DOSSIER · 13F-HR · Q1 2026

Melia Wealth LLC

$207M in tracked AUM across 22 positions as of Q1 2026.

MW
CIK 0001964047 · last filed Mar 31, 2026
Total AUM
$207M
as of Q1 2026
Holdings
22
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

Melia Wealth LLC’s SEC 13F filing for the period ending September 30, 2025, reveals a portfolio undergoing significant consolidation and strategic reallocation. The total portfolio value decreased sharply by 31.8%, dropping from $208.79 million to $142.33 million. This reduction in assets under management (AUM) is driven not only by potential market depreciation but more importantly by substantial capital deployment changes, including the exit of eight positions totaling ...

The portfolio is highly concentrated, comprising only 14 holdings. This suggests a high-conviction strategy focused on specific income-generating vehicles rather than broad market diversification. The turnover is exceptionally high for a single quarter, with the firm liquidating more than half of its previous holdings while aggressively doubling down on its remaining core positions. The firm appears to be pivoting away from a slightly more diversified BDC (Business Development Company) strategy toward a more focused approach centered on closed-end funds and top-tier specialty finance lenders.

Key Holdings

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
JEPI
J P MORGAN EXCHANGE TRADED F
$23M403K11.1%
02
TRIN
TRINITY CAP INC
$19M1.3M9.2%
03
PFFA
ETFIS SER TR I
$16M775K7.6%
04
GAIN
GLADSTONE INVT CORP
$15M1.1M7.4%
05
ARCC
ARES CAPITAL CORP
$15M816K7.1%
06
BCSF
BAIN CAP SPECIALTY FIN INC
$14M1.2M7.0%
07
OCSL
OAKTREE SPECIALTY LENDING
$14M1.2M6.8%
08
OBDC
BLUE OWL CAPITAL CORPORATION
$13M1.2M6.5%
09
77926X502
ROUNDHILL ETF TRUST
$13M601K6.1%
10
HTGC
HERCULES CAPITAL INC
$12M800K5.7%

Filing history

2026Q1Mar 31
$207M 4.5%
22 positionsView →
2025Q4Dec 31
$216M 52.0%
23 positionsView →
2025Q3Sep 30
$142M 31.8%
14 positionsView →
2025Q2Jun 30
$209M 7.7%
21 positionsLocked
2025Q1Mar 31
$194M 1.2%
19 positionsLocked
2024Q4Dec 31
$192M 0.9%
19 positionsLocked
2024Q3Sep 30
$193M 5.4%
20 positionsLocked
2024Q2Jun 30
$183M 3.0%
18 positionsLocked
2024Q1Mar 31
$178M 6.4%
18 positionsLocked
2023Q4Dec 31
$190M
16 positionsLocked