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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 5 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FORTINET INC 10,850.0 $1.7M 0.18% +4K +62.7% $153.62
82 ALGN ALIGN TECHNOLOGY INC Healthcare 9,838.0 $1.7M 0.18% +4K +58.9% $168.66 -0.5%
83 PLTR PALANTIR TECHNOLOGIES INC Technology 14,034.0 $1.6M 0.18% +7K +92.9% $116.67 +46.9%
84 BRO BROWN & BROWN INC Financial Services 25,345.0 $1.6M 0.18% +2K +8.1% $64.15 +8.9%
85 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,695.0 $1.6M 0.17% +51.0 +3.1% $935.73 +2.8%
86 INTC INTEL CORP Technology 10,849.0 $1.5M 0.16% +2K +17.3% $139.63 -31.1%
87 TIP ISHARES TR 13,843.0 $1.5M 0.16% +5K +50.1% $109.43 -2.2%
88 AVDV AMERICAN CENTY ETF TR 14,631.0 $1.5M 0.16% +3K +21.7% $103.05 +6.6%
89 SPTI SPDR SERIES TRUST 50,869.0 $1.4M 0.16% +22K +76.2% $28.39 -1.0%
90 OPPJ WISDOMTREE TR 24,686.0 $1.4M 0.15% +2K +9.2% $57.66 -0.5%
91 IAU ISHARES GOLD TR Financial Services 18,786.0 $1.4M 0.15% +6K +49.5% $75.51 +8.3%
92 IWM ISHARES TR 4,628.0 $1.4M 0.15% +4K +311.0% $300.45 +0.0%
93 DXJ WISDOMTREE TR 7,736.0 $1.3M 0.14% +2K +38.2% $173.52 +2.6%
94 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,769.0 $1.3M 0.14% +2K +152.2% $477.63 -13.2%
95 VTV VANGUARD INDEX FDS 5,991.0 $1.3M 0.14% +753.0 +14.4% $217.94 +4.0%
96 EWJ ISHARES INC 13,895.0 $1.3M 0.14% +3K +22.5% $93.27 +2.4%
97 FDL FIRST TR EXCHANGE-TRADED FD 26,585.0 $1.3M 0.14% +1K +5.3% $48.66 +8.6%
98 RELX RELX PLC Communication Services 40,825.0 $1.3M 0.14% +27K +186.7% $31.67 +9.2%
99 BROOKFIELD ASSET MANAGMT LTD 28,364.0 $1.3M 0.14% +10K +51.9% $44.85
100 STVN STEVANATO GROUP S P A Healthcare 67,760.0 $1.2M 0.13% +35K +109.8% $18.07 +16.8%
Page 5 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%