Melone Private Wealth, LLC Top Holdings and 13F Report (2026) About Melone Private Wealth, LLCInvestment ActivityMelone Private Wealth, LLC has $244.83 million in total holdings as of March 31, 2026.Melone Private Wealth, LLC owns shares of 60 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.54% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, Melone Private Wealth, LLC has purchased 58 new stocks and bought additional shares in 30 stocks.Melone Private Wealth, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings WisdomTree Floating Rate Treasury Fund $21,433,141Davis Select U.S. Equity ETF $16,114,157Capital Group Dividend Value ETF $15,746,450SPDR Portfolio Intermediate Term Treasury ETF $14,620,644iShares Core S&P Small-Cap ETF $14,313,387 Largest New Holdings this Quarter 09253N104 - BlackRock MuniHoldings Fund $1,327,469 Holding02079K305 - Alphabet $396,833 Holding169656105 - Chipotle Mexican Grill $304,095 Holding037833100 - Apple $281,316 Holding02128L106 - Alta Equipment Group $135,093 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 50,435 shares (about $2.15M)BlackRock MuniHoldings Fund 117,683 shares (about $1.33M)Capital Group Municipal Income ETF 47,966 shares (about $1.30M)Nuveen Quality Municipal Income Fund 112,954 shares (about $1.30M)Davis Select U.S. Equity ETF 23,240 shares (about $1.18M) Largest Sales this Quarter SPDR Dow Jones Industrial Average ETF Trust 1,237 shares (about $572.96K)WisdomTree U.S. MidCap Dividend Fund 5,953 shares (about $312.77K)Inv Vk Tr Inv 22,518 shares (about $222.25K)BlackRock MuniYield Michigan Quality Fund 16,314 shares (about $193.81K)WisdomTree Floating Rate Treasury Fund 3,428 shares (about $172.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMelone Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFRWisdomTree Floating Rate Treasury Fund$21,433,141$172,565 ▼-0.8%425,7688.8%FinanceDUSADavis Select U.S. Equity ETF$16,114,157$1,179,197 ▲7.9%317,5836.6%ETFCGDVCapital Group Dividend Value ETF$15,746,450$2,145,507 ▲15.8%370,1566.4%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$14,620,644$250,746 ▲1.7%510,1416.0%ETFIJRiShares Core S&P Small-Cap ETF$14,313,387$814,228 ▲6.0%115,1435.8%ETFNZFNuveen Municipal Credit Income Fund$10,416,114$125,089 ▼-1.2%855,1824.3%Financial ServicesANGLVanEck Fallen Angel High Yield Bond ETF$10,356,704$220,713 ▲2.2%360,6104.2%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$10,024,259$3,133 ▲0.0%102,3824.1%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$9,868,809$98,322 ▼-1.0%204,9604.0%FinanceSPEMSPDR Portfolio Emerging Markets ETF$8,865,542$706,748 ▲8.7%188,9903.6%ETFNEANuveen AMT-Free Quality Municipal Income Fund$7,992,811$672,060 ▲9.2%711,7373.3%Financial ServicesDONWisdomTree U.S. MidCap Dividend Fund$7,904,000$312,770 ▼-3.8%150,4383.2%FinanceDTDWisdomTree U.S. Total Dividend Fund$7,242,153$315,732 ▲4.6%83,8603.0%FinanceNMZNuveen Municipal High Income Opportunity Fund$6,981,820$171,498 ▲2.5%672,6222.9%Financial ServicesNMCONuveen Municipal Credit Opportunities Fund$6,813,486$269,568 ▲4.1%643,9972.8%Financial ServicesSPABSPDR Portfolio Aggregate Bond ETF$6,336,588$87,800 ▼-1.4%247,3302.6%ETFDESWisdomTree U.S. SmallCap Dividend Fund$6,187,678$447,704 ▲7.8%172,1672.5%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$5,630,532$104,354 ▲1.9%64,1002.3%ManufacturingDWLDDavis Select Worldwide ETF$5,354,865$754,585 ▲16.4%122,2292.2%ETFSPBOSPDR Portfolio Corporate Bond ETF$4,871,406$4,267 ▲0.1%167,8062.0%ETFNADNuveen Quality Municipal Income Fund$4,629,170$1,298,969 ▲39.0%402,5371.9%Financial ServicesDIASPDR Dow Jones Industrial Average ETF Trust$4,615,636$572,960 ▼-11.0%9,9651.9%FinanceXMHQInvesco S&P MidCap Quality ETF$3,425,021$942,310 ▲38.0%33,1341.4%ETFMIYBlackRock MuniYield Michigan Quality Fund$3,337,017$193,810 ▼-5.5%280,8941.4%FinanceHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$3,300,197$996,691 ▲43.3%133,0721.3%ETFCGMUCapital Group Municipal Income ETF$2,188,640$1,302,275 ▲146.9%80,6130.9%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,753,426$167,407 ▼-8.7%18,5390.7%ETFVGMInv Vk Tr Inv$1,706,119$222,253 ▼-11.5%172,8590.7%FinanceHYDVanEck High Yield Muni ETF$1,621,028$163,206 ▼-9.1%32,3300.7%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$1,513,921$1,379 ▲0.1%24,1530.6%ManufacturingBRK.ABerkshire Hathaway$1,436,2800.0%20.6%FinanceMHDBlackRock MuniHoldings Fund$1,327,469$1,327,469 ▲New Holding117,6830.5%Financial ServicesVOOVanguard S&P 500 ETF$1,268,891$5,977 ▼-0.5%2,1230.5%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$1,235,024$11,035 ▲0.9%100,1640.5%Financial ServicesTAXFAmerican Century Diversified Municipal Bond ETF$1,225,920$410,108 ▲50.3%24,4940.5%ETFDHSWisdomTree U.S. High Dividend Fund$1,175,778$8,738 ▼-0.7%10,7650.5%FinanceVOVanguard Mid-Cap ETF$1,039,7720.0%3,6210.4%ETFCGGRCapital Group Growth ETF$1,000,731$417,976 ▲71.7%24,9000.4%ETFHBANHuntington Bancshares$777,7890.0%49,6990.3%FinanceBRK.BBerkshire Hathaway$753,3020.0%1,5720.3%FinanceWISDOMTREE TR$733,439$21,951 ▼-2.9%16,1050.3%US HGH YLD CORPIUSGiShares Core S&P U.S. Growth ETF$609,571$310 ▲0.1%3,9300.2%ManufacturingXLUUtilities Select Sector SPDR Fund$604,920$321 ▲0.1%13,1820.2%ETFEPSWisdomTree U.S. LargeCap Fund$596,504$68 ▲0.0%8,7580.2%FinanceNOBLProShares S&P 500 Aristocrats ETF$572,8450.0%5,4040.2%ETFIJHiShares Core S&P Mid-Cap ETF$570,155$4,592 ▼-0.8%8,4430.2%ETFVTIVanguard Total Stock Market ETF$521,354$19,250 ▼-3.6%1,6250.2%ETFDFNLDavis Select Financial ETF$516,7920.0%11,5250.2%ETFVBVanguard Small-Cap ETF$516,4940.0%1,9720.2%ETFGOOGLAlphabet$396,833$396,833 ▲New Holding1,3800.2%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$388,535$818 ▲0.2%3,8000.2%ManufacturingPZAInvesco National AMT-Free Municipal Bond ETF$347,115$122,208 ▲54.3%15,1050.1%ETFINTCIntel$330,9750.0%7,5000.1%Computer and TechnologyCMGChipotle Mexican Grill$304,095$304,095 ▲New Holding9,5000.1%Retail/WholesaleAAPLApple$281,316$281,316 ▲New Holding1,1080.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$280,373$651 ▲0.2%4310.1%FinanceNVDANVIDIA$268,8480.0%1,5420.1%Computer and TechnologyHYZDWisdomTree Interest Rate Hedged High Yield Bond Fund$241,167$3,412 ▲1.4%10,9570.1%FinanceAMZNAmazon.com$208,2700.0%1,0000.1%Retail/WholesaleALTGAlta Equipment Group$135,093$135,093 ▲New Holding25,1570.1%IndustrialsBYMBlackRock Municipal Income Quality Trust$0$1,374,416 ▼-100.0%00.0%Financial ServicesMMUWestern Asset Managed Municipals Fund$0$834,726 ▼-100.0%00.0%FinanceXLKTechnology Select Sector SPDR Fund$0$223,428 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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