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Maridea Wealth Management

Latest statistics and disclosures from Maridea Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIL, Thor Finl Technologies Tr, SPY, SGOV, WBIL, and represent 11.30% of Maridea Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Thor Finl Technologies Tr (+$21M), SPY (+$14M), RSP (+$13M), VUG (+$11M), BIL (+$8.4M), SGOV (+$7.2M), PCT, AAPL, ACYN, MGK.
Started 149 new stock positions in SPCX, FPF, TXRH, TCAF, FTCB, FVRR, IQQQ, SHV, CCL, VONV.
Reduced shares in these 10 stocks: BAR (-$5.5M), SMH, GLW, AMD, PDBC, XTRE, CIFR, CLIP, TE, TDY.
Sold out of its positions in ALL, MO, AIT, AROC, ATO, XTWY, BR, CIEN, Cleanspark, DRI.
Maridea Wealth Management was a net buyer of stock by $167M.
Maridea Wealth Management has $924M in assets under management (AUM), dropping by 34.41%.
Central Index Key (CIK): 0002056245

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Portfolio Holdings for Maridea Wealth Management

Maridea Wealth Management holds 547 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Maridea Wealth Management has 547 total positions. Only the first 250 positions are shown.

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Download the Maridea Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str Blo 1 Etf (BIL)	3.2	$29M	+40%	318k	91.64	View chart
Thor Finl Technologies Tr Adapt Dynam Etf	2.3	$21M	NEW	834k	25.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$18M	+309%	25k	746.77	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.0	$18M	+66%	179k	100.67	View chart
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)	1.9	$18M	-5%	439k	40.23	View chart
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)	1.8	$16M	-5%	628k	25.85	View chart
NVIDIA Corporation (NVDA)	1.7	$16M	+17%	81k	200.09	View chart
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF)	1.6	$15M	-5%	422k	35.71	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$15M	+9%	42k	353.33	View chart
Absolute Shs Tr Wbi Pwr Factor (WBIY)	1.5	$14M	-3%	393k	34.95	View chart
Amazon (AMZN)	1.5	$14M	+17%	57k	238.34	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$14M	+531%	156k	86.14	View chart
Apple (AAPL)	1.4	$13M	+49%	46k	289.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$13M	NEW	60k	212.77	View chart
Iren Ordinary Shares (IREN)	1.4	$13M	-3%	278k	45.73	View chart
Cipher Mining (CIFR)	1.3	$12M	-15%	481k	24.50	View chart
Global X Fds 1 3 Mo T Bi Et (CLIP)	1.2	$11M	-14%	111k	100.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$11M	-7%	323k	33.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$10M	-9%	14k	736.40	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.9	$8.3M	-2%	157k	52.95	View chart
Ea Series Trust Alpha Architect (CAOS)	0.9	$8.2M	+10%	91k	90.36	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$8.1M	+10%	327k	24.66	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$7.7M	+5%	107k	72.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$7.6M	+46%	261k	28.96	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.8	$7.3M	+19%	199k	36.53	View chart
First Tr Exchange-traded SHS (QTEC)	0.8	$7.3M	-5%	22k	334.69	View chart
Tesla Motors (TSLA)	0.8	$6.9M	+39%	17k	420.59	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	0.7	$6.7M	+3%	84k	80.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$6.7M	+2%	54k	124.76	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$6.7M	+11%	145k	46.15	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.7	$6.3M		138k	45.75	View chart
Advanced Micro Devices (AMD)	0.7	$6.2M	-32%	11k	580.91	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$5.7M	+2%	65k	87.88	View chart
Microsoft Corporation (MSFT)	0.6	$5.4M	+50%	15k	373.02	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.6	$5.4M	+351%	258k	20.79	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.6	$5.3M	-3%	59k	90.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$5.3M		15k	368.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$5.2M	+50%	13k	409.49	View chart
Valkyrie Etf Trust Ii Coinshares Bitcn (WGMI)	0.6	$5.1M	-19%	81k	63.07	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.6	$5.1M	+10%	118k	43.42	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.5	$5.0M	+11%	219k	22.95	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.5	$5.0M	-22%	94k	53.11	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.5	$5.0M	+11%	127k	39.21	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.5	$5.0M	+10%	123k	40.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$4.9M	+11%	7.2k	686.81	View chart
Amphenol Corp Cl A (APH)	0.5	$4.9M	+24%	28k	176.32	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$4.9M	+385%	56k	87.91	View chart
Purecycle Technologies (PCT)	0.5	$4.9M	+1012%	603k	8.11	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$4.9M	+13%	26k	190.52	View chart
