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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 6 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BUFD FIRST TR EXCHNG TRADED FD VI 62,731.0 $1.8M 0.27% +14K +29.9% $28.24 +4.7%
102 BUFQ FIRST TR EXCHNG TRADED FD VI 49,211.0 $1.8M 0.27% +2K +5.0% $35.84 +8.6%
103 XLY SELECT SECTOR SPDR TR 14,717.0 $1.8M 0.26% +7K +102.5% $119.41 -2.4%
104 MTUM ISHARES TR 6,945.0 $1.7M 0.26% -467.0 -6.3% $250.31 +29.6%
105 IVV ISHARES TR 2,533.0 $1.7M 0.26% -3K -52.4% $684.83 +8.8%
106 LIN LINDE PLC Basic Materials 4,065.0 $1.7M 0.26% +555.0 +15.8% $426.43 +22.8%
107 LMBS FIRST TR EXCHANGE-TRADED FD 34,543.0 $1.7M 0.26% +6K +21.6% $49.99 -0.3%
108 ABNB AIRBNB INC Consumer Cyclical 12,715.0 $1.7M 0.26% NEW $135.72 -2.5%
109 XAR SPDR SERIES TRUST 7,079.0 $1.7M 0.26% -537.0 -7.0% $241.24 +16.1%
110 XLB SELECT SECTOR SPDR TR 37,532.0 $1.7M 0.26% +19K +99.0% $45.35 +15.1%
111 ICLR ICON PLC Healthcare 9,208.0 $1.7M 0.25% +1K +17.9% $182.22 -19.8%
112 DFAI DIMENSIONAL ETF TRUST 43,978.0 $1.7M 0.25% +10K +27.6% $38.11 +9.8%
113 PTMC PACER FDS TR 46,906.0 $1.7M 0.25% $35.67 +15.5%
114 AAON AAON INC Industrials 21,765.0 $1.7M 0.25% +5K +33.5% $76.25 +66.8%
115 FTXR FIRST TR EXCHANGE TRADED FD 42,301.0 $1.6M 0.25% NEW $38.76 +16.9%
116 STE STERIS PLC Healthcare 6,395.0 $1.6M 0.24% +2K +30.9% $253.53 -18.1%
117 MELI MERCADOLIBRE INC Consumer Cyclical 784.0 $1.6M 0.24% +329.0 +72.3% $2013.00 -21.0%
118 SPEM SPDR INDEX SHS FDS 33,660.0 $1.6M 0.24% +1K +3.4% $46.81 +11.3%
119 TLT ISHARES TR 17,769.0 $1.5M 0.23% -3K -14.7% $87.16 -1.6%
120 WMT WALMART INC Consumer Defensive 13,271.0 $1.5M 0.22% -115.0 -0.9% $111.41 +8.2%
Page 6 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%