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CIK: 0002056245
Total reported value
$924.1M
$924.1M
417 檔
9.3%
As reported in its official Q3 2025 Form 13F filing, Maridea Wealth Management LLC's tracked investment portfolio stood at $924.1M with 417 total positions.
In Q3 2025, Maridea Wealth Management LLC displayed an active expansion posture, initiating 25 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 417 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.88% | +0.13% | +392.57% | |
| 2 | WBIL | Wbi Bullbear Quality 3000 Et | ETF-Other | 2.84% | -0.35% | -7.13% | |
| 3 | WBIG | Wbi Bullbear Yield 3000 ETF | ETF-Other | 2.76% | -0.51% | -8.36% | |
| 4 | IREN | IREN Limited | Stock-Other | 2.47% | -0.06% | -20.87% | |
| 5 | WBIF | Wbi Bullbear Value 3000 ETF | ETF-Other | 2.44% | -0.39% | -7.43% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.42% | +0.37% | +3.72% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.23% | -0.18% | -23.96% | |
| 8 | WBIY | Wbi Power Factor High Div | ETF-Other | 2.06% | -0.51% | -7.25% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.05% | +0.01% | +33.95% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.00% | -0.11% | +80.29% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.60% | -0.29% | +11.92% | |
| 12 | CIFR | Cipher Digital Inc | Stock-Tech | 1.58% | +0.22% | -21.75% | |
| 13 | CLOI | Vaneck Clo ETF | ETF-Other | 1.38% | -0.34% | +25.10% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | — | +150.94% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | — | +202.34% | |
| 16 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.24% | -1.15% | -7.35% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.15% | -0.33% | -8.38% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | +0.07% | +54.00% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.30% | +44.46% | |
| 20 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.93% | +0.07% | -5.74% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.09% | +154.50% | |
| 22 | CLSK | Cleanspark Inc | Stock-Financials | 0.83% | -0.04% | -1.53% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.82% | -0.12% | +1.16% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.80% | +0.17% | -2.55% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.79% | -0.01% | +21.32% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.09% | — | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.77% | -0.08% | +720.43% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.76% | -0.20% | — | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.73% | -0.54% | +699.54% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.11% | +30.49% | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.70% | -0.03% | +9.76% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.64% | -0.14% | — | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.64% | +0.20% | +31.28% | |
| 34 | WGMI | Coinshares Bitcoin Mining Et | ETF-Crypto | 0.64% | +0.04% | -20.55% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.63% | -0.08% | -9.39% | |
| 36 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.61% | -0.07% | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.59% | -0.10% | -4.82% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +1.42% | +647.04% | |
| 39 | PCT | Purecycle Technologies Inc | Stock-Other | 0.58% | +0.49% | -0.28% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.03% | +93.74% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | — | -21.65% | |
| 42 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.56% | -0.10% | +18.44% | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.53% | -0.14% | +62.13% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | +0.10% | — | |
| 45 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.52% | +0.11% | +104.07% | |
| 46 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 0.52% | -0.15% | — | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.50% | +0.12% | — | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.50% | -0.11% | — | |
| 49 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.48% | -0.11% | — | |
| 50 | FLXR | Tcw Flexible Income ETF | ETF-Other | 0.48% | -0.11% | — |
According to official SEC Form 13F filings, Maridea Wealth Management LLC reported a total U.S. public equity portfolio value of $924.1M across 417 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, WBIL, WBIG) accounted for 9.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAR
市值: $8.0M
Top Position Liquidated / Trimmed
BTAL
前期市值: $4.6M
During Q3 2025, Maridea Wealth Management LLC's top holdings by market value included BIL (2.9%)、WBIL (2.8%)、WBIG (2.8%). The largest single position, BIL, represented 2.9% of total portfolio value.
In Q3 2025, Maridea Wealth Management LLC made 50 total portfolio adjustments, initiating 25 new buys, adding to 18 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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