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Maridea Wealth Management - Q2 2026 13F Filings

MA

Maridea Wealth Management LLC

CIK: 0002056245
Address: New York Brooklyn 25 Kent Avenue Suite 401
$924.11 M
Portfolio Value
547
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. THMR Thor Adaptiverisk Dynamic Etf
+$21.15 M
2. SPY Spdr S&P 500 Etf Trust
+$13.92 M
3. RSP Invesco S&P 500 Equal Weight Etf
+$12.84 M
4. VUG Vanguard Growth Etf
+$11.34 M
5. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$8.37 M

Top Sells

Q2 2026
1. BAR Graniteshares Gold Shares
−$5.5 M
2. SMH Vaneck Semiconductor Etf
−$3.32 M
3. GLW Corning Incorporated
−$3.22 M
4. AMD Advanced Micro Devices
−$2.97 M
5. PDBC Invesco Optimum Yield Divers
−$2.5 M

Asset Allocation

Stocks/ETFs
+34.11%
$919.74 M 99.53%
Options
+150.13%
$4.38 M 0.47%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Maridea Wealth Management Q2 2026 Filing Summary

Maridea Wealth Management LLC filed its 13F report for Q2 2026 on August 06, 2026. The portfolio totaled 924.11 M reflecting a +34.41% change from the prior quarter, spanning 547 assets. The top 10 holdings comprised 19.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 143 new positions and 54 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 Q2 2026 Filing

Maridea Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Maridea Wealth Management reported a managed portfolio value of 924.11 M, consisting of 547 individual positions.

This page displays the raw filing documents. To see which stocks Maridea Wealth Management bought or sold during Q2 2026, please visit Maridea Wealth Management's Portfolio Analysis page.