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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 1 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 THOR FINL TECHNOLOGIES TR 833,977.0 $21.2M 2.29% NEW $25.37
2 CLIP GLOBAL X FDS 110,539.0 $11.1M 1.20% NEW $100.34 -0.1%
3 ACYN FIRST TR EXCHANGE-TRADED FD 257,670.0 $5.4M 0.58% NEW $20.79 -0.1%
4 VB VANGUARD INDEX FDS 10,847.0 $3.3M 0.36% NEW $303.12 +1.6%
5 PAVE GLOBAL X FDS 46,500.0 $2.7M 0.30% NEW $58.92 -0.3%
6 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 50,891.0 $2.7M 0.29% NEW $53.37 +10.5%
7 MRVL MARVELL TECHNOLOGY INC Technology 8,889.0 $2.6M 0.29% NEW $297.88 -21.3%
8 ONOF GLOBAL X FDS 61,364.0 $2.5M 0.27% NEW $39.94 +3.4%
9 SCHO SCHWAB STRATEGIC TR 97,528.0 $2.4M 0.26% NEW $24.14 -0.2%
10 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 31,320.0 $2.3M 0.25% NEW $74.81 +11.1%
11 SHLD GLOBAL X FDS 36,448.0 $2.2M 0.24% NEW $59.71 +17.2%
12 ARM ARM HOLDINGS PLC Technology 5,958.0 $2.1M 0.23% NEW $354.57 -23.4%
13 UFPT UFP TECHNOLOGIES INC Healthcare 7,901.0 $2.1M 0.23% NEW $265.13 +21.2%
14 ALAB ASTERA LABS INC Technology 4,231.0 $2.0M 0.22% NEW $483.02 -33.7%
15 JBBB JANUS DETROIT STR TR 42,205.0 $2.0M 0.22% NEW $47.35 +0.2%
16 PROSHARES TR 38,894.0 $2.0M 0.21% NEW $50.80
17 COHR COHERENT CORP Technology 4,313.0 $1.7M 0.18% NEW $394.47 -11.0%
18 SNDK SANDISK CORP Technology 729.0 $1.7M 0.18% NEW $2273.73 -21.4%
19 COLLABORATIVE INVESTMNT SER 33,735.0 $1.6M 0.17% NEW $47.89
20 KNSL KINSALE CAP GROUP INC Financial Services 4,804.0 $1.6M 0.17% NEW $329.81 +11.3%
Page 1 of 11  ·  208 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%