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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 23 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HD HOME DEPOT INC Consumer Cyclical 791.0 $279K 0.03% +173.0 +28.0% $352.47 -4.2%
442 KEY KEYCORP Financial Services 12,090.0 $279K 0.03% NEW $23.05 -1.1%
443 STRL STERLING INFRASTRUCTURE INC Industrials 331.0 $278K 0.03% NEW $839.36 -33.9%
444 PNC PNC FINL SVCS GROUP INC Financial Services 1,128.0 $278K 0.03% NEW $246.29 +3.2%
445 BINC BLACKROCK ETF TRUST II 5,300.0 $277K 0.03% NEW $52.34 -0.7%
446 IIF MORGAN STANLEY INDIA INVT FD Financial Services 12,096.0 $276K 0.03% +1K +12.5% $22.82 +1.0%
447 AIZ ASSURANT INC Financial Services 1,022.0 $274K 0.03% NEW $268.53 +4.3%
448 TIPX SPDR SERIES TRUST 14,488.0 $274K 0.03% -27K -65.2% $18.93 -1.6%
449 VONV VANGUARD SCOTTSDALE FDS 2,578.0 $274K 0.03% NEW $106.30 +5.9%
450 TOL TOLL BROTHERS INC Consumer Cyclical 1,659.0 $273K 0.03% NEW $164.75 -13.3%
451 KMI KINDER MORGAN INC DEL Energy 8,548.0 $273K 0.03% -345.0 -3.9% $31.97 +2.8%
452 RPM RPM INTL INC Basic Materials 2,443.0 $272K 0.03% NEW $111.14 -0.5%
453 COIN COINBASE GLOBAL INC Financial Services 1,857.0 $271K 0.03% -3K -63.9% $146.15 +0.1%
454 ULBI ULTRALIFE CORP Industrials 42,708.0 $270K 0.03% NEW $6.32 +12.5%
455 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 18,740.0 $269K 0.03% NEW $14.38 -1.3%
456 NEM NEWMONT CORP Basic Materials 2,877.0 $269K 0.03% NEW $93.41 +24.2%
457 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,199.0 $268K 0.03% +192.0 +19.1% $223.89 +20.3%
458 VCTR VICTORY CAP HLDGS INC DEL Financial Services 3,191.0 $268K 0.03% NEW $84.06 +40.1%
459 SNX TD SYNNEX CORPORATION Technology 1,002.0 $268K 0.03% NEW $267.35 -2.8%
460 FIRST TR EXCHANGE-TRADED FD 13,127.0 $266K 0.03% NEW $20.29
Page 23 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%