Notify me when Melone Private Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 56 | $221M | +$18M | -$1.36M | +$16.7M | DON, USFR, IHDG, SPTI, DIA | 13F-HR | 17 Oct 2025, 13:20 |
| Q2 2025 | 50 | $195M | +$6.33M | -$5.88M | +$455K | DON, USFR, SPTI, IHDG, DIA | 13F-HR | 08 Jul 2025, 17:01 |
| Q1 2025 | 48 | $191M | +$4.48M | -$4.46M | +$18.9K | USFR, DON, SPTI, IHDG, DIA | 13F-HR | 11 Apr 2025, 10:25 |
| Q4 2024 | 51 | $193M | +$25M | -$16M | +$9.02M | USFR, DON, SPTI, IHDG, DIA | 13F-HR | 14 Jan 2025, 06:10 |
| Q3 2024 | 49 | $188M | +$11.2M | -$1.59M | +$9.57M | DON, DIA, IHDG, USFR, SPAB | 13F-HR | 07 Oct 2024, 10:01 |
| Q2 2024 | 48 | $169M | +$2.97M | -$541K | +$2.43M | DON, IHDG, DIA, SPAB, SPYG | 13F-HR | 12 Jul 2024, 14:16 |
| Q1 2024 | 48 | $167M | +$3.83M | -$1.29M | +$2.54M | DON, IHDG, DIA, SPAB, DGRW | 13F-HR | 03 May 2024, 10:20 |
| Q4 2023 | 48 | $157M | +$24.2M | -$20.1M | +$4.06M | DON, DIA, IHDG, SPAB, DGRW | 13F-HR | 12 Jan 2024, 17:29 |
| Q3 2023 | 50 | $140M | +$6.12M | -$184K | +$5.94M | DON, DGRW, SPAB, IHDG, SPYG | 13F-HR | 10 Oct 2023, 11:52 |
| Q2 2023 | 53 | $142M | +$8.47M | -$2.07K | +$8.47M | DON, DGRW, SPAB, IHDG, SPYG | 13F-HR | 27 Jul 2023, 13:28 |
| Q1 2023 | 52 | $131M | +$19.2M | -$6.46M | +$12.7M | DON, DGRW, SPAB, IHDG, NZF | 13F-HR | 20 Apr 2023, 13:56 |
| Q4 2022 | 53 | $118M | +$5.95M | -$3.87M | +$2.08M | DON, SPAB, DGRW, NZF, DTD | 13F-HR | 19 Jan 2023, 12:20 |
| Q3 2022 | 55 | $114M | +$4.07M | -$300K | +$3.76M | DON, SPAB, NZF, DGRW, XSOE | 13F-HR | 14 Oct 2022, 16:54 |
| Q2 2022 | 57 | $117M | +$7.56M | -$274K | +$7.28M | DON, SPAB, NZF, XSOE, DGRW | 13F-HR | 11 Jul 2022, 17:17 |
| Q1 2022 | 61 | $122M | +$10.3M | -$5.56M | +$4.75M | DON, SPAB, XSOE, DGRW, DTD | 13F-HR | 29 Apr 2022, 15:08 |
| Q4 2021 | 59 | $132M | DON, SPAB, XSOE, DGRW, DTD | 13F-HR | 20 Jan 2022, 17:37 |