Long-term investor
Melfa Wealth Management, Inc. @melfawealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001962465).
Record
- Tracked since 2025-06-30 (476 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days -3.6% · 6 months -1.1% · 1 year +17.2% · all +17.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 7.9% · long · since 2025-06-30
- 25434V708 · 6.8% · long · since 2025-06-30
- 25434V815 · 3.2% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- 746922103 · 2.6% · long · since 2025-06-30
- 09253N104 · 2.3% · long · since 2025-06-30
- 09254E103 · 2.3% · long · since 2025-06-30
- 27826U108 · 2.2% · long · since 2025-06-30
- BKT · 2.1% · long · since 2025-06-30
- 25434V104 · 1.9% · long · since 2025-06-30
- 464287200 · 1.9% · long · since 2025-06-30
- 369604301 · 1.9% · long · since 2025-06-30