Melfa Wealth Management, Inc.

13F filer · CIK 0001962465

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$185MU.S. long equity reported on 13F

Positions1444 new · 1 closed

Net flow last quarter-$315KBuys minus sells

Top 10 positions weight20.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026144 positions
AAPLApple Inc.	$5.39M	2.90%	0.00%	-4.2%	Q4 2022
PMOFranklin Municipal Opportunities Trust	$4.84M	2.61%	Not reported	-2.7%	Q4 2022
MHDBlackRock Muniholdings Fund, Inc.	$4.32M	2.33%	Not reported	-5.2%	Q4 2022
MYIBlackRock Muniyield Quality Fund III, Inc.	$4.28M	2.31%	Not reported	-8.1%	Q4 2022
EVNEaton Vance Municipal Income Trust	$4M	2.15%	Not reported	-10.8%	Q4 2022
BKTBlackRock Income Trust, Inc.	$3.97M	2.14%	Not reported	0.0%	Q4 2022
GEGeneral Electric Co	$3.48M	1.88%	0.00%	Not reported	Q1 2024
GEVGE Vernova Inc.	$2.99M	1.61%	0.00%	Not reported	Q2 2024
SPYSPDR S&P 500 ETF Trust	$2.65M	1.43%	Not reported	-0.7%	Q1 2024
MQYBlackRock Muniyield Quality Fund, Inc.	$2.59M	1.40%	Not reported	-5.3%	Q4 2022
NVDANvidia Corp	$2.57M	1.38%	0.00%	+0.3%	Q1 2024
MFMAberdeen Municipal Income Fund	$2.43M	1.31%	Not reported	+184.5%	Q4 2022
METAMeta Platforms, Inc.	$2.41M	1.30%	Not reported	Not reported	Q1 2024
NVGNuveen AMT-Free Municipal Credit Income Fund	$2.33M	1.26%	Not reported	0.0%	Q4 2022
CCitigroup Inc	$2.3M	1.24%	0.00%	0.0%	Q1 2024
XOMExxonMobil Holdings Corp	$2.29M	1.23%	0.00%	Not reported	Q4 2022
DFAXGulf Resources, Inc.	$2.24M	1.21%	Not reported	-4.5%	Q4 2022
NBHNeuberger Municipal Fund Inc.	$2M	1.08%	Not reported	-8.4%	Q4 2022
FITBFifth Third Bancorp	$1.76M	0.95%	0.00%	Not reported	Q1 2024
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.75M	0.94%	Not reported	-11.9%	Q4 2022
PCQPimco California Municipal Income Fund	$1.74M	0.94%	Not reported	-3.4%	Q1 2023
EIMEaton Vance Municipal Bond Fund	$1.62M	0.87%	Not reported	-5.3%	Q4 2022
NXPNuveen Select Tax Free Income Portfolio	$1.4M	0.75%	Not reported	-3.4%	Q4 2022
