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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 17 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VO VANGUARD INDEX FDS 1,127.0 $327K 0.05% $290.22 -73.3%
322 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,970.0 $327K 0.05% NEW $165.98 +7.4%
323 AFL AFLAC INC Financial Services 2,954.0 $326K 0.05% NEW $110.27 +6.8%
324 ARES ARES MANAGEMENT CORPORATION Financial Services 1,957.0 $316K 0.05% NEW $161.63 -23.3%
325 BAC BANK AMERICA CORP Financial Services 5,713.0 $314K 0.05% $55.00 -6.4%
326 EBAY EBAY INC. Consumer Cyclical 3,601.0 $314K 0.05% NEW $87.10 +34.5%
327 TKO TKO GROUP HOLDINGS INC Communication Services 1,500.0 $314K 0.05% NEW $209.00 -7.0%
328 SO SOUTHERN CO Utilities 3,547.0 $309K 0.05% -2K -35.9% $87.19 +7.4%
329 VCSH VANGUARD SCOTTSDALE FDS 3,859.0 $308K 0.05% -113.0 -2.8% $79.73 -1.0%
330 HCA HCA HEALTHCARE INC Healthcare 657.0 $307K 0.05% NEW $466.70 -15.9%
331 MRK MERCK & CO INC Healthcare 2,912.0 $307K 0.05% NEW $105.27 +10.1%
332 SFLO VICTORY PORTFOLIOS II 10,356.0 $305K 0.05% +172.0 +1.7% $29.49 +10.3%
333 FANG DIAMONDBACK ENERGY INC Energy 2,025.0 $304K 0.05% -56.0 -2.7% $150.35 +33.7%
334 BIV VANGUARD BD INDEX FDS 3,858.0 $300K 0.04% -138.0 -3.5% $77.88 -2.1%
335 SPIP SPDR SERIES TRUST 11,514.0 $299K 0.04% $25.95 -0.2%
336 SHOP SHOPIFY INC Technology 1,835.0 $295K 0.04% +130.0 +7.6% $160.99 -34.8%
337 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,787.0 $289K 0.04% -51.0 -2.8% $161.92 -6.4%
338 DELL DELL TECHNOLOGIES INC Technology 2,270.0 $286K 0.04% +27.0 +1.2% $125.89 +100.9%
339 IWM ISHARES TR 1,126.0 $277K 0.04% +53.0 +4.9% $246.24 +14.7%
340 TE T1 ENERGY INC Industrials 41,341.0 $276K 0.04% NEW $6.68 +30.2%
Page 17 of 21  ·  402 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%