Melone Private Wealth, LLC Top Holdings and 13F Report (2026) About Melone Private Wealth, LLCInvestment ActivityMelone Private Wealth, LLC has $262.55 million in total holdings as of June 30, 2026.Melone Private Wealth, LLC owns shares of 58 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.34% of the portfolio was purchased this quarter.About 4.42% of the portfolio was sold this quarter.This quarter, Melone Private Wealth, LLC has purchased 60 new stocks and bought additional shares in 32 stocks.Melone Private Wealth, LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Davis Select U.S. Equity ETF $18,417,680Capital Group Dividend Value ETF $17,971,614iShares Core S&P Small-Cap ETF $16,913,000WisdomTree Floating Rate Treasury Fund $16,722,471SPDR Portfolio Intermediate Term Treasury ETF $14,559,078 Largest New Holdings this Quarter 81369Y803 - Technology Select Sector SPDR Fund $282,047 Holding Largest Purchases this Quarter Nuveen Quality Municipal Income Fund 166,960 shares (about $2.02M)Nuveen Municipal High Income Opportunity Fund 173,665 shares (about $1.84M)Nuveen AMT-Free Quality Municipal Income Fund 150,967 shares (about $1.77M)Nuveen Municipal Credit Income Fund 117,655 shares (about $1.49M)Vanguard Mid-Cap ETF 10,903 shares (about $878.48K) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 93,643 shares (about $4.71M)SPDR Portfolio Emerging Markets ETF 24,613 shares (about $1.27M)SPDR Dow Jones Industrial Average ETF Trust 1,867 shares (about $975.32K)BlackRock MuniYield Michigan Quality Fund 64,823 shares (about $795.38K)BlackRock MuniHoldings Fund 62,623 shares (about $745.21K) 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 PortfolioSectorDUSADavis Select U.S. Equity ETF$18,417,680$575,846 â–²3.2%327,8337.0%ETFCGDVCapital Group Dividend Value ETF$17,971,614$269,660 â–¼-1.5%364,6846.8%ETFIJRiShares Core S&P Small-Cap ETF$16,913,000$163,883 â–¼-1.0%114,0386.4%ETFUSFRWisdomTree Floating Rate Treasury Fund$16,722,471$4,714,919 â–¼-22.0%332,1256.4%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$14,559,078$76,170 â–²0.5%512,8245.5%ETFNZFNuveen Municipal Credit Income Fund$12,335,567$1,491,865 â–²13.8%972,8374.7%Financial ServicesSPYGSPDR Portfolio S&P 500 Growth ETF$11,930,780$251,664 â–¼-2.1%100,2674.5%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$10,751,720$15,924 â–²0.1%205,2644.1%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$10,571,722$27,486 â–²0.3%361,5504.0%ManufacturingNEANuveen AMT-Free Quality Municipal Income Fund$10,128,149$1,772,353 â–²21.2%862,7043.9%Financial ServicesNMZNuveen Municipal High Income Opportunity Fund$8,945,256$1,835,640 â–²25.8%846,2873.4%Financial ServicesDONWisdomTree U.S. MidCap Dividend Fund$8,584,940$82,180 â–²1.0%151,8923.3%FinanceSPEMSPDR Portfolio Emerging Markets ETF$8,511,431$1,274,460 â–¼-13.0%164,3773.2%ETFDTDWisdomTree U.S. Total Dividend Fund$7,740,659$78,980 â–¼-1.0%83,0132.9%FinanceNMCONuveen Municipal Credit Opportunities Fund$7,595,229$582,103 â–²8.3%697,4502.9%Financial ServicesDESWisdomTree U.S. SmallCap Dividend Fund$7,052,378$48,613 â–²0.7%173,3622.7%FinanceNADNuveen Quality Municipal Income Fund$6,902,307$2,023,556 â–²41.5%569,4972.6%Financial ServicesSPABSPDR Portfolio Aggregate Bond ETF$6,223,256$88,605 â–¼-1.4%243,8582.