SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Melia Wealth LLC

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

Reported Value
$228M
Q3 2025
Positions
23
Filings on Record
10
2019–present window
Filed
Nov 12, 2025
original filing

Summary

Melia Wealth LLC reported $228M in U.S.-listed holdings across 23 positions for Q3 2025.

Its largest position, J P Morgan Exchange Traded F, represents 10.1% of the portfolio.

Compared with Q2 2025, the fund opened 2 new positions and exited 0.

Portfolio Metrics

Turnover
+7.6%
vs prior filed quarter
Top-10 Concentration
+74.4%
share of reported value
Largest Position
+10.1%
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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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: 61.0%ETP: 24.8%REIT: 14.2%
  • Common Stock · 61.0% · $139M
  • ETP · 24.8% · $57M
  • REIT · 14.2% · $32M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AAPLAPPLE INCNEW+1.1K1.1K+$280,093$280,093
ROUNDHILL ETF TRUSTNEW+9.7K9.7K+$258,319$258,319
ROUNDHILL ETF TRUSTADDED+383.2K387.7K+$17M$17M
ETFIS SER TR IADDED+277.4K724.7K+$6M$16M
J P MORGAN EXCHANGE TRADED FADDED+7.9K21.0K+$493,328$1M
J P MORGAN EXCHANGE TRADED FTRIMMED260.4K384.9K$15M$22M
FFC0OAKTREE SPECIALTY LENDING COADDED+225.4K1.22M+$2M$16M
LFTLUMENT FINANCE TRUST INCADDED+161.8K946.4K+$177,688$2M

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

Holdings — Q3 2025

21 positions
#IssuerClass% PortfolioValueShares
1J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM · NASDAQ EQT PREM10.15%$23M405.8K
2TRINTRINITY CAP INChistory →COM7.99%$18M1.18M
3ROUNDHILL ETF TRUSTBITCOIN COVERED · ETHER CVD CLL ST7.72%$18M397.4K
4GAINGLADSTONE INVT CORPhistory →COM7.25%$17M1.20M
5ARCCARES CAPITAL CORPhistory →COM7.16%$16M801.7K
6BCSFBAIN CAP SPECIALTY FIN INChistory →COM STK7.01%$16M1.12M
7FFC0OAKTREE SPECIALTY LENDING COhistory →COM6.95%$16M1.22M
8ETFIS SER TR IVIRTUS INFRCAP6.89%$16M724.7K
9HTGCHERCULES CAPITAL INChistory →COM6.74%$15M813.5K
10OBDCBLUE OWL CAPITAL CORPORATIONhistory →COM6.56%$15M1.17M
11TSLXSIXTH STREET SPECIALTY LENDIhistory →COM6.23%$14M622.9K
12ABRARBOR REALTY TRUST INChistory →COM5.18%$12M969.9K
13CSWCCAPITAL SOUTHWEST CORPhistory →COM4.69%$11M490.5K
14OMEGA HEALTHCARE INVS INCCOM4.53%$10M245.3K
15SACHSACHEM CAP CORPhistory →COM1.42%$3M2.92M
16RITMRITHM CAPITAL CORPhistory →COM NEW1.19%$3M239.3K
17LOANMANHATTAN BRDG CAP INChistory →COM1.05%$2M436.5K
18LFTLUMENT FINANCE TRUST INCCOM0.84%$2M946.4K
19EXMOCEXXON MOBIL CORPCOM0.20%$446,6034.0K
20OKEONEOK INC NEWCOM0.13%$306,3284.2K
21AAPLAPPLE INCCOM0.12%$280,0931.1K

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 ↗.