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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 3 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLT ETFIS SER TR I 218,532.0 $5.0M 0.54% +51K +30.1% $22.95 -0.7%
42 XLE SELECT SECTOR SPDR TR 94,059.0 $5.0M 0.54% -26K -21.9% $53.11 +19.4%
43 FLXR TCW ETF TRUST 127,262.0 $5.0M 0.54% +30K +30.7% $39.21 -0.7%
44 SRLN SSGA ACTIVE ETF TR 122,980.0 $5.0M 0.54% +38K +44.4% $40.29 +0.5%
45 VOO VANGUARD INDEX FDS 7,173.0 $4.9M 0.53% +1K +17.6% $686.81 +2.8%
46 APH AMPHENOL CORP Technology 27,790.0 $4.9M 0.53% -4K -12.7% $176.32 -9.4%
47 MGK VANGUARD WORLD FD 55,667.0 $4.9M 0.53% +44K +363.3% $87.91 +1.6%
48 PCT PURECYCLE TECHNOLOGIES INC Industrials 602,780.0 $4.9M 0.53% +123K +25.7% $8.11 -14.7%
49 XLK SELECT SECTOR SPDR TR 25,565.0 $4.9M 0.53% +2K +8.5% $190.52 -2.8%
50 ISPY PROSHARES TR 98,144.0 $4.7M 0.51% +45K +86.1% $48.19 +0.8%
51 META META PLATFORMS INC Communication Services 8,359.0 $4.7M 0.51% -2K -15.5% $563.30 -1.8%
52 USDU WISDOMTREE TR 170,411.0 $4.6M 0.49% -55K -24.4% $26.75 -1.3%
53 PANW PALO ALTO NETWORKS INC Technology 12,478.0 $4.3M 0.46% +8K +162.8% $341.03 +8.4%
54 JAAA JANUS DETROIT STR TR 82,875.0 $4.2M 0.45% +24K +40.2% $50.49 +0.2%
55 WRBY WARBY PARKER INC Healthcare 135,324.0 $4.1M 0.44% +95K +235.7% $30.34 -13.9%
56 SCHD SCHWAB STRATEGIC TR 127,410.0 $4.0M 0.44% +4K +3.2% $31.71 +8.9%
57 VONG VANGUARD SCOTTSDALE FDS 30,152.0 $3.9M 0.42% -6K -15.8% $127.81 -0.8%
58 QQQM INVESCO EXCH TRADED FD TR II 12,269.0 $3.7M 0.40% -6K -32.5% $302.97 -2.4%
59 SDVY FIRST TR EXCHANGE TRADED FD 85,270.0 $3.7M 0.40% +25K +42.3% $43.14 +2.8%
60 BAR GRANITESHARES GOLD TR Financial Services 92,517.0 $3.7M 0.40% -122K -57.0% $39.53 +8.5%
Page 3 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%