MELFA WEALTH MANAGEMENT, INC. — 13F holdings

MELFA WEALTH MANAGEMENT, INC. reported 196 holdings worth $185M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $14.7M (7.9%)
  2. DIMENSIONAL ETF TRUST — $12.6M (6.8%)
  3. DIMENSIONAL ETF TRUST — $6.00M (3.2%)
  4. AAPL APPLE INC — $5.39M (2.9%)
  5. PMO PUTNAM MUN OPPORTUNITIES TR — $4.84M (2.6%)
  6. MHD BLACKROCK MUNIHOLDINGS FD IN — $4.32M (2.3%)
  7. MYI BLACKROCK MUNIYIELD QUALITY — $4.28M (2.3%)
  8. EVN EATON VANCE MUNI INCOME TRUS — $4.00M (2.2%)
  9. BKT BLACKROCK INCOME TR INC — $3.97M (2.1%)
  10. DFAU DIMENSIONAL ETF TRUST — $3.59M (1.9%)