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 151–200 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EVF | EATON VANCE SR INCOME TR | 47K | $100K–$500K | SH |
| VFQY | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| DBL | DOUBLELINE OPPORTUNISTIC CR | 16K | $100K–$500K | SH |
| CBU | COMMUNITY FINANCIAL SYSTEM I | 4K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 18K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 802 | $100K–$500K | SH |
| VFMO | VANGUARD WELLINGTON FD | 1K | $100K–$500K | SH |
| T | AT&T INC | 9K | $100K–$500K | SH |
| BKN | BLACKROCK INVT QUALITY MUN T | 20K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 19K | $100K–$500K | SH |
| BIT | BLACKROCK MULTI SECTOR INC T | 17K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 850 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 436 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 17K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 5K | $100K–$500K | SH |
| PDT | HANCOCK JOHN PREM DIVID FD | 17K | $100K–$500K | SH |
| CEV | EATON VANCE CALIF MUN INCOM | 21K | $100K–$500K | SH |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | 20K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 320 | $100K–$500K | SH |
| CHY | CALAMOS CONV & HIGH INCOME F | 17K | $100K–$500K | SH |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | 16K | $100K–$500K | SH |
| WEA | WESTERN ASSET PREMIER BD FD | 17K | $100K–$500K | SH |
| PCF | HIGH INCOME SECS FD | 31K | $100K–$500K | SH |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | 19K | $100K–$500K | SH |
| JHS | HANCOCK JOHN INCOME SECS TR | 16K | $100K–$500K | SH |
| ACP | ABRDN INCOME CREDIT STRATEGI | 34K | $100K–$500K | SH |
| HFRO | HIGHLAND OPPS & INCOME FD | 29K | $100K–$500K | SH |
| AVK | ADVENT CONV & INCOME FD | 14K | $100K–$500K | SH |
| IGI | WESTERN ASSET INVT GRADE OPP | 10K | $100K–$500K | SH |
| MQT | BLACKROCK MUNIYIELD QUALITY | 16K | $100K–$500K | SH |
| JRI | NUVEEN REAL ASSET INCOME & G | 12K | $100K–$500K | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 14K | $100K–$500K | SH |
| IQI | INVESCO QUALITY MUN INCOME T | 15K | $100K–$500K | SH |
| RMM | RIVERNORTH MANAGED DUR MUN I | 11K | $100K–$500K | SH |
| NDMO | NUVEEN DYNAMIC MUN OPPORTUNI | 15K | $100K–$500K | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 13K | $100K–$500K | SH |
| SABA | SABA CAPITAL INCOME & OPPORT | 17K | $100K–$500K | SH |
| BGB | BLACKSTONE STRATEGIC CRED 20 | 11K | $100K–$500K | SH |
| DTF | DTF TAX-FREE INCOME 2028 TER | 11K | $100K–$500K | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 12K | $100K–$500K | SH |
| CIK | CREDIT SUISSE ASSET MGMT INC | 43K | $100K–$500K | SH |
| EAD | ALLSPRING INCOME OPPORTUNIT | 18K | $100K–$500K | SH |
| ONDS | ONDAS HLDGS INC | 12K | $100K–$500K | SH |
| MHN | BLACKROCK MUNIHLDGS NY QLTY | 12K | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 22K | $100K–$500K | SH |
| EDF | VIRTUS STONE HBR EMRG MKTS I | 22K | $100K–$500K | SH |
| WIA | WESTERN ASST INFLTN LKD INM | 12K | $100K–$500K | SH |
| MIN | MFS INTER INCOME TR | 34K | $50K–$100K | SH |