Melia Wealth LLC Portfolio Holdings

Melia Wealth LLC

  • $209 Billion
  • Q2 2025

Melia Wealth LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $36.7B, Ares Capital Corp with a value of $17.1B, Gladstone Investment Corporation\De with a value of $16.2B, Trinity Capital Inc. with a value of $16.2B, and Owl Rock Capital Corp with a value of $15.2B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $194B to 209B.

Melia Wealth LLC is based out at Tulsa, OK

Below you can find more details about Melia Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $209 Billion
Financial Services: $119 Billion
ETFs: $46.7 Billion
Real Estate: $28.6 Billion
Energy: $783 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.7 Billion 17.57% of portfolio
645,241
Q2 2025 Added 5.45%
$0
$9.32 Billion 4.46% of portfolio
447,265
Q2 2025 New
$0
$713 Million 0.34% of portfolio
13,101
Q2 2025 Added 46.64%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $209 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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