Proshares Tr S&p 500 High Etf (ISPY)	0.5	$4.7M	+43%	98k	48.19	View chart
Meta Platforms Cl A (META)	0.5	$4.7M	+15%	8.4k	563.30	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.5	$4.6M	+70%	170k	26.75	View chart
Palo Alto Networks (PANW)	0.5	$4.3M	+129%	13k	341.03	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$4.2M	-4%	83k	50.49	View chart
Warby Parker Cl A Com (WRBY)	0.4	$4.1M	+20%	135k	30.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$4.0M	+5%	127k	31.71	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$3.9M	-13%	30k	127.81	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$3.7M	-10%	12k	302.97	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$3.7M	+5%	85k	43.14	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.4	$3.7M	-60%	93k	39.53	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$3.5M	-8%	27k	133.25	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.5M	-2%	6.7k	513.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$3.3M	+117%	4.4k	763.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$3.3M	NEW	11k	303.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.2M	+21%	9.0k	357.37	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$3.2M	+8%	17k	185.23	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$3.2M		20k	163.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$3.1M	+36%	44k	71.25	View chart
Caterpillar (CAT)	0.3	$3.1M	+324%	2.9k	1064.95	View chart
Cadence Design Systems (CDNS)	0.3	$3.1M	-2%	8.1k	375.32	View chart
Micron Technology (MU)	0.3	$3.0M	-8%	2.6k	1154.10	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$3.0M	+56%	67k	45.34	View chart
Cleanspark Com New (CLSK)	0.3	$3.0M	-31%	207k	14.55	View chart
Linde SHS (LIN)	0.3	$2.9M	+2%	5.6k	518.95	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.3	$2.9M	-5%	73k	39.24	View chart
Healthequity (HQY)	0.3	$2.8M	+4%	31k	90.32	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$2.7M	NEW	47k	58.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.7M	+4%	5.4k	500.43	View chart
Franklin Templeton Holdings Respbly Srcd Gld (FGDL)	0.3	$2.7M	+6%	51k	53.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.3	$2.7M	+21%	91k	29.72	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$2.7M	+26%	50k	53.61	View chart
Dell Technologies CL C (DELL)	0.3	$2.7M	+168%	6.2k	431.48	View chart
Aaon Com Par $0.004 (AAON)	0.3	$2.7M		21k	126.86	View chart
Marvell Technology (MRVL)	0.3	$2.6M	NEW	8.9k	297.88	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$2.6M	+303%	27k	95.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.3	$2.5M	+11%	65k	39.27	View chart
Global X Fds Adaptive Us Risk (ONOF)	0.3	$2.5M	+3%	61k	39.94	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$2.4M	+7%	49k	49.78	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.3	$2.4M	-12%	86k	28.17	View chart
Doubleline Yield (DLY)	0.3	$2.4M	+27%	172k	14.07	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$2.4M		82k	29.40	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.4M	+21%	29k	82.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$2.4M	+105%	29k	82.11	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.3	$2.4M		22k	107.13	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$2.4M	NEW	98k	24.14	View chart
Sunbelt Rentals Holdings SHS (SUNB)	0.3	$2.3M	+4%	31k	74.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.3M	-8%	7.5k	306.30	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.3M	+37%	19k	117.45	View chart
Qxo Com New (QXO)	0.2	$2.3M	+3%	132k	17.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$2.3M	+7%	55k	41.25	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$2.2M	NEW	36k	59.71	View chart
Rentokil Initial Sponsored Adr (RTO)	0.2	$2.2M	+3%	76k	28.61	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.1M	+151%	16k	136.72	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$2.1M	NEW	6.0k	354.57	View chart
Clean Harbors (CLH)	0.2	$2.1M	+3%	7.1k	298.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.1M	+113%	5.7k	370.01	View chart
UFP Technologies (UFPT)	0.2	$2.1M	+4%	7.9k	265.13	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$2.1M	+4%	13k	158.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.1M	+13%	2.8k	748.87	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.1M		19k	107.62	View chart
Entegris (ENTG)	0.2	$2.1M	+21%	12k	179.87	View chart
Edwards Lifesciences (EW)	0.2	$2.1M	+8%	23k	90.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.1M	+49%	9.4k	219.43	View chart
Astera Labs (ALAB)	0.2	$2.0M	NEW	4.2k	483.02	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.0M	-62%	3.1k	655.94	View chart
Cisco Systems (CSCO)	0.2	$2.0M	+110%	17k	117.46	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$2.0M	-7%	42k	47.35	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.2	$2.0M	NEW	39k	50.80	View chart
