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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 6 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SHLD GLOBAL X FDS 36,448.0 $2.2M 0.24% NEW $59.71 +17.3%
102 RTO RENTOKIL INITIAL PLC Industrials 76,054.0 $2.2M 0.23% +15K +24.7% $28.61 -17.9%
103 XOM EXXON MOBIL CORP Energy 15,588.0 $2.1M 0.23% +12K +388.6% $136.72 +20.4%
104 ARM ARM HOLDINGS PLC Technology 5,958.0 $2.1M 0.23% NEW $354.57 -29.7%
105 CLH CLEAN HARBORS INC Industrials 7,065.0 $2.1M 0.23% +1K +23.0% $298.75 +7.5%
106 VTI VANGUARD INDEX FDS 5,676.0 $2.1M 0.23% +3K +119.6% $370.01 +2.6%
107 UFPT UFP TECHNOLOGIES INC Healthcare 7,901.0 $2.1M 0.23% NEW $265.13 +20.4%
108 XLV SELECT SECTOR SPDR TR 13,154.0 $2.1M 0.23% +1K +12.3% $158.66 +7.1%
109 IVV ISHARES TR 2,786.0 $2.1M 0.23% +253.0 +10.0% $748.87 +3.1%
110 MUB ISHARES TR 19,319.0 $2.1M 0.23% -913.0 -4.5% $107.62 -2.1%
111 ENTG ENTEGRIS INC Technology 11,505.0 $2.1M 0.22% +4K +52.4% $179.87 -17.2%
112 EW EDWARDS LIFESCIENCES CORP Healthcare 22,687.0 $2.1M 0.22% +6K +38.1% $90.46 +1.0%
113 QUAL ISHARES TR 9,351.0 $2.1M 0.22% +4K +75.7% $219.43 +2.3%
114 ALAB ASTERA LABS INC Technology 4,231.0 $2.0M 0.22% NEW $483.02 -38.7%
115 SMH VANECK ETF TRUST 3,086.0 $2.0M 0.22% -6K -67.7% $655.94 -13.4%
116 CSCO CISCO SYS INC Technology 17,024.0 $2.0M 0.22% +10K +146.2% $117.46 -5.2%
117 JBBB JANUS DETROIT STR TR 42,205.0 $2.0M 0.22% NEW $47.35 +0.1%
118 PROSHARES TR 38,894.0 $2.0M 0.21% NEW $50.80
119 SAIL SAILPOINT INC Technology 134,333.0 $2.0M 0.21% +45K +49.6% $14.64 +31.9%
120 XLB SELECT SECTOR SPDR TR 38,501.0 $2.0M 0.21% +969.0 +2.6% $50.83 +2.1%
Page 6 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%