1y return+11.9%S&P 500 +20.9%
3y return+27.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $108 against $157 in the S&P 500.2
Melone Private Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DUSADavis Fundamental Etf Tr | $18.4M | 7.0% | +3.2% |
| CGDVCapital Group Dividend Value | $18.0M | 6.8% | −1.5% |
| IJRIshares Tr | $16.9M | 6.4% | |
| USFRWisdomtree Tr | $16.7M | 6.4% | −22.0% |
| SPTISpdr Series Trust | $14.6M | 5.5% | |
| NZFNuveen Mun Cr Income Fd | $12.3M | 4.7% | +13.8% |
| SPYGSpdr Series Trust | $11.9M | 4.5% | −2.1% |
| IHDGWisdomtree Tr | $10.8M | 4.1% | |
| ANGLVaneck Etf Trust | $10.6M | 4.0% | |
| XNEAXNuveen Amt Free Qlty Mun Inc | $10.1M | 3.9% | +21.2% |
| NMZNuveen Mun High Income Oppor | $8.9M | 3.4% | +25.8% |
| DONWisdomtree Tr | $8.6M | 3.3% | |
| SPEMSpdr Index Shs Fds | $8.5M | 3.2% | −13.0% |
| DTDWisdomtree Tr | $7.7M | 2.9% | −1.0% |
| NMCONuveen Mun Cr Opportunities | $7.6M | 2.9% | +8.3% |
| DESWisdomtree Tr | $7.1M | 2.7% | |
| NADNuveen Quality Muncp Income | $6.9M | 2.6% | +41.5% |
| SPABSpdr Series Trust | $6.2M | 2.4% | −1.4% |
| DGRWWisdomtree Tr | $6.1M | 2.3% | |
| DWLDDavis Fundamental Etf Tr | $5.6M | 2.1% | −1.0% |
| SPBOSpdr Series Trust | $4.9M | 1.9% | +1.1% |
| DIAState Str Spdr Dow Jones Ind | $4.2M | 1.6% | −18.7% |
| XMHQInvesco Exchange Traded Fd T | $3.8M | 1.4% | |
| HYMBSpdr Series Trust | $3.1M | 1.2% | −9.4% |
| MIYBlackrock Muniyield Mich Qu | $2.7M | 1.0% | −23.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DUSADavis Fundamental Etf Tr | March 31, 2022 | +70.3% | $18.4M |
| CIBRFirst Tr Exchange-traded Fd | December 31, 2021 | +70.2% | $2.2M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $787K |
| BRK/ABerkshire Hathaway Inc Del | December 31, 2021 | +66.2% | $1.5M |
| SPYGSpdr Series Trust | December 31, 2021 | +64.2% | $11.9M |
| IUSGIshares Tr | December 31, 2021 | +62.6% | $722K |
| VOOVanguard Index Fds | December 31, 2021 | +57.3% | $1.5M |
| SPEMSpdr Index Shs Fds | December 31, 2023 | +46.2% | $8.5M |
| DGRWWisdomtree Tr | December 31, 2021 | +45.2% | $6.1M |
| DTDWisdomtree Tr | December 31, 2021 | +44.0% | $7.7M |
Sold off last quarter
- QHYWisdomtree Tr was $733K
- XLUSelect Sector Spdr Tr was $605K
- INTCIntel Corp was $331K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.8% | +14.8% |
| March 31, 2026 | −1.0% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +4.1% | +7.8% |
| June 30, 2025 | +2.3% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +4.7% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +1.4% | +8.3% |
| March 31, 2023 | +2.4% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| June 30, 2022 | −10.5% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Melone Private Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1905765&type=13F-HR&dateb=&owner=include&count=40CIK 1905765
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1905765/000195175726000977/Filed July 9, 2026 · accession 0001951757-26-000977