Melfa Wealth Management, Inc.
Melfa Wealth Management, Inc. reported 196 holdings worth US$185M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Melfa Wealth Management, Inc. reported 196 holdings worth US$185M as of Jun 30, 2026. Largest: Apple Inc, Ge Aerospace and Ge Vernova Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 196
- Value as reported
- US$185M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 18,611 | US$5.39M | 2.9% |
| Ge Aerospace | 9,318 | US$3.48M | 1.9% |
| Ge Vernova Inc. | 2,548 | US$2.99M | 1.6% |
| Nvidia Corporation | 12,828 | US$2.57M | 1.4% |
| Meta Platforms, Inc. | 4,281 | US$2.41M | 1.3% |
| Citigroup, Inc. | 16,434 | US$2.3M | 1.2% |
| Exxon Mobil Corporation | 16,744 | US$2.29M | 1.2% |
| Alphabet Inc (google) Class C | 5,013 | US$1.79M | 0.97% |
| Fifth Third Bancorp | 31,200 | US$1.76M | 0.95% |
| Broadcom Inc. | 3,680 | US$1.39M | 0.75% |
| Microsoft Corp. | 2,632 | US$982K | 0.53% |
| Micron Technology, Inc. | 765 | US$883K | 0.48% |
| Jp Morgan Chase & Co. | 2,557 | US$837K | 0.45% |
| Chevron Corporation | 4,832 | US$801K | 0.43% |
| Amazon.com, Inc. | 3,218 | US$767K | 0.41% |
| Palantir Technologies Inc. | 5,644 | US$658K | 0.35% |
| Tesla, Inc. | 960 | US$404K | 0.22% |
| International Business Machines Corporation | 1,325 | US$373K | 0.20% |
| Abbvie Inc. | 1,432 | US$360K | 0.19% |
| Caterpillar, Inc. | 330 | US$352K | 0.19% |
| Visa Inc. | 966 | US$301K | 0.16% |
| Space Exploration Technologies Corp | 1,750 | US$299K | 0.16% |
| Moderna, Inc. | 4,199 | US$294K | 0.16% |
| Eversource Energy (d/b/a) | 3,941 | US$285K | 0.15% |
| Johnson & Johnson | 1,068 | US$271K | 0.15% |
| Community Financial System, Inc. | 4,040 | US$271K | 0.15% |
| Berkshire Hathaway Inc. | 447 | US$224K | 0.12% |
| Netflix, Inc. | 3,009 | US$215K | 0.12% |
| Verizon Communications Inc. | 5,014 | US$212K | 0.11% |
| Oracle Corporation | 1,421 | US$208K | 0.11% |
| Philip Morris International Inc | 1,119 | US$202K | 0.11% |
| Midcap Financial Investment Corporation | 13,718 | US$138K | 0.07% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related