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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 9 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VO VANGUARD INDEX FDS 5,934.0 $478K 0.05% +5K +426.5% $80.57 +3.4%
162 EBAY EBAY INC. Consumer Cyclical 4,250.0 $475K 0.05% +649.0 +18.0% $111.76 -6.7%
163 GVLU TIDAL TRUST I 17,739.0 $468K 0.05% +7K +68.0% $26.39 +10.9%
164 EDV VANGUARD WORLD FD 6,914.0 $450K 0.05% +368.0 +5.6% $65.08 -7.2%
165 AGNC AGNC INVT CORP Real Estate 40,387.0 $440K 0.05% +16K +67.4% $10.90 +1.0%
166 BUFZ FIRST TR EXCHNG TRADED FD VI 15,484.0 $432K 0.05% +2K +16.0% $27.93 +1.8%
167 HDV ISHARES TR 15,532.0 $426K 0.05% +14K +667.0% $27.41 +8.9%
168 VNQ VANGUARD INDEX FDS 4,395.0 $424K 0.05% +394.0 +9.8% $96.42 +1.5%
169 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,309.0 $421K 0.05% +2K +51.6% $57.62 +16.7%
170 SO SOUTHERN CO Utilities 4,320.0 $413K 0.04% +773.0 +21.8% $95.70 -4.1%
171 AXON AXON ENTERPRISE INC Industrials 729.0 $409K 0.04% +70.0 +10.6% $560.88 +14.3%
172 PG PROCTER & GAMBLE CO Consumer Defensive 2,774.0 $407K 0.04% +1K +91.4% $146.64 -1.5%
173 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,898.0 $384K 0.04% +1K +59.8% $132.54 +4.4%
174 GE GE AEROSPACE Industrials 1,002.0 $375K 0.04% +120.0 +13.6% $373.82 -4.2%
175 APP APPLOVIN CORP Technology 716.0 $369K 0.04% +32.0 +4.7% $515.51 -39.1%
176 ARKK ARK ETF TR 4,555.0 $368K 0.04% +2K +65.7% $80.82 +2.4%
177 VZ VERIZON COMMUNICATIONS INC Communication Services 8,314.0 $352K 0.04% +2K +30.7% $42.34 +16.0%
178 MSTR STRATEGY INC Technology 4,046.0 $352K 0.04% +51.0 +1.3% $86.93 +21.7%
179 VGT VANGUARD WORLD FD 2,797.0 $334K 0.04% +2K +694.6% $119.53 -0.1%
180 MSI MOTOROLA SOLUTIONS INC Technology 783.0 $325K 0.04% +125.0 +19.0% $415.24 +15.2%
Page 9 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%