AVGOBroadcom Inc.	$1.39M	0.75%	0.00%	+17.6%	Q1 2024
EOTEaton Vance National Municipal Opportunities Trust	$1.31M	0.70%	Not reported	-6.6%	Q4 2022
MUABlackRock Muniassets Fund, Inc.	$1.27M	0.68%	Not reported	-7.0%	Q4 2022
PMLPimco Municipal Income Fund II	$1.23M	0.66%	Not reported	+5.2%	Q1 2024
PNIPimco New York Municipal Income Fund II	$1.2M	0.65%	Not reported	Not reported	Q4 2022
BHKBlackRock Core Bond Trust	$1.13M	0.61%	Not reported	Not reported	Q4 2022
KTFDWS Municipal Income Trust	$1.11M	0.60%	Not reported	-6.7%	Q4 2022
GOOGLAlphabet Inc.	$1.09M	0.59%	0.00%	Not reported	Q1 2024
MMUWestern Asset Managed Municipals Fund Inc.	$1.08M	0.58%	Not reported	-4.7%	Q4 2022
MSFTMicrosoft Corp	$982K	0.53%	0.00%	-0.2%	Q1 2024
EVVEaton Vance Ltd Duration Income Fund	$933K	0.50%	Not reported	0.0%	Q4 2022
MUMicron Technology Inc	$883K	0.48%	0.00%	-4.6%	Q4 2025
JPMJPMorgan Chase & Co	$837K	0.45%	0.00%	-5.5%	Q1 2024
JFRNuveen Floating Rate Income Fund	$822K	0.44%	Not reported	Not reported	Q4 2022
CVXChevron Corp	$801K	0.43%	0.00%	Not reported	Q4 2025
VKIInvesco Advantage Municipal Income Trust II	$793K	0.43%	Not reported	Not reported	Q4 2022
BGTBlackRock Floating Rate Income Trust	$769K	0.41%	Not reported	-6.4%	Q4 2022
AMZNAmazon Com Inc	$767K	0.41%	0.00%	+1.8%	Q1 2024
JPCNuveen Preferred & Income Opportunities Fund	$764K	0.41%	Not reported	-0.1%	Q4 2022
VLTInvesco High Income Trust II	$760K	0.41%	Not reported	-1.8%	Q4 2022
NCANuveen California Municipal Value Fund	$755K	0.41%	Not reported	-0.2%	Q4 2022
GOOGAlphabet Inc.	$704K	0.38%	Not reported	+2.6%	Q1 2024
HYTBlackRock Corporate High Yield Fund, Inc.	$691K	0.37%	Not reported	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$658K	0.35%	0.00%	+3.1%	Q1 2025
NHSNeuberger High Yield Strategies Fund Inc.	$651K	0.35%	Not reported	+8.3%	Q4 2022
PMMFranklin Managed Municipal Income Trust	$626K	0.34%	Not reported	-0.2%	Q4 2022
NACNuveen California Quality Municipal Income Fund	$604K	0.33%	Not reported	Not reported	Q4 2022

