Melone Private Wealth, LLC

AUBURN HILLS, MI · CIK 1905765 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAuburn Hills, MI

$262.6m reported value +7.2% vs Q1 2026

58positions

53.4%in top 10

1 new 31 added 20 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DAVIS FUNDAMENTAL ETF TR SELECT US EQTY DUSA	DUSA	327,833	$18.4m7.01%	7.01%	Added +10.2k	+10,250 3.2%
2	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	364,684	$18.0m6.84%	6.84%	Reduced -5.5k	-5,472 -1.5%
3	ISHARES TR CORE S&P SCP ETF IJR	IJR	114,038	$16.9m6.44%	6.44%	Reduced -1.1k	-1,105 -1.0%
4	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	332,125	$16.7m6.37%	6.37%	Reduced -93.6k	-93,643 -22.0%
5	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	512,824	$14.6m5.55%	5.55%	Added +2.7k	+2,683 0.5%
6	NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT NZF	NZF	972,837	$12.3m4.70%	4.70%	Added +117.7k	+117,655 13.8%
7	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	100,267	$11.9m4.54%	4.54%	Reduced -2.1k	-2,115 -2.1%
8	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	205,264	$10.8m4.10%	4.10%	Added +304	+304 0.1%
9	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	361,550	$10.6m4.03%	4.03%	Added +940	+940 0.3%
10	NUVEEN AMT FREE QLTY MUN INC COM XNEAX	XNEAX	862,704	$10.1m3.86%	3.86%	Added +151.0k	+150,967 21.2%
11	NUVEEN MUN HIGH INCOME OPPOR COM NMZ	NMZ	846,287	$8.9m3.41%	3.41%	Added +173.7k	+173,665 25.8%
12	WISDOMTREE TR US MIDCAP DIVID DON	DON	151,892	$8.6m3.27%	3.27%	Added +1.5k	+1,454 1.0%
13	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	164,377	$8.5m3.24%	3.24%	Reduced -24.6k	-24,613 -13.0%
14	WISDOMTREE TR US TOTAL DIVIDND DTD	DTD	83,013	$7.7m2.95%	2.95%	Reduced -847	-847 -1.0%
15	NUVEEN MUN CR OPPORTUNITIES COM NMCO	NMCO	697,450	$7.6m2.89%	2.89%	Added +53.5k	+53,453 8.3%
16	WISDOMTREE TR US SMALLCAP DIVD DES	DES	173,362	$7.1m2.69%	2.69%	Added +1.2k	+1,195 0.7%
17	NUVEEN QUALITY MUNCP INCOME COM NAD	NAD	569,497	$6.9m2.63%	2.63%	Added +167.0k	+166,960 41.5%
18	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	243,858	$6.2m2.37%	2.37%	Reduced -3.5k	-3,472 -1.4%
19	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	64,242	$6.1m2.34%	2.34%	Added +142	+142 0.2%
20	DAVIS FUNDAMENTAL ETF TR SELECT WRLD WI DWLD	DWLD	120,958	$5.6m2.13%	2.13%	Reduced -1.3k	-1,271 -1.0%
21	SPDR SER TR PORTFOLIO CRPORT SPBO	SPBO	169,598	$4.9m1.88%	1.88%	Added +1.8k	+1,792 1.1%
22	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	8,098	$4.2m1.61%	1.61%	Reduced -1.9k	-1,867 -18.7%
23	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	33,416	$3.8m1.44%	1.44%	Added +282	+282 0.8%
24	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	120,582	$3.1m1.17%	1.17%	Reduced -12.5k	-12,490 -9.4%
25	BLACKROCK MUNIYIELD MICH QU COM MIY	MIY	216,071	$2.7m1.01%	1.01%	Reduced -64.8k	-64,823 -23.1%
26	INVESCO TR INVT GRADE MUNS COM VGM	VGM	231,002	$2.4m0.93%	0.93%	Added +58.1k	+58,143 33.6%
27	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	83,852	$2.3m0.88%	0.88%	Added +3.2k	+3,239 4.0%
