Melone Private Wealth, LLC — 13F holdings

Melone Private Wealth, LLC reported 54 holdings worth $255M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. CGDV CAPITAL GROUP DIVIDEND VALUE — $18.2M (7.2%)
2. DUSA DAVIS FUNDAMENTAL ETF TR — $18.1M (7.1%)
3. USFR WISDOMTREE TR — $16.5M (6.5%)
4. IJR ISHARES TR — $15.9M (6.2%)
5. SPTI SPDR SERIES TRUST — $14.1M (5.5%)
6. SPYG SPDR SERIES TRUST — $12.5M (4.9%)
7. NZF NUVEEN MUNICIPAL CREDIT INC — $11.6M (4.5%)
8. IHDG WISDOMTREE TR — $11.1M (4.3%)
9. ANGL VANECK ETF TRUST — $10.2M (4.0%)
10. XNEAX NUVEEN AMT FREE QLTY MUN INC — $9.83M (3.9%)