Maridea Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Maridea Wealth Management Llc disclosed 535 stock positions valued at approximately $919.74M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, THOR FINL TECHNOLOGIES TR, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- June 30, 2026
- No. of Stocks
- 535
- Portfolio Value
- $919.74M
Holdings by Sector
Maridea Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | BIL | Other | 3.17% | 317,808 | +91,337 | +40.33% | $29,123,952 |
| THOR FINL TECHNOLOGIES TR | THMR | Other | 2.30% | 833,977 | +833,977 | +100.00% | $21,153,993 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.00% | 24,661 | +18,644 | +309.86% | $18,416,096 |
| ISHARES TR | SGOV | Other | 1.96% | 179,261 | +71,403 | +66.20% | $18,046,216 |
| ABSOLUTE SHS TR | WBIL | Other | 1.92% | 439,306 | -23,849 | -5.15% | $17,675,325 |
| ABSOLUTE SHS TR | WBIG | Other | 1.77% | 628,124 | -36,061 | -5.43% | $16,237,002 |
| NVIDIA CORPORATION | NVDA | Technology | 1.76% | 80,757 | +12,258 | +17.90% | $16,158,702 |
| ABSOLUTE SHS TR | WBIF | Other | 1.64% | 421,854 | -23,694 | -5.32% | $15,063,884 |
| ALPHABET INC | GOOG | Communication Services | 1.61% | 41,951 | +3,591 | +9.36% | $14,822,493 |
| ABSOLUTE SHS TR | WBIY | Other | 1.49% | 392,719 | -13,089 | -3.23% | $13,724,342 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.47% | 56,662 | +8,630 | +17.97% | $13,504,767 |
| VANGUARD INDEX FDS | VUG | Other | 1.46% | 156,399 | +131,629 | +531.40% | $13,472,205 |
| APPLE INC | AAPL | Technology | 1.45% | 46,089 | +15,280 | +49.60% | $13,336,406 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.40% | 60,331 | +49,899 | +478.33% | $12,836,564 |
| IREN LIMITED | IREN | Financial Services | 1.38% | 278,344 | -9,865 | -3.42% | $12,728,671 |
| CIPHER DIGITAL INC | CIFR | Financial Services | 1.28% | 481,433 | -85,423 | -15.07% | $11,795,108 |
| GLOBAL X FDS | CLIP | Other | 1.21% | 110,539 | -18,804 | -14.54% | $11,091,488 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.19% | 322,472 | -24,848 | -7.15% | $10,912,452 |
| INVESCO QQQ TR | QQQ | Other | 1.12% | 14,040 | -1,459 | -9.41% | $10,339,064 |
| VANECK ETF TRUST | CLOI | Other | 0.91% | 157,402 | -4,855 | -2.99% | $8,334,460 |
| EA SERIES TRUST | CAOS | Other | 0.89% | 90,540 | +8,540 | +10.41% | $8,181,194 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.88% | 326,838 | +31,796 | +10.78% | $8,059,837 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.84% | 107,135 | +5,501 | +5.41% | $7,743,746 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.82% | 261,439 | +82,823 | +46.37% | $7,571,266 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.79% | 199,077 | +31,800 | +19.01% | $7,272,286 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.79% | 21,701 | -1,163 | -5.09% | $7,263,097 |
| TESLA INC | TSLA | Consumer Cyclical | 0.75% | 16,482 | +4,676 | +39.61% | $6,932,119 |
| AMERICAN CENTY ETF TR | AVMV | Other | 0.73% | 83,666 | +2,547 | +3.14% | $6,738,024 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.73% | 53,728 | +1,495 | +2.86% | $6,703,117 |
| ISHARES TR | IUSB | Other | 0.73% | 145,235 | +15,111 | +11.61% | $6,702,614 |
Showing 30 of 535 holdings in the latest reporting period.