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AI & tech investing

Maridea Wealth Management LLC

CIK 2056245

13F filing for Q2 2026・No. 2,707

Holdings
US$924.11M
Quarter change
+US$236.56M
Entries
547
Net bought (estimate)
+US$153.11M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 142
  • Sold out 54
  • Cut 135
  • Added 252
  • Corporate actions 0
  • Unchanged 8

Largest holdings

537 stocks worth US$919.28M, options and bonds left out.

StockThis quarterValueWeight
SPDR SERIES TRUSTST STR BLO 1 ETFAddedUS$29.12M3.17%
THOR FINL TECHNOLOGIES TRADAPT DYNAM ETFNewUS$21.15M2.30%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$18.42M2.00%
ISHARES TR0-3 MTH TREASURYAddedUS$18.05M1.96%
ABSOLUTE SHS TRWBI BBR QTY 3000CutUS$17.68M1.92%
ABSOLUTE SHS TRWBI BBR YLD 3000CutUS$16.24M1.77%
NVDANvidiaCOMAddedUS$16.16M1.76%
ABSOLUTE SHS TRWBI BBR VAL 3000CutUS$15.06M1.64%
GOOGALPHABET INCCAP STK CL CAddedUS$14.82M1.61%
ABSOLUTE SHS TRWBI PWR FACTORCutUS$13.72M1.49%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.