1y return+18.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $123 against $127 in the S&P 500.2
Maridea Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BILSpdr Series Trust | $29.1M | 3.2% | +40.3% |
| THMRThor Finl Technologies Tr | $21.2M | 2.3% | New |
| SPYState Str Spdr S&p 500 Etf T | $18.4M | 2.0% | +309.9% |
| SGOVIshares Tr | $18.0M | 2.0% | +66.2% |
| WBILAbsolute Shs Tr | $17.7M | 1.9% | −5.1% |
| WBIGAbsolute Shs Tr | $16.2M | 1.8% | −5.4% |
| NVDANvidia Corporation | $16.2M | 1.8% | +17.9% |
| WBIFAbsolute Shs Tr | $15.1M | 1.6% | −5.3% |
| GOOGAlphabet Inc | $14.8M | 1.6% | +9.4% |
| WBIYAbsolute Shs Tr | $13.7M | 1.5% | −3.2% |
| AMZNAmazon Com Inc | $13.5M | 1.5% | +18.0% |
| VUGVanguard Index Fds | $13.5M | 1.5% | +5.2% |
| AAPLApple Inc | $13.3M | 1.5% | +49.6% |
| RSPInvesco Exchange Traded Fd T | $12.8M | 1.4% | New |
| Iren LimitedCUSIP Q4982L109 | $12.7M | 1.4% | −3.4% |
| CIFRCipher Digital Inc | $11.8M | 1.3% | −15.1% |
| CLIPGlobal X Fds | $11.1M | 1.2% | −14.5% |
| SCHGSchwab Strategic Tr | $10.9M | 1.2% | −7.2% |
| QQQInvesco Qqq Tr | $10.3M | 1.1% | −9.4% |
| CLOIVaneck Etf Trust | $8.3M | 0.9% | −3.0% |
| CAOSEa Series Trust | $8.2M | 0.9% | +10.4% |
| SCHRSchwab Strategic Tr | $8.1M | 0.9% | +10.8% |
| JQUAJ P Morgan Exchange Traded F | $7.7M | 0.8% | +5.4% |
| SCHBSchwab Strategic Tr | $7.6M | 0.8% | +46.4% |
| BUFRFirst Tr Exchng Traded Fd Vi | $7.3M | 0.8% | +19.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CIFRCipher Digital Inc | December 31, 2024 | +428.0% | $11.8M |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $6.2M |
| WGMIValkyrie Etf Trust II | December 31, 2024 | +184.2% | $5.1M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $14.8M |
| QTECFirst Tr Exchange-traded Fd | June 30, 2025 | +57.3% | $7.3M |
| GLDSpdr Gold Tr | December 31, 2024 | +52.1% | $5.3M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $16.2M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $10.3M |
| VFLOVictory Portfolios II | December 31, 2024 | +34.2% | $6.3M |
| IWBIshares Tr | December 31, 2024 | +27.1% | $5.2M |
Sold off last quarter
- TDYTeledyne Technologies Inc was $1.5M
- RHRh was $1.3M
- XTWYBondbloxx Etf Trust was $1.2M
- WCMEFirst Tr Exchange-traded Fd was $1.2M
- VRTVertiv Holdings Co was $988K
- FCXFreeport Mcmoran Inc was $921K
- CIENCiena Corp was $810K
- AROCArchrock Inc was $632K
- MCDMcdonalds Corp was $577K
- TJXTjx Cos Inc New was $570K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.2% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | −0.2% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Maridea Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056245&type=13F-HR&dateb=&owner=include&count=40CIK 2056245
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056245/000195175726001115/Filed August 6, 2026 · accession 0001951757-26-001115