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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 RRR RED ROCK RESORTS INC Consumer Cyclical 4,289 $255K 0.04% SOLD
42 AIG AMERICAN INTL GROUP INC Financial Services 3,240 $252K 0.04% SOLD
43 JNJ JOHNSON & JOHNSON Healthcare 1,296 $251K 0.04% SOLD
44 T AT&T INC Communication Services 9,247 $241K 0.04% SOLD
45 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,252 $238K 0.04% SOLD
46 MPWR MONOLITHIC PWR SYS INC Technology 229 $236K 0.04% SOLD
47 VCLT VANGUARD SCOTTSDALE FDS 2,988 $235K 0.04% SOLD
48 MDB MONGODB INC Technology 716 $234K 0.04% SOLD
49 GILD GILEAD SCIENCES INC Healthcare 1,900 $234K 0.04% SOLD
50 SPOT SPOTIFY TECHNOLOGY S A Communication Services 345 $233K 0.04% SOLD
51 LW LAMB WESTON HLDGS INC Consumer Defensive 3,488 $229K 0.04% SOLD
52 DHI D R HORTON INC Consumer Cyclical 1,485 $228K 0.04% SOLD
53 BLK BLACKROCK INC Financial Services 197 $228K 0.04% SOLD
54 RL RALPH LAUREN CORP Consumer Cyclical 681 $227K 0.04% SOLD
55 IGLB ISHARES TR 4,271 $223K 0.04% SOLD
56 SHW SHERWIN WILLIAMS CO Basic Materials 664 $220K 0.03% SOLD
57 BLV VANGUARD BD INDEX FDS 2,978 $215K 0.03% SOLD
58 ATO ATMOS ENERGY CORP Utilities 1,207 $215K 0.03% SOLD
59 GEW EA SERIES TRUST 4,149 $210K 0.03% SOLD
60 IYW ISHARES TR 1,047 $209K 0.03% SOLD
Page 3 of 4  ·  71 positions
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%