Melone Private Wealth, LLC
Annual return '25
+9.8%
SPY '25
+17.7%
Alpha
-7.9ptsvs SPY
Invested
$244.8M
Holdings
60
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USFR
WISDOMTREE TR
Held since at least Q1 2024
8.8%
02
$DUSA
DAVIS FUNDAMENTAL ETF TR
Held since at least Q1 2024
6.6%
03
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
6.4%
04
$SPTI
SPDR SERIES TRUST
Held since at least Q1 2024
6.0%
05
$IJR
ISHARES TR
Q1 2026: New position (4.0k shares)
5.8%
06
$NZF
NUVEEN MUN CR INCOME FD
Held since at least Q1 2024
4.3%
07
$ANGL
VANECK ETF TRUST
Held since at least Q1 2024
4.2%
08
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
4.1%
09
$IHDG
WISDOMTREE TR
Held since at least Q1 2024
4.0%
10
$SPEM
SPDR INDEX SHS FDS
Held since at least Q1 2024
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:12 UTC.