Free Trial

Maridea Wealth Management LLC Top Holdings and 13F Report (2026)

About Maridea Wealth Management LLC

Investment Activity

  • Maridea Wealth Management LLC has $687.56 million in total holdings as of March 31, 2026.
  • Maridea Wealth Management LLC owns shares of 454 different stocks, but just 149 companies or ETFs make up 80% of its holdings.
  • Approximately 17.82% of the portfolio was purchased this quarter.
  • About 12.21% of the portfolio was sold this quarter.
  • This quarter, Maridea Wealth Management LLC has purchased 402 new stocks and bought additional shares in 184 stocks.
  • Maridea Wealth Management LLC sold shares of 153 stocks and completely divested from 58 stocks this quarter.

Largest New Holdings this Quarter

37960A438 - GLOBAL X FDS
$12,980,890 Holding
35473M105 - Franklin Responsibly Sourced Gold ETF
$2,982,792 Holding
37954Y194 - Global X Adaptive U.S. Risk Management ETF
$2,156,324 Holding
47103U753 - Janus Henderson B-BBB CLO ETF
$2,127,518 Holding
219350105 - Corning
$1,954,144 Holding

Largest Purchases this Quarter

GLOBAL X FDS
129,343 shares (about $12.98M)
Franklin Responsibly Sourced Gold ETF
47,978 shares (about $2.98M)
Global X Adaptive U.S. Risk Management ETF
59,493 shares (about $2.16M)
Janus Henderson B-BBB CLO ETF
45,650 shares (about $2.13M)

