MELFA WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Westborough, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 174,155
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 195 | 174,155 | 13F-HR | MELFA WEALTH MANAGEMENT, INC. |
| Q4 2025 | 1/16/2026 | 202 | 173,522 | 13F-HR | MELFA WEALTH MANAGEMENT, INC. |
| Q3 2025 | 10/28/2025 | 195 | 170,569 | 13F-HR | MELFA WEALTH MANAGEMENT, INC. |
| Q2 2025 | 7/17/2025 | 200 | 158,243 | 13F-HR | MELFA WEALTH MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.1 K | 58.6% | 0 | 57.95 K | -57.95 K |
| ETFs | 72.04 K | 41.4% | 58.58 K | 0 | 58.58 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
174,155
Holdings
195
QoQ value change ($000)
633
(0.4%)
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.