DOSSIER · 13F-HR · Q3 2026
Melone Private Wealth, LLC
$255M in tracked AUM across 54 positions as of Q3 2026.
MP
CIK 0001905765 · last filed Sep 30, 2026
AI Analysis · Q3 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% ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
Showing 12 of 20