Maridea Wealth Management LLC

All 13F Filings

Location
Brooklyn, NY
Most recent 13F
Q2 2026
Holdings value ($000)
924,114
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/6/2026 547 924,114 13F-HR Maridea Wealth Management LLC
Q1 2026 4/21/2026 454 687,555 13F-HR Maridea Wealth Management LLC
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): 4.377 K (0.5% of total reported value) · QoQ Δ: +2.627 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 449.3 K 48.9% 82 K 0 82 K
ETFs 466.6 K 50.8% 152.2 K 0 152.2 K
Debt 2.382 K 0.3% 0 135 -135
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
924,114
Holdings
547
QoQ value change ($000)
236,559 (34.4%)
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.