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Victor Melfa Jr.

Melfa Wealth Management, Inc.

Assets Managed
$174.155M
Holdings
195
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
0.37%(2Q avg: 1.05%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Melfa Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 195 positions.

Assets under management

The assets under management (AUM) of Melfa Wealth Management, Inc. 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 174.155M in assets, with a quarterly growth rate of 0.37% and a 2-quarter average growth rate of 1.05%. The portfolio is managed by Victor Melfa Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.13%
6.96%
$12.108M
311,593 shares@ $38.86 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2%
6.16%
$10.72M
33,417 shares@ $320.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.15%
2.84%
$4.933M
19,436 shares@ $253.8 avg price
PMO
Putnam Mortgage Opport
Recent Activity
2.8%
$4.866M
472,403 shares@ $10.31 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 14.37%
2.75%
$4.78M
136,148 shares@ $35.11 avg price
MYI
Blackrock Muniyield Qlty Iii
Recent Activity
Increased 77.38%
2.53%
$4.406M
419,230 shares@ $10.51 avg price
MHD
Blackrock Muniholdings Fund
Recent Activity
Increased 114.75%
2.48%
$4.315M
382,553 shares@ $11.28 avg price
EVN
Eaton Vance Muni Inc Tr
Recent Activity
Decreased -0.22%
2.38%
$4.144M
398,047 shares@ $10.41 avg price
BKT
Blackrock Income Trust
Recent Activity
Increased 1.76%
2.25%
$3.914M
370,302 shares@ $10.57 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -0.93%
1.83%
$3.179M
70,452 shares@ $45.13 avg price

1-10 of 195