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 51–100 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 107K | $500K+ | SH |
| VLT | INVESCO HIGH INCOME TR II | 74K | $500K+ | SH |
| MFM | MFS MUN INCOME TR | 152K | $500K+ | SH |
| BFZ | BLACKROCK CALIF MUN INCOME T | 76K | $500K+ | SH |
| XBI | SPDR SERIES TRUST | 7K | $500K+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 97K | $500K+ | SH |
| VKI | INVESCO ADVANTAGE MUN INCOME | 84K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| NCA | NUVEEN CALIFORNIA MUNI VLU F | 81K | $500K+ | SH |
| HYT | BLACKROCK CORPOR HI YLD FD I | 81K | $500K+ | SH |
| NHS | NEUBERGER HIGH YIELD ST FD I | 96K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |
| MVT | BLACKROCK MUNIVEST FD II INC | 65K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| VGHY | VANGUARD FIXED INCOME SECS F | 8K | $500K+ | SH |
| CXH | MFS INVT GRADE MUN TR | 78K | $500K+ | SH |
| PFF | ISHARES TR | 20K | $500K+ | SH |
| MIY | BLACKROCK MUNIYIELD MICH QU | 53K | $500K+ | SH |
| CXE | MFS HIGH INCOME MUN TR | 165K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| IEF | ISHARES TR | 6K | $500K+ | SH |
| PMM | PUTNAM MANAGED MUN INCOME TR | 96K | $500K+ | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 50K | $500K+ | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | 49K | $500K+ | SH |
| NMT | NUVEEN MASSACHUSETS QLT MUN | 50K | $500K+ | SH |
| VBF | INVESCO BD FD | 36K | $500K+ | SH |
| IJH | ISHARES TR | 8K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| HIX | WESTERN ASSET HIGH INCOM FD | 126K | $500K+ | SH |
| IJR | ISHARES TR | 4K | $500K+ | SH |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | 48K | $500K+ | SH |
| IEMG | ISHARES INC | 7K | $500K+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| NUW | NUVEEN AMT-FREE MUN VALUE FD | 33K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 38K | $100K–$500K | SH |
| OIA | INVESCO MUNI INCOME OPP TRST | 75K | $100K–$500K | SH |
| DSU | BLACKROCK DEBT STRATEGIES FD | 44K | $100K–$500K | SH |
| CMU | MFS HIGH YIELD MUN TR | 124K | $100K–$500K | SH |
| MHF | WESTERN ASSET MUN HIGH INCOM | 63K | $100K–$500K | SH |
| TSLA | TESLA INC | 960 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 8K | $100K–$500K | SH |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | 34K | $100K–$500K | SH |
| NMCO | NUVEEN MUN CR OPPORTUNITIES | 41K | $100K–$500K | SH |
| DMB | BNY MELLON MUN BD INFRASTRUC | 38K | $100K–$500K | SH |
| VMO | INVESCO MUN OPPORTUNITY TR | 43K | $100K–$500K | SH |
| BTA | BLACKROCK LONG-TERM MUN ADVA | 44K | $100K–$500K | SH |