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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 11 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 USMV ISHARES TR 9,896.0 $955K 0.10% +1K +11.5% $96.46 +4.2%
202 MCK MCKESSON CORP Healthcare 1,260.0 $952K 0.10% -2K -54.6% $755.60 +15.0%
203 XTRE BONDBLOXX ETF TRUST 19,329.0 $948K 0.10% -17K -46.5% $49.03 -0.4%
204 FVD FIRST TR EXCHANGE-TRADED FD 19,589.0 $944K 0.10% +4K +22.8% $48.18 +5.0%
205 NEE NEXTERA ENERGY INC Utilities 10,705.0 $940K 0.10% -3K -23.6% $87.77 -1.8%
206 ENB ENBRIDGE INC Energy 16,912.0 $917K 0.10% +1K +7.1% $54.21 -5.2%
207 CALL IREN LIMITED 19,300.0 $883K 0.10% +3K +15.6% $45.73
208 DRAM ROUNDHILL ETF TRUST 11,927.0 $881K 0.10% NEW $73.85 -25.4%
209 SNEX STONEX GROUP INC Financial Services 7,376.0 $874K 0.10% +3K +55.9% $118.50 -44.0%
210 XAR SPDR SERIES TRUST 3,069.0 $871K 0.09% -4K -56.6% $283.82 +2.3%
211 MTBA SIMPLIFY EXCHANGE TRADED FUN 17,391.0 $853K 0.09% +4K +30.1% $49.07 -0.8%
212 FXH FIRST TR EXCHANGE-TRADED FD 6,906.0 $845K 0.09% NEW $122.40 +7.9%
213 LQD ISHARES TR 7,685.0 $838K 0.09% +722.0 +10.4% $109.07 -3.0%
214 AXP AMERICAN EXPRESS CO Financial Services 2,474.0 $837K 0.09% +603.0 +32.2% $338.21 +0.1%
215 CWB SPDR SERIES TRUST 7,670.0 $827K 0.09% +46.0 +0.6% $107.82 -3.1%
216 FPEI FIRST TR EXCH TRADED FD III 42,845.0 $826K 0.09% +23K +118.9% $19.29 -0.8%
217 LMT LOCKHEED MARTIN CORP Industrials 1,603.0 $817K 0.09% NEW $509.41 +19.2%
218 ACYS FIRST TR EXCHANGE-TRADED FD 39,522.0 $812K 0.09% NEW $20.54 -0.2%
219 SCIO FIRST TR EXCHANGE-TRADED FD 38,448.0 $795K 0.09% +18K +89.1% $20.67 -0.2%
220 TPR TAPESTRY INC Consumer Cyclical 5,428.0 $795K 0.09% NEW $146.38 -9.6%
Page 11 of 28  ·  547 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%