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.
Melone Private Wealth, LLC (CIK 1905765) reported $244.8M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($21.4M, 8.75%), DUSA ($16.1M, 6.58%), CGDV ($15.7M, 6.43%), SPTI ($14.6M, 5.97%), IJR ($14.3M, 5.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $21.4M | 8.75% | 425,768 | Trimmed |
| 2 | DUSA | DAVIS FUNDAMENTAL ETF TR | $16.1M | 6.58% | 317,583 | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $15.7M | 6.43% | 370,156 | Added |
| 4 | SPTI | SPDR SERIES TRUST | $14.6M | 5.97% | 510,141 | Added |
| 5 | IJR | ISHARES TR | $14.3M | 5.85% | 115,143 | Added |
| 6 | NZF | NUVEEN MUN CR INCOME FD | $10.4M | 4.25% | 855,182 | Trimmed |
| 7 | ANGL | VANECK ETF TRUST | $10.4M | 4.23% | 360,610 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $10.0M | 4.09% | 102,382 | Added |
| 9 | IHDG | WISDOMTREE TR | $9.9M | 4.03% | 204,960 | Trimmed |
| 10 | SPEM | SPDR INDEX SHS FDS | $8.9M | 3.62% | 188,990 | Added |
| 11 | NEA | NUVEEN AMT FREE QLTY MUN INC | $8.0M | 3.26% | 711,737 | Added |
| 12 | DON | WISDOMTREE TR | $7.9M | 3.23% | 150,438 | Trimmed |
| 13 | DTD | WISDOMTREE TR | $7.2M | 2.96% | 83,860 | Added |
| 14 | NMZ | NUVEEN MUN HIGH INCOME OPPOR | $7.0M | 2.85% | 672,622 | Added |
| 15 | NMCO | NUVEEN MUN CR OPPORTUNITIES | $6.8M | 2.78% | 643,997 | Added |
| 16 | SPAB | SPDR SERIES TRUST | $6.3M | 2.59% | 247,330 | Trimmed |
| 17 | DES | WISDOMTREE TR | $6.2M | 2.53% | 172,167 | Added |
| 18 | DGRW | WISDOMTREE TR | $5.6M | 2.30% | 64,100 | Added |
| 19 | DWLD | DAVIS FUNDAMENTAL ETF TR | $5.4M | 2.19% | 122,229 | Added |
| 20 | SPBO | SPDR SERIES TRUST | $4.9M | 1.99% | 167,806 | Added |
| 21 | DIA | STATE STR SPDR DOW JONES IND | $4.6M | 1.89% | 9,965 | Trimmed |
| 22 | NAD | NUVEEN QUALITY MUNCP INCOME | $4.6M | 1.89% | 402,537 | Added |
| 23 | XMHQ | INVESCO EXCHANGE TRADED FD T | $3.4M | 1.40% | 33,134 | Added |
| 24 | MIY | BLACKROCK MUNIYIELD MICH QU | $3.3M | 1.36% | 280,894 | Trimmed |
| 25 | HYMB | SPDR SERIES TRUST | $3.3M | 1.35% | 133,072 | Added |
Source: SEC Form 13F filings · as of 2026-03-31