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Louis Melone Jr.

Melone Private Wealth, Llc

Assets Managed
$262.552M
Holdings
58
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
7.24%(2Q avg: 5.54%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Melone Private Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 58 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 262.552M in assets, with a quarterly growth rate of 7.24% and a 2-quarter average growth rate of 5.54%. The portfolio is managed by Louis Melone Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DUSA
Davis Select Us Equity Etf
Recent Activity
Increased 3.23%
7.02%
$18.418M
327,833 shares@ $56.19 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -1.47%
6.85%
$17.972M
364,684 shares@ $49.28 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.95%
6.45%
$16.913M
114,038 shares@ $148.32 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -21.99%
6.37%
$16.722M
332,125 shares@ $50.35 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 0.53%
5.55%
$14.559M
512,824 shares@ $28.4 avg price
NZF
Nuveen Municipal Credit Inc
Recent Activity
Increased 13.76%
4.7%
$12.336M
972,837 shares@ $12.68 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -2.06%
4.55%
$11.931M
100,267 shares@ $119.0 avg price
IHDG
Wisdomtree International Hed
Recent Activity
Increased 0.15%
4.1%
$10.752M
205,264 shares@ $52.38 avg price
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
Increased 0.27%
4.03%
$10.572M
361,550 shares@ $29.24 avg price
XNEAX
Nuveen Amt-fr Qlty Muni Inc
Recent Activity
Increased 21.22%
3.86%
$10.128M
862,704 shares@ $11.75 avg price

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