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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 $179,918,844
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 41,947 $15,735,682 8.75%
2.
Dimensional Etf Trust
 DFAC 282,678 $12,571,721 6.99%
3.
Apple Inc.
 AAPL 18,600 $6,190,467 3.44%
4.
Dfa Invt Dimensions Group In
 155,835 $5,839,120 3.25%
5.
Putnam Municipal Opportunities Trust
 PMO 438,549 $4,008,341 2.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.