Long-term investor
Maridea Wealth Management LLC @marideawealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056245).
Record
- Tracked since 2025-06-30 (434 days), 415 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months +1.7% · 1 year +10.2% · all +10.2%
- Max drawdown -6.2% · Sharpe 0.37 · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BIL · 3.2% · long · since 2025-06-30
- THMR · 2.3% · long · since 2026-06-30
- SPY · 2.0% · long · since 2025-06-30
- SGOV · 2.0% · long · since 2025-06-30
- WBIL · 1.9% · long · since 2025-06-30
- WBIG · 1.8% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- WBIF · 1.6% · long · since 2025-06-30
- GOOG · 1.6% · long · since 2025-06-30
- WBIY · 1.5% · long · since 2025-06-30
- AMZN · 1.5% · long · since 2025-06-30
- VUG · 1.5% · long · since 2025-06-30