§ 13F · FUND PROFILE
Melone Private Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $195.4T (13F)Positions · 50Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$235.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 429K | $21.6T | 9.2% | NEW |
| 2 | DUSA | DAVIS FUNDAMENTAL ETF TR | 294K | $15.0T | 6.4% | NEW |
| 3 | SPTI | SPDR SERIES TRUST | 501K | $14.5T | 6.1% | NEW |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 320K | $14.0T | 5.9% | NEW |
| 5 | IJR | ISHARES TR | 109K | $13.1T | 5.5% | NEW |
| 6 | SPYG | SPDR SERIES TRUST | 102K | $10.9T | 4.6% | NEW |
| 7 | NZF | NUVEEN MUNICIPAL CREDIT INC | 865K | $10.9T | 4.6% | NEW |
| 8 | ANGL | VANECK ETF TRUST | 353K | $10.4T | 4.4% | NEW |
| 9 | IHDG | WISDOMTREE TR | 207K | $10.1T | 4.3% | NEW |
| 10 | SPEM | SPDR INDEX SHS FDS | 174K | $8.1T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MELONE SIGNAL
AC read
Melone Private Wealth, LLC is a Other fund managing $195432.2 trillion in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed