Portfolio (Quarterly) Guide ↗

Melone Private Wealth, LLC

· CIK 0001905765

13F Portfolio $245M AUM 60 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 22 Added 14 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BLACKROCK MUN INCOME QUALITY	—	125,632	$1.4M	0.58%	SOLD
2	MMU	WESTERN ASSET MANAGED MUNS F	Financial Services	79,955	$835K	0.35%	SOLD
3	XLK	SELECT SECTOR SPDR TR	—	1,552	$223K	0.10%	SOLD

Sector Allocation

Financial Services 96.3%

Technology 1.7%

Consumer Cyclical 1.0%

Communication Services 0.8%

Industrials 0.3%