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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 5 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLF SELECT SECTOR SPDR TR 50,025.0 $2.7M 0.29% +10K +26.1% $53.61 +7.8%
82 DELL DELL TECHNOLOGIES INC Technology 6,186.0 $2.7M 0.29% +4K +172.5% $431.48 +7.7%
83 AAON AAON INC Industrials 20,970.0 $2.7M 0.29% -795.0 -3.6% $126.86 -34.9%
84 MRVL MARVELL TECHNOLOGY INC Technology 8,889.0 $2.6M 0.29% NEW $297.88 -27.7%
85 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 27,088.0 $2.6M 0.28% +23K +520.7% $95.98 +32.4%
86 BUFQ FIRST TR EXCHNG TRADED FD VI 64,862.0 $2.5M 0.28% +16K +31.8% $39.27 +0.8%
87 ONOF GLOBAL X FDS 61,364.0 $2.5M 0.27% NEW $39.94 +3.4%
88 LMBS FIRST TR EXCHANGE-TRADED FD 49,095.0 $2.4M 0.26% +15K +42.1% $49.78 -0.2%
89 OAKM HARRIS OAKMARK ETF TRUST 85,899.0 $2.4M 0.26% -4K -4.8% $28.17 +10.6%
90 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 171,667.0 $2.4M 0.26% +49K +39.5% $14.07 +0.5%
91 RDVI FIRST TR EXCHANGE-TRADED FD 81,541.0 $2.4M 0.26% -990.0 -1.2% $29.40 +1.1%
92 IEMG ISHARES INC 28,933.0 $2.4M 0.26% +12K +70.8% $82.84 -3.7%
93 SHY ISHARES TR 28,878.0 $2.4M 0.26% +24K +446.5% $82.11 -0.1%
94 XLC SELECT SECTOR SPDR TR 22,082.0 $2.4M 0.26% +158.0 +0.7% $107.13 +3.9%
95 SCHO SCHWAB STRATEGIC TR 97,528.0 $2.4M 0.26% NEW $24.14 -0.2%
96 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 31,320.0 $2.3M 0.25% NEW $74.81 +7.3%
97 VOT VANGUARD INDEX FDS 7,490.0 $2.3M 0.25% +496.0 +7.1% $306.30 +0.5%
98 IEI ISHARES TR 19,399.0 $2.3M 0.25% +9K +84.0% $117.45 -0.7%
99 QXO QXO INC Industrials 131,635.0 $2.3M 0.25% +17K +15.0% $17.28 -20.9%
100 DFAI DIMENSIONAL ETF TRUST 54,945.0 $2.3M 0.24% +11K +24.9% $41.25 +4.1%
Page 5 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%