAVIS FUNDAMENTAL ETF TR | 105005 | 4897447 | SELECT WRLD WI |
| BLACKROCK MUNIYIELD MICH QU | 297208 | 3489217 | COM |
| NUVEEN QUALITY MUNCP INCOME | 289583 | 3480789 | COM |
| INVESCO EXCHANGE TRADED FD T | 24018 | 2459926 | S&P MDCP QUALITY |
| INVESCO TR INVT GRADE MUNS | 195377 | 2026061 | COM |
| VANECK ETF TRUST | 35585 | 1819109 | HIGH YLD MUNIETF |
| FIRST TR EXCHANGE TRADED FD | 24131 | 1724189 | NASDAQ CYB ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| BLACKROCK MUN INCOME QUALITY | 125632 | 1374416 | COM |
| VANGUARD INDEX FDS | 2133 | 1337816 | S&P 500 ETF SHS |
| NUVEEN AMT FREE MUN CR INC F | 99269 | 1256742 | COM |
| WISDOMTREE TR | 10845 | 1104278 | US HIGH DIVIDEND |
| VANGUARD INDEX FDS | 3621 | 1050778 | MID CAP ETF |
| CAPITAL GRP FIXED INCM ETF T | 32647 | 893876 | MUNICIPAL INCOME |
| HUNTINGTON BANCSHARES INC | 49699 | 862278 | COM |
| WESTERN ASSET MANAGED MUNS F | 79955 | 834726 | COM |
| AMERICAN CENTY ETF TR | 16300 | 821178 | DIVERSIFIED MU |
| BERKSHIRE HATHAWAY INC DEL | 1572 | 790166 | CL B NEW |
| WISDOMTREE TR | 16587 | 770284 | US HGH YLD CORP |
| ISHARES TR | 3928 | 659748 | CORE S&P US GWT |
| CAPITAL GROUP GROWTH ETF | 14500 | 644815 | SHS CREATION UNI |
| WISDOMTREE TR | 8757 | 620541 | US LARGECAP FUND |
| VANGUARD INDEX FDS | 1685 | 564970 | TOTAL STK MKT |
| SELECT SECTOR SPDR TR | 13175 | 562437 | STATE STREET UTI |
| PROSHARES TR | 5404 | 562362 | S&P 500 DV ARIST |
| ISHARES TR | 8511 | 561701 | CORE S&P MCP ETF |
| DAVIS FUNDAMENTAL ETF TR | 11525 | 557015 | SELECT FINL |
| VANGUARD INDEX FDS | 1972 | 508665 | SMALL CP ETF |
| ISHARES TR | 3792 | 388830 | CORE S&P US VLU |
| SPDR S&P 500 ETF TR | 430 | 293420 | TR UNIT |
| NVIDIA CORPORATION | 1542 | 287501 | COM |
| INTEL CORP | 7500 | 276750 | COM |
| WISDOMTREE TR | 10802 | 243377 | HEDGED HI YLD BD |
| AMAZON COM INC | 1000 | 230820 | COM |
| INVESCO EXCH TRADED FD TR II | 9787 | 226972 | NATL AMT MUNI |
| SELECT SECTOR SPDR TR | 1552 | 223428 | STATE STREET TEC |
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