Maridea Wealth Management LLC
All 13F Filings
- Location
- Brooklyn, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 665,823
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/8/2026 | 402 | 665,823 | 13F-HR | Maridea Wealth Management LLC |
| Q3 2025 | 11/7/2025 | 417 | 643,090 | 13F-HR | Maridea Wealth Management LLC |
| Q2 2025 | 7/16/2025 | 271 | 384,072 | 13F-HR | Maridea Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.747 K
(0.3% of total reported value)
· QoQ Δ:
+1.747 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 559.8 K | 84.5% | 29.22 K | 0 | 29.22 K |
| ETFs | 93.17 K | 14.1% | 0 | 10.37 K | -10.37 K |
| Debt | 2.034 K | 0.3% | 436 | 0 | 436 |
| Other | 7.575 K | 1.1% | 1.468 K | 0 | 1.468 K |
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Fund Snapshot
Q4 2025
Latest filed
1/8/2026
Total value ($000)
665,823
Holdings
402
QoQ value change ($000)
22,733
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.