Melone Private Wealth, LLC Portfolio Holdings

Melone Private Wealth, LLC

  • $220 Million
  • Q3 2025

Melone Private Wealth, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $220 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S. Midcap Divi with a value of $18.2M, Wisdomtree Floating Rate Treas with a value of $16.7M, Wisdomtree Tr with a value of $15.9M, Spdr Ser Tr Spdr Portfolio Int with a value of $14.9M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $14.5M.

Examining the 13F form we can see an increase of $24.2M in the current position value, from $196M to 220M.

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

Portfolio value $220 Million
ETFs: $177 Million
Financial Services: $36.1 Million
N/A: $6.81 Million
Technology: $538,000
Consumer Cyclical: $219,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $220 Million
  • Prior Value $196 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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