Holdings
Melone Private Wealth, LLC
As of Sep 30, 2026, Melone Private Wealth, LLC reported 53 positions worth US$255M. Largest: Capital Group Dividend Value ETF, Davis Select U.S. Equity ETF and WisdomTree Floating Rate Treasury Fund. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Capital Group Dividend Value ETF | 373K | US$18.2M | new | Sep 30, 2026 |
| Davis Select U.S. Equity ETF | 331K | US$18.1M | new | Sep 30, 2026 |
| WisdomTree Floating Rate Treasury Fund | 328K | US$16.5M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 117K | US$15.9M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Intermediate Term Treasury ETF | 516K | US$14.1M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Growth ETF | 101K | US$12.5M | new | Sep 30, 2026 |
| Nuveen Municipal Credit Income Fund | 1.07M | US$11.6M | new | Sep 30, 2026 |
| WisdomTree International Hedged Quality Dividend Growth Fund | 213K | US$11.1M | new | Sep 30, 2026 |
| VanEck Fallen Angel High Yield Bond ETF | 367K | US$10.2M | new | Sep 30, 2026 |
| Nuveen AMT-Free Quality Municipal Income Fund | 988K | US$9.83M | new | Sep 30, 2026 |