Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Maridea Wealth Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Maridea Wealth Management LLC (CIK 2056245) reported $687.6M across 447 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($20.8M, 3.02%), WBIG ($15.6M, 2.27%), WBIL ($15.6M, 2.26%), WBIF ($13.9M, 2.02%), WBIY ($13.8M, 2.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BILSPDR SERIES TRUST$20.8M3.02%226,471Added
2WBIGABSOLUTE SHS TR$15.6M2.27%664,185Trimmed
3WBILABSOLUTE SHS TR$15.6M2.26%463,155Trimmed
4WBIFABSOLUTE SHS TR$13.9M2.02%445,548Trimmed
5WBIYABSOLUTE SHS TR$13.8M2.00%405,808Trimmed
6CLIPGLOBAL X FDS$13.0M1.89%129,343New
7NVDANVIDIA CORPORATION$11.9M1.74%68,499Added
8GOOGALPHABET INC$11.0M1.60%38,360Added
9SGOVISHARES TR$10.9M1.58%107,858Trimmed
10VUGVANGUARD INDEX FDS$10.8M1.57%24,770Added
11BARGRANITESHARES GOLD TR$10.7M1.55%231,757Added
12SCHGSCHWAB STRATEGIC TR$10.1M1.47%347,320Added
13AMZNAMAZON COM INC$10.0M1.45%48,032Added
14IRENIREN LIMITED$9.9M1.44%288,209Added
15QQQINVESCO QQQ TR$8.9M1.30%15,499Trimmed
16CLOIVANECK ETF TRUST$8.6M1.24%162,257Added
17AAPLAPPLE INC$7.8M1.14%30,809Added
18XLESELECT SECTOR SPDR TR$7.4M1.08%121,167Added
19CAOSEA SERIES TRUST$7.4M1.08%82,000Added
20SCHRSCHWAB STRATEGIC TR$7.3M1.07%295,042Added
21CIFRCIPHER DIGITAL INC$7.3M1.06%566,856Added
22GLDSPDR GOLD TR$6.3M0.91%14,599Trimmed
23JQUAJ P MORGAN EXCHANGE TRADED F$6.2M0.91%101,634Added
24AVMVAMERICAN CENTY ETF TR$6.0M0.88%81,119Added
25IUSBISHARES TR$6.0M0.87%130,124Added

Source: SEC Form 13F filings · as of 2026-03-31