Maridea Wealth Management LLC
•CIK: 2056245•Filing: Q4 2025
**Maridea Wealth Management LLC** manages $666M across a diversified portfolio of 402 positions. The fund maintains significant allocations to short-duration treasuries and fixed income, notably holding BIL ($19.4M) and WBIL ($17.1M). Technology and growth exposure is evident through top holdings including NVDA ($12.1M), GOOG ($11.2M), and SCHG ($11.0M). This structure suggests a tactical tilt balancing capital preservation with targeted exposure to large-cap growth names.
Total AUM
$664.1M
QoQ Performance
+3.3%
Positions
245
Top 10 Concentration
23.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BIL2.9%
WBIL2.6%
WBIG2.5%
WBIF2.2%
WBIY2.0%
SGOV1.9%
NVDA1.8%
VUG1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.2%
Technology9.1%
Consumer4.2%
Financial1.7%
ETF1.6%
Communication0.4%
Materials0.3%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
+219 more exited positions
Changes from Q3 2025
NEW7 new positions
↑131 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024