Melia Wealth LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 173,677
- 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 | 8/17/2026 | 23 | 173,677 | 13F-HR | Melia Wealth LLC |
| Q1 2026 | 5/8/2026 | 22 | 206,614 | 13F-HR | Melia Wealth LLC |
| Q4 2025 | 2/9/2026 | 23 | 216,333 | 13F-HR | Melia Wealth LLC |
| Q3 2025 | 11/12/2025 | 23 | 228,417 | 13F-HR | Melia Wealth LLC |
| Q2 2025 | 7/28/2025 | 21 | 208,793 | 13F-HR | Melia Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 138.1 K | 79.5% | 0 | 31.56 K | -31.56 K |
| ETFs | 35.62 K | 20.5% | 0 | 1.379 K | -1.379 K |
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Fund Snapshot
Q2 2026
Latest filed
8/17/2026
Total value ($000)
173,677
Holdings
23
QoQ value change ($000)
-32,937
(-15.9%)
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.