Portfolio (Quarterly) Guide ↗

Melone Private Wealth, LLC

· CIK 0001905765

13F Portfolio $263M AUM 58 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 21 Added 18 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QHY	WISDOMTREE TR	—	16,105	$733K	0.30%	SOLD
2	XLU	SELECT SECTOR SPDR TR	—	13,182	$605K	0.25%	SOLD
3	INTC	INTEL CORP	Technology	7,500	$331K	0.14%	SOLD

Sector Allocation

Financial Services 96.9%

Consumer Cyclical 1.0%

Technology 1.0%

Communication Services 0.8%

Industrials 0.3%