Maridea Wealth Management LLC

CIK

2056245

Location

BROOKLYN, NY

Portfolio Value

Small $248,673,132

Diversification

Diversified

Filing Date

Global Rank

#3,597 / 8,636 ▲ 44 · as of Mar 2026

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

+6.0%

Period ended 4 months ago

Filed Apr 21, 2026 · 4mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+38.1%

SPY

+28.4%

Annualised alpha

+6.0%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

213 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.3%

−0.1 pts

Top 5

22.4%

−0.1 pts

Top 10

36.3%

−1.3 pts

HHI

183

Diversified−14

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.8%	$64,092,551	45
Financial Services	16.2%	$40,203,184	47
Unclassified	15.1%	$37,486,174	14
Consumer Cyclical	10.4%	$25,800,427	19
Industrials	9.4%	$23,341,779	30
Communication Services	8.7%	$21,683,255	9
Healthcare	5.8%	$14,534,281	12
Consumer Defensive	2.3%	$5,792,385	9
Energy	2.0%	$4,902,482	10
Basic Materials	1.8%	$4,361,157	4
Utilities	1.4%	$3,515,128	7
Real Estate	1.2%	$2,960,329	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TE	T1 Energy Inc.	+176,451	217,792	$956,106
WRBY	Warby Parker Inc.	+72,275	112,581	$2,372,081
CLSK	Cleanspark, Inc.	+39,576	300,578	$2,557,918
SAIL	SailPoint, Inc.	+36,310	126,075	$1,669,233
CIFR	Cipher Digital Inc.	+24,678	566,856	$7,295,436
SOFI	SoFi Technologies, Inc.	+24,509	34,716	$551,290
STVN	Stevanato Group S.p.A.	+21,340	53,630	$737,412
RELX	Relx PLC	+18,373	32,613	$1,081,120
SFL	SFL Corp Ltd.	+17,283	39,191	$422,870
BAR	GraniteShares Gold Trust	+16,835	231,757	$10,690,950
QXO	QXO, Inc.	+13,103	127,530	$2,476,632
RTO	Rentokil Initial PLC /Fi	+12,724	73,717	$2,320,611
DLY	DoubleLine Yield Opportunities Fund	+12,144	135,157	$1,881,385
TW	Tradeweb Markets Inc.	+9,537	19,260	$2,266,131
IREN	IREN Ltd	+9,160	288,209	$9,879,804
HQY	Healthequity, Inc.	+8,379	29,272	$2,446,261
BALL	BALL Corp	+6,400	18,141	$1,072,314
BAM	Brookfield Asset Management Ltd.	+5,681	24,351	$1,082,401
DSL	DoubleLine Income Solutions Fund	+5,385	49,255	$533,431
EW	Edwards Lifesciences Corp	+4,564	20,986	$1,680,558
SNEX	StoneX Group Inc.	+4,465	9,195	$0
NVDA	Nvidia Corp	+3,647	68,499	$11,946,225
NFLX	Netflix Inc	+3,563	30,293	$2,912,671
AAPL	Apple Inc.	+3,461	30,809	$7,819,016
BMY	Bristol Myers Squibb Co	+3,416	8,236	$499,513
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PCT	PureCycle Technologies, Inc.	−425,232	54,174	$281,163
IBIT	iShares Bitcoin Trust ETF	−32,522	10,487	$402,910
ETHA	iShares Ethereum Trust ETF	−19,859	31,498	$166,204
MSD	Morgan Stanley Emerging Markets Debt Fund Inc	−18,680	11,850	$83,187
ARCC	Ares Capital Corp	−12,623	18,805	$338,866
FSCO	FS Credit Opportunities Corp.	−11,963	62,977	$321,182
APH	Amphenol Corp /De/	−9,496	22,332	$2,821,648
MU	Micron Technology Inc	−8,816	2,877	$971,965
MCD	Mcdonalds Corp	−6,714	1,857	$577,137
