Melone Private Wealth, LLC
Melone Private Wealth, LLC reported 58 positions worth $262.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: DUSA (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DUSA | SH | $18.4M | 7.01% | 327,833 | — | — | |
| ▸ 2 | CGDV | SH | $18.0M | 6.84% | 364,684 | — | — | |
| ▸ 3 | IJR | SH | $16.9M | 6.44% | 114,038 | — | — | |
| ▸ 4 | USFR | SH | $16.7M | 6.37% | 332,125 | — | — | |
| ▸ 5 | SPTI | SH | $14.6M | 5.55% | 512,824 | — | — | |
| ▸ 6 | NZF | SH | $12.3M | 4.70% | 972,837 | — | — | |
| ▸ 7 | SPYG | SH | $11.9M | 4.54% | 100,267 | — | — | |
| ▸ 8 | IHDG | SH | $10.8M | 4.10% | 205,264 | — | — | |
| ▸ 9 | ANGL | SH | $10.6M | 4.03% | 361,550 | — | — | |
| ▸ 10 | XNEAX | SH | $10.1M | 3.86% | 862,704 | — | — |
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Frequently Asked Questions
What stocks does Melone Private Wealth, LLC hold as of Q2 2026?
Melone Private Wealth, LLC reported 58 positions worth $262.6M in its Q2 2026 13F filing. Largest positions: DUSA (7.0%), CGDV (6.8%), IJR (6.4%), USFR (6.4%) and SPTI (5.5%).
What did Melone Private Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Melone Private Wealth, LLC 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.