CIK 1962465
MELFA WEALTH MANAGEMENT, INC.
Institutional 13F holdings & portfolio
Holdings
202
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 312K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR | 472K | $1M+ | SH |
| EVN | EATON VANCE MUNI INCOME TRUS | 399K | $1M+ | SH |
| BKT | BLACKROCK INCOME TR INC | 364K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 119K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 71K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 63K | $1M+ | SH |
| GE | GE AEROSPACE | 9K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| MYI | BLACKROCK MUNIYIELD QUALITY | 236K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 13K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 182K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 59K | $1M+ | SH |
| MQY | BLACKROCK MUNIYILD QULT FD I | 193K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 18K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 65K | $1M+ | SH |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | 178K | $1M+ | SH |
| NBH | NEUBERGER MUN FD INC | 204K | $1M+ | SH |
| C | CITIGROUP INC | 16K | $1M+ | SH |
| PCQ | PIMCO CALIF MUN INCOME FD | 200K | $1M+ | SH |
| EIM | EATON VANCE MUN BD FD | 172K | $1M+ | SH |
| LQD | ISHARES TR | 15K | $1M+ | SH |
| GEV | GE VERNOVA INC | 3K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 31K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 31K | $1M+ | SH |
| EOT | EATON VANCE NATL MUN OPPORT | 82K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 23K | $1M+ | SH |
| MVF | BLACKROCK MUNIVEST FD INC | 189K | $1M+ | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOM | 90K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| BHK | BLACKROCK CORE BD TR | 123K | $1M+ | SH |
| KTF | DWS MUN INCOME TR NEW | 129K | $1M+ | SH |
| PML | PIMCO MUN INCOME FD II | 154K | $1M+ | SH |
| MMU | WESTERN ASSET MANAGED MUNS F | 109K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 20K | $1M+ | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 103K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| BLE | BLACKROCK MUNI INCOME TR II | 102K | $1M+ | SH |
| BFK | BLACKROCK MUN INCOME TR | 101K | $1M+ | SH |
| EVV | EATON VANCE LIMITED DURATION | 100K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 12K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| MUA | BLACKROCK MUNIASSETS FD INC | 85K | $500K+ | SH |
| BGT | BLACKROCK FLOATING RATE INC | 77K | $500K+ | SH |