Maridea Wealth Management LLC - Portfolio overview

Maridea Wealth Management LLC has 539 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. BIL - SPDR SERIES TRUST, 2.83%
  2. WBIG - ABSOLUTE SHS TR, 2.13%
  3. WBIL - ABSOLUTE SHS TR, 2.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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