Melone Private Wealth, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 54 separate positions held by the firm. The report was signed by Louis Melone Jr., the firm's Chief Compliance Officer, and lists the firm's address as 3121 University Drive Suite 180 in Auburn Hills, Michigan.
The portfolio is heavily weighted toward Exchange Traded Funds (ETFs), comprising the majority of the disclosed holdings. Major positions include the SPDR S&P 500 ETF Trust, with 2,216,100 shares, and the iShares Core S&P Small-Cap ETF, with 15,887,020 shares. Other significant ETF holdings include the Vanguard S&P 500 ETF Shares (1,204,418 shares) and the SPDR S&P 500 ETF Trust Growth (12,489,917 shares).
Among individual stock holdings, Berkshire Hathaway Inc. Class A is listed with 1,494,010 shares, and Huntington Bancshares Inc. is listed with 758,407 shares. The filing also includes a position in NVIDIA Corporation with 352,538 shares.
The report indicates that all positions are held in a Sole capacity, meaning the firm does not share voting or dispositive power over these securities with any other entity.
