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Home > Institutional Investor > Melfa Wealth Management, Llc > Profile

Instuitional Investor - Melfa Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Melfa Wealth Management, Llc
Portfolio Value $170,569,361
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 314,426 $12,127,393 7.11%
2.
Vanguard Index Fds
 30,035 $9,856,641 5.78%
3.
Putnam Municipal Opportunities Trust
 PMO 480,444 $4,962,983 2.91%
4.
Apple Inc.
 AAPL 19,249 $4,901,441 2.87%
5.
Eaton Vance Municipal Income Trust
 EVN 413,018 $4,572,104 2.68%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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