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Portfolio (Quarterly) Guide ↗

Maridea Wealth Management LLC

· CIK 0002056245
13F Portfolio $643M AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 417 New
Page 3 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES TR 5,323.0 $3.6M 0.56% NEW $674.56 +10.6%
42 VFLO VICTORY PORTFOLIOS II 95,266.0 $3.6M 0.56% NEW $37.62 +15.1%
43 VONG VANGUARD SCOTTSDALE FDS 27,832.0 $3.4M 0.53% NEW $121.60 +5.5%
44 XLK SELECT SECTOR SPDR TR 11,634.0 $3.4M 0.52% NEW $288.19 -38.0%
45 USDU WISDOMTREE TR 125,943.0 $3.4M 0.52% NEW $26.62 -1.8%
46 AVMV AMERICAN CENTY ETF TR 48,581.0 $3.3M 0.52% NEW $68.31 +14.7%
47 APH AMPHENOL CORP NEW Technology 25,015.0 $3.2M 0.50% NEW $127.67 -2.2%
48 AVUV AMERICAN CENTY ETF TR 32,389.0 $3.2M 0.50% NEW $98.55 +21.0%
49 NFLT ETFIS SER TR I 133,086.0 $3.1M 0.48% NEW $23.09 -1.4%
50 FLXR TCW ETF TRUST 76,839.0 $3.1M 0.48% NEW $39.87 -1.8%
51 NFLX NETFLIX INC Communication Services 2,443.0 $3.0M 0.47% NEW $1238.60 -92.8%
52 AIRR FIRST TR EXCHANGE TRADED FD 30,309.0 $3.0M 0.46% NEW $97.57 +27.7%
53 MU MICRON TECHNOLOGY INC Technology 13,797.0 $2.9M 0.44% NEW $206.77 +268.6%
54 JAAA JANUS DETROIT STR TR 55,541.0 $2.8M 0.44% NEW $50.62 +0.1%
55 MCD MCDONALDS CORP Consumer Cyclical 9,091.0 $2.8M 0.43% NEW $307.77 -7.7%
56 MGV VANGUARD WORLD FD 19,982.0 $2.8M 0.43% NEW $138.51 +12.4%
57 IWB ISHARES TR 7,513.0 $2.8M 0.43% NEW $368.38 +9.9%
58 MSTR STRATEGY INC Technology 8,959.0 $2.7M 0.41% NEW $296.61 -44.4%
59 SMH VANECK ETF TRUST 7,394.0 $2.6M 0.40% NEW $347.21 +63.4%
60 XLC SELECT SECTOR SPDR TR 21,560.0 $2.5M 0.39% NEW $116.24 -0.1%
Page 3 of 21  ·  417 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 37.6%
Technology 24.2%
Consumer Cyclical 9.0%
Communication Services 7.9%
Industrials 7.1%
Healthcare 4.7%
Energy 2.4%
Utilities 2.3%
Real Estate 2.1%
Consumer Defensive 1.9%