13F filer

Maridea Wealth Management

As of Jun 30, 2026 Filed Aug 6, 2026 CIK 2056245 SEC filings ↗
13F Value
$924.1M
Positions
547
Top Position
BIL3.2%
Top 5
11.3%

Latest filing changes

vs Mar 31, 2026
Holdings547
# Trend (4Q)
1 BIL 3.2% $29.1M +40.3% 317.8K 3.0% ETF
2 THMR 2.3% $21.2M NEW 834.0K — ETF
3 SPY 2.0% $18.4M +309.9% 24.7K 0.6% ETF
4 SGOV 2.0% $18.0M +66.2% 179.3K 1.6% ETF
5 WBIL 1.9% $17.7M -5.1% 439.3K 2.3% ETF
6 WBIG 1.8% $16.2M -5.4% 628.1K 2.3% ETF
7 NVDA 1.7% $16.2M +17.9% 80.8K 1.7% Common Stock
8 WBIF 1.6% $15.1M -5.3% 421.9K 2.0% ETF
9 GOOG 1.6% $14.8M +9.4% 42.0K 1.6% Common Stock
10 WBIY 1.5% $13.7M -3.2% 392.7K 2.0% ETF
11 AMZN 1.5% $13.5M +18.0% 56.7K 1.5% Common Stock
12 VUG 1.5% $13.5M +531.4% 156.4K 1.6% ETF
13 AAPL 1.4% $13.3M +49.6% 46.1K 1.1% Common Stock
14 RSP 1.4% $12.8M NEW 60.3K — ETF
15 IREN 1.4% $12.7M -3.4% 278.3K 1.4% Common Stock
16 CIFR 1.3% $11.8M -15.1% 481.4K 1.1% Common Stock
17 CLIP 1.2% $11.1M -14.5% 110.5K 1.9% ETF
18 SCHG 1.2% $10.9M -7.2% 322.5K 1.5% ETF
19 QQQ 1.1% $10.3M -9.4% 14.0K 1.3% ETF
20 CLOI 0.9% $8.3M -3.0% 157.4K 1.2% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing56
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.