account_balance

Investment manager · 13F filer · SEC CIK 1905765

Melone Private Wealth, LLC

Reported value$255Mas of Sep 30, 2026
Positions54 0 new, 4 sold out
Top 10 weight54.2%CGDV alone is 7%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
CGDV Capital Group Dividend Value 7.2% Added +2%
DUSA Davis Fundamental ETF Tr 7.1% Held
USFR Wisdomtree Tr 6.5% Held
IJR iShares Tr 6.2% Added +2%
SPTI SPDR Series Trust 5.5% Held
SPYG SPDR Series Trust 4.9% Held
NZF Nuveen Municipal Credit Income Fund 4.5% Added +10%
IHDG Wisdomtree Tr 4.3% Added +4%
ANGL Vaneck ETF Trust 4.0% Held
NEA Nuveen AMT-Free Quality Municipal Income Fund 3.9% Added +15%
SPEM SPDR Index SHS FDS 3.6% Added +8%
NMZ Nuveen Municipal High Income Opportunity Fund 3.4% Added +15%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 9, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
  • HYD −42%
  • VOO −19%
  • VO −19%
  • CIBR −13%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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