DOSSIER · 13F-HR · Q1 2026

Melone Private Wealth, LLC

Melone Private Wealth's holding co. based in Boston, MA — $245M in tracked AUM across 60 positions as of Q1 2026.

MP

Melone Private Wealth·Boston, MA·Holding Co.

CIK 0001905765 · last filed Mar 31, 2026

Total AUM

$245M

▼ 6.2%

vs prior

Holdings

60

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

Top sector

Tech

14% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Melone Private Wealth, LLC manages a portfolio totaling approximately $190.97 million across 39 holdings as of the report date. The portfolio experienced modest growth of +3.2% ($5.89M) compared to the previous quarter, driven by a mix of capital appreciation and active capital reallocation.

The investment strategy appears to be highly institutional and model-based, characterized by a heavy reliance on Exchange Traded Funds (ETFs). Approximately 77.5% ...

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

WISDOMTREE TR

$21M426K8.8%

02

DAVIS FUNDAMENTAL ETF TR

$16M318K6.6%

03

CAPITAL GROUP DIVIDEND VALUE

$16M370K6.4%

04

SPDR SERIES TRUST

$15M510K6.0%

05

ISHARES TR

$14M115K5.8%

06

NUVEEN MUN CR INCOME FD

$10M855K4.3%

07

VANECK ETF TRUST

$10M361K4.2%

08

SPDR SERIES TRUST

$10M102K4.1%

09

WISDOMTREE TR

$10M205K4.0%

10

SPDR INDEX SHS FDS

$9M189K3.6%

Filing history

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