13F Filings History of MELFA WEALTH MANAGEMENT, INC.

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$173,522,238
Signature - Title
Victor Melfa Jr. - Chief Compliance Officer
Location
Westborough, MA
Summary
This page shows a list of all the recent 13F filings made by MELFA WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MELFA WEALTH MANAGEMENT, INC. reported 202 stock holdings with total value $173,522,238 as of Q4 2025. Top holdings included DFAC, VTI, AAPL, PMO, and EVN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 202 $173,522,238 +$6,111,738 -$4,471,218 +$1,640,520 DFAC, VTI, AAPL, PMO, EVN 13F-HR 16 Jan 2026, 16:28
Q3 2025 195 $170,569,361 +$6,357,917 -$3,748,818 +$2,609,099 DFAC, VTI, PMO, AAPL, EVN 13F-HR 27 Oct 2025, 19:02
Q2 2025 200 $158,242,510 +$7,822,475 -$3,406,503 +$4,415,972 DFAC, VTI, PMO, BKT, EVN 13F-HR 17 Jul 2025, 17:12
Q1 2025 201 $148,138,608 +$4,373,738 -$3,306,797 +$1,066,941 DFAC, AAPL, PMO, BKT, EVN 13F-HR 02 May 2025, 08:32
Q4 2024 202 $149,541,906 +$5,082,306 -$1,992,158 +$3,090,148 DFAC, AAPL, PMO, BKT, EVN 13F-HR 17 Jan 2025, 11:42
Q3 2024 201 $151,503,915 +$2,896,805 -$2,728,158 +$168,647 DFAC, AAPL, PMO, BKT, EVN 13F-HR 16 Oct 2024, 16:58
Q2 2024 199 $143,074,486 +$5,478,951 -$1,575,791 +$3,903,160 DFAC, AAPL, PMO, BKT, EVN 13F-HR 15 Jul 2024, 09:39
Q1 2024 195 $138,528,578 +$30,074,204 -$968,424 +$29,105,780 DFAC, PMO, BKT, EVN, AAPL 13F-HR 23 Apr 2024, 09:58
Q4 2023 141 $106,193,538 +$9,360,908 -$3,954,102 +$5,406,806 DFAC, PMO, BKT, EVN, AAPL 13F-HR 22 Jan 2024, 08:45
Q3 2023 138 $92,012,861 +$3,121,851 -$1,969,650 +$1,152,201 DFAC, PMO, BKT, EVN, AAPL 13F-HR 30 Oct 2023, 09:56
Q2 2023 141 $98,656,377 +$2,676,178 -$4,190,084 -$1,513,906 DFAC, PMO, AAPL, EVN, BKT 13F-HR 18 Jul 2023, 12:08
Q1 2023 138 $99,989,819 +$4,398,601 -$2,574,674 +$1,823,927 DFAC, PMO, EVN, BKT, AAPL 13F-HR 20 Apr 2023, 13:49
Q4 2022 137 $95,719,485 $0 $0 $0 DFAC, PMO, EVN, AAPL, BKT 13F-HR 31 Jan 2023, 10:43