Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MELFA WEALTH MANAGEMENT, INC. (CIK 1962465) reported $174.2M across 194 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($12.1M, 6.95%), VTI ($10.7M, 6.16%), AAPL ($4.9M, 2.83%), PMO ($4.9M, 2.79%), DFSV ($4.8M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $12.1M | 6.95% | 311,593 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $10.7M | 6.16% | 33,417 | Added |
| 3 | AAPL | APPLE INC | $4.9M | 2.83% | 19,436 | Trimmed |
| 4 | PMO | PUTNAM MUN OPPORTUNITIES TR | $4.9M | 2.79% | 472,403 | Hold |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $4.8M | 2.74% | 136,148 | Added |
| 6 | MYI | BLACKROCK MUNIYIELD QUALITY | $4.4M | 2.53% | 419,230 | Added |
| 7 | MHD | BLACKROCK MUNIHOLDINGS FD IN | $4.3M | 2.48% | 382,553 | Added |
| 8 | EVN | EATON VANCE MUN INCOME TR | $4.1M | 2.38% | 398,047 | Trimmed |
| 9 | BKT | BLACKROCK INCOME TR INC | $3.9M | 2.25% | 370,302 | Added |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $3.2M | 1.83% | 70,452 | Trimmed |
| 11 | IVV | ISHARES TR | $3.1M | 1.77% | 4,707 | Trimmed |
| 12 | DFUV | DIMENSIONAL ETF TRUST | $3.0M | 1.73% | 62,339 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $2.8M | 1.63% | 16,744 | Trimmed |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $2.7M | 1.53% | 68,355 | Added |
| 15 | GE | GE AEROSPACE | $2.6M | 1.52% | 9,318 | Hold |
| 16 | MQY | BLACKROCK MUNIYILD QULT FD I | $2.6M | 1.49% | 235,758 | Added |
| 17 | META | META PLATFORMS INC | $2.4M | 1.41% | 4,281 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 1.33% | 3,570 | Added |
| 19 | NVG | NUVEEN AMT FREE MUN CR INC F | $2.2M | 1.29% | 182,448 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $2.2M | 1.28% | 12,784 | Trimmed |
| 21 | GEV | GE VERNOVA INC | $2.2M | 1.28% | 2,548 | Trimmed |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $2.2M | 1.24% | 63,564 | Trimmed |
| 23 | NBH | NEUBERGER MUN FD INC | $2.1M | 1.20% | 206,547 | Added |
| 24 | MUC | BLACKROCK MUNIHLDNGS CALI | $1.9M | 1.08% | 180,332 | Added |
| 25 | C | CITIGROUP INC | $1.9M | 1.07% | 16,438 | Added |
Source: SEC Form 13F filings · as of 2026-03-31