MELFA WEALTH MANAGEMENT, INC.
MELFA WEALTH MANAGEMENT, INC. reported 196 positions worth $185.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VTI (7.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $14.7M | 7.92% | 39,655 | — | — | |
| ▸ 2 | DFAC | SH | $12.6M | 6.81% | 284,657 | — | — | |
| ▸ 3 | DFSV | SH | $6.0M | 3.23% | 154,570 | — | — | |
| ▸ 4 | AAPL | SH | $5.4M | 2.90% | 18,611 | — | — | |
| ▸ 5 | PMO | SH | $4.8M | 2.61% | 459,506 | — | — | |
| ▸ 6 | MHD | SH | $4.3M | 2.33% | 362,781 | — | — | |
| ▸ 7 | MYI | SH | $4.3M | 2.31% | 385,248 | — | — | |
| ▸ 8 | EVN | SH | $4.0M | 2.15% | 354,956 | — | — | |
| ▸ 9 | BKT | SH | $4.0M | 2.14% | 370,468 | — | — | |
| ▸ 10 | DFAU | SH | $3.6M | 1.94% | 69,457 | — | — |
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Frequently Asked Questions
What stocks does MELFA WEALTH MANAGEMENT, INC. hold as of Q2 2026?
MELFA WEALTH MANAGEMENT, INC. reported 196 positions worth $185.5M in its Q2 2026 13F filing. Largest positions: VTI (7.9%), DFAC (6.8%), DFSV (3.2%), AAPL (2.9%) and PMO (2.6%).
What did MELFA WEALTH MANAGEMENT, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MELFA WEALTH MANAGEMENT, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.