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$6,142,842$13,578 â–²0.2%64,2422.3%ManufacturingDWLDDavis Select Worldwide ETF$5,593,074$58,771 â–¼-1.0%120,9582.1%ETFSPBOSPDR Portfolio Corporate Bond ETF$4,925,122$52,040 â–²1.1%169,5981.9%ETFDIASPDR Dow Jones Industrial Average ETF Trust$4,230,387$975,319 â–¼-18.7%8,0981.6%FinanceXMHQInvesco S&P MidCap Quality ETF$3,771,995$31,832 â–²0.9%33,4161.4%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$3,067,617$317,747 â–¼-9.4%120,5821.2%ETFMIYBlackRock MuniYield Michigan Quality Fund$2,651,192$795,378 â–¼-23.1%216,0711.0%FinanceVGMInv Vk Tr Inv$2,448,620$616,315 â–²33.6%231,0020.9%FinanceCGMUCapital Group Municipal Income ETF$2,303,414$88,975 â–²4.0%83,8520.9%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$2,171,322$1,168 â–²0.1%24,1660.8%ManufacturingSLYVSPDR S&P 600 Small Cap Value ETF$2,018,548$4,255 â–¼-0.2%18,5000.8%ETFHYDVanEck High Yield Muni ETF$1,681,066$15,762 â–²0.9%32,6360.6%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$1,622,265$340,161 â–²26.5%126,7390.6%Financial ServicesBRK.ABerkshire Hathaway$1,497,7000.0%20.6%FinanceVOOVanguard S&P 500 ETF$1,462,328$4,121 â–²0.3%2,1290.6%ETFTAXFAmerican Century Diversified Municipal Bond ETF$1,405,387$160,232 â–²12.9%27,6460.5%ETFDHSWisdomTree U.S. High Dividend Fund$1,194,750$29,104 â–¼-2.4%10,5090.5%FinanceCGGRCapital Group Growth ETF$1,175,2800.0%24,9000.4%ETFVOVanguard Mid-Cap ETF$1,170,235$878,482 â–²301.1%14,5240.4%ETFHBANHuntington Bancshares$881,1630.0%49,6990.3%FinanceBRK.BBerkshire Hathaway$786,6130.0%1,5720.3%FinanceIUSGiShares Core S&P U.S. Growth ETF$721,811$17,302 â–¼-2.3%3,8380.3%ManufacturingEPSWisdomTree U.S. LargeCap Fund$671,997$9,257 â–¼-1.4%8,6390.3%FinanceMHDBlackRock MuniHoldings Fund$655,209$745,208 â–¼-53.2%55,0600.2%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$651,648$617 â–²0.1%8,4510.2%ETFNOBLProShares S&P 500 Aristocrats ETF$606,942$303,443 â–²100.0%10,8070.2%ETFVBVanguard Small-Cap ETF$600,017$2,122 â–²0.4%1,9790.2%ETFVTIVanguard Total Stock Market ETF$590,663$10,733 â–¼-1.8%1,5960.2%ETFDFNLDavis Select Financial ETF$554,134$14,810 â–¼-2.6%11,2250.2%ETFGOOGLAlphabet$493,367$357 â–²0.1%1,3810.2%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$419,473$881 â–²0.2%3,8080.2%ManufacturingPZAInvesco National AMT-Free Municipal Bond ETF$407,232$51,957 â–²14.6%17,3140.2%ETFCMGChipotle Mexican Grill$323,0000.0%9,5000.1%Retail/WholesaleAAPLApple$321,032$289 â–²0.1%1,1090.1%Computer and TechnologyNVDANVIDIA$308,868$400 â–²0.1%1,5440.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$282,047$282,047 â–²New Holding1,4800.1%ETFAMZNAmazon.com$256,692$18,352 â–²7.7%1,0770.1%Retail/WholesaleHYZDWisdomTree Interest Rate Hedged High Yield Bond Fund$250,240$3,624 â–²1.5%11,1180.1%FinanceSPYSPDR S&P 500 ETF Trust$216,448$105,239 â–¼-32.7%2900.1%FinanceALTGAlta Equipment Group$162,7660.0%25,1570.1%IndustrialsWISDOMTREE TR$0$733,439 â–¼-100.0%00.0%US HGH YLD CORPXLUUtilities Select Sector SPDR Fund$0$604,920 â–¼-100.0%00.0%ETFINTCIntel$0$330,975 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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