Melone Private Wealth, LLC: summary

Melone Private Wealth, LLC reported 54 positions with a reported value of $254.92M in its 13F for Q3 2026. Compared with Q2 2026: 0 new positions, 4 exited.

Top positions

• CAPITAL GROUP DIVIDEND VALUE ETF
• DAVIS FUNDAMENTAL ETF TR
• WISDOMTREE TR
• ISHARES CORE S&P SMALL CAP ETF
• SPDR SERIES TRUST
• SPDR SERIES TRUST
• NUVEEN MUN CR INCOME FD
• WISDOMTREE TR
• VANECK ETF TRUST
• NUVEEN AMT FREE QLTY MUN INC