Maridea Wealth Management LLC

Position in DLY — DoubleLine Yield Opportunities Fund

CIK 2056245 BROOKLYN, NY

Position in DLY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,415,354

+$533,969 QoQ

Shares Held

171,667

+27.0% QoQ

Ownership

0.354%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#17

of 90 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Maridea Wealth Management LLC holds $12,027,710 across 24 Asset Management names. DLY ranks #1 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLY	DoubleLine Yield Opportunities Fund This page	171,667	$2,415,354
2	BAM	Brookfield Asset Management Ltd.	28,364	$1,272,125
3	PDI	PIMCO Dynamic Income Fund	45,854	$765,761
4	BMEZ	BlackRock Health Sciences Term Trust	47,049	$722,202
5	UTG	Reaves Utility Income Fund	17,096	$696,149
6	UTF	Cohen & Steers Infrastructure Fund Inc	24,826	$684,949
7	DSL	DoubleLine Income Solutions Fund	57,782	$639,068
8	AWF	Alliancebernstein Global High Income Fund Inc	61,489	$633,336

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,415,354	171,667	+27.0%	Shares	Sole	2026-08-06
2026-03-31	$1,881,385	135,157	+9.9%	Shares	Sole	2026-04-21
2025-12-31	$1,788,609	123,013	-0.5%	Shares	Sole	2026-01-08
2025-09-30	$1,865,154	123,684	+16.0%	Shares	Sole	2025-11-07
2025-06-30	$1,661,722	106,589	+3.8%	Shares	Sole	2025-07-16
2025-03-31	$1,653,083	102,676	+3.5%	Shares	Sole	2025-05-07
2024-12-31	$1,570,858	99,233	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.