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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 5 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPEM SPDR INDEX SHS FDS 33,660.0 $1.6M 0.24% +1K +3.4% $46.81 +9.1%
82 COST COSTCO WHSL CORP NEW Consumer Defensive 1,644.0 $1.4M 0.21% +265.0 +19.2% $862.11 +21.8%
83 EW EDWARDS LIFESCIENCES CORP Healthcare 16,422.0 $1.4M 0.21% +4K +36.1% $85.25 -2.4%
84 TECH BIO-TECHNE CORP Healthcare 23,558.0 $1.4M 0.21% +6K +35.1% $58.81 -20.6%
85 CLH CLEAN HARBORS INC Industrials 5,746.0 $1.3M 0.20% +2K +38.9% $234.48 +20.5%
86 CSGP COSTAR GROUP INC Real Estate 19,393.0 $1.3M 0.20% +5K +31.7% $67.24 -49.5%
87 VBR VANGUARD INDEX FDS 6,151.0 $1.3M 0.20% +95.0 +1.6% $211.79 +9.0%
88 PLTR PALANTIR TECHNOLOGIES INC Technology 7,276.0 $1.3M 0.19% +756.0 +11.6% $177.74 -22.8%
89 IEI ISHARES TR 10,545.0 $1.3M 0.19% +406.0 +4.0% $119.35 -1.8%
90 DYNF BLACKROCK ETF TRUST 19,507.0 $1.2M 0.18% +2K +13.5% $60.81 +9.4%
91 COIN COINBASE GLOBAL INC Financial Services 5,148.0 $1.2M 0.17% +187.0 +3.8% $226.16 -14.4%
92 HYG ISHARES TR 14,277.0 $1.2M 0.17% +183.0 +1.3% $80.63 -0.9%
93 IEMG ISHARES INC 16,939.0 $1.1M 0.17% +2K +12.9% $67.22 +19.9%
94 XTWY BONDBLOXX ETF TRUST 30,058.0 $1.1M 0.17% +2K +6.6% $37.84 -4.0%
95 AVDV AMERICAN CENTY ETF TR 12,025.0 $1.1M 0.17% +3K +30.2% $93.97 +15.3%
96 TFLO ISHARES TR 22,336.0 $1.1M 0.17% +5K +27.4% $50.46 +0.3%
97 CAT CATERPILLAR INC Industrials 1,945.0 $1.1M 0.17% +2K +343.1% $573.02 +51.1%
98 QUAL ISHARES TR 5,323.0 $1.1M 0.16% +138.0 +2.7% $198.63 +7.1%
99 OPPJ WISDOMTREE TR 22,604.0 $1.0M 0.16% +3K +14.9% $46.40 +26.3%
100 TW TRADEWEB MKTS INC Financial Services 9,723.0 $1.0M 0.16% +3K +44.6% $107.54 -0.8%
Page 5 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%