SEC Form 13F · Q2 2026

Melone Private Wealth, LLC

Institutional Holdings Report

13F-HRMI
$262.6M
Portfolio Value
58
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Melone Private Wealth, LLC
CIK
1905765
Accession No.
0001951757-26-000977
Location
AUBURN HILLS, MI
Form Type
13F-HR
Portfolio Value
$262.6M
Holdings Reported
58
Reporting Period
Q2 2026
Filed
July 9, 2026

About this Filing

Melone Private Wealth, LLC is an institutional investment manager based in AUBURN HILLS, MI reporting approximately $262.6M in 13(f) securities across 58 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.