CIK 1905765
Melone Private Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
58
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 58
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USFR | WISDOMTREE TR | 429K | $1M+ | SH |
| DUSA | DAVIS FUNDAMENTAL ETF TR | 294K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 501K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 320K | $1M+ | SH |
| IJR | ISHARES TR | 109K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 102K | $1M+ | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 865K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 353K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 207K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 174K | $1M+ | SH |
| DON | WISDOMTREE TR | 156K | $1M+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 652K | $1M+ | SH |
| DTD | WISDOMTREE TR | 80K | $1M+ | SH |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | 656K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 251K | $1M+ | SH |
| NMCO | NUVEEN MUN CR OPPORTUNITIES | 619K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 63K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 11K | $1M+ | SH |
| DES | WISDOMTREE TR | 160K | $1M+ | SH |
| SPBO | SPDR SERIES TRUST | 168K | $1M+ | SH |
| DWLD | DAVIS FUNDAMENTAL ETF TR | 105K | $1M+ | SH |
| MIY | BLACKROCK MUNIYIELD MICH QU | 297K | $1M+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 290K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 24K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 93K | $1M+ | SH |
| VGM | INVESCO TR INVT GRADE MUNS | 195K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 20K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 36K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 24K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| BYM | BLACKROCK MUN INCOME QUALITY | 126K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 99K | $1M+ | SH |
| DHS | WISDOMTREE TR | 11K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 33K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 50K | $500K+ | SH |
| MMU | WESTERN ASSET MANAGED MUNS F | 80K | $500K+ | SH |
| TAXF | AMERICAN CENTY ETF TR | 16K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| QHY | WISDOMTREE TR | 17K | $500K+ | SH |
| IUSG | ISHARES TR | 4K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 15K | $500K+ | SH |
| EPS | WISDOMTREE TR | 9K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| NOBL | PROSHARES TR | 5K | $500K+ | SH |
| IJH | ISHARES TR | 9K | $500K+ | SH |
| DFNL | DAVIS FUNDAMENTAL ETF TR | 12K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 2K | $500K+ | SH |