Sailpoint (SAIL)	0.2	$2.0M	+6%	134k	14.64	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$2.0M		39k	50.83	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$2.0M	+5%	33k	59.73	View chart
Airbnb Com Cl A (ABNB)	0.2	$1.9M		14k	143.10	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$1.9M	+30%	28k	68.01	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$1.9M	-15%	38k	50.39	View chart
Netflix (NFLX)	0.2	$1.8M	-15%	26k	71.40	View chart
Ball Corporation (BALL)	0.2	$1.8M	+58%	29k	62.40	View chart
Tradeweb Mkts Cl A (TW)	0.2	$1.8M	-7%	18k	99.66	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$1.8M	+3%	15k	117.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.8M	+29%	5.2k	343.93	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$1.8M	+5%	34k	51.78	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.7M	-9%	5.1k	342.81	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.7M		12k	144.48	View chart
Coherent Corp (COHR)	0.2	$1.7M	NEW	4.3k	394.47	View chart
Chevron Corporation (CVX)	0.2	$1.7M	+203%	10k	165.76	View chart
Fortinet (FTNT)	0.2	$1.7M	+8%	11k	153.62	View chart
Align Technology (ALGN)	0.2	$1.7M	+4%	9.8k	168.66	View chart
Sandisk Corp (SNDK)	0.2	$1.7M	-44%	729.00	2273.73	View chart
Broadcom (AVGO)	0.2	$1.7M	-14%	4.4k	377.78	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.6M	+105%	14k	116.67	View chart
Brown & Brown (BRO)	0.2	$1.6M	-4%	25k	64.15	View chart
Collaborative Investmnt Ser Mohr Co Nav Etf (CNAV)	0.2	$1.6M	NEW	34k	47.89	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M	-17%	1.7k	935.73	View chart
Kinsale Cap Group (KNSL)	0.2	$1.6M	+41%	4.8k	329.81	View chart
Intel Corporation (INTC)	0.2	$1.5M	+24%	11k	139.63	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.5M	+37%	14k	109.43	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.5M	+3%	15k	103.05	View chart
Cellebrite Di Ordinary Shares (CLBT)	0.2	$1.5M	+9%	103k	14.60	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.5M	+79%	4.6k	327.31	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$1.5M	-62%	94k	15.88	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.2	$1.5M	+5%	55k	26.44	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.2	$1.4M	+36%	51k	28.39	View chart
Wisdomtree Tr Japan Oppor Fd (OPPJ)	0.2	$1.4M	+10%	25k	57.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.4M	+42%	19k	75.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.4M	+4%	5.8k	242.99	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.2	$1.4M	NEW	8.5k	165.38	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.2	$1.4M	+341%	22k	62.63	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.4M		7.0k	197.60	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.4M	-2%	3.2k	433.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.4M	+217%	4.6k	300.45	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$1.3M		7.7k	173.52	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.1	$1.3M		32k	41.83	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.3M	+128%	2.8k	477.63	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.1	$1.3M	+8%	69k	19.17	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$1.3M	+28%	25k	51.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.3M	+16%	6.0k	217.94	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$1.3M	+2%	16k	83.07	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$1.3M	+10%	14k	93.27	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.3M		27k	48.66	View chart
Relx Sponsored Adr (RELX)	0.1	$1.3M	+25%	41k	31.67	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$1.3M	+16%	28k	44.85	View chart
Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF)	0.1	$1.2M	+3%	48k	26.08	View chart
Stevanato Group S P A Ord Shs (STVN)	0.1	$1.2M	+26%	68k	18.07	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$1.2M	+356%	24k	50.62	View chart
MercadoLibre (MELI)	0.1	$1.2M	-22%	712.00	1697.70	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.1	$1.2M	-50%	19k	64.30	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.2M	NEW	18k	65.61	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	-14%	11k	113.26	View chart
Booking Holdings (BKNG)	0.1	$1.2M	+2195%	6.7k	178.23	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$1.2M	NEW	106k	11.15	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.2M		15k	79.97	View chart
Wisdomtree Tr Jp Smallcp Div (DFJ)	0.1	$1.1M	-4%	11k	105.31	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$1.1M	-10%	22k	50.63	View chart
Uber Technologies (UBER)	0.1	$1.1M	+58%	16k	72.16	View chart
HEICO Corporation (HEI)	0.1	$1.1M	+13%	3.2k	356.18	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.1M		14k	81.06	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$1.1M	+9%	5.7k	191.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.1M	+10%	14k	77.91	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$1.1M	-41%	7.4k	144.30	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.1	$1.1M	-4%	40k	26.42	View chart
