Investor
Melone Private Wealth, LLC
CIK 0001905765 · filed 2026-04-08 · SEC filing
13F book
$244.8M
Positions
60
5 new · 3 sold
Largest name
8.8%
Wisdomtree Tr
Est. mark
−$2.32M
Price effect on 55 names still held. Flow $11.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Wisdomtree Tr | — | 425.8K | $21.4M | 8.8% | $8.5K | Cut−$164K |
| Davis Fundamental Etf Tr | — | 317.6K | $16.1M | 6.6% | −$114.8K | Added$1.06M |
| Capital Group Dividend Value | — | 370.2K | $15.7M | 6.4% | −$351.7K | Added$1.79M |
| Spdr Series Trust | — | 510.1K | $14.6M | 6.0% | −$90.2K | Added$160.5K |
| Ishares Tr | — | 115.1K | $14.3M | 5.8% | $448.5K | Added$1.26M |
| Nuveen Municipal Credit Inc | — | 855.2K | $10.4M | 4.3% | −$342.1K | Cut−$471.3K |
| Vaneck Etf Trust | — | 360.6K | $10.4M | 4.2% | −$227.6K | Added−$6.93K |
| Spdr Series Trust | — | 102.4K | $10M | 4.1% | −$899.6K | Added−$896.4K |
| Wisdomtree Tr | — | 205K | $9.87M | 4.0% | −$104.5K | Cut−$203.9K |
| Spdr Index Shs Fds | — | 189K | $8.87M | 3.6% | $17.4K | Added$724.1K |
| Nuveen Amt Free Qlty Mun Inc | — | 711.7K | $7.99M | 3.3% | −$260.7K | Added$411.3K |
| Wisdomtree Tr | — | 150.4K | $7.9M | 3.2% | $141.4K | Cut−$165.8K |
| Wisdomtree Tr | — | 83.9K | $7.24M | 3.0% | $118.7K | Added$434.4K |
| Nuveen Mun High Income Oppor | — | 672.6K | $6.98M | 2.9% | $124.7K | Added$296.2K |
| Nuveen Mun Cr Opportunities | — | 644K | $6.81M | 2.8% | $216.5K | Added$486K |
| Spdr Series Trust | — | 247.3K | $6.34M | 2.6% | −$32.2K | Cut−$120.4K |
| Wisdomtree Tr | — | 172.2K | $6.19M | 2.5% | $397.7K | Added$845.4K |
| Wisdomtree Tr | — | 64.1K | $5.63M | 2.3% | −$100K | Added$4.34K |
| Davis Fundamental Etf Tr | — | 122.2K | $5.35M | 2.2% | −$297.2K | Added$457.4K |
| Spdr Series Trust | — | 167.8K | $4.87M | 2.0% | −$52K | Added−$47.7K |
| Nuveen Quality Muncp Income | — | 402.5K | $4.63M | 1.9% | −$150.6K | Added$1.15M |
| Spdr Dow Jones Indl Average | — | 9.96K | $4.62M | 1.9% | −$173.2K | Cut−$767.6K |
| Invesco Exchange Traded Fd T | — | 33.1K | $3.43M | 1.4% | $22.8K | Added$965.1K |
| Blackrock Muniyield Mich Qu | — | 280.9K | $3.34M | 1.4% | $39.3K | Cut−$152.2K |
| Spdr Series Trust | — | 133.1K | $3.3M | 1.3% | −$13K | Added$983.7K |
| Capital Grp Fixed Incm Etf T | — | 80.6K | $2.19M | 0.9% | −$7.51K | Added$1.29M |
| Spdr Series Trust | — | 18.5K | $1.75M | 0.7% | $67K | Cut−$94.1K |
| Invesco Tr Invt Grade Muns | — | 172.9K | $1.71M | 0.7% | −$86.4K | Cut−$319.9K |
| Vaneck Etf Trust | — | 32.3K | $1.62M | 0.7% | −$31.7K | Cut−$198.1K |
| First Tr Exchange Traded Fd | — | 24.2K | $1.51M | 0.6% | −$211.6K | Added−$210.3K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.6% | −$73.3K | Held |
| Blackrock Muniholdings Fd In | — | 117.7K | $1.33M | 0.5% | — | New |
| Vanguard Index Fds | — | 2.12K | $1.27M | 0.5% | −$62.7K | Cut−$68.9K |
| Nuveen Amt Free Mun Cr Inc F | — | 100.2K | $1.24M | 0.5% | −$32.8K | Added−$21.7K |
| American Centy Etf Tr | — | 24.5K | $1.23M | 0.5% | −$5.37K | Added$404.7K |
| Wisdomtree Tr | — | 10.8K | $1.18M | 0.5% | $79.6K | Cut$71.5K |
| Vanguard Index Fds | — | 3.62K | $1.04M | 0.4% | −$11K | Held |
| Capital Group Growth Etf | — | 24.9K | $1M | 0.4% | −$62.1K | Added$355.9K |
| Huntington Bancshares Inc | — | 49.7K | $777.8K | 0.3% | −$84.5K | Held |
| Berkshire Hathaway Inc Del | — | 1.57K | $753.3K | 0.3% | −$36.9K | Held |
| Wisdomtree Tr | — | 16.1K | $733.4K | 0.3% | −$14.5K | Cut−$36.8K |
| Ishares Tr | — | 3.93K | $609.6K | 0.2% | −$50.5K | Added−$50.2K |
| Select Sector Spdr Tr | — | 13.2K | $604.9K | 0.2% | $42.2K | Added$42.5K |
| Wisdomtree Tr | — | 8.76K | $596.5K | 0.2% | −$24.1K | Added−$24K |
| Proshares Tr | — | 5.4K | $572.8K | 0.2% | $10.5K | Held |
| Ishares Tr | — | 8.44K | $570.2K | 0.2% | $12.9K | Cut$8.45K |
| Vanguard Index Fds | — | 1.63K | $521.4K | 0.2% | −$23.5K | Cut−$43.6K |
| Davis Fundamental Etf Tr | — | 11.5K | $516.8K | 0.2% | −$40.2K | Held |
| Vanguard Index Fds | — | 1.97K | $516.5K | 0.2% | $7.83K | Held |
| Alphabet Inc | — | 1.38K | $396.8K | 0.2% | — | New |
| Ishares Tr | — | 3.8K | $388.5K | 0.2% | −$1.11K | Added−$295 |
| Invesco Exch Traded Fd Tr Ii | — | 15.1K | $347.1K | 0.1% | −$2.07K | Added$120.1K |
| Intel Corp | INTC | 7.5K | $331K | 0.1% | $54.2K | Held |
| Chipotle Mexican Grill Inc | CMG | 9.5K | $304.1K | 0.1% | — | New |
| Apple Inc. | AAPL | 1.11K | $281.3K | 0.1% | — | New |
| Spdr S&P 500 Etf Tr | — | 431 | $280.4K | 0.1% | −$13.7K | Added−$13K |
| Nvidia Corp | NVDA | 1.54K | $268.8K | 0.1% | −$18.7K | Held |
| Wisdomtree Tr | — | 11K | $241.2K | 0.1% | −$5.62K | Added−$2.21K |
| Amazon Com Inc | AMZN | 1K | $208.3K | 0.1% | −$22.5K | Held |
| Alta Equipment Group Inc | — | 25.2K | $135.1K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.