Fund Holdings

Melia Wealth LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TRINITY CAP INC(TRIN)1,193,5181,297,372+103,85417,485,03419,084,3469.24%+1,599,312
ROUNDHILL ETF TRUST415,210601,149+185,93911,812,73112,660,2036.13%+847,472
J P MORGAN EXCHANGE TRADED F390,963403,016+12,05322,378,71922,842,93611.06%+464,217
LUMENT FINANCE TRUST INC988,1371,383,738+395,6011,393,2731,743,5100.84%+350,237
CAPITAL SOUTHWEST CORP(CSWC)502,988515,478+12,49011,141,18511,402,3765.52%+261,191
EXXON MOBIL CORP(XOM)4,0354,054+19485,572687,8020.33%+202,230
ONEOK INC NEW(OKE)4,1984,1980308,553379,4570.18%+70,904
J P MORGAN EXCHANGE TRADED F25,20126,980+1,7791,464,6821,497,9300.72%+33,248
SPROTT ASSET MANAGEMENT LP(PSLV)19,62319,6230464,084478,6050.23%+14,521
MANHATTAN BRDG CAP INC447,638441,230-6,4082,081,5171,963,4730.95%-118,044
SACHEM CAP CORP2,870,5662,827,150-43,4162,985,3882,855,4221.38%-129,966
ARBOR REALTY TRUST INC978,802958,288-20,5147,595,5027,388,3983.58%-207,104
ISHARES BITCOIN TRUST ETF(IBIT)5,1510-5,151255,7470-255,747
RITHM CAPITAL CORP(RITM)244,065250,862+6,7972,660,3132,378,1701.15%-282,143
ETFIS SER TR I746,007774,731+28,72416,076,44515,773,5157.63%-302,930
OMEGA HEALTHCARE INVS INC(OHI)248,855243,678-5,17711,034,24910,677,9725.17%-356,277
GLADSTONE INVT CORP1,127,2961,069,486-57,81015,748,33115,186,7047.35%-561,627
BLUE OWL CAPITAL CORPORATION(OBDC)1,187,7051,213,481+25,77614,763,17313,421,0956.50%-1,342,078
BAIN CAP SPECIALTY FIN INC(BCSF)1,134,2111,163,088+28,87715,776,86914,422,2956.98%-1,354,574
OAKTREE SPECIALTY LENDING(OCSL)1,218,8061,241,101+22,29515,527,59414,024,4446.79%-1,503,150
ARES CAPITAL CORP(ARCC)810,232815,892+5,66016,390,98814,702,3737.12%-1,688,615
SIXTH STREET SPECIALTY LENDI(TSLX)617,204611,045-6,15913,405,67811,231,0165.44%-2,174,662
HERCULES CAPITAL INC(HCXY)802,185799,708-2,47715,097,11611,811,6905.72%-3,285,426
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