28	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	24,166	$2.2m0.83%	0.83%	Added +13	+13 0.1%
29	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	18,500	$2.0m0.77%	0.77%	Reduced -39	-39 -0.2%
30	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	32,636	$1.7m0.64%	0.64%	Added +306	+306 0.9%
31	NUVEEN AMT FREE MUN CR INC F COM NVG	NVG	126,739	$1.6m0.62%	0.62%	Added +26.6k	+26,575 26.5%
32	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.57%	0.57%	Unchanged
33	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,129	$1.5m0.56%	0.56%	Added +6	+6 0.3%
34	AMERICAN CENTY ETF TR DIVERSIFIED MU TAXF	TAXF	27,646	$1.4m0.54%	0.54%	Added +3.2k	+3,152 12.9%
35	WISDOMTREE TR US HIGH DIVIDEND DHS	DHS	10,509	$1.2m0.46%	0.46%	Reduced -256	-256 -2.4%
36	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	24,900	$1.2m0.45%	0.45%	Unchanged
37	VANGUARD INDEX FDS MID CAP ETF VO	VO	14,524	$1.2m0.45%	0.45%	Added +40	+40 0.3%
38	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	49,699	$881.2k0.34%	0.34%	Unchanged
39	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,572	$786.6k0.30%	0.30%	Unchanged
40	ISHARES TR CORE S&P US GWT IUSG	IUSG	3,838	$721.8k0.27%	0.27%	Reduced -92	-92 -2.3%
41	WISDOMTREE TR US LARGECAP FUND EPS	EPS	8,639	$672.0k0.26%	0.26%	Reduced -119	-119 -1.4%
42	BLACKROCK MUNIHOLDINGS FD IN COM MHD	MHD	55,060	$655.2k0.25%	0.25%	Reduced -62.6k	-62,623 -53.2%
43	ISHARES TR CORE S&P MCP ETF IJH	IJH	8,451	$651.6k0.25%	0.25%	Added +8	+8 0.1%
44	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	10,807	$606.9k0.23%	0.23%	Reduced -1	-1 -0.0%
45	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,979	$600.0k0.23%	0.23%	Added +7	+7 0.3%
46	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,596	$590.7k0.22%	0.22%	Reduced -29	-29 -1.8%
47	DAVIS FUNDAMENTAL ETF TR SELECT FINL DFNL	DFNL	11,225	$554.1k0.21%	0.21%	Reduced -300	-300 -2.6%
48	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,381	$493.4k0.19%	0.19%	Added +1	+1 0.1%
49	ISHARES TR CORE S&P US VLU IUSV	IUSV	3,808	$419.5k0.16%	0.16%	Added +8	+8 0.2%
50	INVESCO EXCH TRADED FD TR II NATL AMT MUNI PZA	PZA	17,314	$407.2k0.16%	0.16%	Added +2.2k	+2,209 14.6%
51	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	9,500	$323.0k0.12%	0.12%	Unchanged
52	APPLE INC COM AAPL	AAPL	1,109	$321.0k0.12%	0.12%	Added +1	+1 0.1%
53	NVIDIA CORPORATION COM NVDA	NVDA	1,544	$308.9k0.12%	0.12%	Added +2	+2 0.1%
54	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,480	$282.0k0.11%	0.11%	New
55	AMAZON COM INC COM AMZN	AMZN	1,077	$256.7k0.10%	0.10%	Added +77	+77 7.7%
56	WISDOMTREE TR HEDGED HI YLD BD HYZD	HYZD	11,118	$250.2k0.10%	0.10%	Added +161	+161 1.5%
57	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	290	$216.4k0.08%	0.08%	Reduced -141	-141 -32.7%
58	ALTA EQUIPMENT GROUP INC COMMON STOCK ALTG	ALTG	25,157	$162.8k0.06%	0.06%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WISDOMTREE TR QHY	QHY	16,105	$733.4k16.1k shares
SELECT SECTOR SPDR TR XLU	XLU	13,182	$604.9k13.2k shares
INTEL CORP INTC	INTC	7,500	$331.0k7.5k shares