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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 18 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HDV ISHARES TR 15,532.0 $426K 0.05% +14K +667.0% $27.41 +8.8%
342 VNQ VANGUARD INDEX FDS 4,395.0 $424K 0.05% +394.0 +9.8% $96.42 +1.6%
343 KLAC KLA CORP Technology 1,400.0 $422K 0.05% NEW $301.74 -37.7%
344 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,309.0 $421K 0.05% +2K +51.6% $57.62 +16.7%
345 TLT ISHARES TR 4,837.0 $418K 0.04% -13K -72.8% $86.41 -4.2%
346 SO SOUTHERN CO Utilities 4,320.0 $413K 0.04% +773.0 +21.8% $95.70 -4.2%
347 TBIL RBB FD INC 8,275.0 $413K 0.04% NEW $49.86 +0.2%
348 FS SPECIALTY LENDING FD 36,856.0 $411K 0.04% NEW $11.15
349 LQTI FIRST TR EXCHANGE-TRADED FD 21,275.0 $411K 0.04% NEW $19.31 -2.5%
350 AXON AXON ENTERPRISE INC Industrials 729.0 $409K 0.04% +70.0 +10.6% $560.88 +14.3%
351 PG PROCTER & GAMBLE CO Consumer Defensive 2,774.0 $407K 0.04% +1K +91.4% $146.64 -1.7%
352 PALC PACER FDS TR 6,796.0 $406K 0.04% NEW $59.75 -2.4%
353 IAK ISHARES TR 2,862.0 $402K 0.04% NEW $140.56 +3.0%
354 GD GENERAL DYNAMICS CORP Industrials 1,134.0 $402K 0.04% NEW $354.40 +10.8%
355 IWV ISHARES TR 940.0 $401K 0.04% -439.0 -31.8% $426.44 +3.1%
356 CGBL CAPITAL GROUP CORE BALANCED 10,450.0 $397K 0.04% NEW $37.96 +0.7%
357 EEM ISHARES TR 5,755.0 $394K 0.04% NEW $68.41 -3.1%
358 NXUS NUSHARES ETF TR 15,653.0 $392K 0.04% NEW $25.06 -1.8%
359 RTX RTX CORPORATION Industrials 2,063.0 $391K 0.04% -237.0 -10.3% $189.77 +17.1%
360 FAPR FIRST TR EXCHNG TRADED FD VI 8,370.0 $391K 0.04% -10K -54.7% $46.74 +2.1%
Page 18 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%