account_balance
Investment manager · 13F filer · SEC CIK 1962465
Melfa Wealth Management, Inc.
Reported value$180Mas of Sep 30, 2026
Positions199 8 new, 5 sold out
Top 10 weight34.5%VTI alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
8.7%Added +6%
DFACDimensional ETF Trust
7.0%
AAPLApple Inc
3.4%
DFSVDfa Invt Dimensions Group In
3.2%
PMOFranklin Mun Opportunities T
2.2%Trimmed −5%
MYIBlackRock Muniyield Quality
2.0%
DFAUDimensional ETF Trust
2.0%
IVViShares Tr
2.0%Trimmed −2%
BKTBlackRock Income Tr Inc
1.9%Trimmed −2%
NVDANvidia Corporation
1.9%Added +15%
MHDBlackRock Muniholdings Fd In
1.8%Trimmed −11%
DFUVDimensional ETF Trust
1.8%
VTIVanguard Index FDS
8.7%Added +6%
DFACDimensional ETF Trust
7.0%
AAPL3.4%DFSV3.2%PMO2.2%MYI2.0%DFAU2.0%IVV2.0%BKT1.9%NVDA1.9%MHD1.8%DFUV1.8%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
VTI Vanguard Index FDS 8.7% Added +6%DFAC Dimensional ETF Trust 7.0% HeldAAPL Apple Inc 3.4% HeldDFSV Dfa Invt Dimensions Group In 3.2% HeldPMO Franklin Mun Opportunities T 2.2% Trimmed −5%MYI BlackRock Muniyield Quality 2.0% HeldDFAU Dimensional ETF Trust 2.0% HeldIVV iShares Tr 2.0% Trimmed −2%BKT BlackRock Income Tr Inc 1.9% Trimmed −2%NVDA Nvidia Corporation 1.9% Added +15%MHD BlackRock Muniholdings Fd In 1.8% Trimmed −11%DFUV Dimensional ETF Trust 1.8% Held
What changed