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Maridea Wealth Management - Q1 2026 13F Filings

MA

Maridea Wealth Management LLC

CIK: 0002056245
Address: New York Brooklyn 25 Kent Avenue Suite 401
$687.56 M
Portfolio Value
454
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CLIP Global X 1-3 Month T-Bill Etf
+$12.98 M
2. PDBC Invesco Optimum Yield Divers
+$4.36 M
3. XTRE Bondbloxx Bbg 3Y Us Tsy Etf
+$3.34 M
4. FGDL Franklin Responsibly Sourced Gold Etf
+$2.98 M
5. ONOF Global X Adaptive Us Risk Management Etf
+$2.16 M

Top Sells

Q1 2026
1. USDU Wisdomtree Bloomberg Us Dollar Bullish Fund
−$3.3 M
2. MU Micron Technology
−$2.98 M
3. SCHX Schwab Us Large-Cap Etf
−$2.4 M
4. COM Direxion Auspice Broad Commodity Strategy Etf
−$2.27 M
5. CEG Constellation Energy Corporation
−$2.22 M

Asset Allocation

Stocks/ETFs
+5.07%
$685.81 M 99.75%
Options
+0.16%
$1.75 M 0.25%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Maridea Wealth Management Q1 2026 Filing Summary

Maridea Wealth Management LLC filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 687.56 M reflecting a +3.26% change from the prior quarter, spanning 454 assets. The top 10 holdings comprised 20.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 117 new positions and 56 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Maridea Wealth Management’s Q1 2026 Filing

Maridea Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Maridea Wealth Management reported a managed portfolio value of 687.56 M, consisting of 454 individual positions.

This page displays the raw filing documents. To see which stocks Maridea Wealth Management bought or sold during Q1 2026, please visit Maridea Wealth Management's Portfolio Analysis page.