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Louis Melone Jr.

Melone Private Wealth, Llc

Assets Managed
$244.83M
Holdings
60
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
3.85%(2Q avg: 5.33%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Melone Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Melone Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 244.83M in assets, with a quarterly growth rate of 3.85% and a 2-quarter average growth rate of 5.33%. The portfolio is managed by Louis Melone Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -0.79%
8.76%
$21.433M
425,768 shares@ $50.34 avg price
DUSA
Davis Select Us Equity Etf
Recent Activity
Increased 7.9%
6.59%
$16.114M
317,583 shares@ $50.74 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 15.78%
6.44%
$15.746M
370,156 shares@ $42.55 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 1.75%
5.98%
$14.621M
510,141 shares@ $28.67 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 6.04%
5.85%
$14.313M
115,143 shares@ $124.31 avg price
NZF
Nuveen Municipal Credit Inc
Recent Activity
Decreased -1.18%
4.26%
$10.416M
855,182 shares@ $12.18 avg price
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
Increased 2.18%
4.24%
$10.357M
360,610 shares@ $28.72 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.04%
4.1%
$10.024M
102,382 shares@ $97.92 avg price
IHDG
Wisdomtree International Hed
Recent Activity
Decreased -0.98%
4.04%
$9.869M
204,960 shares@ $48.15 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 8.67%
3.63%
$8.866M
188,990 shares@ $46.92 avg price

1-10 of 60