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MWM

Maripau Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
-2.33%
1 Year Est. Return
+14.76%
3 Year Est. Return
+45.04%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$227M
AUM Growth
+$10M
Cap. Flow
+$16.9M
Cap. Flow %
7.43%
Top 10 Hldgs %
39.77%
Holding
177
New
23
Increased
96
Reduced
45
Closed
11

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.81M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$746K
5
CORO
iShares International Country Rotation Active ETF
CORO
+$644K

Top Sells

Rank Stock Value
1
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$925K
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$656K
3
OEF icon
iShares S&P 100 ETF
OEF
+$634K
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$435K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$424K

Sector Composition

Rank Sector Weight
1 Technology 5.84%
2 Consumer Discretionary 2.44%
3 Communication Services 1.67%
4 Financials 1.66%
5 Consumer Staples 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$2.84T
$2.2M 0.97%
5,951
+567
+11% +$237K
DUBS icon
27
Aptus Large Cap Enhanced Yield ETF
DUBS
$388M
$2.19M 0.96%
60,657
+4,601
+8% +$173K
SCHP icon
28
Schwab US TIPS ETF
SCHP
$16.3B
$2.04M 0.9%
76,674
+1,180
+2% +$31.5K
JUCY icon
29
Aptus Enhanced Yield ETF
JUCY
$317M
$2.03M 0.89%
91,716
+2,491
+3% +$55.3K
IUSB icon
30
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$2.02M 0.89%
43,832
-314
-0.7% -$14.6K
FELC icon
31
Fidelity Enhanced Large Cap Core ETF
FELC
$7.83B
$1.9M 0.84%
52,456
+1,971
+4% +$74.7K
IVE icon
32
iShares S&P 500 Value ETF
IVE
$48.9B
$1.85M 0.81%
8,768
-1,082
-11% -$234K
BUFR icon
33
FT Vest Fund of Buffer ETFs
BUFR
$10B
$1.73M 0.76%
51,083
+12,247
+32% +$421K
IVW icon
34
iShares S&P 500 Growth ETF
IVW
$72.5B
$1.64M 0.72%
14,469
+156
+1% +$18.8K
VUG icon
35
Vanguard Growth ETF
VUG
$216B
$1.63M 0.72%
22,416
-1,008
-4% -$78.4K
DYNF icon
36
BlackRock US Equity Factor Rotation ETF
DYNF
$38.1B
$1.62M 0.71%
27,884
-7,185
-20% -$435K
VGT icon
37
Vanguard Information Technology ETF
VGT
$139B
$1.48M 0.65%
17,016
+1,096
+7% +$101K
SMH icon
38
VanEck Semiconductor ETF
SMH
$67.6B
$1.48M 0.65%
3,867
+60
+2% +$23.8K
GME icon
39
GameStop
GME
$9.5B
$1.43M 0.63%
62,242
+19
+0% +$441
VTV icon
40
Vanguard Value ETF
VTV
$189B
$1.42M 0.62%
7,228
+294
+4% +$58.9K
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$3.91T
$1.41M 0.62%
4,902
-451
-8% -$142K
WMT icon
42
Walmart Inc
WMT
$871B
$1.36M 0.6%
10,952
-2,597
-19% -$319K
QQQ icon
43
Invesco QQQ Trust
QQQ
$455B
$1.34M 0.59%
2,327
+915
+65% +$556K
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.22M 0.54%
2,544
+363
+17% +$178K
GOVT icon
45
iShares US Treasury Bond ETF
GOVT
$43.6B
$1.21M 0.53%
52,792
+32,383
+159% +$746K
EFV icon
46
iShares MSCI EAFE Value ETF
EFV
$27.6B
$1.15M 0.51%
15,500
-5,646
-27% -$424K
IEMG icon
47
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$1.12M 0.49%
16,054
-9,094
-36% -$656K
MBB icon
48
iShares MBS ETF
MBB
$39B
$1.1M 0.49%
11,637
+554
+5% +$52.9K
META icon
49
Meta Platforms (Facebook)
META
$1.51T
$1.09M 0.48%
1,898
+160
+9% +$103K
GLD icon
50
SPDR Gold Trust
GLD
$131B
$1.08M 0.47%
2,499
-81
-3% -$36.3K
1
2
3 4 5

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BF
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EI
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ATWA
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FF
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CWA
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BWA
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Maripau Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Maripau Wealth Management held 177 positions worth $227M, up 4.6% from $217M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Maripau Wealth Management deployed $16.9M of net new capital in Q1 2026, opening 23 new positions and adding to 96 existing holdings. Its largest new stake was iShares International Country Rotation Active ETF: 19,539 shares worth $628K.

By sector, the portfolio is most concentrated in Technology at 5.8% of assets, down from 6.5% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $656K trimmed.

  • Maripau Wealth Management's largest Q1 2026 buy was iShares International Country Rotation Active ETF: 19,539 shares worth $628K.
  • Maripau Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $1.81M increase.
  • Maripau Wealth Management's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $656K.
  • Maripau Wealth Management fully exited Invesco S&P 500 Top 50 ETF in Q1 2026, selling an estimated $925K.
  • Maripau Wealth Management's ten largest holdings make up 40% of its $227M portfolio in Q1 2026.
  • Maripau Wealth Management opened 23 new positions and closed 11 in Q1 2026.
  • Maripau Wealth Management's portfolio value rose 4.6% quarter-over-quarter to $227M.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.