Melia Wealth LLC - Portfolio overview

Melia Wealth LLC has 24 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. JEPI - J P MORGAN EXCHANGE TRADED F, 11.03%
2. TRIN - TRINITY CAP INC, 9.21%
3. PFFA - ETFIS SER TR I, 7.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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