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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 26 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SYLD CAMBRIA ETF TR 2,866.0 $227K 0.03% NEW $79.09 +8.4%
502 SHEL SHELL PLC Energy 2,919.0 $226K 0.02% NEW $77.54 +18.7%
503 WM WASTE MGMT INC DEL Industrials 1,015.0 $226K 0.02% NEW $222.91 +0.3%
504 VGSH VANGUARD SCOTTSDALE FDS 3,862.0 $225K 0.02% -6K -59.2% $58.20 -0.1%
505 DKS DICKS SPORTING GOODS INC Consumer Cyclical 985.0 $223K 0.02% -1K -55.6% $226.83 -15.6%
506 BOTZ GLOBAL X FDS 5,798.0 $220K 0.02% NEW $37.94 -3.7%
507 MRK MERCK & CO INC Healthcare 1,709.0 $220K 0.02% -1K -41.3% $128.52 +5.2%
508 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,782.0 $219K 0.02% $123.14 +26.8%
509 KRBN KRANESHARES TRUST 6,569.0 $218K 0.02% -7K -51.0% $33.16 +3.4%
510 SF STIFEL FINL CORP Financial Services 3,107.0 $217K 0.02% NEW $69.77 +20.0%
511 NEBIUS GROUP N.V. 779.0 $215K 0.02% NEW $276.23
512 IXUS ISHARES TR 2,254.0 $215K 0.02% NEW $95.44 +1.1%
513 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 675.0 $214K 0.02% NEW $317.53 -5.5%
514 SHOP SHOPIFY INC Technology 1,875.0 $214K 0.02% +40.0 +2.2% $114.20 +28.4%
515 IWO ISHARES TR 543.0 $214K 0.02% NEW $393.96 -1.5%
516 CGGR CAPITAL GROUP GROWTH ETF 4,487.0 $212K 0.02% NEW $47.20 -2.0%
517 AME AMETEK INC Industrials 871.0 $211K 0.02% NEW $241.99 +3.3%
518 BUG GLOBAL X FDS 5,519.0 $211K 0.02% NEW $38.19 +10.2%
519 GM GENERAL MTRS CO Consumer Cyclical 2,726.0 $210K 0.02% NEW $77.08 +8.6%
520 RL RALPH LAUREN CORP Consumer Cyclical 520.0 $209K 0.02% NEW $401.60 -5.8%
Page 26 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%