Maridea Wealth Management LLC
RIA/Wealth
Maridea Wealth Management LLC is a RIA/Wealth based in Brooklyn, NY led by Sean Yuxiang Sun, managing $640.8M across 411 long positions as of Q3 2025 with 61% ETF concentration.
PresidentSean Yuxiang Sun
- Portfolio Value
- $640.8M
- Positions
- 411
- Top Holding
- BIL at 2.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Maridea Wealth Management LLC's portfolio (24.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.5M | 2.89% | +$14.7M Bought | — 201.9K shares | |
ETF ETF | $18.3M | 2.85% | -$1.4M Sold | — 523.4K shares | |
ETF ETF | $17.7M | 2.77% | -$1.6M Sold | — 751.8K shares | |
Financial - Capital Markets Financial Services | $15.9M | 2.48% | -$4.2M Sold | 0.10% 268.2K shares | |
ETF ETF | $15.7M | 2.45% | -$1.3M Sold | — 502.2K shares | |
ETF ETF | $15.6M | 2.43% | +$559.3K Bought | — 155.0K shares | |
ETF ETF | $14.3M | 2.24% | -$4.5M Sold | — 23.4K shares | |
ETF ETF | $13.2M | 2.07% | -$1.0M Sold | — 431.0K shares | |
Semiconductors Technology | $13.2M | 2.05% | +$3.3M Bought | 0.00% 72.1K shares | |
ETF ETF | $12.8M | 2.00% | +$5.7M Bought | — 26.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Maridea Wealth Management LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Maridea Wealth Management LLC
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