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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 21 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 STIP ISHARES TR 3,129.0 $320K 0.04% -2K -35.0% $102.16 -1.3%
402 SCHX SCHWAB STRATEGIC TR 10,826.0 $319K 0.03% -78K -87.8% $29.43 +3.1%
403 CALL BITWISE BITCOIN ETF TR 10,000.0 $319K 0.03% NEW $31.86
404 ROST ROSS STORES INC Consumer Cyclical 1,496.0 $318K 0.03% NEW $212.82 +11.3%
405 SHW SHERWIN WILLIAMS CO Basic Materials 924.0 $318K 0.03% NEW $344.46 +2.6%
406 SHYG ISHARES TR 7,483.0 $317K 0.03% -5K -38.3% $42.41 -0.4%
407 JEPI J P MORGAN EXCHANGE TRADED F 5,609.0 $317K 0.03% -8K -58.2% $56.48 +2.7%
408 SCCO SOUTHERN COPPER CORP Basic Materials 1,811.0 $316K 0.03% NEW $174.26 +12.2%
409 CME CME GROUP INC Financial Services 1,421.0 $314K 0.03% NEW $220.84 +22.9%
410 CERY SPDR SERIES TRUST 9,369.0 $313K 0.03% +2K +21.3% $33.43 +13.5%
411 SFLO VICTORY PORTFOLIOS II 9,153.0 $313K 0.03% -1K -11.6% $34.20 +16.1%
412 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 24,482.0 $312K 0.03% -9K -27.4% $12.76 +31.2%
413 FLJH FRANKLIN TEMPLETON ETF TR 6,829.0 $312K 0.03% NEW $45.63 -1.0%
414 VCSH VANGUARD SCOTTSDALE FDS 3,934.0 $311K 0.03% +75.0 +1.9% $79.03 -0.5%
415 VMI VALMONT INDS INC Industrials 538.0 $311K 0.03% NEW $577.24 -15.7%
416 COPX GLOBAL X FDS 4,000.0 $308K 0.03% NEW $76.97 +14.5%
417 F FORD MTR CO Consumer Cyclical 21,853.0 $304K 0.03% NEW $13.90 +1.7%
418 HIPS GRANITESHARES ETF TR 26,136.0 $302K 0.03% -14K -34.2% $11.54 +2.4%
419 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,836.0 $300K 0.03% +2K +34.5% $34.00 +2.9%
420 TEL TE CONNECTIVITY PLC Technology 1,488.0 $300K 0.03% NEW $201.66 +2.0%
Page 21 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%