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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 25 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ICSH ISHARES TR 4,869.0 $246K 0.03% NEW $50.58 -0.1%
482 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,060.0 $244K 0.03% NEW $118.53 -24.4%
483 AFL AFLAC INC Financial Services 2,079.0 $244K 0.03% -875.0 -29.6% $117.22 +3.8%
484 FTAI AVIATION LTD 900.0 $243K 0.03% NEW $270.53
485 FN FABRINET Technology 433.0 $243K 0.03% NEW $562.08 -14.1%
486 ANET ARISTA NETWORKS INC Technology 1,427.0 $242K 0.03% NEW $169.88 +13.7%
487 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,234.0 $238K 0.03% -736.0 -37.4% $193.19 +5.3%
488 KEYS KEYSIGHT TECHNOLOGIES INC Technology 677.0 $237K 0.03% NEW $350.07 -2.6%
489 AMAT APPLIED MATLS INC Technology 327.0 $237K 0.03% -1K -76.4% $723.32 -28.9%
490 AMT AMERICAN TOWER CORP Real Estate 1,429.0 $234K 0.03% -36.0 -2.5% $163.61 +5.3%
491 TLTW ISHARES TR 10,460.0 $234K 0.03% NEW $22.34 -5.7%
492 CALL PALANTIR TECHNOLOGIES INC 2,000.0 $233K 0.03% NEW $116.67
493 CARNIVAL CORP LTD 8,112.0 $232K 0.03% NEW $28.57
494 IPAR INTERPARFUMS INC Consumer Defensive 2,067.0 $231K 0.03% NEW $111.89 +1.4%
495 PUT MICRON TECHNOLOGY INC 200.0 $231K 0.03% NEW $1154.29
496 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 12,253.0 $230K 0.03% $18.73 +4.3%
497 SPHD INVESCO EXCH TRADED FD TR II 4,510.0 $229K 0.03% NEW $50.84 +4.2%
498 IEUR ISHARES TR 3,039.0 $228K 0.03% +206.0 +7.3% $75.17 +3.2%
499 RTH VANECK ETF TRUST 892.0 $228K 0.03% -771.0 -46.4% $255.74 +4.2%
500 IWP ISHARES TR 1,554.0 $228K 0.03% -196.0 -11.2% $146.41 -1.4%
Page 25 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%