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 (2026-06-30)

Maridea Wealth Management LLC (CIK 2056245) reported $924.1M across 540 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BIL ($29.1M, 3.15%), THMR ($21.2M, 2.29%), SPY ($18.4M, 1.99%), SGOV ($18.0M, 1.95%), WBIL ($17.7M, 1.91%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BILSPDR SERIES TRUST$29.1M3.15%317,808Added
2THMRTHOR FINL TECHNOLOGIES TR$21.2M2.29%833,977New
3SPYSTATE STR SPDR S&P 500 ETF T$18.4M1.99%24,661Added
4SGOVISHARES TR$18.0M1.95%179,261Added
5WBILABSOLUTE SHS TR$17.7M1.91%439,306Trimmed
6WBIGABSOLUTE SHS TR$16.2M1.76%628,124Trimmed
7NVDANVIDIA CORPORATION$16.2M1.75%80,757Added
8WBIFABSOLUTE SHS TR$15.1M1.63%421,854Trimmed
9GOOGALPHABET INC$14.8M1.60%41,951Added
10WBIYABSOLUTE SHS TR$13.7M1.49%392,719Trimmed
11AMZNAMAZON COM INC$13.5M1.46%56,662Added
12VUGVANGUARD INDEX FDS$13.5M1.46%156,399Added
13AAPLAPPLE INC$13.3M1.44%46,089Added
14RSPINVESCO EXCHANGE TRADED FD T$12.8M1.39%60,331New
15IRENIREN LIMITED$12.7M1.38%278,344Trimmed
16CIFRCIPHER DIGITAL INC$11.8M1.28%481,433Trimmed
17CLIPGLOBAL X FDS$11.1M1.20%110,539Trimmed
18SCHGSCHWAB STRATEGIC TR$10.9M1.18%322,472Trimmed
19QQQINVESCO QQQ TR$10.3M1.12%14,040Trimmed
20CLOIVANECK ETF TRUST$8.3M0.90%157,402Trimmed
21CAOSEA SERIES TRUST$8.2M0.89%90,540Added
22SCHRSCHWAB STRATEGIC TR$8.1M0.87%326,838Added
23JQUAJ P MORGAN EXCHANGE TRADED F$7.7M0.84%107,135Added
24SCHBSCHWAB STRATEGIC TR$7.6M0.82%261,439Added
25BUFRFIRST TR EXCHNG TRADED FD VI$7.3M0.79%199,077Added

Source: SEC Form 13F filings · as of 2026-06-30