Melfa Wealth Management, LLC Portfolio Holdings

Melfa Wealth Management, LLC

  • $174 Billion
  • Q4 2025

Melfa Wealth Management, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $12.4B, Vanguard Total Stock Market Et with a value of $11B, Apple Inc. with a value of $5.29B, Putnam Municipal Opportunities Trust with a value of $5.05B, and Eaton Vance Municipal Income Trust with a value of $4.29B.

Examining the 13F form we can see an increase of $2.95B in the current position value, from $171B to 174B.

Melfa Wealth Management, LLC is based out at Westborough, MA

Below you can find more details about Melfa Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
Financial Services: $75 Billion
ETFs: $64.1 Billion
Technology: $12.1 Billion
Communication Services: $5.09 Billion
Energy: $2.9 Billion
Industrials: $2.87 Billion
Consumer Cyclical: $1.16 Billion
Healthcare: $522 Million
Other: $683 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$1.92 Billion 1.11% of portfolio
16,434
Q4 2025 Reduced 0.19%
$29.2B
$1.46 Billion 0.84% of portfolio
31,200
Q1 2024 New
$139B
$1.08 Billion 0.62% of portfolio
3,123
Q4 2025 Added 0.48%
$49.1B
$282 Million 0.16% of portfolio
3,005
Q4 2025 Added 992.73%
$25.4B
$265 Million 0.15% of portfolio
3,941
Q2 2024 Added 0.43%
$181B
$225 Million 0.13% of portfolio
9,054
Q4 2025 Added 0.69%
$172B
$212 Million 0.12% of portfolio
5,216
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $174 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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