Melone Private Wealth, LLC - Portfolio overview

Melone Private Wealth, LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Basic Materials.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 8.65%
2. DUSA - DAVIS FUNDAMENTAL ETF TR, 6.51%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 6.36%

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

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