Melone Private Wealth, LLC Portfolio Holdings

Melone Private Wealth, LLC

  • $233 Million
  • Q4 2025

Melone Private Wealth, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $233 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $21.6M, Spdr Ser Tr Spdr Portfolio Int with a value of $14.5M, Davis Fundamental ETF Tr with a value of $14.1M, Capital Group Divid Value ETF with a value of $13.7M, and Ishares Core S&P Sm Cap ETF with a value of $12.7M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $220M to 233M.

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

Portfolio value $233 Million
ETFs: $185 Million
Financial Services: $40.8 Million
N/A: $6.72 Million
Technology: $547,000
Consumer Cyclical: $234,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$1.51 Million 0.65% of portfolio
2
Q3 2024 Reduced 33.33%
$662B
$800,000 0.34% of portfolio
1,572
Q3 2025 Added 10.55%
$465B
$287,000 0.12% of portfolio
1,542
Q4 2025 Added 0.06%
$2.39T
$234,000 0.1% of portfolio
1,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $233 Million
  • Prior Value $220 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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