0001951757-23-000194.txt : 20230420 0001951757-23-000194.hdr.sgml : 20230420 20230420135643 ACCESSION NUMBER: 0001951757-23-000194 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Melone Private Wealth, LLC CENTRAL INDEX KEY: 0001905765 IRS NUMBER: 842936920 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21469 FILM NUMBER: 23832478 BUSINESS ADDRESS: STREET 1: 3121 UNIVERSITY DRIVE STREET 2: SUITE 180 CITY: AUBURN HILLS STATE: MI ZIP: 48326 BUSINESS PHONE: 8772935830 MAIL ADDRESS: STREET 1: 3121 UNIVERSITY DRIVE STREET 2: SUITE 180 CITY: AUBURN HILLS STATE: MI ZIP: 48326 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001905765 XXXXXXXX 03-31-2023 03-31-2023 Melone Private Wealth, LLC

3121 UNIVERSITY DRIVE SUITE 180 AUBURN HILLS MI 48326

13F HOLDINGS REPORT 028-21469 N LOUIS J. MELONE JR (877) 293-5830 LOUIS J. MELONE JR AUBURN HILLS MI 04-20-2023 0 52 131041212 false INFORMATION TABLE 2 13F_Melone_Q12023.xml BERKSHIRE HATHAWAY INC DEL CL A 084670108 1414500 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 351051 1131 SH SOLE 0 0 1131 BLACKROCK MUN INCOME QUALITY COM 092479104 1848781 158422 SH SOLE 0 0 158422 HUNTINGTON BANCSHARES INC COM 446150104 548677 49699 SH SOLE 0 0 49699 ISHARES TR CORE S&P MCP ETF 464287507 662601 2715 SH SOLE 0 0 2715 ISHARES TR CORE S&P US VLU 464287663 378678 5182 SH SOLE 0 0 5182 ISHARES TR CORE S&P US GWT 464287671 481532 5434 SH SOLE 0 0 5434 ISHARES TR JPMORGAN USD EMG 464288281 436102 5060 SH SOLE 0 0 5060 ISHARES TR NATIONAL MUN ETF 464288414 331536 3063 SH SOLE 0 0 3063 NUVEEN AMT FREE QLTY MUN INC COM 670657105 2177913 195680 SH SOLE 0 0 195680 NUVEEN MUN CR OPPORTUNITIES COM 670663103 4611906 404553 SH SOLE 0 0 404553 NUVEEN MUN HIGH INCOME OPPOR COM 670682103 3659778 335145 SH SOLE 0 0 335145 NUVEEN MUN VALUE FD INC COM 670928100 197059 21920 SH SOLE 0 0 21920 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 889385 11944 SH SOLE 0 0 11944 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 916370 2447 SH SOLE 0 0 2447 VANGUARD INDEX FDS MID CAP ETF 922908629 738061 3567 SH SOLE 0 0 3567 VANGUARD INDEX FDS SMALL CP ETF 922908751 447680 2423 SH SOLE 0 0 2423 VANGUARD INDEX FDS TOTAL STK MKT 922908769 484727 2393 SH SOLE 0 0 2393 BLACKROCK MUNIYIELD MICH QU COM 09254V105 4780842 427625 SH SOLE 0 0 427625 DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 23908L207 431357 15175 SH SOLE 0 0 15175 ETF MANAGERS TR BLUESTAR ISRAEL 26924G870 206244 4578 SH SOLE 0 0 4578 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1065194 25459 SH SOLE 0 0 25459 INVESCO TR INVT GRADE MUNS COM 46131M106 1797308 179193 SH SOLE 0 0 179193 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 562943 23495 SH SOLE 0 0 23495 ISHARES TR BROAD USD HIGH 46435U853 286156 8169 SH SOLE 0 0 8169 NUVEEN QUALITY MUNCP INCOME COM 67066V101 1024361 88997 SH SOLE 0 0 88997 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 7195797 604689 SH SOLE 0 0 604689 NUVEEN AMT FREE MUN CR INC F COM 67071L106 903005 76203 SH SOLE 0 0 76203 PROSHARES TR S&P 500 DV ARIST 74348A467 569698 6295 SH SOLE 0 0 6295 SPDR SER TR PORTFOLIO CRPORT 78464A144 4791125 162659 SH SOLE 0 0 162659 SPDR SER TR NUVEEN BLOOMBERG 78464A284 2120292 84172 SH SOLE 0 0 84172 SPDR SER TR S&P 600 SMCP VAL 78464A300 5981473 80678 SH SOLE 0 0 80678 SPDR SER TR PRTFLO S&P500 GW 78464A409 6522875 117997 SH SOLE 0 0 117997 SPDR SER TR PORTFOLIO AGRGTE 78464A649 8858803 340592 SH SOLE 0 0 340592 SPDR SER TR PORTFLI INTRMDIT 78464A672 3117842 106739 SH SOLE 0 0 106739 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 279039 6770 SH SOLE 0 0 6770 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 6795252 20295 SH SOLE 0 0 20295 SPDR SER TR NUVEEN BLMBRG MU 78468R721 205737 4369 SH SOLE 0 0 4369 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 1993100 71927 SH SOLE 0 0 71927 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 2464895 47484 SH SOLE 0 0 47484 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 698554 8648 SH SOLE 0 0 8648 WESTERN ASSET MANAGED MUNS F COM 95766M105 1712579 165467 SH SOLE 0 0 165467 WISDOMTREE TR US TOTAL DIVIDND 97717W109 6265295 103320 SH SOLE 0 0 103320 WISDOMTREE TR US HIGH DIVIDEND 97717W208 936047 11302 SH SOLE 0 0 11302 WISDOMTREE TR US MIDCAP DIVID 97717W505 11217760 278771 SH SOLE 0 0 278771 WISDOMTREE TR US LARGECAP FUND 97717W588 478034 10929 SH SOLE 0 0 10929 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3708335 133106 SH SOLE 0 0 133106 WISDOMTREE TR INTL EQUITY FD 97717W703 399170 7995 SH SOLE 0 0 7995 WISDOMTREE TR US HGH YLD CORP 97717X172 570573 12901 SH SOLE 0 0 12901 WISDOMTREE TR EM EX ST-OWNED 97717X578 4203846 152590 SH SOLE 0 0 152590 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 8038633 204597 SH SOLE 0 0 204597 WISDOMTREE TR US QTLY DIV GRT 97717X669 10282711 165503 SH SOLE 0 0 165503