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Lindsay Marie Rider

Melia Wealth Llc

Assets Managed
$206.614M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-4.49%(2Q avg: -4.89%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Melia Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Melia Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 206.614M in assets, with a quarterly growth rate of -4.49% and a 2-quarter average growth rate of -4.89%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 3.09%
11.06%
$22.843M
403,016 shares@ $56.68 avg price
TRIN
Trinity Capital Inc
Recent Activity
Increased 8.71%
9.24%
$19.084M
1.297M shares@ $14.72 avg price
PFFA
Virtus Infracap Us Pref Stck
Recent Activity
Increased 3.86%
7.64%
$15.774M
774,731 shares@ $20.36 avg price
GAIN
Gladstone Investment Corp
Recent Activity
Decreased -5.12%
7.36%
$15.187M
1.069M shares@ $14.21 avg price
ARCC
Ares Capital Corp
Recent Activity
Increased 0.7%
7.12%
$14.702M
815,892 shares@ $18.02 avg price
BCSF
Bain Capital Specialty Finan
Recent Activity
Increased 2.55%
6.99%
$14.422M
1.163M shares@ $12.41 avg price
OCSL
Oaktree Specialty Lending Co
Recent Activity
Increased 1.83%
6.79%
$14.024M
1.241M shares@ $11.31 avg price
OBDC
Blue Owl Capital Corp
Recent Activity
Increased 2.18%
6.5%
$13.421M
1.213M shares@ $11.06 avg price
YBTC
Roundhill Bitcoin Cc Str Etf
Recent Activity
Increased 44.79%
6.13%
$12.66M
601,149 shares@ $21.07 avg price
HTGC
Hercules Capital Inc
Recent Activity
Decreased -0.3%
5.72%
$11.812M
799,708 shares@ $14.78 avg price

1-10 of 22