MELFA WEALTH MANAGEMENT, INC. 13F Holdings
CIK 0001962465 · WESTBOROUGH, MA
As of Sep 30, 2025, MELFA WEALTH MANAGEMENT, INC. reported 195 positions worth
CIK 0001962465 · WESTBOROUGH, MA
As of Sep 30, 2025, MELFA WEALTH MANAGEMENT, INC. reported 195 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 314,426 | 2.1M | 7.11% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 30,035 | $9.9M | 5.78% |
| PUTNAM MUNICIPAL OPPORTUNITIES TRUST | PMO | — | 480,444 | $5.0M | 2.91% |
| APPLE INC | AAPL | Technology | 19,249 | $4.9M | 2.87% |
| EATON VANCE MUNI INCOME TRUST SH BEN INT | EVN | — | 413,018 | $4.6M | 2.68% |
| BLACKROCK INCOME TRUST INC | BKT | — | 366,414 | $4.1M | 2.41% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 115,333 | $3.7M | 2.15% |
| GE AEROSPACE | GE | Industrials | 11,818 | $3.6M | 2.08% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,864 | $3.3M | 1.91% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 71,112 | $3.3M | 1.91% |
| META PLATFORMS INC | META | Communication Services | 4,274 | $3.1M | 1.84% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 62,903 | $2.8M | 1.65% |
| BLACKROCK MUNIYIELD QUALITY FUND III INC | MYI | — | 240,841 | $2.7M | 1.56% |
| NVIDIA CORP | NVDA | Technology | 13,531 | $2.5M | 1.48% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,534 | $2.4M | 1.38% |
| NEUBERGER BERMAN MUN FD INC | NBH | — | 224,990 | $2.3M | 1.36% |
| BLACKROCK MUNIYILD QULT FD I | — | — | 194,346 | $2.3M | 1.33% |
| NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND | NVG | — | 183,142 | $2.3M | 1.32% |
| BLACKROCK MUNIHOLDINGS FUND INC | MHD | — | 188,024 | $2.2M | 1.30% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 65,862 | $2.1M | 1.21% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 56,680 | $2.1M | 1.21% |
| GE VERNOVA INC | GEV | Utilities | 2,747 | .7M | 0.99% |
| CITIGROUP INC | C | Financial Services | 16,466 | .7M | 0.98% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 14,798 | .6M | 0.97% |
| EATON VANCE MUN BD FD | — | — | 165,927 | .6M | 0.97% |