Largest Sales this Quarter

WisdomTree Bloomberg U.S. Dollar Bullish Fund
125,303 shares (about $3.30M)
Micron Technology
8,816 shares (about $2.98M)
PURECYCLE TECHNOLOGIES INC
425,232 shares (about $2.21M)
VictoryShares Short-Term Bond ETF
43,343 shares (about $2.19M)
McDonald's
6,714 shares (about $2.09M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMaridea Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$20,753,827$1,257,211 â–²6.4%226,4713.0%ETF
WBIG
WBI BullBear Yield 3000 ETF
$15,633,524$916,566 â–¼-5.5%664,1852.3%ETF
WBIL
WBI BullBear Quality 3000 ETF
$15,552,388$975,040 â–¼-5.9%463,1552.3%ETF
WBIF
WBI BullBear Value 3000 ETF
$13,921,073$879,355 â–¼-5.9%445,5482.0%ETF
WBIY
WBI Power Factor High Dividend ETF
$13,773,112$501,429 â–¼-3.5%405,8082.0%ETF
GLOBAL X FDS
$12,980,890$12,980,890 â–²New Holding129,3431.9%1-3 MONTH T-BILL
NVIDIA Corporation stock logo
NVDA
NVIDIA
$11,946,172$636,034 â–²5.6%68,4991.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$11,004,001$750,142 â–²7.3%38,3601.6%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$10,857,017$1,871,476 â–¼-14.7%107,8581.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$10,819,320$247,661 â–²2.3%24,7701.6%ETF
GraniteShares Gold Trust stock logo
BAR
GraniteShares Gold Trust
$10,690,950$776,599 â–²7.8%231,7571.6%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$10,117,421$291,096 â–²3.0%347,3201.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,003,727$542,757 â–²5.7%48,0321.5%Retail/Wholesale
IREN Limited stock logo
IREN
IREN
$9,879,805$314,005 â–²3.3%288,2091.4%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$8,945,606$283,969 â–¼-3.1%15,4991.3%Finance
VanEck CLO ETF stock logo
CLOI
VanEck CLO ETF
$8,550,965$177,336 â–²2.1%162,2571.2%ETF
Apple Inc. stock logo
AAPL
Apple
$7,819,041$878,370 â–²12.7%30,8091.1%Computer and Technology
CAOS
Alpha Architect Tail Risk ETF
$7,442,320$1,257,298 â–²20.3%82,0001.1%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$7,422,712$40,615 â–²0.6%121,1671.1%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$7,349,491$1,252,499 â–²20.5%295,0421.1%ETF
Cipher Mining Inc. stock logo
CIFR
Cipher Mining
$7,295,437$317,606 â–²4.6%566,8561.1%Business Services
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6,281,987$441,490 â–¼-6.6%14,5990.9%Finance
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$6,232,177$1,164,156 â–²23.0%101,6340.9%ETF
AMERICAN CENTY ETF TR
$6,017,440$1,088,226 â–²22.1%81,1190.9%AVANTIS US MID C
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$6,010,414$894,467 â–²17.5%130,1240.9%Manufacturing
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$5,770,134$961,523 â–²20.0%52,2330.8%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$5,648,947$235,006 â–²4.3%167,2770.8%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$5,368,496$573,606 â–¼-9.7%135,9800.8%ETF
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$4,938,262$253,565 â–¼-4.9%22,8640.7%Manufacturing
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$4,876,899$69,192 â–¼-1.4%63,7170.7%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$4,840,369$128,789 â–¼-2.6%61,2240.7%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$4,483,256$313,976 â–¼-6.5%178,6160.7%ETF
TCW ETF TRUST
$4,478,368$654,751 â–²17.1%114,0400.7%FLEXIBLE INCOME
NFLT
Virtus Newfleet Multi-Sector Bond ETF
$4,463,647$642,074 â–²16.8%196,2040.6%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$4,454,215$1,034,930 â–²30.3%110,9670.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$4,388,695$403,703 â–²10.1%11,8060.6%Auto/Tires/Trucks
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$4,387,428$1,410,209 â–²47.4%87,1040.6%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$4,356,514$1,994,518 â–²84.4%251,5310.6%Manufacturing
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$4,209,760$205,399 â–¼-4.7%11,4570.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,157,081$1,504,696 â–¼-26.6%7,2660.6%Computer and Technology
AFLG
First Trust Active Factor Large Cap ETF
$4,118,345$286,535 â–²7.5%106,7620.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,912,867$42,920 â–²1.1%6,0170.6%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$3,832,585$93,127 â–¼-2.4%34,9400.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,832,515$187,622 â–²5.1%6,4140.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,700,624$88,543 â–¼-2.3%120,6200.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,574,746$1,794,221 â–¼-33.4%9,6570.5%Computer and Technology
Valkyrie Bitcoin Miners ETF stock logo
WGMI
Valkyrie Bitcoin Miners ETF
$3,506,917$255,160 â–²7.8%100,7160.5%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$3,446,395$469,713 â–²15.8%6,8970.5%Business Services
XTRE
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
