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Portfolio (Quarterly) Guide ↗

Maridea Wealth Management LLC

· CIK 0002056245
13F Portfolio $924M AUM 547 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 208 New 197 Added 131 Reduced 63 Exited
Page 26 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SYLD CAMBRIA ETF TR 2,866.0 $227K 0.03% NEW $79.09 +3.6%
502 SHEL SHELL PLC Energy 2,919.0 $226K 0.02% NEW $77.54 +23.0%
503 WM WASTE MGMT INC DEL Industrials 1,015.0 $226K 0.02% NEW $222.91 -6.7%
504 VGSH VANGUARD SCOTTSDALE FDS 3,862.0 $225K 0.02% -6K -59.2% $58.20 -1.2%
505 DKS DICKS SPORTING GOODS INC Consumer Cyclical 985.0 $223K 0.02% -1K -55.6% $226.83 -41.6%
506 BOTZ GLOBAL X FDS 5,798.0 $220K 0.02% NEW $37.94 -7.0%
507 MRK MERCK & CO INC Healthcare 1,709.0 $220K 0.02% -1K -41.3% $128.52 +15.2%
508 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,782.0 $219K 0.02% $123.14 +27.0%
509 KRBN KRANESHARES TRUST 6,569.0 $218K 0.02% -7K -51.0% $33.16 +1.5%
510 SF STIFEL FINL CORP Financial Services 3,107.0 $217K 0.02% NEW $69.77 +3.1%
511 NEBIUS GROUP N.V. 779.0 $215K 0.02% NEW $276.23
512 IXUS ISHARES TR 2,254.0 $215K 0.02% NEW $95.44 +0.7%
513 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 675.0 $214K 0.02% NEW $317.53 -27.5%
514 SHOP SHOPIFY INC Technology 1,875.0 $214K 0.02% +40.0 +2.2% $114.20 +24.6%
515 IWO ISHARES TR 543.0 $214K 0.02% NEW $393.96 -8.5%
516 CGGR CAPITAL GROUP GROWTH ETF 4,487.0 $212K 0.02% NEW $47.20 +1.4%
517 AME AMETEK INC Industrials 871.0 $211K 0.02% NEW $241.99 +1.8%
518 BUG GLOBAL X FDS 5,519.0 $211K 0.02% NEW $38.19 +23.4%
519 GM GENERAL MTRS CO Consumer Cyclical 2,726.0 $210K 0.02% NEW $77.08 +8.7%
520 RL RALPH LAUREN CORP Consumer Cyclical 520.0 $209K 0.02% NEW $401.60 -16.0%
Page 26 of 28  ·  547 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 32.2%
Technology 30.9%
Consumer Cyclical 10.8%
Industrials 8.8%
Healthcare 5.8%
Communication Services 3.7%
Energy 2.5%
Basic Materials 1.6%
Consumer Defensive 1.5%
Utilities 1.2%