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.