13F Insight
DOSSIER · 13F-HR · Q1 2026

MELFA WEALTH MANAGEMENT, INC.

MELFA WEALTH's holding co. based in London, UK — $174M in tracked AUM across 195 positions as of Q1 2026.

MW
MELFA WEALTH·London, UK·Holding Co.
CIK 0001962465 · last filed Mar 31, 2026
Total AUM
$174M
▼ 13.8%
vs prior
Holdings
195
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MELFA WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$12M312K7.0%
02
VTI
VANGUARD INDEX FDS
$11M33K6.2%
03
AAPL
APPLE INC
$5M19K2.8%
04
PMO
PUTNAM MUN OPPORTUNITIES TR
$5M472K2.8%
05
DFSV
DIMENSIONAL ETF TRUST
$5M136K2.7%
06
MYI
BLACKROCK MUNIYIELD QUALITY
$4M419K2.5%
07
MHD
BLACKROCK MUNIHOLDINGS FD IN
$4M383K2.5%
08
EVN
EATON VANCE MUN INCOME TR
$4M398K2.4%
09
BKT
BLACKROCK INCOME TR INC
$4M370K2.2%
10
DFAU
DIMENSIONAL ETF TRUST
$3M70K1.8%

Filing history

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