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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 7 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISHARES TR 15,250.0 $693K 0.10% +3K +29.0% $45.45
122 MTBA SIMPLIFY EXCHANGE TRADED FUN 13,373.0 $674K 0.10% +8K +137.9% $50.41 -2.7%
123 VBK VANGUARD INDEX FDS 2,180.0 $659K 0.10% +80.0 +3.8% $302.13 +13.7%
124 IGSB ISHARES TR 12,320.0 $651K 0.10% +4K +41.4% $52.88 -1.1%
125 STVN STEVANATO GROUP S P A Healthcare 32,290.0 $650K 0.10% +7K +25.9% $20.12 -11.8%
126 AMLP ALPS ETF TR 13,667.0 $643K 0.10% +83.0 +0.6% $47.02 +15.2%
127 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,364.0 $640K 0.10% +57.0 +1.3% $146.58 -10.3%
128 ENTG ENTEGRIS INC Technology 7,550.0 $636K 0.10% +2K +33.1% $84.25 +56.0%
129 BALL BALL CORP Consumer Cyclical 11,741.0 $622K 0.09% +1K +9.9% $52.97 +6.4%
130 MKL MARKEL GROUP INC Financial Services 285.0 $613K 0.09% +32.0 +12.7% $2149.65 -13.8%
131 UBER UBER TECHNOLOGIES INC Technology 7,478.0 $611K 0.09% +913.0 +13.9% $81.71 -8.7%
132 AON AON PLC Financial Services 1,716.0 $605K 0.09% +1K +152.7% $352.78 -8.1%
133 EQIX EQUINIX INC Real Estate 790.0 $605K 0.09% +62.0 +8.5% $766.16 +40.8%
134 OUNZ VANECK MERK GOLD ETF Financial Services 14,537.0 $603K 0.09% +4K +32.2% $41.48 +5.3%
135 PRIM PRIMORIS SVCS CORP Industrials 4,839.0 $601K 0.09% +3K +110.1% $124.14 -14.1%
136 IEF ISHARES TR 6,182.0 $594K 0.09% +176.0 +2.9% $96.16 -2.5%
137 EPR EPR PPTYS Real Estate 11,536.0 $576K 0.09% +264.0 +2.3% $49.90 +17.7%
138 RELX RELX PLC Communication Services 14,240.0 $576K 0.09% +3K +26.4% $40.42 -16.9%
139 BNDW VANGUARD SCOTTSDALE FDS 8,151.0 $560K 0.08% +144.0 +1.8% $68.74 -1.1%
140 D DOMINION ENERGY INC Utilities 9,524.0 $558K 0.08% +498.0 +5.5% $58.59 +16.6%
Page 7 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%