Vanguard Fixed Income Secs F High-yield Actv (VGHY)	0.1	$1.0M	NEW	14k	74.86	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$1.0M	-2%	18k	57.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.0M	+52%	11k	94.57	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$1.0M	+50%	15k	68.53	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$1.0M	+49%	23k	44.03	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$998k	+31%	12k	87.04	View chart
Pacer Fds Tr Us Chs Cws Gwt (BUL)	0.1	$994k	+9%	17k	58.96	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$978k	NEW	24k	41.10	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$974k	+37%	19k	52.41	View chart
Ishares Bitcoin Trust Etf Call Call Option (Principal)	0.1	$965k	NEW	29k	33.29	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$960k	+8%	19k	49.55	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$955k	-16%	9.9k	96.46	View chart
McKesson Corporation (MCK)	0.1	$952k	-54%	1.3k	755.60	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.1	$948k	-71%	19k	49.03	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$944k	+6%	20k	48.18	View chart
Nextera Energy (NEE)	0.1	$940k	-18%	11k	87.77	View chart
Enbridge (ENB)	0.1	$917k	+6%	17k	54.21	View chart
Iren Call Call Option (Principal)	0.1	$883k	-17%	19k	45.73	View chart
Roundhill Etf Trust Memory Etf	0.1	$881k	NEW	12k	73.85	View chart
Stonex Group (SNEX)	0.1	$874k	-19%	7.4k	118.50	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$871k	-38%	3.1k	283.82	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$853k	-10%	17k	49.07	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$845k	NEW	6.9k	122.40	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$838k	+10%	7.7k	109.07	View chart
American Express Company (AXP)	0.1	$837k	+252%	2.5k	338.21	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$827k	+2%	7.7k	107.82	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$827k	+5%	43k	19.29	View chart
Lockheed Martin Corporation (LMT)	0.1	$817k	+36%	1.6k	509.41	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.1	$812k	NEW	40k	20.54	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.1	$795k	+3%	38k	20.67	View chart
Tapestry (TPR)	0.1	$795k	+88%	5.4k	146.38	View chart
Dominion Resources (D)	0.1	$785k	+23%	12k	68.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$776k		2.1k	365.79	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$775k		12k	67.56	View chart
Oracle Corporation (ORCL)	0.1	$769k	+48%	5.2k	146.56	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$769k		6.8k	113.68	View chart
Alibaba Group Hldg Call Call Option (Principal)	0.1	$768k	NEW	8.0k	95.98	View chart
Lennox International (LII)	0.1	$767k	NEW	1.3k	572.98	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$766k	+80%	46k	16.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$756k	-20%	4.4k	170.14	View chart
Datadog Cl A Com (DDOG)	0.1	$753k	+5%	2.9k	260.38	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$751k	NEW	4.8k	156.95	View chart
Omega Healthcare Investors (OHI)	0.1	$748k	+8%	16k	47.68	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$739k	NEW	4.7k	156.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$737k	NEW	2.9k	252.23	View chart
TFS Financial Corporation (TFSL)	0.1	$734k	+6%	41k	17.72	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$729k	-12%	7.2k	100.82	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$726k	+6%	26k	27.88	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.1	$724k	NEW	17k	43.36	View chart
Blackrock Health Sciences Te Com Shs (BMEZ)	0.1	$722k	+9%	47k	15.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$720k	+115%	7.5k	96.58	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$720k		25k	29.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$718k	+188%	26k	27.70	View chart
Howmet Aerospace (HWM)	0.1	$708k	+11%	2.6k	268.85	View chart
Bank of America Corporation (BAC)	0.1	$698k	+108%	12k	56.98	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$696k	+8%	17k	40.72	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$685k	+7%	25k	27.59	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$679k	+60%	4.5k	152.19	View chart
Coca-Cola Company (KO)	0.1	$677k	+176%	8.3k	81.27	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$665k	+14%	11k	61.23	View chart
Visa Com Cl A (V)	0.1	$665k	+156%	1.9k	343.09	View chart

Past Filings by Maridea Wealth Management

SEC 13F filings are viewable for Maridea Wealth Management going back to 2025

Maridea Wealth Management 2026 Q2 filed Aug. 6, 2026
Maridea Wealth Management 2026 Q1 filed April 21, 2026
Maridea Wealth Management 2025 Q4 filed Jan. 8, 2026
Maridea Wealth Management 2025 Q3 filed Nov. 7, 2025
Maridea Wealth Management 2025 Q2 filed July 16, 2025
Maridea Wealth Management 2025 Q1 filed May 7, 2025

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