Melfa Wealth Management, LLC Portfolio Holdings

Melfa Wealth Management, LLC

  • $158 Billion
  • Q2 2025

Melfa Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $11.3B, Vanguard Total Stock Market Et with a value of $8.64B, Putnam Municipal Opportunities Trust with a value of $4.75B, Blackrock Income Tr Inc with a value of $4.32B, and Eaton Vance Municipal Income Trust with a value of $4.22B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $148B to 158B.

Melfa Wealth Management, LLC is based out at Westborough, MA

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

Portfolio value $158 Billion
Financial Services: $73.6 Billion
ETFs: $54.8 Billion
Technology: $9.66 Billion
Communication Services: $4.55 Billion
Industrials: $3.04 Billion
Energy: $1.51 Billion
Consumer Cyclical: $838 Million
N/A: $438 Million
Other: $695 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185B
$1.4 Billion 0.89% of portfolio
16,466
Q1 2025 Reduced 0.18%
$29B
$1.28 Billion 0.81% of portfolio
31,200
Q1 2024 New
$127B
$884 Million 0.56% of portfolio
3,208
Q1 2025 Added 3.48%
$22.8B
$251 Million 0.16% of portfolio
3,941
Q2 2024 Added 0.43%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $158 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email