SEC 13F Intelligence

Managers / Q1 2026

Melia Wealth LLC

CIK 0001964047 · 5424 S MEMORIAL DR, BUILDING E, TULSA, OK, 74145-9003 · 9187948280

Reported Value
$207M
Q1 2026
Positions
22
Filings on Record
10
2019–present window
Filed
May 8, 2026
original filing

Summary

Melia Wealth LLC reported $207M in U.S.-listed holdings across 22 positions for Q1 2026.

Its largest position, J P Morgan Exchange Traded F, represents 11.1% of the portfolio.

Compared with Q4 2025, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+1.8%
vs prior filed quarter
Top-10 Concentration
+74.5%
share of reported value
Largest Position
+11.1%
J P Morgan Exchange Traded F

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $190MQ4 ’23Q1 ’24: $178MQ2 ’24: $183MQ2 ’24Q3 ’24: $193MQ4 ’24: $192MQ4 ’24Q1 ’25: $194MQ2 ’25: $209MQ2 ’25Q3 ’25: $228MQ4 ’25: $216MQ4 ’25Q1 ’26: $207Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 61.2%ETP: 25.5%REIT: 13.1%Closed-End Fund: 0.2%
  • Common Stock · 61.2% · $126M
  • ETP · 25.5% · $53M
  • REIT · 13.1% · $27M
  • Closed-End Fund · 0.2% · $478,605

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
IBITISHARES BITCOIN TRUST ETFSOLD OUT5.2K0$255,747$0
ROUNDHILL ETF TRUSTADDED+185.9K601.1K+$847,472$13M
LFTLUMENT FINANCE TRUST INCADDED+395.6K1.38M+$350,237$2M
TRINTRINITY CAP INCADDED+103.9K1.30M+$2M$19M
J P MORGAN EXCHANGE TRADED FADDED+1.8K27.0K+$33,248$1M
GAINGLADSTONE INVT CORPTRIMMED57.8K1.07M$561,627$15M
ETFIS SER TR IHELD+28.7K774.7K$302,930$16M
J P MORGAN EXCHANGE TRADED FHELD+12.1K403.0K+$464,217$23M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

21 positions
#IssuerClass% PortfolioValueShares
1J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM · NASDAQ EQT PREM11.78%$24M430.0K
2TRINTRINITY CAP INChistory →COM9.24%$19M1.30M
3ETFIS SER TR IVIRTUS INFRCAP7.63%$16M774.7K
4GAINGLADSTONE INVT CORPhistory →COM7.35%$15M1.07M
5ARCCARES CAPITAL CORPhistory →COM7.12%$15M815.9K
6BCSFBAIN CAP SPECIALTY FIN INChistory →COM STK6.98%$14M1.16M
7FFC0OAKTREE SPECIALTY LENDINGhistory →COM6.79%$14M1.24M
8OBDCBLUE OWL CAPITAL CORPORATIONhistory →COM6.50%$13M1.21M
9ROUNDHILL ETF TRUSTBITCOIN COVERED6.13%$13M601.1K
10HTGCHERCULES CAPITAL INChistory →COM5.72%$12M799.7K
11CSWCCAPITAL SOUTHWEST CORPhistory →COM5.52%$11M515.5K
12TSLXSIXTH STREET SPECIALTY LENDIhistory →COM5.44%$11M611.0K
13OMEGA HEALTHCARE INVS INCCOM5.17%$11M243.7K
14ABRARBOR REALTY TRUST INChistory →COM3.58%$7M958.3K
15SACHSACHEM CAP CORPhistory →COM1.38%$3M2.83M
16RITMRITHM CAPITAL CORPhistory →COM NEW1.15%$2M250.9K
17LOANMANHATTAN BRDG CAP INCCOM0.95%$2M441.2K
18LFTLUMENT FINANCE TRUST INCCOM0.84%$2M1.38M
19EXMOCEXXON MOBIL CORPCOM0.33%$687,8024.1K
20SPROTT ASSET MANAGEMENT LPPHYSICAL SILVER0.23%$478,60519.6K
21OKEONEOK INC NEWCOM0.18%$379,4574.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$207M22May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$216M23Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$228M23Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$209M21Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$194M19May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$192M19Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$193M20Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$183M18Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$178M18Apr 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$190M16Jan 11, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.