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Maridea Wealth Management - Q4 2025 13F Filings

MA

Maridea Wealth Management LLC

CIK: 0002056245
Address: New York Brooklyn 25 Kent Avenue Suite 401
$665.82 M
Portfolio Value
402
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. CAOS Alpha Architect Tail Risk Etf
+$6.12 M
2. AFLG First Trust Active Factor Large Cap Etf
+$3.24 M
3. XLE Energy Select Sector Spdr Fund
+$2.98 M
4. USDU Wisdomtree Bloomberg Us Dollar Bullish Fund
+$2.57 M
5. SCHX Schwab Us Large-Cap Etf
+$2.4 M

Top Sells

Q4 2025
1. QQQ Invesco Qqq Trust Series I
−$4.58 M
2. SGOV Ishares 0-3 Month Treasury Bond Etf
−$2.87 M
3. IVV Ishares Core S&P 500 Etf
−$1.91 M
4. IBIT Ishares Bitcoin Trust Etf
−$1.89 M
5. GLNG Golar Lng Limited
−$1.82 M

Asset Allocation

Stocks/ETFs
+3.01%
$652.71 M 98.03%
Options
+100.00%
$1.75 M 0.26%
Debt
+100.00%
$379,579 0.06%
Other
+16.40%
$10.99 M 1.65%

Sector Allocation (Stocks)

Maridea Wealth Management Q4 2025 Filing Summary

Maridea Wealth Management LLC filed its 13F report for Q4 2025 on January 08, 2026. The portfolio totaled 665.82 M reflecting a +3.54% change from the prior quarter, spanning 402 assets. The top 10 holdings comprised 21.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 51 new positions and 69 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 Q4 2025 Filing

Maridea Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/08/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Maridea Wealth Management reported a managed portfolio value of 665.82 M, consisting of 402 individual positions.

This page displays the raw filing documents. To see which stocks Maridea Wealth Management bought or sold during Q4 2025, please visit Maridea Wealth Management's Portfolio Analysis page.