Melone Private Wealth, LLC reported 5 positions worth $3.66M for the quarter ended Sep 30, 2026, down 27.3% on the prior quarter. It opened 0 new positions, added to 0, trimmed 0 and exited 4. Its largest holding is Berkshire Hathaway Inc at 40.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.49M | 40.86% | 0 | 0.0% | Unchanged | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,572 | $782.78K | 21.41% | 0 | 0.0% | Unchanged | 0% |
| 3 | HBAN Huntington Bancshares Inc | Financial Services | 49.7K | $758.41K | 20.74% | 0 | 0.0% | Unchanged | 0% |
| 4 | NVDA Nvidia Corp | Technology | 1,544 | $352.54K | 9.64% | 0 | 0.0% | Unchanged | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 1,077 | $268.34K | 7.34% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Melone Private Wealth.
As of its Q3 2026 13F filing, Melone Private Wealth, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 40.9%, Berkshire Hathaway Inc (BRK-B) at 21.4%, Huntington Bancshares Inc (HBAN) at 20.7%, Nvidia Corp (NVDA) at 9.6%, Amazon Com Inc (AMZN) at 7.3% of the reported portfolio.
Melone Private Wealth, LLC reported a 13F portfolio worth $3.66M across 5 positions for Q3 2026. That is down 27.3% from the previous quarter.
Its largest sales by value were Alphabet Inc. ($493.37K), Chipotle Mexican Grill Inc ($323.00K), Apple Inc. ($321.03K). It exited 4 positions entirely.
From the Form 13F-HR reports Melone Private Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.