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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 6 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TIP ISHARES TR 9,221.0 $1.0M 0.15% +203.0 +2.2% $109.91 +0.4%
102 BROOKFIELD ASSET MANAGMT LTD 18,670.0 $978K 0.15% +4K +24.9% $52.39
103 ALGN ALIGN TECHNOLOGY INC Healthcare 6,193.0 $967K 0.14% +3K +125.4% $156.15 +4.4%
104 AGZ ISHARES TR 8,769.0 $967K 0.14% +2K +28.6% $110.25 -1.3%
105 FYX FIRST TR EXCHANGE-TRADED ALP 7,947.0 $899K 0.14% +1K +15.0% $113.14 +16.7%
106 CRM SALESFORCE INC Technology 3,368.0 $892K 0.13% +766.0 +29.4% $264.91 -33.4%
107 TQQQ PROSHARES TR 16,757.0 $883K 0.13% +3K +19.7% $52.72 +46.0%
108 SLV ISHARES SILVER TR Financial Services 13,642.0 $879K 0.13% +798.0 +6.2% $64.42 +7.8%
109 PANW PALO ALTO NETWORKS INC Technology 4,748.0 $875K 0.13% +1K +29.3% $184.20 +37.3%
110 IWF ISHARES TR 1,838.0 $870K 0.13% +454.0 +32.8% $473.24 -73.7%
111 MINT PIMCO ETF TR 8,524.0 $855K 0.13% +2K +31.3% $100.34 +0.3%
112 SPTI SPDR SERIES TRUST 28,876.0 $833K 0.12% +5K +21.9% $28.84 -2.0%
113 GRID FIRST TR EXCHANGE TRADED FD 5,406.0 $827K 0.12% +2K +76.6% $153.02 +24.8%
114 DFJ WISDOMTREE TR 8,484.0 $817K 0.12% +3K +47.9% $96.34 +10.6%
115 DXJ WISDOMTREE TR 5,598.0 $807K 0.12% +1K +25.4% $144.16 +17.3%
116 JEPI J P MORGAN EXCHANGE TRADED F 13,431.0 $769K 0.12% +10K +245.5% $57.24 -2.0%
117 HEI HEICO CORP NEW Industrials 2,307.0 $747K 0.11% +673.0 +41.2% $323.62 -6.9%
118 LLY ELI LILLY & CO Healthcare 674.0 $724K 0.11% +361.0 +115.3% $1074.04 -3.0%
119 SPTL SPDR SERIES TRUST 26,525.0 $702K 0.10% +227.0 +0.9% $26.47 -3.2%
120 SPMD SPDR SERIES TRUST 12,045.0 $698K 0.10% +229.0 +1.9% $57.91 +10.3%
Page 6 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%