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Portfolio (Quarterly) Guide ↗

Maridea Wealth Management LLC

· CIK 0002056245
13F Portfolio $924M AUM 547 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 208 New 197 Added 131 Reduced 63 Exited
Page 2 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AFLG FIRST TR EXCHNG TRADED FD VI 117,671.0 $5.1M 0.55% +18K +18.5% $43.42 +3.4%
22 NFLT ETFIS SER TR I 218,532.0 $5.0M 0.54% +51K +30.1% $22.95 -0.6%
23 FLXR TCW ETF TRUST 127,262.0 $5.0M 0.54% +30K +30.7% $39.21 -0.6%
24 SRLN SSGA ACTIVE ETF TR 122,980.0 $5.0M 0.54% +38K +44.4% $40.29 +0.5%
25 VOO VANGUARD INDEX FDS 7,173.0 $4.9M 0.53% +1K +17.6% $686.81 +2.7%
26 MGK VANGUARD WORLD FD 55,667.0 $4.9M 0.53% +44K +363.3% $87.91 +1.5%
27 PCT PURECYCLE TECHNOLOGIES INC Industrials 602,780.0 $4.9M 0.53% +123K +25.7% $8.11 -15.2%
28 XLK SELECT SECTOR SPDR TR 25,565.0 $4.9M 0.53% +2K +8.5% $190.52 -2.6%
29 ISPY PROSHARES TR 98,144.0 $4.7M 0.51% +45K +86.1% $48.19 +0.6%
30 PANW PALO ALTO NETWORKS INC Technology 12,478.0 $4.3M 0.46% +8K +162.8% $341.03 +9.7%
31 JAAA JANUS DETROIT STR TR 82,875.0 $4.2M 0.45% +24K +40.2% $50.49 +0.2%
32 WRBY WARBY PARKER INC Healthcare 135,324.0 $4.1M 0.44% +95K +235.7% $30.34 -15.6%
33 SCHD SCHWAB STRATEGIC TR 127,410.0 $4.0M 0.44% +4K +3.2% $31.71 +8.8%
34 SDVY FIRST TR EXCHANGE TRADED FD 85,270.0 $3.7M 0.40% +25K +42.3% $43.14 +2.4%
35 MA MASTERCARD INCORPORATED Financial Services 6,742.0 $3.5M 0.38% +785.0 +13.2% $513.59 +11.8%
36 CRWD CROWDSTRIKE HLDGS INC Technology 4,353.0 $3.3M 0.36% +3K +317.8% $190.79 +11.6%
37 GOOGL ALPHABET INC Communication Services 9,015.0 $3.2M 0.35% +2K +26.5% $357.37 -3.7%
38 XLI SELECT SECTOR SPDR TR 17,360.0 $3.2M 0.35% +1K +7.4% $185.23 -0.9%
39 VEA VANGUARD TAX-MANAGED FDS 44,167.0 $3.1M 0.34% +14K +45.4% $71.25 +1.6%
40 CAT CATERPILLAR INC Industrials 2,934.0 $3.1M 0.34% +989.0 +50.9% $1064.95 -21.0%
Page 2 of 10  ·  197 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.8%
Technology 29.6%
Consumer Cyclical 10.3%
Industrials 8.5%
Communication Services 7.9%
Healthcare 5.6%
Energy 2.4%
Basic Materials 1.5%
Consumer Defensive 1.4%
Utilities 1.1%