Melone Private Wealth, LLC
All 13F Filings
- Location
- Auburn Hills, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 262,552
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 58 | 262,552 | 13F-HR | Melone Private Wealth, LLC |
| Q1 2026 | 4/8/2026 | 60 | 244,830 | 13F-HR | Melone Private Wealth, LLC |
| Q4 2025 | 1/7/2026 | 58 | 235,776 | 13F-HR | Melone Private Wealth, LLC |
| Q3 2025 | 10/17/2025 | 56 | 220,743 | 13F-HR | Melone Private Wealth, LLC |
| Q2 2025 | 7/8/2025 | 50 | 195,432 | 13F-HR | Melone Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133 K | 50.6% | 8.566 K | 0 | 8.566 K |
| ETFs | 129.6 K | 49.4% | 9.154 K | 0 | 9.154 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
262,552
Holdings
58
QoQ value change ($000)
17,722
(7.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.