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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 10 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SF STIFEL FINL CORP Financial Services 3,107.0 $217K 0.02% NEW $69.77 +20.0%
182 NEBIUS GROUP N.V. 779.0 $215K 0.02% NEW $276.23
183 IXUS ISHARES TR 2,254.0 $215K 0.02% NEW $95.44 +1.1%
184 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 675.0 $214K 0.02% NEW $317.53 -5.5%
185 IWO ISHARES TR 543.0 $214K 0.02% NEW $393.96 -1.5%
186 CGGR CAPITAL GROUP GROWTH ETF 4,487.0 $212K 0.02% NEW $47.20 -2.0%
187 AME AMETEK INC Industrials 871.0 $211K 0.02% NEW $241.99 +3.3%
188 BUG GLOBAL X FDS 5,519.0 $211K 0.02% NEW $38.19 +10.2%
189 GM GENERAL MTRS CO Consumer Cyclical 2,726.0 $210K 0.02% NEW $77.08 +8.6%
190 RL RALPH LAUREN CORP Consumer Cyclical 520.0 $209K 0.02% NEW $401.60 -5.8%
191 CGCV CAPITAL GROUP CONSERVATIVE E 6,358.0 $209K 0.02% NEW $32.82 +1.9%
192 MPRO NORTHERN LTS FD TR IV 6,391.0 $209K 0.02% NEW $32.65 -0.4%
193 DHI D R HORTON INC Consumer Cyclical 1,279.0 $208K 0.02% NEW $162.88 -10.6%
194 BLV VANGUARD BD INDEX FDS 2,998.0 $207K 0.02% NEW $68.93 -4.8%
195 GLDM WORLD GOLD TR Financial Services 2,591.0 $206K 0.02% NEW $79.42 +8.3%
196 FPF FIRST TR INTER DURATN PFD & Financial Services 11,313.0 $206K 0.02% NEW $18.17 -2.2%
197 ASML ASML HLDG NV Technology 103.0 $205K 0.02% NEW $1989.44 -9.4%
198 APLD APPLIED DIGITAL CORP Technology 5,443.0 $203K 0.02% NEW $37.30 -23.6%
199 UFO PROCURE ETF TRUST II 3,997.0 $203K 0.02% NEW $50.67 -6.9%
200 UTWO RBB FD INC 4,187.0 $201K 0.02% NEW $47.96 +0.1%
Page 10 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%