account_balance

Investment manager · 13F filer · SEC CIK 2056245

Maridea Wealth Management LLC

Reported value$1.03Bas of Sep 30, 2026
Positions569 96 new, 65 sold out
Top 10 weight20.7%BIL alone is 4%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BIL SPDR Series Trust 3.8% Added +35%
NVDA Nvidia Corporation 3.0% Added +67%
THMR Thor Finl Technologies Tr 2.4% Added +12%
SGOV iShares Tr 1.8% Held
SPY State STR SPDR S&P 500 ETF T 1.7% Trimmed −5%AMZN Amazon Com Inc 1.7% Added +26%AAPL Apple Inc 1.7% Added +16%GOOG Alphabet Inc 1.6% Added +14%
WBIL Absolute SHS Tr 1.6% Trimmed −6%
VUG Vanguard Index FDS 1.5% Added +7%
WBIG Absolute SHS Tr 1.4% Trimmed −9%
WBIF Absolute SHS Tr 1.3% Trimmed −9%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • TBLL $6.67M
  • JEPQ $3.02M
  • DFAX $2.16M
  • GS $2.08M
arrow_upwardAdded
arrow_downwardTrimmed
  • SCHB −67%
  • RSP −52%
  • QQQM −32%
  • CLIP −20%
remove_circleSold out
  • ALAB $2.04M
  • COHR $1.7M
  • BTAL $1.18M
  • XTRE $948K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast