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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 7 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COST COSTCO WHSL CORP NEW Consumer Defensive 1,644.0 $1.4M 0.21% +265.0 +19.2% $862.11 +13.5%
122 EW EDWARDS LIFESCIENCES CORP Healthcare 16,422.0 $1.4M 0.21% +4K +36.1% $85.25 -0.7%
123 TECH BIO-TECHNE CORP Healthcare 23,558.0 $1.4M 0.21% +6K +35.1% $58.81 -8.5%
124 VV VANGUARD INDEX FDS 4,294.0 $1.4M 0.20% -300.0 -6.5% $314.78 +8.4%
125 CLH CLEAN HARBORS INC Industrials 5,746.0 $1.3M 0.20% +2K +38.9% $234.48 +22.9%
126 CSGP COSTAR GROUP INC Real Estate 19,393.0 $1.3M 0.20% +5K +31.7% $67.24 -50.9%
127 VBR VANGUARD INDEX FDS 6,151.0 $1.3M 0.20% +95.0 +1.6% $211.79 +14.0%
128 PLTR PALANTIR TECHNOLOGIES INC Technology 7,276.0 $1.3M 0.19% +756.0 +11.6% $177.74 -27.9%
129 VOE VANGUARD INDEX FDS 7,272.0 $1.3M 0.19% -320.0 -4.2% $177.37 +12.2%
130 IEI ISHARES TR 10,545.0 $1.3M 0.19% +406.0 +4.0% $119.35 -1.8%
131 IXN ISHARES TR 11,548.0 $1.2M 0.18% -2K -12.0% $105.00 +33.1%
132 DYNF BLACKROCK ETF TRUST 19,507.0 $1.2M 0.18% +2K +13.5% $60.81 +9.5%
133 COIN COINBASE GLOBAL INC Financial Services 5,148.0 $1.2M 0.17% +187.0 +3.8% $226.16 -28.9%
134 ETHA ISHARES ETHEREUM TR Financial Services 51,357.0 $1.2M 0.17% -14K -21.7% $22.43 -43.9%
135 HYG ISHARES TR 14,277.0 $1.2M 0.17% +183.0 +1.3% $80.63 -0.9%
136 IEMG ISHARES INC 16,939.0 $1.1M 0.17% +2K +12.9% $67.22 +22.9%
137 XTWY BONDBLOXX ETF TRUST 30,058.0 $1.1M 0.17% +2K +6.6% $37.84 -1.8%
138 AVDV AMERICAN CENTY ETF TR 12,025.0 $1.1M 0.17% +3K +30.2% $93.97 +13.4%
139 TFLO ISHARES TR 22,336.0 $1.1M 0.17% +5K +27.4% $50.46 +0.2%
140 SCHP SCHWAB STRATEGIC TR 42,508.0 $1.1M 0.17% $26.49 +0.1%
Page 7 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%