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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 15 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MKL MARKEL GROUP INC Financial Services 282.0 $551K 0.06% -3.0 -1.1% $1953.01 -8.2%
282 SGU STAR GROUP LP Energy 42,815.0 $550K 0.06% NEW $12.84 -2.1%
283 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 41,526.0 $549K 0.06% +6K +17.3% $13.22 -4.7%
284 IUSG ISHARES TR 2,917.0 $549K 0.06% +507.0 +21.0% $188.07 +1.0%
285 SPHQ INVESCO EXCHANGE TRADED FD T 6,065.0 $546K 0.06% NEW $90.10 -4.5%
286 VXF VANGUARD INDEX FDS 2,219.0 $546K 0.06% NEW $246.21 -0.9%
287 SVOL SIMPLIFY EXCHANGE TRADED FUN 34,004.0 $545K 0.06% NEW $16.04 +2.8%
288 PAYX PAYCHEX INC Industrials 5,543.0 $545K 0.06% +1K +24.8% $98.32 +25.7%
289 UNH UNITEDHEALTH GROUP INC Healthcare 1,309.0 $544K 0.06% NEW $415.56 -6.6%
290 SPACE EXPLORATION TECHN CORP 3,176.0 $543K 0.06% NEW $170.86
291 AMZA ETFIS SER TR I 11,654.0 $538K 0.06% NEW $46.19 +7.9%
292 PMT PENNYMAC MTG INVT TR Real Estate 47,571.0 $537K 0.06% +6K +14.8% $11.28 -17.1%
293 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,939.0 $526K 0.06% NEW $88.60 -36.4%
294 VXUS VANGUARD STAR FDS 6,093.0 $521K 0.06% NEW $85.49 +1.8%
295 PXF INVESCO EXCH TRADED FD TR II 6,854.0 $518K 0.06% +483.0 +7.6% $75.65 +4.7%
296 FAST FASTENAL CO Industrials 10,623.0 $510K 0.06% +2K +19.8% $48.03 +6.0%
297 MOAT VANECK ETF TRUST 4,894.0 $509K 0.06% -3K -38.2% $103.96 +9.7%
298 COWG PACER FDS TR 12,578.0 $505K 0.06% -2K -11.5% $40.15 -1.4%
299 SPTL SPDR SERIES TRUST 19,043.0 $499K 0.05% -7K -28.2% $26.23 -4.1%
300 CSRE COHEN & STEERS ETF TRUST 17,565.0 $499K 0.05% +7K +66.4% $28.38 +2.6%
Page 15 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%