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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 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GNR SPDR INDEX SHS FDS 3,743.0 $252K 0.03% NEW $67.31 +11.8%
162 MLPX GLOBAL X FDS 3,357.0 $247K 0.03% NEW $73.65 +3.7%
163 SPLV INVESCO EXCH TRADED FD TR II 3,295.0 $247K 0.03% NEW $74.90 +1.5%
164 IJR ISHARES TR 1,663.0 $247K 0.03% NEW $148.33 -0.4%
165 ICSH ISHARES TR 4,869.0 $246K 0.03% NEW $50.58 -0.1%
166 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,060.0 $244K 0.03% NEW $118.53 -24.4%
167 FTAI AVIATION LTD 900.0 $243K 0.03% NEW $270.53
168 FN FABRINET Technology 433.0 $243K 0.03% NEW $562.08 -14.1%
169 ANET ARISTA NETWORKS INC Technology 1,427.0 $242K 0.03% NEW $169.88 +13.7%
170 KEYS KEYSIGHT TECHNOLOGIES INC Technology 677.0 $237K 0.03% NEW $350.07 -2.5%
171 TLTW ISHARES TR 10,460.0 $234K 0.03% NEW $22.34 -5.7%
172 CALL PALANTIR TECHNOLOGIES INC 2,000.0 $233K 0.03% NEW $116.67
173 CARNIVAL CORP LTD 8,112.0 $232K 0.03% NEW $28.57
174 IPAR INTERPARFUMS INC Consumer Defensive 2,067.0 $231K 0.03% NEW $111.89 +1.4%
175 PUT MICRON TECHNOLOGY INC 200.0 $231K 0.03% NEW $1154.29
176 SPHD INVESCO EXCH TRADED FD TR II 4,510.0 $229K 0.03% NEW $50.84 +4.2%
177 SYLD CAMBRIA ETF TR 2,866.0 $227K 0.03% NEW $79.09 +8.4%
178 SHEL SHELL PLC Energy 2,919.0 $226K 0.02% NEW $77.54 +18.7%
179 WM WASTE MGMT INC DEL Industrials 1,015.0 $226K 0.02% NEW $222.91 +0.3%
180 BOTZ GLOBAL X FDS 5,798.0 $220K 0.02% NEW $37.94 -3.7%
Page 9 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%