Q1 2026Reported Apr 10, 2026141 positions
AAPLApple Inc.	$4.93M	2.83%	0.00%	-0.2%	Q4 2022
PMOFranklin Municipal Opportunities Trust	$4.87M	2.79%	Not reported	Not reported	Q4 2022
MYIBlackRock Muniyield Quality Fund III, Inc.	$4.41M	2.53%	Not reported	+77.4%	Q4 2022
MHDBlackRock Muniholdings Fund, Inc.	$4.32M	2.48%	Not reported	+114.8%	Q4 2022
EVNEaton Vance Municipal Income Trust	$4.14M	2.38%	Not reported	-0.2%	Q4 2022
BKTBlackRock Income Trust, Inc.	$3.91M	2.25%	Not reported	+1.8%	Q4 2022
XOMExxonMobil Holdings Corp	$2.84M	1.63%	0.00%	-6.5%	Q4 2022
GEGeneral Electric Co	$2.64M	1.52%	0.00%	Not reported	Q1 2024
MQYBlackRock Muniyield Quality Fund, Inc.	$2.59M	1.49%	Not reported	+22.3%	Q4 2022
METAMeta Platforms, Inc.	$2.45M	1.41%	Not reported	+0.1%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$2.32M	1.33%	Not reported	+1.0%	Q1 2024
NVGNuveen AMT-Free Municipal Credit Income Fund	$2.25M	1.29%	Not reported	+0.1%	Q4 2022
NVDANvidia Corp	$2.23M	1.28%	0.00%	-3.7%	Q1 2024
GEVGE Vernova Inc.	$2.22M	1.28%	0.00%	0.0%	Q2 2024
DFAXGulf Resources, Inc.	$2.16M	1.24%	Not reported	-1.7%	Q4 2022
NBHNeuberger Municipal Fund Inc.	$2.1M	1.20%	Not reported	+1.3%	Q4 2022
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.88M	1.08%	Not reported	+75.9%	Q4 2022
CCitigroup Inc	$1.86M	1.07%	0.00%	0.0%	Q1 2024
PCQPimco California Municipal Income Fund	$1.72M	0.99%	Not reported	Not reported	Q1 2023
EIMEaton Vance Municipal Bond Fund	$1.68M	0.96%	Not reported	Not reported	Q4 2022
FITBFifth Third Bancorp	$1.45M	0.83%	0.00%	Not reported	Q1 2024
NXPNuveen Select Tax Free Income Portfolio	$1.45M	0.83%	Not reported	+12.2%	Q4 2022
EOTEaton Vance National Municipal Opportunities Trust	$1.36M	0.78%	Not reported	-3.1%	Q4 2022
MUABlackRock Muniassets Fund, Inc.	$1.31M	0.75%	Not reported	+45.7%	Q4 2022
KTFDWS Municipal Income Trust	$1.18M	0.68%	Not reported	Not reported	Q4 2022
PMLPimco Municipal Income Fund II	$1.16M	0.67%	Not reported	Not reported	Q1 2024
PNIPimco New York Municipal Income Fund II	$1.16M	0.67%	Not reported	Not reported	Q4 2022
BHKBlackRock Core Bond Trust	$1.12M	0.65%	Not reported	Not reported	Q4 2022
MMUWestern Asset Managed Municipals Fund Inc.	$1.12M	0.64%	Not reported	Not reported	Q4 2022
CVXChevron Corp	$1M	0.57%	0.00%	-0.7%	Q4 2025
MSFTMicrosoft Corp	$976K	0.56%	0.00%	+0.5%	Q1 2024
AVGOBroadcom Inc.	$969K	0.56%	0.00%	+0.2%	Q1 2024
EVVEaton Vance Ltd Duration Income Fund	$941K	0.54%	Not reported	-0.2%	Q4 2022
GOOGLAlphabet Inc.	$876K	0.50%	0.00%	+1.0%	Q1 2024
BGTBlackRock Floating Rate Income Trust	$830K	0.48%	Not reported	Not reported	Q4 2022
MFMAberdeen Municipal Income Fund	$818K	0.47%	Not reported	Not reported	Q4 2022
JFRNuveen Floating Rate Income Fund	$806K	0.46%	Not reported	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$802K	0.46%	0.00%	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$796K	0.46%	0.00%	+1.4%	Q1 2024
NCANuveen California Municipal Value Fund	$761K	0.44%	Not reported	Not reported	Q4 2022
VLTInvesco High Income Trust II	$752K	0.43%	Not reported	-0.1%	Q4 2022
JPCNuveen Preferred & Income Opportunities Fund	$731K	0.42%	Not reported	-0.1%	Q4 2022
VKIInvesco Advantage Municipal Income Trust II	$725K	0.42%	Not reported	Not reported	Q4 2022
HYTBlackRock Corporate High Yield Fund, Inc.	$688K	0.40%	Not reported	Not reported	Q4 2022
AMZNAmazon Com Inc	$659K	0.38%	0.00%	0.0%	Q1 2024
MIYBlackRock Muniyield Michigan Quality Fund, Inc.	$627K	0.36%	Not reported	Not reported	Q4 2022
NHSNeuberger High Yield Strategies Fund Inc.	$624K	0.36%	Not reported	Not reported	Q4 2022
NMTNuveen Massachusetts Quality Municipal Income Fund	$618K	0.36%	Not reported	Not reported	Q4 2022
PMMFranklin Managed Municipal Income Trust	$590K	0.34%	Not reported	Not reported	Q4 2022
NACNuveen California Quality Municipal Income Fund	$580K	0.33%	Not reported	Not reported	Q4 2022

