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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 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY SPDR S&P 500 ETF TR Financial Services 5,951.0 $4.1M 0.61% +393.0 +7.1% $681.87 +8.9%
42 AFLG FIRST TR EXCHNG TRADED FD VI 99,334.0 $3.9M 0.58% +83K +501.7% $39.10 +10.7%
43 NFLT ETFIS SER TR I 167,981.0 $3.9M 0.58% +35K +26.2% $23.04 -1.2%
44 FLXR TCW ETF TRUST 97,367.0 $3.9M 0.58% +21K +26.7% $39.60 -1.2%
45 VOO VANGUARD INDEX FDS 6,100.0 $3.8M 0.57% +158.0 +2.7% $627.11 +8.9%
46 AMD ADVANCED MICRO DEVICES INC Technology 17,200.0 $3.7M 0.55% +102.0 +0.6% $214.16 +109.9%
47 WGMI VALKYRIE ETF TRUST II 93,388.0 $3.6M 0.54% +25K +36.1% $38.27 +60.9%
48 SRLN SSGA ACTIVE ETF TR 85,184.0 $3.5M 0.53% +29K +50.8% $41.27 -1.9%
49 SMH VANECK ETF TRUST 9,559.0 $3.4M 0.52% +2K +29.3% $360.13 +57.6%
50 MA MASTERCARD INCORPORATED Financial Services 5,957.0 $3.4M 0.51% +2K +37.5% $570.87 -12.5%
51 XLK SELECT SECTOR SPDR TR 23,559.0 $3.4M 0.51% +12K +102.5% $143.97 +24.1%
52 SCHD SCHWAB STRATEGIC TR 123,506.0 $3.4M 0.51% -17K -12.3% $27.43 +17.6%
53 MU MICRON TECHNOLOGY INC Technology 11,693.0 $3.3M 0.50% -2K -15.2% $285.42 +167.0%
54 AIRR FIRST TR EXCHANGE TRADED FD 30,776.0 $3.0M 0.45% +467.0 +1.5% $98.32 +26.8%
55 JAAA JANUS DETROIT STR TR 59,107.0 $3.0M 0.45% +4K +6.4% $50.58 +0.2%
56 IWB ISHARES TR 7,785.0 $2.9M 0.44% +272.0 +3.6% $373.43 +8.4%
57 CLOZ SERIES PORTFOLIOS TR 109,521.0 $2.9M 0.44% +26K +30.4% $26.48 -0.2%
58 MGV VANGUARD WORLD FD 20,145.0 $2.8M 0.43% +163.0 +0.8% $141.16 +10.3%
59 MAGS LISTED FDS TR 42,966.0 $2.8M 0.43% +11K +33.4% $65.96 +5.4%
60 JPM JPMORGAN CHASE & CO. Financial Services 8,317.0 $2.7M 0.40% +1K +17.2% $322.23 -6.0%
Page 3 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%