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 101–150 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAR | DIMENSIONAL ETF TRUST | 18K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| FRA | BLACKROCK FLOATING RATE INCO | 34K | $100K–$500K | SH |
| VVR | INVESCO SR INCOME TR | 119K | $100K–$500K | SH |
| VGM | INVESCO TR INVT GRADE MUNS | 37K | $100K–$500K | SH |
| LEO | BNY MELLON STRATEGIC MUNS IN | 60K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| IYY | ISHARES TR | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 6K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| NMAI | NUVEEN MULTI ASSET INCOME FU | 27K | $100K–$500K | SH |
| SBI | WESTERN ASSET INTER MUNI FD | 46K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 725 | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| FMN | FEDERATED HERMES PREM MUNI I | 31K | $100K–$500K | SH |
| JLS | NUVEEN MORTGAGE AND INCOME F | 19K | $100K–$500K | SH |
| V | VISA INC | 963 | $100K–$500K | SH |
| DHF | BNY MELLON HIGH YIELD STRATE | 136K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| VKQ | INVESCO MUNICIPAL TRUST | 34K | $100K–$500K | SH |
| IEFA | ISHARES TR | 4K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 33K | $100K–$500K | SH |
| IWB | ISHARES TR | 800 | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 6K | $100K–$500K | SH |
| IWF | ISHARES TR | 620 | $100K–$500K | SH |
| HIO | WESTERN ASSET HIGH INCOME OP | 79K | $100K–$500K | SH |
| ETX | EATON VANCE MUN INCOME 2028 | 15K | $100K–$500K | SH |
| VFVA | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| EFT | EATON VANCE FLTING RATE INC | 25K | $100K–$500K | SH |
| EVG | EATON VANCE SHORT DURATION D | 26K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 16K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| VFL | ABRDN NATL MUN INCOME FD | 27K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| MUE | BLACKROCK MUNIHOLDINGS QUALI | 27K | $100K–$500K | SH |
| DSM | BNY MELLON STRATEGIC MUN BD | 44K | $100K–$500K | SH |
| PIM | PUTNAM MASTER INTER INCOME T | 81K | $100K–$500K | SH |
| RA | BROOKFIELD REAL ASSETS INCOM | 21K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 4K | $100K–$500K | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 12K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| NNY | NUVEEN N Y MUN VALUE FD | 30K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| CCIF | CARLYLE CREDIT INCOME FUND | 53K | $100K–$500K | SH |
| BBN | BLACKROCK TAX MUNICPAL BD TR | 15K | $100K–$500K | SH |