Q4 2025Reported Jan 16, 2026141 positions
AAPLApple Inc.	$5.29M	3.05%	0.00%	+1.1%	Q4 2022
PMOFranklin Municipal Opportunities Trust	$5.05M	2.91%	Not reported	-1.7%	Q4 2022
EVNEaton Vance Municipal Income Trust	$4.29M	2.47%	Not reported	-3.4%	Q4 2022
BKTBlackRock Income Trust, Inc.	$4.02M	2.32%	Not reported	-0.7%	Q4 2022
GEGeneral Electric Co	$2.87M	1.65%	0.00%	-21.2%	Q1 2024
METAMeta Platforms, Inc.	$2.82M	1.63%	Not reported	+0.1%	Q1 2024
MYIBlackRock Muniyield Quality Fund III, Inc.	$2.57M	1.48%	Not reported	-1.9%	Q4 2022
NVDANvidia Corp	$2.48M	1.43%	0.00%	-1.9%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$2.41M	1.39%	Not reported	0.0%	Q1 2024
NVGNuveen AMT-Free Municipal Credit Income Fund	$2.31M	1.33%	Not reported	-0.5%	Q4 2022
MQYBlackRock Muniyield Quality Fund, Inc.	$2.18M	1.26%	Not reported	-0.8%	Q4 2022
XOMExxonMobil Holdings Corp	$2.15M	1.24%	0.00%	+29.3%	Q4 2022
DFAXGulf Resources, Inc.	$2.12M	1.22%	Not reported	-1.8%	Q4 2022
MHDBlackRock Muniholdings Fund, Inc.	$2.09M	1.21%	Not reported	-5.3%	Q4 2022
NBHNeuberger Municipal Fund Inc.	$2.07M	1.19%	Not reported	-9.4%	Q4 2022
CCitigroup Inc	$1.92M	1.11%	0.00%	-0.2%	Q1 2024
PCQPimco California Municipal Income Fund	$1.75M	1.01%	Not reported	+12.7%	Q1 2023
EIMEaton Vance Municipal Bond Fund	$1.67M	0.96%	Not reported	+3.6%	Q4 2022
GEVGE Vernova Inc.	$1.67M	0.96%	0.00%	-7.2%	Q2 2024
FITBFifth Third Bancorp	$1.46M	0.84%	0.00%	Not reported	Q1 2024
EOTEaton Vance National Municipal Opportunities Trust	$1.39M	0.80%	Not reported	-4.8%	Q4 2022
NXPNuveen Select Tax Free Income Portfolio	$1.27M	0.73%	Not reported	Not reported	Q4 2022
MSFTMicrosoft Corp	$1.27M	0.73%	0.00%	-0.2%	Q1 2024
BHKBlackRock Core Bond Trust	$1.18M	0.68%	Not reported	Not reported	Q4 2022
KTFDWS Municipal Income Trust	$1.17M	0.68%	Not reported	-4.0%	Q4 2022
PMLPimco Municipal Income Fund II	$1.16M	0.67%	Not reported	-3.3%	Q1 2024
MMUWestern Asset Managed Municipals Fund Inc.	$1.14M	0.66%	Not reported	Not reported	Q4 2022
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.09M	0.63%	Not reported	-2.6%	Q4 2022
AVGOBroadcom Inc.	$1.08M	0.62%	0.00%	+0.5%	Q1 2024
BLEBlackRock Municipal Income Trust II	$1.06M	0.61%	Not reported	+10.6%	Q4 2022
BFKBlackRock Municipal Income Trust	$1.01M	0.58%	Not reported	Not reported	Q4 2022
EVVEaton Vance Ltd Duration Income Fund	$989K	0.57%	Not reported	+3.0%	Q4 2022
PLTRPalantir Technologies Inc.	$973K	0.56%	0.00%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$944K	0.54%	0.00%	Not reported	Q1 2024
MUABlackRock Muniassets Fund, Inc.	$911K	0.52%	Not reported	-0.1%	Q4 2022
BGTBlackRock Floating Rate Income Trust	$873K	0.50%	Not reported	-2.1%	Q4 2022
JPMJPMorgan Chase & Co	$861K	0.50%	0.00%	+1.1%	Q1 2024
JFRNuveen Floating Rate Income Fund	$840K	0.48%	Not reported	0.0%	Q4 2022
VLTInvesco High Income Trust II	$832K	0.48%	Not reported	-0.2%	Q4 2022
MFMAberdeen Municipal Income Fund	$824K	0.47%	Not reported	+19.2%	Q4 2022
JPCNuveen Preferred & Income Opportunities Fund	$788K	0.45%	Not reported	-0.1%	Q4 2022
VKIInvesco Advantage Municipal Income Trust II	$763K	0.44%	Not reported	-1.0%	Q4 2022
CVXChevron Corp	$741K	0.43%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$730K	0.42%	0.00%	+1.5%	Q1 2024
NCANuveen California Municipal Value Fund	$726K	0.42%	Not reported	Not reported	Q4 2022
HYTBlackRock Corporate High Yield Fund, Inc.	$719K	0.41%	Not reported	Not reported	Q4 2022
NHSNeuberger High Yield Strategies Fund Inc.	$716K	0.41%	Not reported	+17.7%	Q4 2022
MIYBlackRock Muniyield Michigan Quality Fund, Inc.	$620K	0.36%	Not reported	Not reported	Q4 2022
GOOGAlphabet Inc.	$609K	0.35%	Not reported	+1.4%	Q1 2024
PMMFranklin Managed Municipal Income Trust	$601K	0.35%	Not reported	Not reported	Q4 2022