$3,341,256$1,552,150 â–²86.8%67,4860.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$3,268,951$1,051,948 â–¼-24.3%13,7570.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,224,660$274,435 â–¼-7.8%15,8510.5%Computer and Technology
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$3,218,468$190,873 â–¼-5.6%29,0530.5%Manufacturing
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$3,192,835$830,275 â–²35.1%80,9750.5%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$3,123,274$541,761 â–¼-14.8%8,1460.5%Manufacturing
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$3,009,915$234,247 â–²8.4%8,4420.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,987,004$143,928 â–¼-4.6%22,4760.4%ETF
FGDL
Franklin Responsibly Sourced Gold ETF
$2,982,792$2,982,792 â–²New Holding47,9780.4%Finance
PROSHARES TR
$2,954,866$668,847 â–²29.3%68,1630.4%S&P 500 HIGH INC
Netflix, Inc. stock logo
NFLX
Netflix
$2,912,653$342,580 â–²13.3%30,2930.4%Consumer Discretionary
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$2,841,310$78,708 â–¼-2.7%19,6020.4%ETF
Amphenol Corporation stock logo
APH
Amphenol
$2,821,608$1,199,803 â–¼-29.8%22,3320.4%Computer and Technology
HARRIS OAKMARK ETF TRUST
$2,703,741$217,791 â–²8.8%98,0860.4%OAKMARK U S LRG
LINDE PLC
$2,683,423$668,253 â–²33.2%5,4130.4%SHS
WisdomTree Bloomberg U.S. Dollar Bullish Fund stock logo
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
$2,635,998$3,299,223 â–¼-55.6%100,1140.4%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$2,595,329$18,923 â–¼-0.7%16,0470.4%ETF
Cleanspark, Inc. stock logo
CLSK
Cleanspark
$2,557,919$336,792 â–²15.2%300,5780.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,501,630$326,362 â–²15.0%5,2200.4%Finance
QXO INC
$2,476,633$254,460 â–²11.5%127,5300.4%COM NEW
HealthEquity, Inc. stock logo
HQY
HealthEquity
$2,446,261$700,233 â–²40.1%29,2720.4%Medical
XLC
Communication Services Select Sector SPDR Fund
$2,406,113$24,389 â–¼-1.0%21,7040.3%ETF
McKesson Corporation stock logo
MCK
McKesson
$2,372,391$30,282 â–¼-1.3%2,7420.3%Medical
Warby Parker Inc. stock logo
WRBY
Warby Parker
$2,372,082$1,522,834 â–²179.3%112,5810.3%Consumer Staples
Rentokil Initial PLC stock logo
RTO
Rentokil Initial
$2,320,611$400,551 â–²20.9%73,7170.3%Business Services
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$2,317,770$456,274 â–²24.5%8,3410.3%Computer and Technology
First Trust Innovation Leaders ETF stock logo
ILDR
First Trust Innovation Leaders ETF
$2,301,101$107,953 â–²4.9%77,2700.3%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$2,282,262$561,662 â–²32.6%45,8190.3%Manufacturing
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$2,266,129$1,122,122 â–²98.1%19,2600.3%Finance
LISTED FDS TR
$2,208,588$280,832 â–¼-11.3%38,1190.3%ROUNDHILL MAGNIF
ONOF
Global X Adaptive U.S. Risk Management ETF
$2,156,324$2,156,324 â–²New Holding59,4930.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,136,588$87,994 â–²4.3%7,4300.3%Computer and Technology
Janus Henderson B-BBB CLO ETF stock logo
JBBB
Janus Henderson B-BBB CLO ETF
$2,127,518$2,127,518 â–²New Holding45,6500.3%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,116,308$316,301 â–²17.6%8,2230.3%ETF
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$2,105,667$349,190 â–²19.9%75,2020.3%ETF
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$2,086,513$22,152 â–¼-1.1%81,6640.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,073,607$127,646 â–²6.6%32,3600.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,062,415$85,240 â–¼-4.0%19,4290.3%ETF
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$2,060,498$322,366 â–²18.5%58,3380.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,044,800$160,505 â–¼-7.3%44,7930.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,038,396$400,506 â–²24.5%2,0460.3%Retail/Wholesale
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$1,999,080$285,694 â–²16.7%51,3110.3%ETF
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$1,966,394$318,844 â–²19.4%6,8580.3%Business Services
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,957,048$691 â–¼0.0%39,6400.3%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,955,780$29,920 â–²1.6%42,6190.3%ETF
Corning Incorporated stock logo
GLW
Corning
$1,954,144$1,954,144 â–²New Holding14,3720.3%Computer and Technology
SUNBELT RENTALS HOLDINGS INC
$1,942,936$1,942,936 â–²New Holding29,8500.3%SHS
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$1,892,957$17,489 â–²0.9%37,8820.3%ETF
DoubleLine Yield Opportunities Fund stock logo
DLY
DoubleLine Yield Opportunities Fund
$1,881,380$169,044 â–²9.9%135,1570.3%
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$1,864,241$263,391 â–¼-12.4%31,1850.3%Manufacturing
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,849,071$132,097 â–²7.7%12,6120.3%ETF
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$1,739,156$210,499 â–²13.8%26,6700.3%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data