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Portfolio (Quarterly) Guide ↗

MELFA WEALTH MANAGEMENT, INC.

· CIK 0001962465
13F Portfolio $185M AUM 196 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 27 Added 61 Reduced 6 Exited
Page 3 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 3,045.0 $1.1M 0.59% $357.39 -3.7%
42 MMU WESTERN ASSET MANAGED MUNS F Financial Services 104,027.0 $1.1M 0.58% -5K -4.7% $10.42 -1.9%
43 DFIV DIMENSIONAL ETF TRUST 18,801.0 $1.0M 0.55% +332.0 +1.8% $54.02 +7.5%
44 MSFT MICROSOFT CORP Technology 2,632.0 $982K 0.53% $373.06 +28.8%
45 EVV EATON VANCE LIMITED DURATION Financial Services 99,596.0 $933K 0.50% $9.37 -2.6%
46 MU MICRON TECHNOLOGY INC Technology 765.0 $883K 0.48% -37.0 -4.6% $1154.29 -12.3%
47 AGG ISHARES TR 8,711.0 $862K 0.47% +664.0 +8.2% $98.98 -1.8%
48 JPM JPMORGAN CHASE & CO Financial Services 2,557.0 $837K 0.45% -150.0 -5.5% $327.30 +10.3%
49 JFR NUVEEN FLOATING RATE INCOME Financial Services 107,219.0 $822K 0.44% $7.67 -0.4%
50 RSP INVESCO EXCHANGE TRADED FD T 3,810.0 $811K 0.44% +55.0 +1.5% $212.77 +3.8%
51 CVX CHEVRON CORPORATION Energy 4,832.0 $801K 0.43% $165.75 +22.3%
52 IWD ISHARES TR 3,278.0 $795K 0.43% $242.43 +5.9%
53 VKI INVESCO ADVANTAGE MUN INCOME Financial Services 83,679.0 $793K 0.43% $9.48 -5.5%
54 BGT BLACKROCK FLOATING RATE INC Financial Services 72,182.0 $769K 0.41% -5K -6.4% $10.66 +2.8%
55 AMZN AMAZON COM INC Consumer Cyclical 3,218.0 $767K 0.41% +56.0 +1.8% $238.36 +9.6%
56 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 96,899.0 $764K 0.41% $7.88 -2.8%
57 VLT INVESCO HIGH INCOME TR II Financial Services 73,089.0 $760K 0.41% -1K -1.8% $10.40 -3.7%
58 NCA NUVEEN CALIFORNIA MUNI VLU F Financial Services 80,949.0 $755K 0.41% $9.33 -2.0%
59 GOOG ALPHABET INC Communication Services 1,991.0 $704K 0.38% +50.0 +2.6% $353.39 -3.4%
60 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 80,772.0 $691K 0.37% $8.56 -2.5%
Page 3 of 10  ·  196 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 72.7%
Technology 11.5%
Communication Services 4.3%
Industrials 3.5%
Utilities 3.0%
Energy 2.9%
Consumer Cyclical 1.1%
Healthcare 0.9%
Consumer Defensive 0.2%