Sign In
test

Victor Melfa Jr.

Melfa Wealth Management, Inc.

Assets Managed
$185.496M
Holdings
196
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
6.52%(2Q avg: 3.44%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Melfa Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 196 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 185.496M in assets, with a quarterly growth rate of 6.52% and a 2-quarter average growth rate of 3.44%. The portfolio is managed by Victor Melfa Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 18.67%
7.93%
$14.693M
39,655 shares@ $370.53 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -8.64%
6.81%
$12.627M
284,657 shares@ $44.37 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 13.54%
3.24%
$5.996M
154,570 shares@ $38.79 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.24%
2.91%
$5.385M
18,611 shares@ $289.37 avg price
PMO
Putnam Mortgage Opport
Recent Activity
Decreased -2.73%
2.62%
$4.843M
459,506 shares@ $10.54 avg price
MHD
Blackrock Muniholdings Fund
Recent Activity
Decreased -5.16%
2.33%
$4.317M
362,781 shares@ $11.9 avg price
MYI
Blackrock Muniyield Qlty Iii
Recent Activity
Decreased -8.1%
2.31%
$4.28M
385,248 shares@ $11.12 avg price
EVN
Eaton Vance Muni Inc Tr
Recent Activity
Decreased -10.82%
2.16%
$3.997M
354,956 shares@ $11.26 avg price
BKT
Blackrock Income Trust
Recent Activity
Increased 0.05%
2.15%
$3.971M
370,468 shares@ $10.72 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -1.41%
1.94%
$3.59M
69,457 shares@ $51.7 avg price

1-10 of 196