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 (434 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months +7.6% · 1 year +14.3% · all +14.3%
- Max drawdown -1.6% · Sharpe 0.93 · win rate 49% · data quality High
- 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
- MUC · 2.3% · long · since 2025-06-30
- MQY · 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
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