Sign In
test

Robert Pagliuco

Maridea Wealth Management Llc

Assets Managed
$687.555M
Holdings
454
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
3.27%(2Q avg: 3.4%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Maridea Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 454 positions.

Assets under management

The assets under management (AUM) of Maridea Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 687.555M in assets, with a quarterly growth rate of 3.27% and a 2-quarter average growth rate of 3.4%. The portfolio is managed by Robert Pagliuco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 6.45%
3.02%
$20.754M
226,471 shares@ $91.65 avg price
WBIG
Wbi Bullbear Yield 3000 Etf
Recent Activity
Decreased -5.53%
2.28%
$15.634M
664,185 shares@ $23.54 avg price
WBIL
Wbi Bullbear Quality 3000 Et
Recent Activity
Decreased -5.89%
2.27%
$15.552M
463,155 shares@ $33.58 avg price
WBIF
Wbi Bullbear Value 3000 Etf
Recent Activity
Decreased -5.94%
2.03%
$13.921M
445,548 shares@ $31.25 avg price
WBIY
Wbi Power Factor High Div
Recent Activity
Decreased -3.51%
2.01%
$13.773M
405,808 shares@ $33.94 avg price
CLIP
Global X 1-3 Month T-bill
Recent Activity
New Position
1.89%
$12.981M
129,343 shares@ $100.37 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.63%
1.74%
$11.946M
68,499 shares@ $174.4 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 7.32%
1.61%
$11.004M
38,360 shares@ $286.87 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -14.7%
1.58%
$10.857M
107,858 shares@ $100.67 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 2.35%
1.58%
$10.819M
24,770 shares@ $436.8 avg price

1-10 of 454