Q3 2025Reported Oct 28, 2025131 positions
PMOFranklin Municipal Opportunities Trust	$4.96M	2.91%	Not reported	Not reported	Q4 2022
AAPLApple Inc.	$4.9M	2.87%	0.00%	-4.5%	Q4 2022
EVNEaton Vance Municipal Income Trust	$4.57M	2.68%	Not reported	0.0%	Q4 2022
BKTBlackRock Income Trust, Inc.	$4.12M	2.41%	Not reported	-1.2%	Q4 2022
GEGeneral Electric Co	$3.56M	2.08%	0.00%	Not reported	Q1 2024
METAMeta Platforms, Inc.	$3.14M	1.84%	Not reported	Not reported	Q1 2024
MYIBlackRock Muniyield Quality Fund III, Inc.	$2.67M	1.56%	Not reported	0.0%	Q4 2022
NVDANvidia Corp	$2.52M	1.48%	0.00%	-1.4%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$2.35M	1.38%	Not reported	-1.4%	Q1 2024
NBHNeuberger Municipal Fund Inc.	$2.32M	1.36%	Not reported	+0.5%	Q4 2022
MQYBlackRock Muniyield Quality Fund, Inc.	$2.26M	1.33%	Not reported	0.0%	Q4 2022
NVGNuveen AMT-Free Municipal Credit Income Fund	$2.25M	1.32%	Not reported	0.0%	Q4 2022
MHDBlackRock Muniholdings Fund, Inc.	$2.21M	1.30%	Not reported	0.0%	Q4 2022
DFAXGulf Resources, Inc.	$2.07M	1.21%	Not reported	+0.1%	Q4 2022
GEVGE Vernova Inc.	$1.69M	0.99%	0.00%	-1.1%	Q2 2024
CCitigroup Inc	$1.67M	0.98%	0.00%	Not reported	Q1 2024
EIMEaton Vance Municipal Bond Fund	$1.65M	0.97%	Not reported	-0.1%	Q4 2022
XOMExxonMobil Holdings Corp	$1.56M	0.91%	0.00%	-1.0%	Q4 2022
PCQPimco California Municipal Income Fund	$1.55M	0.91%	Not reported	+19.7%	Q1 2023
EOTEaton Vance National Municipal Opportunities Trust	$1.43M	0.84%	Not reported	Not reported	Q4 2022
FITBFifth Third Bancorp	$1.39M	0.81%	0.00%	Not reported	Q1 2024
MSFTMicrosoft Corp	$1.36M	0.80%	0.00%	-1.8%	Q1 2024
NXPNuveen Select Tax Free Income Portfolio	$1.3M	0.76%	Not reported	Not reported	Q4 2022
PMLPimco Municipal Income Fund II	$1.26M	0.74%	Not reported	+535.6%	Q1 2024
KTFDWS Municipal Income Trust	$1.23M	0.72%	Not reported	Not reported	Q4 2022
BHKBlackRock Core Bond Trust	$1.22M	0.72%	Not reported	+15.1%	Q4 2022
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.14M	0.67%	Not reported	Not reported	Q4 2022
MMUWestern Asset Managed Municipals Fund Inc.	$1.13M	0.66%	Not reported	Not reported	Q4 2022
AVGOBroadcom Inc.	$1.03M	0.60%	0.00%	-3.1%	Q1 2024
BFKBlackRock Municipal Income Trust	$1.01M	0.59%	Not reported	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$999K	0.59%	0.00%	+63.4%	Q1 2025
EVVEaton Vance Ltd Duration Income Fund	$983K	0.58%	Not reported	-0.1%	Q4 2022
BLEBlackRock Municipal Income Trust II	$960K	0.56%	Not reported	Not reported	Q4 2022
BGTBlackRock Floating Rate Income Trust	$957K	0.56%	Not reported	0.0%	Q4 2022
MUABlackRock Muniassets Fund, Inc.	$945K	0.55%	Not reported	-0.1%	Q4 2022
JFRNuveen Floating Rate Income Fund	$877K	0.51%	Not reported	Not reported	Q4 2022
VLTInvesco High Income Trust II	$837K	0.49%	Not reported	0.0%	Q4 2022
JPMJPMorgan Chase & Co	$833K	0.49%	0.00%	-0.9%	Q1 2024
JPCNuveen Preferred & Income Opportunities Fund	$797K	0.47%	Not reported	Not reported	Q4 2022
HYTBlackRock Corporate High Yield Fund, Inc.	$767K	0.45%	Not reported	Not reported	Q4 2022
VKIInvesco Advantage Municipal Income Trust II	$741K	0.43%	Not reported	Not reported	Q4 2022
GOOGLAlphabet Inc.	$733K	0.43%	0.00%	+12.1%	Q1 2024
NCANuveen California Municipal Value Fund	$722K	0.42%	Not reported	Not reported	Q4 2022
MFMAberdeen Municipal Income Fund	$686K	0.40%	Not reported	+12.4%	Q4 2022
AMZNAmazon Com Inc	$684K	0.40%	0.00%	+53.1%	Q1 2024
AVBCAvidia Bancorp, Inc.	$672K	0.39%	0.22%	New	Q3 2025
MUJBlackRock Muniholdings New Jersey Quality Fund, Inc.	$620K	0.36%	Not reported	0.0%	Q4 2022
NHSNeuberger High Yield Strategies Fund Inc.	$613K	0.36%	Not reported	Not reported	Q4 2022
MIYBlackRock Muniyield Michigan Quality Fund, Inc.	$595K	0.35%	Not reported	Not reported	Q4 2022
NMTNuveen Massachusetts Quality Municipal Income Fund	$585K	0.34%	Not reported	Not reported	Q4 2022

Premium opens every quarter this fund has filed