Fund Holdings

Melia Wealth LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ROUNDHILL ETF TRUST4,543387,721+383,178211,87517,366,0297.60%+17,154,154
ETFIS SER TR I447,265724,715+277,4509,316,52415,733,5636.89%+6,417,039
OAKTREE SPECIALTY LENDING CO(OCSL)990,4581,215,842+225,38413,529,65615,866,7386.95%+2,337,082
ARBOR REALTY TRUST INC889,303969,935+80,6329,515,54111,842,9055.18%+2,327,364
TRINITY CAP INC(TRIN)1,148,9361,179,296+30,36016,165,52518,255,5047.99%+2,089,979
OMEGA HEALTHCARE INVS INC(OHI)241,454245,276+3,8228,849,29310,355,5574.53%+1,506,264
BAIN CAP SPECIALTY FIN INC(BCSF)990,7321,123,229+132,49714,900,61316,006,0177.01%+1,105,404
HERCULES CAPITAL INC(HCXY)793,586813,540+19,95414,506,75415,384,0446.74%+877,290
J P MORGAN EXCHANGE TRADED F13,10120,967+7,866712,6941,206,0220.53%+493,328
CAPITAL SOUTHWEST CORP(CSWC)464,973490,451+25,47810,248,00810,721,2614.69%+473,253
GLADSTONE INVT CORP1,133,0301,197,594+64,56416,168,33816,550,7497.25%+382,411
MANHATTAN BRDG CAP INC378,533436,465+57,9322,070,5762,394,3601.05%+323,784
APPLE INC(AAPL)01,100+1,1000280,0930.12%+280,093
ROUNDHILL ETF TRUST09,686+9,6860258,3190.11%+258,319
LUMENT FINANCE TRUST INC784,639946,406+161,7671,734,0521,911,7400.84%+177,688
RITHM CAPITAL CORP(RITM)233,784239,301+5,5172,639,4212,725,6381.19%+86,217
EXXON MOBIL CORP3,9613,9610426,996446,6030.20%+19,607
ONEOK INC NEW(OKE)4,3634,198-165356,152306,3280.13%-49,824
BLUE OWL CAPITAL CORPORATION(OBDC)1,058,8321,173,563+114,73115,183,65114,986,4006.56%-197,251
SIXTH STREET SPECIALTY LENDI(TSLX)614,916622,898+7,98214,641,14614,239,4456.23%-401,701
SACHEM CAP CORP3,177,2622,920,822-256,4403,812,7153,242,1131.42%-570,602
ARES CAPITAL CORP(ARCC)779,671801,701+22,03017,121,56516,362,7087.16%-758,857
J P MORGAN EXCHANGE TRADED F645,241384,852-260,38936,681,92421,975,0239.62%-14,706,901
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