13F Insight
DOSSIER · 13F-HR · Q2 2026

MELFA WEALTH MANAGEMENT, INC.

$185M in tracked AUM across 196 positions as of Q2 2026.

MW
CIK 0001962465 · last filed Jun 30, 2026
Total AUM
$185M
as of Q2 2026
Holdings
196
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MELFA WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$15M40K7.9%02
DFAC
DIMENSIONAL ETF TRUST
$13M285K6.8%03
DFSV
DIMENSIONAL ETF TRUST
$6M155K3.2%04
AAPL
APPLE INC
$5M19K2.9%05
PMO
PUTNAM MUN OPPORTUNITIES TR
$5M460K2.6%06
MHD
BLACKROCK MUNIHOLDINGS FD IN
$4M363K2.3%07
MYI
BLACKROCK MUNIYIELD QUALITY
$4M385K2.3%08
EVN
EATON VANCE MUN INCOME TR
$4M355K2.2%09
BKT
BLACKROCK INCOME TR INC
$4M370K2.1%10
DFAU
DIMENSIONAL ETF TRUST
$4M69K1.9%

Filing history

2026Q2Jun 30
$185M▲ 6.5%
196 positionsView →2026Q1Mar 31
$174M▲ 0.4%
195 positionsView →2025Q4Dec 31
$174M▲ 1.7%
202 positionsView →2025Q3Sep 30
$171M▲ 7.8%
195 positionsView →2025Q2Jun 30
$158M▲ 6.8%
200 positionsLocked2025Q1Mar 31
$148M▼ 0.9%
201 positionsLocked2024Q4Dec 31
$150M▼ 1.3%
202 positionsLocked2024Q3Sep 30
$152M▲ 5.9%
201 positionsLocked2024Q2Jun 30
$143M▲ 3.3%
199 positionsLocked2024Q1Mar 31
$139M▲ 30.4%
195 positionsLocked2023Q4Dec 31
$106M▲ 15.4%
141 positionsLocked2023Q3Sep 30
$92M▼ 6.7%
138 positionsLocked
Showing 12 of 15