MELFA WEALTH MANAGEMENT, INC. - Portfolio overview

MELFA WEALTH MANAGEMENT, INC. has 208 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 6.65%
2. VTI - VANGUARD INDEX FDS, 5.89%
3. AAPL - APPLE INC, 2.71%

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

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