Maridea Wealth Management LLC

CIK

2056245

Location

BROOKLYN, NY

Portfolio Value

Small $237,078,833

Diversification

Diversified

Filing Date

Global Rank

#3,853 / 8,605 ▲ 94 · as of Mar 2026

Top Industry

Semiconductors 9.7%

3Y Alpha vs SPY

+5.8%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+33.4%

SPY

+24.4%

Annualised alpha

+6.0%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.0%

−0.0 pts

Top 5

21.7%

−0.1 pts

Top 10

34.3%

−2.2 pts

HHI

171

Diversified−15

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.8%	$63,506,351	45
Financial Services	17.3%	$40,944,760	47
Unclassified	16.0%	$37,818,583	14
Consumer Cyclical	10.4%	$24,624,232	19
Industrials	9.9%	$23,439,839	30
Healthcare	6.1%	$14,534,281	12
Communication Services	4.5%	$10,679,306	9
Consumer Defensive	2.4%	$5,792,385	9
Energy	2.1%	$4,902,482	10
Basic Materials	1.8%	$4,361,157	4
Utilities	1.5%	$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	$741,576
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	$498,613
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	$148,139
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 positions · $237,078,833 total · 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
NVDA	Nvidia Corp Technology	Added	68,499	+3,647	$11,946,225	−1.2%	5.04%
BAR	GraniteShares Gold Trust	Added	231,757	+16,835	$10,690,950	+17.1%	4.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	48,032	+2,606	$10,003,624	−4.6%	4.22%
IREN	IREN Ltd Financial Services	Added	288,209	+9,160	$9,879,804	−6.3%	4.17%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15,499	-492	$8,945,712	−8.9%	3.77%
AAPL	Apple Inc. Technology	Added	30,809	+3,461	$7,819,016	+5.2%	3.30%
CIFR	Cipher Digital Inc. Technology	Added	566,856	+24,678	$7,295,436	−8.8%	3.08%
GLD	Spdr Gold Trust	Reduced	14,599	-1,026	$6,281,803	+1.4%	2.65%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,806	+1,086	$4,388,880	−9.0%	1.85%
META	Meta Platforms, Inc. Communication Services	Reduced	7,266	-2,630	$4,157,096	−36.4%	1.75%
SPY	Spdr S&P 500 ETF Trust	Added	6,017	+66	$3,913,095	−3.6%	1.65%
MSFT	Microsoft Corp Technology	Reduced	9,657	-4,847	$3,574,731	−49.0%	1.51%
MA	Mastercard Inc Financial Services	Added	6,897	+940	$3,446,155	+1.3%	1.45%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,851	-1,349	$3,224,568	−12.5%	1.36%
FGDL	Franklin Templeton Holdings Trust	NEW	47,978	NEW	$2,982,792	NEW	1.26%
NFLX	Netflix Inc Communication Services	Added	30,293	+3,563	$2,912,671	+16.2%	1.23%
APH	Amphenol Corp /De/ Technology	Reduced	22,332	-9,496	$2,821,648	−34.4%	1.19%
LIN	Linde PLC Basic Materials	Added	5,413	+1,348	$2,683,548	+54.8%	1.13%
CLSK	Cleanspark, Inc. Financial Services	Added	300,578	+39,576	$2,557,918	−3.2%	1.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,220	+681	$2,501,424	+9.6%	1.06%
QXO	QXO, Inc. Industrials	Added	127,530	+13,103	$2,476,632	+12.2%	1.04%
HQY	Healthequity, Inc. Healthcare	Added	29,272	+8,379	$2,446,261	+27.8%	1.03%
MCK	Mckesson Corp Healthcare	Reduced	2,742	-35	$2,372,817	+4.2%	1.00%
WRBY	Warby Parker Inc. Healthcare	Added	112,581	+72,275	$2,372,081	+170.1%	1.00%
RTO	Rentokil Initial PLC /Fi Industrials	Added	73,717	+12,724	$2,320,611	+29.1%	0.98%
CDNS	Cadence Design Systems Inc Technology	Added	8,341	+1,642	$2,317,713	+10.7%	0.98%
TW	Tradeweb Markets Inc. Financial Services	Added	19,260	+9,537	$2,266,131	+116.7%	0.96%
GOOGL	Alphabet Inc. Communication Services	Added	7,430	+306	$2,136,570	−4.2%	0.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,046	+402	$2,038,695	+43.8%	0.86%
CLH	Clean Harbors Inc Industrials	Added	6,858	+1,112	$1,966,394	+45.9%	0.83%
GLW	Corning Inc /Ny Technology	NEW	14,372	NEW	$1,954,160	NEW	0.82%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	29,850	NEW	$1,942,936	NEW	0.82%
DLY	DoubleLine Yield Opportunities Fund Financial Services	Added	135,157	+12,144	$1,881,385	+5.2%	0.79%
BRO	Brown & Brown, Inc. Financial Services	Added	26,670	+3,228	$1,739,150	−6.9%	0.73%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	13,541	+826	$1,709,957	−0.9%	0.72%
AAON	Aaon, Inc. Industrials	Reduced	20,623	-1,142	$1,706,553	+2.8%	0.72%
EW	Edwards Lifesciences Corp Healthcare	Added	20,986	+4,564	$1,680,558	+20.0%	0.71%
SAIL	SailPoint, Inc. Technology	Added	126,075	+36,310	$1,669,233	−8.1%	0.70%
ALGN	Align Technology Inc Healthcare	Added	9,433	+3,240	$1,617,099	+67.2%	0.68%
AVGO	Broadcom Inc. Technology	Reduced	5,150	-471	$1,593,976	−18.1%	0.67%
MELI	Mercadolibre Inc Consumer Cyclical	Added	914	+130	$1,580,324	+0.1%	0.67%
WMT	Walmart Inc. Consumer Defensive	Reduced	12,405	-866	$1,541,693	+4.3%	0.65%
TDY	Teledyne Technologies Inc Technology	NEW	2,485	NEW	$1,503,449	NEW	0.63%
UFPT	Ufp Technologies Inc Healthcare	NEW	7,567	NEW	$1,464,971	NEW	0.62%
GEV	GE Vernova Inc. Industrials	NEW	1,632	NEW	$1,424,572	NEW	0.60%
CLBT	Cellebrite DI Ltd. Technology	NEW	93,987	NEW	$1,295,140	NEW	0.55%
RH	Rh Consumer Cyclical	NEW	9,066	NEW	$1,267,608	NEW	0.53%
NEE	Nextera Energy Inc Utilities	Reduced	13,132	-880	$1,219,700	+8.4%	0.51%
KEYS	Keysight Technologies, Inc. Technology	NEW	4,260	NEW	$1,202,896	NEW	0.51%
MTZ	Mastec Inc Industrials	NEW	3,705	NEW	$1,192,046	NEW	0.50%