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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 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PTMC PACER FDS TR 31,902.0 $1.3M 0.14% -15K -32.0% $41.83 +0.3%
42 XLP SELECT SECTOR SPDR TR 15,717.0 $1.3M 0.14% -13K -45.3% $83.07 +3.1%
43 USTB VICTORY PORTFOLIOS II 24,127.0 $1.2M 0.13% -25K -50.4% $50.62 -0.3%
44 MELI MERCADOLIBRE INC Consumer Cyclical 712.0 $1.2M 0.13% -72.0 -9.2% $1697.70 +5.3%
45 MAGS LISTED FDS TR 18,786.0 $1.2M 0.13% -24K -56.3% $64.30 +4.0%
46 WMT WALMART INC Consumer Defensive 10,568.0 $1.2M 0.13% -3K -20.4% $113.26 +1.8%
47 RDVY FIRST TR EXCHANGE TRADED FD 13,790.0 $1.1M 0.12% -170.0 -1.2% $81.06 +2.3%
48 FYX FIRST TR EXCHANGE-TRADED ALP 7,422.0 $1.1M 0.12% -525.0 -6.6% $144.30 +0.1%
49 CLOZ SERIES PORTFOLIOS TR 40,285.0 $1.1M 0.12% -69K -63.2% $26.42 -0.4%
50 SPSM SPDR SERIES TRUST 18,044.0 $1.0M 0.11% -1K -5.6% $57.67 -0.2%
51 MCK MCKESSON CORP Healthcare 1,260.0 $952K 0.10% -2K -54.6% $755.60 +14.9%
52 XTRE BONDBLOXX ETF TRUST 19,329.0 $948K 0.10% -17K -46.5% $49.03 -0.4%
53 NEE NEXTERA ENERGY INC Utilities 10,705.0 $940K 0.10% -3K -23.6% $87.77 -1.6%
54 XAR SPDR SERIES TRUST 3,069.0 $871K 0.09% -4K -56.6% $283.82 +2.3%
55 VBK VANGUARD INDEX FDS 2,122.0 $776K 0.08% -58.0 -2.7% $365.79 -1.7%
56 SPMD SPDR SERIES TRUST 11,474.0 $775K 0.08% -571.0 -4.7% $67.56 +0.4%
57 XMMO INVESCO EXCHANGE TRADED FD T 4,445.0 $756K 0.08% -2K -31.0% $170.14 -5.1%
58 DDOG DATADOG INC Technology 2,890.0 $752K 0.08% -17.0 -0.6% $260.38 -4.7%
59 MINT PIMCO ETF TR 7,235.0 $729K 0.08% -1K -15.1% $100.82 -0.1%
60 V VISA INC Financial Services 1,938.0 $665K 0.07% -273.0 -12.3% $343.09 +6.5%
Page 3 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%