ETHE	Grayscale Ethereum Staking ETF	−6,641	27,077	$462,204
SLV	iShares Silver Trust	−5,900	7,742	$527,539
JPM	Jpmorgan Chase & Co	−5,766	2,551	$750,402
YUMC	Yum China Holdings, Inc.	−5,148	7,051	$343,947
MSFT	Microsoft Corp	−4,847	9,657	$3,574,731
ROK	Rockwell Automation, Inc	−4,388	1,134	$406,969
COIN	Coinbase Global, Inc.	−3,285	1,863	$325,298
BITB	Bitwise Bitcoin ETF	−3,246	8,488	$312,443
META	Meta Platforms, Inc.	−2,630	7,266	$4,157,096
EPR	Epr Properties	−2,346	9,190	$459,132
MLI	Mueller Industries Inc	−2,225	2,674	$0
ES	Eversource Energy	−1,545	5,184	$359,147
V	Visa Inc.	−1,454	757	$228,795
MSTR	Strategy Inc	−1,441	2,554	$318,739
VLO	Valero Energy Corp/Tx	−1,362	1,200	$296,496
AMD	Advanced Micro Devices Inc	−1,349	15,851	$3,224,568
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FGDL	Franklin Templeton Holdings Trust	47,978	$2,982,792
GLW	Corning Inc /Ny	14,372	$1,954,160
SUNB	Sunbelt Rentals Holdings, Inc.	29,850	$1,942,936
TDY	Teledyne Technologies Inc	2,485	$1,503,449
UFPT	Ufp Technologies Inc	7,567	$1,464,971
GEV	GE Vernova Inc.	1,632	$1,424,572
CLBT	Cellebrite DI Ltd.	93,987	$1,295,140
RH	Rh	9,066	$1,267,608
KEYS	Keysight Technologies, Inc.	4,260	$1,202,896
MTZ	Mastec Inc	3,705	$1,192,046
KNSL	Kinsale Capital Group, Inc.	3,396	$1,160,277
VRT	Vertiv Holdings Co	3,942	$987,786
FCX	Freeport-Mcmoran Inc	15,673	$921,258
SNDK	Sandisk Corp	1,321	$839,284
CIEN	Ciena Corp	2,087	$810,236
LMT	Lockheed Martin Corp	1,171	$707,740
AROC	Archrock, Inc.	18,170	$632,316
SOLS	Solstice Advanced Materials Inc.	5,704	$434,416
INTU	Intuit Inc.	977	$422,435
TPR	Tapestry, Inc.	2,877	$405,973
TER	Teradyne, Inc	1,293	$383,322
WEC	Wec Energy Group, Inc.	3,202	$370,695
PM	Philip Morris International Inc.	2,060	$340,600
ROP	Roper Technologies Inc	931	$329,443
HSY	Hershey Co	1,579	$328,258
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CEG	Constellation Energy Corp	6,276	$2,217,122
ICLR	Icon PLC	9,208	$1,677,881
STE	STERIS plc	6,395	$1,621,260
TECH	BIO-TECHNE Corp	23,558	$1,385,445
CSGP	Costar Group, Inc.	19,393	$1,303,985
AON	Aon plc	1,716	$605,542
PRIM	Primoris Services Corp	4,839	$600,713
ACN	Accenture plc	2,021	$542,234
DIS	Walt Disney Co	4,566	$519,473
NRG	Nrg Energy, Inc.	3,172	$505,109
QCOM	Qualcomm Inc/De	2,678	$458,071
DKS	Dick's Sporting Goods, Inc.	2,220	$439,493
MAIN	Main Street Capital CORP	7,132	$430,701
ADSK	Autodesk, Inc.	1,445	$427,734
HRB	H&R Block Inc	9,413	$410,218
ORLY	O Reilly Automotive Inc	4,227	$385,544
RMD	Resmed Inc	1,569	$377,925
AMAT	Applied Materials Inc /De	1,387	$356,445
CAH	Cardinal Health Inc	1,664	$341,952
TXRH	Texas Roadhouse, Inc.	1,970	$327,020
AFL	Aflac Inc	2,954	$325,737
ARES	Ares Management Corp	1,957	$316,309
HCA	HCA Healthcare, Inc.	657	$306,727
MRK	Merck & Co., Inc.	2,912	$306,517
WTW	Willis Towers Watson PLC	838	$275,366
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

