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MWM

Maripau Wealth Management Portfolio holdings

AUM $280M
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
+11.86%
1 Year Est. Return
+16.93%
3 Year Est. Return
+55.59%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$280M
AUM Growth
+$53M
Cap. Flow
+$29.4M
Cap. Flow %
10.48%
Top 10 Hldgs %
39.98%
Holding
186
New
20
Increased
112
Reduced
43
Closed
9

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.43M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.94M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.29M

Top Sells

Rank Stock Value
1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$766K
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$735K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$598K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$580K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$498K

Sector Composition

Rank Sector Weight
1 Miscellaneous 84.03%
2 Technology 6.35%
3 Consumer Discretionary 2.94%
4 Financials 1.75%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FELC icon
26
Fidelity Enhanced Large Cap Core ETF
FELC
$8.5B
$2.79M 1%
66,659
+14,203
+27% +$576K
DUBS icon
27
Aptus Large Cap Enhanced Yield ETF
DUBS
$414M
$2.79M 0.99%
66,814
+6,157
+10% +$249K
IDUB icon
28
Aptus International Enhanced Yield ETF
IDUB
$524M
$2.79M 0.99%
101,148
+8,363
+9% +$226K
QQQ icon
29
Invesco QQQ Trust
QQQ
$489B
$2.72M 0.97%
3,694
+1,367
+59% +$941K
MSFT icon
30
Microsoft
MSFT
$3.65T
$2.7M 0.96%
7,173
+1,222
+21% +$494K
SMH icon
31
VanEck Semiconductor ETF
SMH
$69.9B
$2.54M 0.91%
3,886
+19
+0.5% +$10.4K
VGT icon
32
Vanguard Information Technology ETF
VGT
$148B
$2.25M 0.8%
18,840
+1,824
+11% +$200K
SCHP icon
33
Schwab US TIPS ETF
SCHP
$16.1B
$2.17M 0.77%
81,181
+4,507
+6% +$120K
VXUS icon
34
Vanguard Total International Stock ETF
VXUS
$165B
$2.15M 0.77%
25,152
+20,469
+437% +$1.71M
JUCY icon
35
Aptus Enhanced Yield ETF
JUCY
$355M
$2.13M 0.76%
95,996
+4,280
+5% +$94.8K
VUG icon
36
Vanguard Morningstar Growth ETF
VUG
$226B
$1.96M 0.7%
22,766
+350
+2% +$29.4K
IVW icon
37
iShares S&P 500 Growth ETF
IVW
$76.5B
$1.89M 0.68%
13,778
-691
-5% -$91.2K
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.04T
$1.88M 0.67%
5,261
+359
+7% +$129K
DYNF icon
39
BlackRock US Equity Factor Rotation ETF
DYNF
$41.5B
$1.8M 0.64%
26,511
-1,373
-5% -$89.3K
BUFR icon
40
FT Vest Fund of Buffer ETFs
BUFR
$10.5B
$1.65M 0.59%
45,276
-5,807
-11% -$208K
IVE icon
41
iShares S&P 500 Value ETF
IVE
$49.5B
$1.55M 0.55%
6,819
-1,949
-22% -$435K
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.51M 0.54%
3,025
+481
+19% +$231K
VTV icon
43
Vanguard Morningstar Value ETF
VTV
$191B
$1.37M 0.49%
6,293
-935
-13% -$195K
GME icon
44
GameStop
GME
$8.92B
$1.35M 0.48%
60,953
-1,289
-2% -$29.5K
BUFF icon
45
Innovator Laddered Allocation Power Buffer ETF
BUFF
$1B
$1.34M 0.48%
25,455
+8,581
+51% +$445K
BKNG icon
46
Booking.com
BKNG
$130B
$1.32M 0.47%
+7,390
New +$1.26M
DFAT icon
47
Dimensional US Targeted Value ETF
DFAT
$14.4B
$1.31M 0.47%
18,703
+3,339
+22% +$223K
GOVT icon
48
iShares US Treasury Bond ETF
GOVT
$41.5B
$1.28M 0.46%
56,230
+3,438
+7% +$78.3K
COST icon
49
Costco
COST
$400B
$1.22M 0.44%
1,308
+306
+31% +$305K
META icon
50
Meta Platforms (Facebook)
META
$1.67T
$1.21M 0.43%
2,143
+245
+13% +$150K
1
2
3 4 5

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MLM
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Maripau Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Maripau Wealth Management held 186 positions worth $280M, up 23% from $227M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Maripau Wealth Management deployed $29.4M of net new capital in Q2 2026, opening 20 new positions and adding to 112 existing holdings. Its largest new stake was Booking.com: 7,390 shares worth $1.32M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, down from 85% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI EAFE Value ETF, an estimated $766K trimmed.

  • Maripau Wealth Management's largest Q2 2026 buy was Booking.com: 7,390 shares worth $1.32M.
  • Maripau Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $3.43M increase.
  • Maripau Wealth Management's biggest Q2 2026 reduction was iShares MSCI EAFE Value ETF, cutting an estimated $766K.
  • Maripau Wealth Management fully exited iShares Core International Aggregate Bond Fund in Q2 2026, selling an estimated $580K.
  • Maripau Wealth Management's ten largest holdings make up 40% of its $280M portfolio in Q2 2026.
  • Maripau Wealth Management opened 20 new positions and closed 9 in Q2 2026.
  • Maripau Wealth Management's portfolio value rose 23% quarter-over-quarter to $280M.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.