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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 2 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAR GRANITESHARES GOLD TR Financial Services 92,517.0 $3.7M 0.40% -122K -57.0% $39.53 +8.7%
22 AIRR FIRST TR EXCHANGE TRADED FD 26,549.0 $3.5M 0.38% -4K -13.7% $133.25 -9.0%
23 MGV VANGUARD WORLD FD 19,660.0 $3.2M 0.35% -485.0 -2.4% $163.45 +3.0%
24 MU MICRON TECHNOLOGY INC Technology 2,624.0 $3.0M 0.33% -9K -77.6% $1154.10 -18.7%
25 CLSK CLEANSPARK INC Technology 207,047.0 $3.0M 0.33% -54K -20.7% $14.55 -19.2%
26 AAON AAON INC Industrials 20,970.0 $2.7M 0.29% -795.0 -3.6% $126.86 -35.2%
27 OAKM HARRIS OAKMARK ETF TRUST 85,899.0 $2.4M 0.26% -4K -4.8% $28.17 +10.6%
28 RDVI FIRST TR EXCHANGE-TRADED FD 81,541.0 $2.4M 0.26% -990.0 -1.2% $29.40 +1.1%
29 MUB ISHARES TR 19,319.0 $2.1M 0.23% -913.0 -4.5% $107.62 -2.0%
30 SMH VANECK ETF TRUST 3,086.0 $2.0M 0.22% -6K -67.7% $655.94 -13.5%
31 FTSM FIRST TR EXCHANGE-TRADED FD 32,764.0 $2.0M 0.21% -3K -7.9% $59.73 +0.2%
32 SPDW SPDR INDEX SHS FDS 37,637.0 $1.9M 0.20% -11K -22.1% $50.39 +2.0%
33 NFLX NETFLIX INC. Communication Services 25,656.0 $1.8M 0.20% -1K -4.0% $71.40 +10.3%
34 MTUM ISHARES TR 5,051.0 $1.7M 0.19% -2K -27.3% $342.81 -9.2%
35 AVGO BROADCOM INC Technology 4,384.0 $1.7M 0.18% -1K -22.0% $377.78 +0.9%
36 JPM JPMORGAN CHASE & CO Financial Services 4,579.0 $1.5M 0.16% -4K -44.9% $327.31 +10.1%
37 PDBC INVESCO ACTVELY MNGD ETC FD 94,289.0 $1.5M 0.16% -42K -30.9% $15.88 +14.8%
38 VBR VANGUARD INDEX FDS 5,798.0 $1.4M 0.15% -353.0 -5.7% $242.99 +2.4%
39 VOE VANGUARD INDEX FDS 7,047.0 $1.4M 0.15% -225.0 -3.1% $197.60 +6.3%
40 LRCX LAM RESEARCH CORP Technology 3,209.0 $1.4M 0.15% -1K -24.6% $433.34 -25.5%
Page 2 of 7  ·  131 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%