§ 13F · FUND PROFILE
Melone Private Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $195M (13F)Positions · 50Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 426K | $21M | 8.8% | −1% |
| 2 | DUSA | DAVIS FUNDAMENTAL ETF TR | 318K | $16M | 6.6% | +8% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 370K | $16M | 6.4% | +16% |
| 4 | SPTI | SPDR SERIES TRUST | 510K | $15M | 6.0% | +2% |
| 5 | IJR | ISHARES TR | 115K | $14M | 5.8% | +6% |
| 6 | NZF | NUVEEN MUN CR INCOME FD | 855K | $10M | 4.3% | −1% |
| 7 | ANGL | VANECK ETF TRUST | 361K | $10M | 4.2% | +2% |
| 8 | SPYG | SPDR SERIES TRUST | 102K | $10M | 4.1% | ±0% |
| 9 | IHDG | WISDOMTREE TR | 205K | $10M | 4.0% | −1% |
| 10 | SPEM | SPDR INDEX SHS FDS | 189K | $9M | 3.6% | +9% |
§ 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 $195 million in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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