13F HOLDINGS REPORT
Melone Private Wealth, LLC
Quarter ended Q3 2025 · Filed October 17, 2025 · Accession 0001951757-25-001170
Total Value
$220.7M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 347,987 | $18.2M | 8.24% |
| 2 | WISDOMTREE TR | WT | 332,972 | $16.7M | 7.58% |
| 3 | WISDOMTREE TR | WT | 345,054 | $15.9M | 7.20% |
| 4 | SPDR SERIES TRUST | 78464A672 | 517,114 | $14.9M | 6.77% |
| 5 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 31,198 | $14.5M | 6.55% |
| 6 | SPDR SERIES TRUST | 78464A409 | 126,934 | $13.3M | 6.01% |
| 7 | WISDOMTREE TR | WT | 135,036 | $12.0M | 5.44% |
| 8 | WISDOMTREE TR | WT | 142,641 | $12.0M | 5.43% |
| 9 | NUVEEN MUNICIPAL CREDIT INC | NU | 809,569 | $10.2M | 4.61% |
| 10 | ISHARES TR | 464287804 | 58,801 | $7.0M | 3.17% |
| 11 | SPDR INDEX SHS FDS | 78463X509 | 146,892 | $6.9M | 3.11% |
| 12 | NUVEEN MUN CR OPPORTUNITIES | NU | 627,083 | $6.8M | 3.09% |
| 13 | NUVEEN MUN HIGH INCOME OPPOR | NU | 593,859 | $6.3M | 2.85% |
| 14 | VANECK ETF TRUST | 92189F437 | 211,301 | $6.3M | 2.85% |
| 15 | WISDOMTREE TR | WT | 158,707 | $5.3M | 2.42% |
| 16 | SPDR SERIES TRUST | 78464A144 | 177,750 | $5.3M | 2.39% |
| 17 | SPDR SERIES TRUST | 78464A649 | 203,180 | $5.3M | 2.38% |
| 18 | SPDR SERIES TRUST | 78464A300 | 58,795 | $5.2M | 2.36% |
| 19 | NUVEEN AMT FREE QLTY MUN INC | NU | 430,931 | $4.9M | 2.22% |
| 20 | BLACKROCK MUNIYIELD MICH QU | BLK | 307,001 | $3.5M | 1.57% |
| 21 | NUVEEN QUALITY MUNCP INCOME | NU | 235,931 | $2.8M | 1.25% |
| 22 | INVESCO TR INVT GRADE MUNS | IVZ | 192,310 | $1.9M | 0.88% |
| 23 | SPDR SERIES TRUST | 78464A284 | 76,420 | $1.9M | 0.86% |
| 24 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 24,096 | $1.8M | 0.83% |
| 25 | VANECK ETF TRUST | 92189H409 | 33,548 | $1.7M | 0.77% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.68% |
| 27 | BLACKROCK MUN INCOME QUALITY | BLK | 125,023 | $1.4M | 0.62% |
| 28 | VANGUARD INDEX FDS | 922908363 | 2,159 | $1.3M | 0.60% |
| 29 | DAVIS FUNDAMENTAL ETF TR | 23908L207 | 25,575 | $1.2M | 0.55% |
| 30 | NUVEEN AMT FREE MUN CR INC F | NU | 97,439 | $1.2M | 0.54% |
| 31 | WISDOMTREE TR | WT | 10,938 | $1.1M | 0.50% |
| 32 | VANGUARD INDEX FDS | 922908629 | 3,487 | $1.0M | 0.46% |
| 33 | HUNTINGTON BANCSHARES INC | HBANP | 49,699 | $858,302 | 0.39% |
| 34 | WESTERN ASSET MANAGED MUNS F | 95766M105 | 78,610 | $812,830 | 0.37% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,572 | $790,307 | 0.36% |
| 36 | WISDOMTREE TR | WT | 16,408 | $763,780 | 0.35% |
| 37 | ISHARES TR | 464287507 | 10,332 | $674,297 | 0.31% |
| 38 | CAPITAL GROUP GROWTH ETF | 14020G101 | 14,500 | $636,840 | 0.29% |
| 39 | ISHARES TR | 464287671 | 3,833 | $630,662 | 0.29% |
| 40 | WISDOMTREE TR | WT | 8,902 | $613,670 | 0.28% |
| 41 | PROSHARES TR | 74348A467 | 5,404 | $556,958 | 0.25% |
| 42 | VANGUARD INDEX FDS | 922908751 | 1,959 | $498,086 | 0.23% |
| 43 | VANGUARD INDEX FDS | 922908769 | 1,471 | $482,763 | 0.22% |
| 44 | DAVIS FUNDAMENTAL ETF TR | 23908L108 | 10,450 | $472,549 | 0.21% |
| 45 | AMERICAN CENTY ETF TR | 025072505 | 8,876 | $445,826 | 0.20% |
| 46 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 16,199 | $442,068 | 0.20% |
| 47 | SELECT SECTOR SPDR TR | 81369Y886 | 4,584 | $399,738 | 0.18% |
| 48 | ISHARES TR | 464287663 | 3,805 | $380,319 | 0.17% |
| 49 | SPDR S&P 500 ETF TR | SPY | 543 | $361,902 | 0.16% |
| 50 | NVIDIA CORPORATION | NVDA | 1,541 | $287,595 | 0.13% |
| 51 | INTEL CORP | INTC | 7,500 | $251,625 | 0.11% |
| 52 | WISDOMTREE TR | WT | 10,639 | $239,167 | 0.11% |
| 53 | SSGA ACTIVE ETF TR | 78467V608 | 5,488 | $228,184 | 0.10% |
| 54 | AMAZON COM INC | AMZN | 1,000 | $219,570 | 0.10% |
| 55 | SELECT SECTOR SPDR TR | 81369Y803 | 776 | $218,668 | 0.10% |
| 56 | VANGUARD BD INDEX FDS | 921937835 | 2,809 | $208,940 | 0.09% |