Melone Private Wealth, LLC - Portfolio Stock Holdings

Melone Private Wealth, LLC disclosed 61 stock positions in a recent SEC 13F filing. $262,551,454 of stock holdings were filed, with the largest holdings including DUSA, CGDV, and IJR. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $313,234,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.