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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 8 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,294.0 $649K 0.07% +693.0 +115.3% $501.39 +22.8%
142 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 57,782.0 $639K 0.07% +14K +31.7% $11.06 -3.2%
143 ABBV ABBVIE INC Healthcare 2,526.0 $636K 0.07% +1K +65.6% $251.64 +4.5%
144 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 61,489.0 $633K 0.07% +6K +11.6% $10.30 -1.1%
145 YUMC YUM CHINA HLDGS INC Consumer Cyclical 15,493.0 $633K 0.07% +3K +27.0% $40.87 +16.8%
146 ETHA ISHARES ETHEREUM TR Financial Services 52,860.0 $629K 0.07% +2K +2.9% $11.89 +32.7%
147 IWF ISHARES TR 4,754.0 $590K 0.06% +3K +158.7% $124.17 -1.0%
148 EWJV ISHARES TR 13,376.0 $588K 0.06% +2K +16.1% $43.96 +6.2%
149 EMXC ISHARES INC 5,566.0 $569K 0.06% +212.0 +4.0% $102.31 -5.9%
150 SPYG SPDR SERIES TRUST 4,758.0 $566K 0.06% +1K +35.1% $118.99 +1.7%
151 EFG ISHARES TR 4,446.0 $553K 0.06% +2K +93.0% $124.42 +0.7%
152 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 41,526.0 $549K 0.06% +6K +17.3% $13.22 -3.0%
153 IUSG ISHARES TR 2,917.0 $549K 0.06% +507.0 +21.0% $188.07 +1.6%
154 PAYX PAYCHEX INC Industrials 5,543.0 $545K 0.06% +1K +24.8% $98.32 +25.2%
155 PMT PENNYMAC MTG INVT TR Real Estate 47,571.0 $537K 0.06% +6K +14.8% $11.28 -14.5%
156 PXF INVESCO EXCH TRADED FD TR II 6,854.0 $518K 0.06% +483.0 +7.6% $75.65 +4.6%
157 FAST FASTENAL CO Industrials 10,623.0 $510K 0.06% +2K +19.8% $48.03 +7.4%
158 CSRE COHEN & STEERS ETF TRUST 17,565.0 $499K 0.05% +7K +66.4% $28.38 +1.8%
159 COWZ PACER FDS TR 7,958.0 $495K 0.05% +206.0 +2.7% $62.20 +15.5%
160 TE T1 ENERGY INC Industrials 50,794.0 $482K 0.05% +9K +22.9% $9.48 -52.3%
Page 8 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%