Maridea Wealth Management LLC

Q3 2025 13F-HR Holdings

Location
Brooklyn, NY
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
417
Total value ($000)
$643,090
Net value change ($000)
+259,018 (67.4%)
New positions
184
Sold out positions
38
Turnover %
26.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 14,739 392.1%
IREN 10,943 221.6%
CIFR 7,037 226.0%
VUG 6,400 99.3%
GOOGL 6,260 338.0%
SPYM 5,093 NEW
AMZN 4,969 147.6%
SCHR 4,869 NEW
NVDA 4,661 54.8%
MGK 4,429 812.7%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -2,672 -15.7%
LRCX -2,000 -67.6%
FTSM -1,460 -39.4%
XHLF -1,278 -100.0%
POCT -1,260 -64.4%
DUK -1,046 -100.0%
WCME -1,040 -100.0%
LVS -1,025 -100.0%
SO -970 -64.2%
MAR -968 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type