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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 6 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ETN EATON CORP PLC Industrials 883.0 $376K 0.04% NEW $426.16 +1.2%
102 XHB SPDR SERIES TRUST 3,256.0 $376K 0.04% NEW $115.56 -8.3%
103 MTZ MASTEC INC Industrials 898.0 $374K 0.04% NEW $416.06 -32.7%
104 MPC MARATHON PETE CORP Energy 1,373.0 $351K 0.04% NEW $255.71 +43.2%
105 CGUS CAPITAL GROUP CORE EQUITY ET 7,842.0 $349K 0.04% NEW $44.48 +2.0%
106 URA GLOBAL X FDS 7,967.0 $348K 0.04% NEW $43.70 -0.2%
107 NORTHERN LTS FD TR IV 9,963.0 $346K 0.04% NEW $34.70
108 COF CAPITAL ONE FINL CORP Financial Services 1,713.0 $344K 0.04% NEW $200.64 +10.4%
109 SOMNIGROUP INTERNATIONAL INC 4,353.0 $341K 0.04% NEW $78.40
110 VTEB VANGUARD MUN BD FDS 6,739.0 $341K 0.04% NEW $50.58 -2.1%
111 XBI SPDR SERIES TRUST 2,151.0 $340K 0.04% NEW $158.25 +1.2%
112 COP CONOCOPHILLIPS Energy 3,243.0 $337K 0.04% NEW $103.97 +24.8%
113 ADI ANALOG DEVICES INC Technology 847.0 $336K 0.04% NEW $397.11 -5.2%
114 ROP ROPER TECHNOLOGIES INC Industrials 988.0 $334K 0.04% NEW $338.27 +16.5%
115 CTAS CINTAS CORP Industrials 1,961.0 $333K 0.04% NEW $170.05 +17.3%
116 SLB SLB LIMITED Energy 7,130.0 $331K 0.04% NEW $46.49 +14.5%
117 ANNALY CAPITAL MANAGEMENT IN 14,769.0 $330K 0.04% NEW $22.36
118 C CITIGROUP INC Financial Services 2,347.0 $329K 0.04% NEW $139.97 -1.6%
119 CALL BITWISE BITCOIN ETF TR 10,000.0 $319K 0.03% NEW $31.86
120 ROST ROSS STORES INC Consumer Cyclical 1,496.0 $318K 0.03% NEW $212.82 +11.1%
Page 6 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%