213 tracked positions · $248,673,132 total · filing declares 454 positions · $687,555,225 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 213 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	45,790	+2,921	$13,140,519	−2.3%	5.28%
NVDA	Nvidia Corp Technology	Added	68,499	+3,647	$11,946,225	−1.2%	4.80%
BAR	GraniteShares Gold Trust	Added	231,757	+16,835	$10,690,950	+17.1%	4.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	48,032	+2,606	$10,003,624	−4.6%	4.02%
IREN	IREN Ltd Financial Services	Added	288,209	+9,160	$9,879,804	−6.3%	3.97%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15,499	-492	$8,945,712	−8.9%	3.60%
AAPL	Apple Inc. Technology	Added	30,809	+3,461	$7,819,016	+5.2%	3.14%
CIFR	Cipher Digital Inc. Technology	Added	566,856	+24,678	$7,295,436	−8.8%	2.93%
GLD	Spdr Gold Trust	Reduced	14,599	-1,026	$6,281,803	+1.4%	2.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,806	+1,086	$4,388,880	−9.0%	1.76%
META	Meta Platforms, Inc. Communication Services	Reduced	7,266	-2,630	$4,157,096	−36.4%	1.67%
SPY	Spdr S&P 500 ETF Trust	Added	6,017	+66	$3,913,095	−3.6%	1.57%
MSFT	Microsoft Corp Technology	Reduced	9,657	-4,847	$3,574,731	−49.0%	1.44%
MA	Mastercard Inc Financial Services	Added	6,897	+940	$3,446,155	+1.3%	1.39%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,851	-1,349	$3,224,568	−12.5%	1.30%
FGDL	Franklin Templeton Holdings Trust	NEW	47,978	NEW	$2,982,792	NEW	1.20%
NFLX	Netflix Inc Communication Services	Added	30,293	+3,563	$2,912,671	+16.2%	1.17%
APH	Amphenol Corp /De/ Technology	Reduced	22,332	-9,496	$2,821,648	−34.4%	1.13%
LIN	Linde PLC Basic Materials	Added	5,413	+1,348	$2,683,548	+54.8%	1.08%
CLSK	Cleanspark, Inc. Financial Services	Added	300,578	+39,576	$2,557,918	−3.2%	1.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,220	+681	$2,501,424	+9.6%	1.01%
QXO	QXO, Inc. Industrials	Added	127,530	+13,103	$2,476,632	+12.2%	1.00%
HQY	Healthequity, Inc. Healthcare	Added	29,272	+8,379	$2,446,261	+27.8%	0.98%
MCK	Mckesson Corp Healthcare	Reduced	2,742	-35	$2,372,817	+4.2%	0.95%
WRBY	Warby Parker Inc. Healthcare	Added	112,581	+72,275	$2,372,081	+170.1%	0.95%
RTO	Rentokil Initial PLC /Fi Industrials	Added	73,717	+12,724	$2,320,611	+29.1%	0.93%
CDNS	Cadence Design Systems Inc Technology	Added	8,341	+1,642	$2,317,713	+10.7%	0.93%
TW	Tradeweb Markets Inc. Financial Services	Added	19,260	+9,537	$2,266,131	+116.7%	0.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,046	+402	$2,038,695	+43.8%	0.82%
CLH	Clean Harbors Inc Industrials	Added	6,858	+1,112	$1,966,394	+45.9%	0.79%
GLW	Corning Inc /Ny Technology	NEW	14,372	NEW	$1,954,160	NEW	0.79%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	29,850	NEW	$1,942,936	NEW	0.78%
DLY	DoubleLine Yield Opportunities Fund Financial Services	Added	135,157	+12,144	$1,881,385	+5.2%	0.76%
BRO	Brown & Brown, Inc. Financial Services	Added	26,670	+3,228	$1,739,150	−6.9%	0.70%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	13,541	+826	$1,709,957	−0.9%	0.69%
AAON	Aaon, Inc. Industrials	Reduced	20,623	-1,142	$1,706,553	+2.8%	0.69%
EW	Edwards Lifesciences Corp Healthcare	Added	20,986	+4,564	$1,680,558	+20.0%	0.68%
SAIL	SailPoint, Inc. Technology	Added	126,075	+36,310	$1,669,233	−8.1%	0.67%
ALGN	Align Technology Inc Healthcare	Added	9,433	+3,240	$1,617,099	+67.2%	0.65%
AVGO	Broadcom Inc. Technology	Reduced	5,150	-471	$1,593,976	−18.1%	0.64%
MELI	Mercadolibre Inc Consumer Cyclical	Added	914	+130	$1,580,324	+0.1%	0.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	12,405	-866	$1,541,693	+4.3%	0.62%
TDY	Teledyne Technologies Inc Technology	NEW	2,485	NEW	$1,503,449	NEW	0.60%
UFPT	Ufp Technologies Inc Healthcare	NEW	7,567	NEW	$1,464,971	NEW	0.59%
GEV	GE Vernova Inc. Industrials	NEW	1,632	NEW	$1,424,572	NEW	0.57%
CLBT	Cellebrite DI Ltd. Technology	NEW	93,987	NEW	$1,295,140	NEW	0.52%
RH	Rh Consumer Cyclical	NEW	9,066	NEW	$1,267,608	NEW	0.51%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	291	-65	$1,225,203	−35.7%	0.49%
NEE	Nextera Energy Inc Utilities	Reduced	13,132	-880	$1,219,700	+8.4%	0.49%
KEYS	Keysight Technologies, Inc. Technology	NEW	4,260	NEW	$1,202,896	NEW	0.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.