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Portfolio (Quarterly) Guide ↗

Maridea Wealth Management LLC

· CIK 0002056245
13F Portfolio $666M AUM 402 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 56 New 191 Added 118 Reduced 71 Exited
Page 1 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL SPDR SERIES TRUST 212,752.0 $19.4M 2.92% +11K +5.4% $91.38 +0.2%
2 GOOG ALPHABET INC Communication Services 35,745.0 $11.2M 1.69% +4K +13.3% $313.80 +22.2%
3 SCHG SCHWAB STRATEGIC TR 337,327.0 $11.0M 1.65% +19K +6.0% $32.62 +5.2%
4 IREN IREN LIMITED Financial Services 279,049.0 $10.5M 1.58% +11K +4.1% $37.77 +53.7%
5 AMZN AMAZON COM INC Consumer Cyclical 45,426.0 $10.5M 1.57% +7K +18.0% $230.82 +16.3%
6 BAR GRANITESHARES GOLD TR Financial Services 214,922.0 $9.1M 1.37% +31K +16.7% $42.49 +5.2%
7 CIFR CIPHER MINING INC Financial Services 542,178.0 $8.0M 1.20% +32K +6.3% $14.76 +45.8%
8 AAPL APPLE INC Technology 27,348.0 $7.4M 1.12% +347.0 +1.3% $271.86 +12.2%
9 MSFT MICROSOFT CORP Technology 14,504.0 $7.0M 1.05% +285.0 +2.0% $483.62 -13.3%
10 META META PLATFORMS INC Communication Services 9,896.0 $6.5M 0.98% +2K +22.4% $660.06 -8.0%
11 SCHR SCHWAB STRATEGIC TR 244,761.0 $6.1M 0.92% +52K +27.2% $25.08 -2.0%
12 VFLO VICTORY PORTFOLIOS II 150,509.0 $5.9M 0.89% +55K +58.0% $39.38 +10.0%
13 USDU WISDOMTREE TR 225,417.0 $5.8M 0.87% +99K +79.0% $25.80 +1.4%
14 BUFR FIRST TR EXCHNG TRADED FD VI 160,318.0 $5.5M 0.82% +27K +20.0% $34.26 +5.7%
15 XLE SELECT SECTOR SPDR TR 120,504.0 $5.4M 0.81% +67K +123.8% $44.71 +32.3%
16 J P MORGAN EXCHANGE TRADED F 82,649.0 $5.2M 0.78% +21K +33.3% $63.18
17 IUSB ISHARES TR 110,759.0 $5.2M 0.77% +23K +26.2% $46.54 -1.5%
18 TSLA TESLA INC Consumer Cyclical 10,720.0 $4.8M 0.72% +688.0 +6.9% $449.72 -7.2%
19 AVMV AMERICAN CENTY ETF TR 66,449.0 $4.7M 0.71% +18K +36.8% $71.20 +10.1%
20 QQQM INVESCO EXCH TRADED FD TR II 18,184.0 $4.6M 0.69% +2K +12.8% $252.93 +16.3%
Page 1 of 10  ·  191 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 33.0%
Technology 23.4%
Consumer Cyclical 11.3%
Communication Services 9.7%
Industrials 8.5%
Healthcare 6.6%
Utilities 2.1%
Real Estate 2.0%
Consumer Defensive 1.4%
Energy 1.1%