13F Filings History of Melone Private Wealth, LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$235,776,320
Signature - Title
Louis Melone Jr. - Chief Compliance Officer
Location
Auburn Hills, MI
Summary
This page shows a list of all the recent 13F filings made by Melone Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Melone Private Wealth, LLC reported 58 stock holdings with total value $235,776,320 as of Q4 2025. Top holdings included USFR, DUSA, SPTI, CGDV, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $235,776,320 +$59,429,581 -$45,710,968 +$13,718,613 USFR, DUSA, SPTI, CGDV, IJR 13F-HR 07 Jan 2026, 12:09
Q3 2025 56 $220,743,131 +$18,035,142 -$1,364,804 +$16,670,338 DON, USFR, IHDG, SPTI, DIA 13F-HR 17 Oct 2025, 13:20
Q2 2025 50 $195,432,189 +$6,332,935 -$5,878,288 +$454,647 DON, USFR, SPTI, IHDG, DIA 13F-HR 08 Jul 2025, 17:01
Q1 2025 48 $191,109,256 +$4,480,898 -$4,462,012 +$18,886 USFR, DON, SPTI, IHDG, DIA 13F-HR 11 Apr 2025, 10:25
Q4 2024 51 $192,966,931 +$24,992,077 -$15,968,495 +$9,023,582 USFR, DON, SPTI, IHDG, DIA 13F-HR 14 Jan 2025, 06:10
Q3 2024 49 $188,302,720 +$11,161,124 -$1,588,154 +$9,572,970 DON, DIA, IHDG, USFR, SPAB 13F-HR 07 Oct 2024, 10:01
Q2 2024 48 $168,769,427 +$2,971,450 -$540,898 +$2,430,552 DON, IHDG, DIA, SPAB, SPYG 13F-HR 12 Jul 2024, 14:16
Q1 2024 48 $166,576,130 +$3,832,366 -$1,288,885 +$2,543,481 DON, IHDG, DIA, SPAB, DGRW 13F-HR 03 May 2024, 10:20
Q4 2023 48 $157,124,532 +$24,153,089 -$20,095,148 +$4,057,941 DON, DIA, IHDG, SPAB, DGRW 13F-HR 12 Jan 2024, 17:29
Q3 2023 50 $139,816,691 +$6,122,572 -$924,766 +$5,197,806 DON, DGRW, SPAB, IHDG, SPYG 13F-HR 10 Oct 2023, 11:52
Q2 2023 53 $141,726,472 +$8,472,575 -$2,069 +$8,470,506 DON, DGRW, SPAB, IHDG, SPYG 13F-HR 27 Jul 2023, 13:28
Q1 2023 52 $131,041,212 +$19,193,732 -$7,526,385 +$11,667,347 DON, DGRW, SPAB, IHDG, NZF 13F-HR 20 Apr 2023, 13:56
Q4 2022 53 $118,023,537 +$5,954,710 -$5,333,975 +$620,735 DON, SPAB, DGRW, NZF, DTD 13F-HR 19 Jan 2023, 13:20
Q3 2022 55 $114,497,000 +$4,065,103 -$757,317 +$3,307,786 DON, SPAB, NZF, DGRW, XSOE 13F-HR 14 Oct 2022, 16:54
Q2 2022 57 $118,003,000 +$7,762,101 -$5,878,320 +$1,883,781 DON, SPAB, NZF, XSOE, DGRW 13F-HR 11 Jul 2022, 17:17
Q1 2022 61 $122,592,000 +$10,665,384 -$6,426,235 +$4,239,149 DON, SPAB, XSOE, DGRW, DTD 13F-HR 29 Apr 2022, 15:08
Q4 2021 59 $132,895,000 $0 $0 $0 DON, SPAB, XSOE, DGRW, DTD 13F-HR 20 Jan 2022, 18:37