Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001962465

MELFA WEALTH MANAGEMENT, LLC

WESTBOROUGH, MA · File #028-22780

Latest AUM
$173.5M
Positions
202
Top-10 Concentration
46.8%
Filings
12

Sector Allocation

Financials
24.1%$41.9M
Technology
6.6%$11.4M
Industrials
6.5%$11.3M
Energy
1.7%$2.9M
Healthcare
0.3%$521,916
Utilities
0.1%$265,339

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V708312,016$12.4M10.43%
2VANGUARD INDEX FDS92290876932,764$11.0M9.27%
3APPLE INCAAPL19,467$5.3M4.47%
4PUTNAM MUN OPPORTUNITIES TR746922103472,403$5.1M4.27%
5EATON VANCE MUNI INCOME TRUSETN398,934$4.3M3.62%
6BLACKROCK INCOME TR INCBLK363,933$4.0M3.39%
7DIMENSIONAL ETF TRUST25434V815119,051$3.9M3.31%
8DIMENSIONAL ETF TRUST25434V10471,118$3.3M2.81%
9ISHARES TR4642872004,776$3.3M2.76%
10DIMENSIONAL ETF TRUST25434V72462,935$2.9M2.48%
11GE AEROSPACE3696043019,318$2.9M2.42%
12META PLATFORMS INCMETA4,276$2.8M2.38%
13BLACKROCK MUNIYIELD QUALITYBLK236,350$2.6M2.17%
14NVIDIA CORPORATIONNVDA13,273$2.5M2.09%
15SPDR S&P 500 ETF TRSPY3,535$2.4M2.03%
16NUVEEN AMT FREE MUN CR INC FNU182,277$2.3M1.95%
17DIMENSIONAL ETF TRUST25434V20358,630$2.2M1.89%
18BLACKROCK MUNIYILD QULT FD IBLK192,732$2.2M1.84%
19EXXON MOBIL CORPXOM17,898$2.2M1.82%
20DIMENSIONAL ETF TRUST25434V88064,681$2.1M1.79%