MELFA WEALTH MANAGEMENT, INC.: 13F holdings
CIK 19624652026Q2
| Positions | 196 |
|---|---|
| Reported value | $185.5m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 39,655 | $14.7m | 7.9% |
| DIMENSIONAL ETF TRUST | 284,657 | $12.6m | 6.8% |
| DIMENSIONAL ETF TRUST | 154,570 | $6.0m | 3.2% |
| AAPL APPLE INC | 18,611 | $5.4m | 2.9% |
| PMO PUTNAM MUN OPPORTUNITIES TR | 459,506 | $4.8m | 2.6% |
| BLACKROCK MUNIHOLDINGS FD IN | 362,781 | $4.3m | 2.3% |
| MYI BLACKROCK MUNIYIELD QUALITY | 385,248 | $4.3m | 2.3% |
| EVN EATON VANCE MUN INCOME TR | 354,956 | $4.0m | 2.2% |
| BLACKROCK INCOME TR INC | 370,468 | $4.0m | 2.1% |
| PAVE DIMENSIONAL ETF TRUST | 69,457 | $3.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962465")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.